Ryl Group and China Resources Pharmaceutical rose more than 3%, Hang Seng Medical ETF (513060) transaction premium

In the morning, Hang Seng Medical ETF (513060) fluttered, and the turnover exceeded 200 million yuan. Among the ingredients stocks, Ryl Group and China Resources Pharmaceutical rose more than 3%, Tongrentang National Medicine, Aikang Medical Head rose; Kangshino Bio, Tengshengbo Pharmaceuticals fell more than 5%, minimally invasive medical, Koji Pharmaceutical, Heplatin medicine and falling Essence

The pharmaceutical and biological sector 2022H1 revenue year -on -year was+9.60%, and the net profit of the mother was+8.26%year -on -year. In the medical service sector, the medical research and development outsourcing sector showed a high degree of prosperity. The operating income of 2022H1 was 39.573 billion yuan (+73.84%), and the net profit attributable to the mother was 11.266 billion yuan (+85.23%). The performance of the medical device sector has obvious performance, the performance of the medical equipment sector is gradually getting better, the chemical pharmaceutical sector is affected by the collection, and the overall pressure is obvious.

BOC Securities stated that the overall pharmaceutical and biological sector was smooth and improved, and both income and profit end grew steadily. We have positioned the valuation of the pharmaceutical sector in 2022 to balance the valuation of the pharmaceutical sector. At present, the balance is gradually ended, and the sector has entered a period of healthy and stable development. The direction we are optimistic in the future include: medical devices, CRMO, pharmaceutical retail, blood products, innovative drugs and low -valuation comprehensive pharmaceutical companies.

- END -