Ophthalmology and dentistry goes high!Medical concept stocks have a concentrated detonation, and innovative equipment becomes highlights. Institutions: In the second half of the year, they may be overwhelming

Financial Association (Shanghai, Editor Zilong) News, today (September 9) in the early morning, medical -related sectors broke out across the board. Among them, dental medicine, ophthalmology, medical services, etc. The private hospital sector has also increased sharply. In terms of individual stocks, Tongmei Medical, Yuexin Health, Rongyu Group, Ruikang Pharmaceutical, Guangzheng Ophthalmology, Innovation Medical and other daily limits.

Note: Medical concept stocks have a collective outbreak (as of the afternoon closing on September 9)

The dental implants are better than expected, and the margin of the collection policy eases

In terms of news, the National Medical Security Bureau recently issued a notice that oral implants will be mixed, dental implant medical services will be regulated by price control, and three -level public hospital medical services price control targets are 4,500 yuan for a dental. "Yaomao" Tongmei Medical responded to this that the policy was good for the company, and the price of service fees was better than the previous market expectations. The previous market expectations were generally two or three thousand yuan. The analysis pointed out that the price limit of dental implants is significantly better than market expectations, and private leadership performance and valuation are expected to repair. Protocol, the dental medical sector has risen sharply today and leads the two cities.

Driven by dental medical concept stocks, sub -tracks such as ophthalmology, medical beauty, and private hospitals have also risen. At present, the medical industry has continued to be promoted by policy factor, especially the field of entrepreneurial medical device. The Medical Insurance Bureau recently released the "Agreement of the National Medical Security Bureau on the Suggestions No. 4955 of the Fifth Session of the Thirteenth National People's Congress" that the clinical use of innovative medical devices is not yet mature and the amount of usage is temporarily difficult to estimate. It is difficult to implement it with Method. In addition to the concentrated volume procurement, a certain market provides space for innovative products to develop markets.

CITIC Construction Investment Securities pointed out that comprehensive policy viewpoints of the Medical Insurance Bureau recently eased the marginity of medical insurance policies. In the process of promoting the reform of DRG/DIP medical insurance payment methods, it supports innovative medical consumables and other relevant regulations and procedures. As of now, the State Drug Administration has approved 173 innovative medical device registration and listed, mainly involving cardiovascular intervention, IVD, medical image, peripheral intervention, surgical robot, auxiliary diagnostic software, tumor treatment and other fields. This directory may have reference significance for the National Medical Insurance Bureau to formulate medical insurance payment policies related to innovative medical devices.

Medical interim reported brief pressure, and a battle in the second half of the year

Affected by the epidemic and the same period of the same period last year, the medical industry in the first half of the year was briefly pressured, and the performance was weak. After the epidemic, the medical demand after the epidemic recovered, and the industry was expected to usher in valuation repair. Guojin Securities believes that considering the realization of the industry operations in 2022Q3, the delayed demand is continuously released, the overlapping valuation switching, the high and low performance base of the medical sector in 2021, and the expected stability of the collection and control fee policy. "Medical care The expectations of the section will not change in the second half of the year.

Regarding the target that can be followed, Hua'an Securities pointed out that as the Ministry of Industry and Information Technology released the "Fourteenth Five -Year Plan" medical equipment industry development plan ", it proposed the overall goal of the development of the medical equipment industry in 2025 and the long -view goal of 2035. Upgrading, safe and stability of supply chain, shortcomings of core technologies, cross -border integration, and promotion of innovative products have also become the main theme. In terms of beneficiaries, focusing on "medical insurance immunity+performance certainty" track, focusing on medical equipment, going to sea, new medical infrastructure and other fields. Suggestion layout:

1. Medical equipment: Imaging equipment (Lianying Medical, Mai Rui Medical, Xiangsheng Medical), endoscopic (Australian Workers).

2. Go to sea: Low -value consumables (Zhende Medical), equipment (Mai Rui Medical, Xiangsheng Medical, Furui, Libang Instrument), Conventional IVD (Pumen Technology, New Industry), CGM;

3. New medical infrastructure: automatic sender (Jianye information), conventional equipment (Mai Rui Medical);

4. Consumer medical treatment: ophthalmology (Aibo Medical, Opangshi), home equipment (Yuyue Medical), blood glucose monitoring (Sannuo Bio).

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