呼吸機嚴重短缺 航天長峯(600855.SH)10日7漲停繼續領漲呼吸機概念股
格隆匯4月2日丨海外疫情全面爆發,醫用呼吸機嚴重短缺,A股市場相關概念股午後再度拉昇。其中,航天長峯(600855.SH)直線拉漲停板,這是該股最近10天內的第7個漲停板。另外,天晟新材漲停,魚躍醫療漲超4%,和佳股份漲超3%。
有數據顯示,疫情期間,國內企業呼吸機月度累計供貨量超過1.5萬台。隨着國內疫情平穩,海外疫情爆發,國內企業已經開始接海外訂單。目前,魚躍醫療呼吸機訂單已排至4月底,邁瑞醫療海外呼吸機訂單量高達上萬台,訂單約排至6月份。
對於近日表現異常強勢的航天長峯,值得注意的是,該公司已發佈提示公告,稱公司研製的重症呼吸機Athena 8500目前處於產品註冊階段,尚沒有取得中國醫療器械產品註冊證,目前尚未量產,在國內沒有形成實際銷售。目前自產在銷的ACM812A呼吸機業務規模佔公司整體業務比重較小。2019年,該機型銷售數量為201台,銷售金額約為325萬元,佔公司整體銷售收入比重較小,對公司2019年度整體業績影響極小。
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