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板塊異動 | 醫療器械板塊大漲,愛康醫療漲超14%

uSMART盈立智投4月23日消息,週五港股早盤,醫療器械板塊集體大漲,截至10:06,愛康醫療漲超14%、春立醫療漲超8%、康基醫療漲超10%、微創醫療漲超3%、心通醫療-B漲超5%。

天風證券4月9日的研報稱,國家組織高值醫用耗材聯合採購辦公室發佈《關於開展部分骨科類高值醫用耗材產品信息採集工作的通知》,標誌着耗材第二輪全國帶量採購進入實操階段,首批耗材爲人工髖關節和人工膝關節。

天風證券在研報中稱,目前市場普遍認爲帶量採購的中選價格過低,在任何情況下都將對企業的收入和利潤產生巨大影響,對此我們存在一些不同看法:

1)要區分存量和增量業務。存量業務價格降幅過大,很難實現以價換量,中選產品的收入和利潤將會大幅下降;但增量業務帶量採購中選則意味着可以快速的搶佔全國市場,從而實現獲益。

2)要區分產品本身的滲透空間。對於部分產品(如原研剛到期的藥品、關節)本身有較大滲透率提升空間,在帶量採購價格大幅降低之後,有望迎來品類用量的大幅提升,從而幫助中選企業實現以價換量(“量”大幅增加)。

3)要注意格局重塑和穩固。帶量採購的結果將顛覆性改變產品的競爭格局,且將在較長的時間內保持(預計爲3-5年),這極大限制了新競爭對手進入,中選企業將形成相對穩態的競爭格局,從而實現經營業績上的穩定。

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