The medical device sector rebounded strongly, and medical device ETF Fund (159797) rose for two consecutive days

The medical device sector rebounded strongly today. As of 10:40 on September 28, Shangrong Medical (002551) rose nearly 10.00%. Sannuo Biological (300298) and Kaishi Medical (300633) rose. Related ETF -Medical Devices ETF Fund (159797) currently rose 1.28%.

Yesterday, the National Organization of High -value Medical Consumption Office issued the "Public Announcement of the National Orthopedic Spinal Consumption Purchase Procurement Procurement". The average price reduction in this collection is 84%. Based on the agreed purchase volume, it is expected to save 26 billion yuan per year. The price decline conforms to the previous interpretation of the rules, and the medical device has a certain repair.

In addition, recent relevant departments have issued a notice of investigation of the demand for medical equipment for fiscal discount loans to update the transformation of medical equipment, support the update of equipment updates in some fields, and support the recently issued supporting policies for diagnosis and treatment, clinical examinations, severe illnesses, rehabilitation , Purchase of medical equipment such as scientific research transformation.

Affected by the favorable factors, the emotion of the medical device sector was significantly boosted. The medical device index (H30217) rose 5.6%yesterday, and continued to lead today.

Guojin Securities believes that after the nationwide national orthopedic spine products are purchased, domestic leading companies will win well in the bidding. It is expected that domestic leading companies will be further improved in the domestic market share, and the market market market is expected to accelerate concentration. At the same time, manufacturers are still expected to maintain reasonable profit margins, but the cost space of circulation links may be compressed, which is conducive to standardizing the procurement and use of consumables and improving the industry ecology.

Guolian Securities believes that special bonds and fiscal discounts help new medical infrastructure, and the popularity of grass -roots medical equipment is expected to improve. According to the China Medical Device Industry Association, relevant fiscal discount loans are fully liberalized to all public and non -public medical institutions in principle. He reserve fixed -point hospitals, grass -roots medical and health institutions, etc. Among them, county -level hospitals have the largest base, exceeding 16,000, and are expected to bring 320 billion incremental markets. enhancement.

The current medical device sector PE (TTM) is 18, which is located in the past 10 years of 0.27%of the division. It is in the historical bottom area. The valuation repair is expected to be on the agenda. In addition, as the policy in the field of medical device tends to ease and encourage the development of innovative equipment, fiscal supports new medical infrastructure, promotes the popularization of medical equipment, and the industry is expected to usher in marginal improvement.

Medical Device ETF Fund (159797) tracks the medical device index (H30217), which has both medical attributes and high -end manufacturing attributes, comprehensively covering the core areas of medical equipment such as medical equipment, in vitro diagnosis, high -value consumables, and low -value consumables.

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