发新帖

Zhejiang Province issued a medical insurance payment incentive document!Medical Device ETF (SZ159883) continues to premium transactions, institutions: innovative pharmaceutical equipment is expected t

2024-03-05 01:52:07 816



Today (December 20) the three major A -shares index continued the weak performance. As of the closing, the Shanghai Index fell 1.03%in danger of 2,900 points and closed at 2902.11 points;Receive 1802.88 points.The market turnover is still sluggish. Today, the transactions of the two cities today are only 663.6 billion yuan, and the net sold of 1.542 billion yuan in the northbound capital.The industry sector has risen less, and public utilities, engineering consulting services, rubber products, and precious metal sectors have risen, and education, games, cultural media, tourism hotels, and securities sectors have fallen first.

ETF (SZ159883), the largest medical device in the two cities, rose rapidly in early trading, once rose nearly 1%. The end of the market fluttered under the influence of the large market, and finally closed down 0.36%, with a turnover of 37.98 million yuan.It is worth noting that the medical device ETF (SZ159883) continues to show a premium trading status for most of the day, showing that the funds are layout.

In terms of funds, the medical device ETF (SZ159883) has a total of 287 million yuan in "suction" within 20 trading days.

In terms of scale, as of December 20, 2023, the ETF share of medical device ETF reached 4.444 billion.Medical Device ETF has increased by 486 million copies in the last January, which has achieved significant growth.

The medical device ETF index component stocks rose 14 today.British medicine rose 3.91%, Yirui Technology rose 3.56%, and Jiu'an Medical rose 1.17%; Dabo Medical, Shengxiang Biology, Furui Co., Ltd., Kehua Biological, David Medical, Beautiful Medical, Mai Rui Medical and other rose.

On the message,近日,浙江医保局发布关于公开征求《浙江省创新医药技术医保支付激励管理办法(试行)(征求意见稿)》意见建议的Football Jersey实时新闻通知(简称《意见稿》),replica sneakers明确符合条件的Replica Shoes实时新闻创新药械经申报和After the identification, it can be included in the scope of DRG medical insurance payment incentives.

On December 15th, the 2023 Industry Annual Conference of China Medical Device Industry Association, hosted by the China Medical Device Industry Association, was grandly held in Nanjing Gaochun.Dr. Guan Yan, executive deputy leader of the ESG Special Working Group of the China Medical Device Industry Association, released the first "ESG Analysis Report of the Chinese Medical Device Industry" at the annual meeting forum.It is found that many medical device companies such as Haier Biological, British Medical, Mai Rui Medical, Lianying Medical, etc. have performed well in the ESG score.

In addition, on December 11, the target index of the medical device ETF ushered in the adjustment of the index stock stocks twice a year.Medical imaging equipment leader Lianying Medical (688271.SH), electrical leader micro -electrical (688351.SH), domestic joint Chunli Medical (688236.SH), domestic cardiovascular leader (688108.SH), andDomestic IVD leading Kokoham (002022.SZ), chemical light emitting technology leader diagnosis (688468.SH), respiratory pathogen POCT test leader Bennot (688253.SH), pot bottom and postpartum recovery detail Mai LanDe 688273.SH has been included in component stocks.

Chu Kefan, manager of Yongying Medical Device Fund, put forward:The regular adjustment of the index is like the metabolism of the human body. By vomiting the new and the survival of the fittest, it can maintain the index to accurately portray the theme industry or style and maintain the lasting vitality of the index.It is believed that this adjustment can further enhance the value of medical device ETF investment.

Second, institutional point of view

1. [Debang Securities] 23 Medical Insurance negotiations release positive signals, follow the opportunities of innovative drugs and other opportunities

Debon Securities said that the medicine has rebounded for one month since the end of October, and it has been adjusted for half a month. Considering the more certainty of the 24 years of growth and the comparative advantages of the industry, we are not pessimistic, especially the recent medical insuranceThe results of the negotiation fully expressed their support for innovation and support for Chinese medicine.We believe that medicine can continue to be configured. The core direction of 24 years is innovation+overseas+Chinese medicine. It is recommended to focus on the configuration.Focus on short -term strategies: Innovation drugs, Pharma, low assets, medium- and long -term strategies focus on medical devices, large varieties, innovative drugs and Pharma, traditional Chinese medicine, upstream and CXO, biological products, etc.

2. [Caixin Securities] Zhejiang Province has issued medical insurance payment incentive documents.

Caixin Securities pointed out that the Zhejiang Medical Insurance Bureau issued a notice on publicly soliciting the "Zhejiang Innovation Medical Technology Medical Insurance Payment Incentives (Trial) (Solicitation Draft)" opinion (referred to as the "Draft of Opinions"), which clearly meets the qualified innovative medicine weaponAfter declaration and identification, it can be included in the scope of DRG medical insurance payment incentives.The total amount of DRG incentives in Zhejiang Province's increase in the DRG incentives of innovation medicines is also the implementation of the local level of supporting policy for innovative medical device medical insurance.The "Draft of Opinions" pointed out that after the approval of the innovative pharmaceutical and weapon is approved, the medical insurance department will determine the total incentives according to the total proportion of the total DRG liquidation of the year. Under the encouragement mechanism, the medical institution willInnovative drugs are expected to enter clinical use and accelerate promotion in a timely manner with strong product advantages.

