Li Linlin, Central Plains Securities Research Institute: Investment opportunities in the three major areas of the pharmaceutical industry to pay attention to blood products and medical equipment

[Dahe Daily · Dahecai Cube] (Reporter Chen Yuyao Zhang Keyao) On June 25, Central Plains Securities opened online. Li Linlin, Central Plains Securities Research Institute, suggested that investment opportunities in the field of blood products, medical equipment and innovative research and development outsourcing areas.

In Li Linlin's view, the blood product sector has better investment opportunities.

"In 2021, the sector realized operating income by 16.99%year -on -year, and net profit attributable to the mother increased by 1.95%year -on -year; in the first quarter of 2022, the operating income increased by 28.21%year -on -year, and the net profit of the mother -in -law increased by 12.22%year -on -year. Essence

On May 25, in order to regulate and guide the research and development, production and registration of immunogen protein of specific people, further clarify the technical evaluation standards. Under the deployment of the State Drug Administration, the Pharmaceutical Examination Center organized the "Specific Human immune balls "Principles of Protection and Evaluation of Protection Pharmaceuticals", the release of this principle is conducive to the development of the development of clinical drugs for major infectious diseases.

To this end, Li Linlin suggested focusing on Hualan Biology, Tiantan Biology, Boya Biology, and Pairin creatures.

The medical device sector is another key recommended section of Li Linlin.

According to data from the Shenwan Medical Equipment Industry, the operating income of the medical equipment sector in 2021 increased by 14.17%year -on -year, and the net profit attributable to the mother increased by 15.49%year -on -year. Increased by 379.21%. The overall business situation is good.

From the perspective of investment opportunities in the field of equipment production, the IVD field has developed rapidly, and there are many types of related products, and domestic manufacturers are less competitive. Price, the country's support for domestic medical devices will be strengthened.

In the medical device sector, Li Linlin suggested that focusing on the ultra -decline in McRrace Medical.

At the strategy report, Li Linlin also mentioned investment opportunities in the medical service sector.

She said that from the perspective of Shenwan Medical Outsourcing Service (CXO), the industry's fundamentals are good. In 2021, the sector realized operating income by 39.82%year -on -year, and the net profit attributable to mothers increased by 51.19%year -on -year. The increase of 66.94%, and the net profit of the deduction of non -returnees increased by 78.77%year -on -year. However, this sector is greatly affected by Sino -US relations. Li Linlin suggested that focusing on super declining Zhaoyan new medicine and Yao Ming Kangde.

It is worth noting that Li Linlin reminded at the report that the development of the epidemic in the pharmaceutical industry has exceeded expectations, uncertain Sino -US relations, drug research and development is not as expected, and national policy advancement is lower than expected.

Responsible editor: Tao Jiyan | Review: Li Zhen | Director: Wan Junwei

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