The medical and pharmaceutical sector strengthened more than 3% in the market

In the early morning of July 14, the medical and pharmaceutical sector strongly strengthened, and the relevant industry ETF -Medical ETF (159828) rose more than 3%. Essence

Today, the medical device sector and the pharmaceutical sector are collectively strengthened. Multiple stocks have daily limit. The 20%daily limit of the Pului ophthalmology department of the sector is increased by 15%. In the daily limit, Tiger Medicine, El Ophthalmology, and Yao Ming Kant rose.

On July 13, the Beijing Municipal Medical Insurance Bureau issued the "Notice of the Administrative Measures for Payment (Trial)" by the Beijing Municipal Medical Insurance Bureau. While the use of medical insurance funds reasonably, further help the development of innovative technologies, and help innovative pharmaceuticals and industry companies and innovative industry chains.

According to the news of the pharmaceutical sector, on July 12, Shanghai Sunshine Pharmaceutical Purchasing Network released the "Seventh Batch of State National Election Results". The collection of 60 drugs in this collection was successful. Procurement calculations are expected to save 18.5 billion yuan per year. A total of 488 products from 295 companies participated in the bidding, and the 327 products of 217 companies were qualified for the selection. For the bidding pharmaceutical companies, some varieties may use collectives to obtain a larger market, which has a positive impact on the company's future operating performance, but the price reduction of drugs may also affect the profit level of pharmaceutical companies.

From the perspective of market response, it is relatively positive. The medical device sector has strongly strengthened, and the stocks of pharmaceutical companies, which are intended to win the seventh batch of national pricking, have also risen collectively.

Guojin Securities said that the Beijing Municipal Medical Insurance Bureau issued DRG except payment management measures for trial notification, which means that the payment mechanism is expected to further boost the enthusiasm of innovative technology. While the use of medical insurance funds reasonably, further help the development of innovative technologies, and help innovative pharmaceuticals and industry companies and innovative industry chains.

Oriental Securities stated that the seventh batch of mining of mining price reductions was 48%, which was more relaxed than in previous years, and the introduction of a confession mechanism to ensure the supply of supply. Since 2018, the National Organization of Drug Collection has carried out 7 batches and a total of 294 drugs. More ease.

Since this year, as of July 14, medical ETF (159828) has fallen by more than 16%, biomedicine ETF (512290) has fallen by more than 18%, and innovative drugs have fallen by 14%. The value is at a low level in nearly ten years.

It is worth noting that since May, institutions have actively sang more in pharmaceutical stocks. As of now, more than 300 research reports on the medical and pharmaceutical sectors.

Shanxi Securities ’s research report on July 6 pointed out that the recovery of the medical and pharmaceutical sector in the first half of the year was obvious, and the valuation history was at a low level at a low level. From a medium -term perspective, the valuation of the medical and pharmaceutical sector had already appeared.

On June 20, CITIC Securities released a research report of 144 pages in length, suggesting that forward -looking excavations are "invisible champions" that are outstanding in technology and management capabilities.

For the rebound opportunities of the medical and pharmaceutical sector, investors can pay attention to medical ETF (159828), biomedical ETF (512290), and innovative medicine CSI ETF (517110).

- END -