Investment Advice:The integration rules tend to be gentle and mature, comprehensively consider product quality, market share, supply and supporting services, etc., fully consider medical institutions' habits, give clinical larger choice space, and stable clinical use patterns;The plan respects innovation, gives a certain premium for high clinical value products, and the medical insurance pays innovative drugs to tilt. On the whole, Ji Cai is absolutely "low -price theory".We believe that innovative products with clinical value can be quickly capsule under collection. Domestic brands are expected to expand their market share in competition with the advantages of supply chain, cost performance and local clinical innovation, accelerate import substitutions, and increase concentration. We are optimistic about itIn the context of self -innovation ability and medical device research and development platform; at the same time, in the context of increasing the awareness of national health and continuous increase in per capita income, we pay attention to the recovery of the demand for consumer products in the later stage of the epidemic.Innovative enterprises.

Third, industry hotspots

1. Mai Rui Medical: On December 20th, the net inflow of main funds was 10.5491 million yuan, and the net inflow of 9 consecutive days

Data show that as of the close of December 20, the net inflow of the main funds of Mai Rui Medical's medical treatment was 10.549 million yuan, a net inflow of 9 consecutive days, with a cumulative net inflow of 6 billion yuan.The daily net inflow volume ranked 229th in the Shanghai and Shenzhen cities, accounting for 1.92%of the transaction amount on the day, accounting for 0.0%of the market value of circulation.Cumulative net inflow 535 million yuan.

2. Shengxiang Biological: cooperate with Meituan and Jingdongju Home Express, and the recent orders of respiratory detection products have increased significantly

The relevant person in charge of Shengxiang Biological said that the company has cooperated with the Meituan and JD.com and such as home and fast inspections to provide them with respiratory testing agents.There is no problem with production capacity. The online home fast inspection is temporarily covered only the strategy of the platform partner of the platform, and it should be expanded to the provincial capital. "

3. Kehua Bio: Northern Fund on December 19th net purchase was 110.13 million yuan, and the net purchase amount hit a new high for more than one year.

The north -wing funds bought 1007,400 shares on December 19, accounting for 1.52%of the transaction volume on the day; a total of 1.1361 million shares were sold in the past 5th.The transaction volume is 0.85%and 0.86%.From the perspective of the amount of increase or decrease, based on the calculation of the number of increases and decreases and the average transaction price, the northern direction of funds bought a Koihua Bio of 110.13 million yuan on the day, and the net purchase amount hit a new high since April 29, 2022.

4. Mike Bio: Get 2 medical device registration certificates

Mike Biological announced that the company recently received the "Medical Device Registration Certificate" issued by the Sichuan Provincial Drug Administration, with the product name is anemia controlling products, D-di-body measurement kit (direct chemical emotional method).

5. Weili Medical: Products get EU MDR certification

On December 19, Vili Medical issued an announcement on the company's products obtained by EU MDR certification, stating that the company recently received two EU medical device regulations (EU) 2017/745, referred to as "MDR") certification.The announcement shows that the products obtained by the EU MDR certification this time are Latex Foley Catheter, all Silicone Foley Catheter, and Urine Bag (urine bag), and Urine Meter.

6. Jinyu Medicine: It is intended to repurchase company shares for not exceeding 1. billion yuan

Jinyu Medicine announced on December 19 that it is not more than 100 million yuan to repurchase the company's shares, and the repurchase shares price will not exceed 80 yuan/share.

7. Lanfan Medical: Sign the Strategic Cooperation Agreement with the Weifang Municipal People's Government

The Lanfan Medical Announcement signed the "Strategic Cooperation Agreement" with the Weifang Municipal People's Government to actively promote the implementation of the medical industry projects of the medical care, including but not limited to biomedical, medical device, big health, international exhibitions, international medical care, research and development centers, Science and Technology Enterprise and other projects.

8. Sikhid: December 13th for a number of institutions for investigation

The records of investor relations released by Sikhid on December 15 showed that the company was investigated by many institutions on December 13, including 3 funds and 2 brokers.

[Index adjustment positions are included in domestic imaging equipment leader Lianying Medical, medical equipment embarked on the "fast lane" of the science and technology board]

On December 11, 2023, the target index of the medical device ETF ushered in the adjustment of index stock stocks twice a year.Medical imaging equipment leader Lianying Medical (688271.SH), electrical leader micro -electrical (688351.SH), domestic joint Chunli Medical (688236.SH), domestic cardiovascular leader (688108.SH), andDomestic IVD leading Kokoham (002022.SZ), chemical light emitting technology leader diagnosis (688468.SH), respiratory pathogen POCT test leader Bennot (688253.SH), pot bottom and postpartum recovery detail Mai LanDe 688273.SH has been included in component stocks.

