Article 15 of the "State Council issued Circular No. 11" is closely related to the medical device industry.
The General Office of the State Council issued the "Guiding Opinions on Promoting the Healthy Development of the Pharmaceutical Industry", which has a close relationship with the medical device industry, mainly focusing on strengthening technological innovation, accelerating quality upgrades, optimizing the industrial structure, deepening external cooperation, and cultivating emerging formats etc.
In the past 6 months, the medical device sector index outperformed the Shanghai and Shenzhen 300 index by 3.91 percentage points.
As of March 22, in a one-month interval, the medical device index rose 2.00%, underperformed the Shanghai and Shenzhen 300 index by 2.42 percentage points, outperformed the biomedical index by 2.42 percentage points, and ranked first in several sub-sectors of biomedicine. In the 6-month interval, the medical device index rose by 2.77%, outperformed the Shanghai and Shenzhen 300 index by 3.91 percentage points, and outperformed the biopharmaceutical index by 2.12 percentage points. .
The investment proposal maintains the "overweight" rating of the medical device industry in the next twelve months.
The investment strategy for the spring of 2016 suggests focusing on the following main lines:
1) The country strongly supports the development of high-performance medical devices, which is good for imports to replace high-end medical equipment manufacturers with strong expectations;
2) Reducing the proportion of medicines, graded diagnosis and treatment, and other medical reforms will benefit the development of the in vitro diagnostic industry, especially the sub-sectors such as POCT and chemiluminescence;
3) Listed companies' annual reports have been published one after another, focusing on individual stocks with deterministic growth.
The General Office of the State Council issued the "Guiding Opinions on Promoting the Healthy Development of the Pharmaceutical Industry", which has a close relationship with the medical device industry, mainly focusing on strengthening technological innovation, accelerating quality upgrades, optimizing the industrial structure, deepening external cooperation, and cultivating emerging formats etc.
In the past 6 months, the medical device sector index outperformed the Shanghai and Shenzhen 300 index by 3.91 percentage points.
As of March 22, in a one-month interval, the medical device index rose 2.00%, underperformed the Shanghai and Shenzhen 300 index by 2.42 percentage points, outperformed the biomedical index by 2.42 percentage points, and ranked first in several sub-sectors of biomedicine. In the 6-month interval, the medical device index rose by 2.77%, outperformed the Shanghai and Shenzhen 300 index by 3.91 percentage points, and outperformed the biopharmaceutical index by 2.12 percentage points. .
The investment proposal maintains the "overweight" rating of the medical device industry in the next twelve months.
The investment strategy for the spring of 2016 suggests focusing on the following main lines:
1) The country strongly supports the development of high-performance medical devices, which is good for imports to replace high-end medical equipment manufacturers with strong expectations;
2) Reducing the proportion of medicines, graded diagnosis and treatment, and other medical reforms will benefit the development of the in vitro diagnostic industry, especially the sub-sectors such as POCT and chemiluminescence;
3) Listed companies' annual reports have been published one after another, focusing on individual stocks with deterministic growth.