醫療器械服務板塊走強,9股漲停
今日醫療器械服務股集體走強,博暉創新、科華生物、明德生物、華大基因、透景生命、邁克生物、達安基因、美康生物8股相繼漲停,截止發稿,漲幅超過6%的股票有20只之多。
其中博暉創新、明德生物、華大基因均是3天內的第二次漲停,邁克生物和達安基因4天第3次漲停。
來源:同花順
據相關個股發佈的一季度預告顯示,除科華生物未發佈公告外,漲停股中預計利潤增長的公司中,大都是因為公司產品或服務適用於新冠疫情的檢測和防控才脱穎而出。
華大基因的感染防控業務及精準醫學檢測綜合解決方案業務快速增長,預計一季度淨利潤1.33億元至1.42億元;達安基因的新型冠狀病毒(2019-nCoV)核酸檢測試劑盒及核酸檢測儀器、相關耗材的需求量大幅度增長,預計淨利潤1.86億元至2億元。
新冠疫情這隻“黑天鵝”的出現,使得醫療板塊近期成為市場的避風港,不斷逆勢走強。截至4月16日,滬深兩市共有1675家公司披露2020年一季度業績預告,業績預喜的有480家,佔比近3成。其中醫藥生物等行業公司業績提升明顯,一季度預告淨利潤同比增長超過100%的醫藥生物企業就有十多家。
業內分析認為,戰“疫”對醫藥企業的長期投資價值影響較小,但是行業整體發展趨勢仍被看好,未來醫藥股板塊之間將會出現分化。
國盛證券認為,新冠疫情的影響大部分將體現在一季度,少部分有二季度遞延影響,部分損失有望在下半年補回,但是放到長期維度,一次性影響並不對醫藥主邏輯產生衝擊。
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