The Index Index of the Medical Device ETF is designed to choose pure in the medical device sector, which fully characterizes the overall development of the A -share medical device industry.At present, the stock content of the science and technology board of the medical device ETF exceeds 40%, and has embarked on the fast track of the science and technology board.The shares of the science and technology board have high growth attributes. The growth of net profit, the proportion of R & D expenditure, and the growth of R & D investment have been greatly ahead of other broad bases, breeding the cradle of Chinese technology giants.The content of the content of "high -end manufacturing" and "hard technology" of medical devices is becoming one of the important places to accelerate the self -reliance of high -level medical technology.The "science and technology" content, which is increasingly higher and higher in the medical equipment index, will further lead investors to seize the gold development opportunities of high -quality domestic medical equipment companies, and share the growth bonus of the "technology autonomy"+"innovation upgrade" of the equipment sector.

Chu Kefan, manager of Yongying Medical Equipment ETF Fund, proposed that the regular adjustment of the index is like the metabolism of the human body. Through vomiting, the survival of the fittest can keep the index accurately portraying the theme industry or style and maintain the lasting vitality of the index.It is believed that this adjustment can further enhance the value of medical device ETF investment.

[Dao Industry Representative Index ETF, low -level layout medical device sector]

According to the data, the medical device ETF (SZ159883) is currently the largest A -share medical device industry ETF, tracking the CSI's all -point medical device index, which has been included in the range of interconnection.One finger covers four major areas of medical equipment, high and low medical consumables, IVDs, and medical beauty. It fully characterizes the development of the A -share medical device industry.The proportion of shares is nearly 8 %.After the latest samples, the number of stocks of the science and technology board of the medical device ETF exceeded 41%, set foot on the fast lane of the science and technology board, and the index innovation attributes are prominent.

As of December 18, 2023, the latest PE valuation of the target index was 38.34 times, which was nearly 67%of the time interval below the index release, and the investment cost was prominent.In the future, in the logical resonance of "recovery after the epidemic", innovation iterative, domestic -produced replacement process, and innovative international upgrading of the sea, the domestic medical device market will open a trillion -scale road, and the various segmented tracks will be fully blossomed.To lead, the golden age of domestic equipment may come.The field can be transactions through 159883, and 013416 and 013415 can be linked outside the field.

Disclaimer: The reprint content is for readers' reference only, and the copyright belongs to the original author. The content is the author's personal point of view.This article only provides reference does not constitute any investment and application suggestions.If you think this article has infringed your intellectual property rights, please tell us immediately that we will deal with it as soon as possible.

Risk reminder: Investment is risky, and investment must be cautious.The above information is only for service information, not recommended as individual stocks, and does not constitute any substantial suggestions or commitments to investors, nor is it as legal documents.The fund manager promises to manage and use fund assets with the principles of honesty, trustworthiness and diligence, but not guarantee that the fund is profitable or the minimum return.The past performance and its net value of this fund do not indicate its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of the performance of the fund.Investment of different types of funds will obtain different income expectations and bear different degrees of risks.Usually, the higher the income of the fund, the greater the risk.Yongying Medical Device ETF is a mid -to -high risk (R4) product. The risk level is higher than that of the currency market fund and bond securities investment fund. It is suitable for investors with growth (C4) and above after the evaluation of customer risk tolerance.Fund risk levels and investor risk tolerance levels In the control table in detail, see the official website of Yongying Fund.When investors submit a transaction application through the sales agency, they shall prevail the risk rating rules of the agency.This fund's unique risks include: the risk of rewards of the target index and the average return of the stock market, the risk of the influence of the index of the target, the risk of the return of the fund investment portfolio and the subject index, the risk of the tracking error control, the two levels of the fund share of the fund shareThe risk of market transaction price discounts, the risk of incorrect IOPV computing, the risk of delisting, the risk of investor purchase failure, the risk of investor redemption, the realization of the realization of fund shares, the risk of the purchase and redemption list, set the risk, set the risk,The stock index futures investment risk, asset -supported securities investment risk, the net value of the fund share after the fund income distribution, the risk of the value of the fund, the risk of the target index, the risk of the index preparation institution stop service, the risk of the formal stock suspension, the risk of third -party institutions services, Investment risk of deposit vouchers, the risk of participating in the transformation and integration securities.Before investing in investment decisions, investors are requested to read the legal documents of the product carefully, fully understand the fund's risk income characteristics and product characteristics, fully consider their own risk tolerance ability, rationally judge and carefully make investment decisions.

最新回复 (2)
2024-03-05 01:15
引用 1
2024-03-04 23:38
引用 2
2024-03-04 23:21
引用 3
返回
发新帖
460355
主题数
5756
帖子数
10566
用户数
460355
在线
50
友情链接: