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What are the leading stocks in Healthy China?
1, Hejia shares (12.34+0.33%, clinical shares)

In the field of medical services, PPP model has been tried for many years. Recently, it was announced to cooperate with the Third People's Hospital of Weishi County, Henan Province and the Health Planning Bureau of Pingtang County, Guizhou Province to carry out medical construction services.

The total investment of Hejia Co., Ltd. and Pingtang County, Guizhou Province is as high as 2.9 billion yuan, which provides a guarantee for the future development of the company. Hejia Co., Ltd. is a pioneer in the transformation of medical device enterprises into medical service industry, especially in the fields of hemodialysis, rehabilitation, medical information and so on.

2. Baiyi Pharmaceutical (15.40+0. 13%, Clinical Unit)

As a leading enterprise of anti-tumor drugs, it has actively transformed into the cancer medical service industry in recent years. 2065438+In April 2006, Anhui Cancer Expert Group, a subsidiary of the company, was formally established.

It has acquired 1 third-class hospital, signed 1 1 cancer treatment center with no equity relationship and 8 cancer treatment centers with equity cooperation, and will develop according to the model of big doctor enterprise group in the future. Medical service is expected to become an important performance growth point of the company in the future.

3. Yuyue Medical (22.93+2.92%, diagnostic unit)

It is the largest professional manufacturer of rehabilitation nursing, medical oxygen supply and medical clinical series medical devices in China, and a leading enterprise in the domestic medical device industry. It produces more than 50 kinds of products, which is one of the richest products in the same industry in China.

Official website shows that at present, the market share of the company's oxygen generator, atomizer, sphygmomanometer, stethoscope and ultra-light oxygen valve has reached the first place in China, and the products of oxygen generator have reached the first place in global sales.

The market share of wheelchair and electronic sphygmomanometer is the second in China. In addition, the company also actively entered the Internet medical care to create a cloud health platform for chronic disease management. The company's perfect product and industrial layout are expected to fully benefit from the outbreak of the old-age medical market.

4. Peking University medicine

Acquisition of Yi Bei Pharmaceutical to complete business expansion. 20 1 1, the company acquired 0/00% equity of Buyi Medicine from Peking University International Hospital Group. From 20 1 1, Beijing Pharmaceutical and its subsidiaries are included in the company's statements. The company added the sales and circulation business of drugs and medical devices, and the pharmaceutical industry chain was further extended.

5. Jinling Pharmaceutical

The three parties cooperate to run medical samples, and the policy supports private capital to run medical samples. We believe that the company's value is concentrated in hospital assets. We believe that the more important role of Suqian Hospital is to enhance the company's valuation. At present, in the direction of medical reform, pharmaceutical companies have always had the risk of price decline affecting gross profit margin, while medical institutions have no such concerns at all.

Hospitals are always in the most powerful position in the whole medical system, with much less policy risk than pharmaceutical companies and fully guaranteed management quality. At the same time, the company acquired Yizheng Hospital in July 20 12, indicating the company's expansion plan in medical services.

When the company's medical services account for an increasing proportion of profits, it is expected to usher in a double improvement in performance valuation. Moreover, once it is successfully promoted to the top three in the future, the hospital's profitability is expected to be further improved.

6. Winbond Health

Focus on medicine, and build the Greater China Medical Alliance. The company's medical and health business planning is mainly divided into two categories: national projects, including rehabilitation and tourism health care, internet plus skin disease detection medical center; Regional project, Winbond Medical Industrial Park, participated in the restructuring of public hospitals.

First of all, build a professional medical platform with the advantages of dermatology. The company's national market share of dermatological drugs is about 10%, covering more than 80% of dermatological hospitals and departments, accumulating a large number of dermatological medical resources and patient groups, establishing good cooperative relations with authoritative academic institutions and medical experts, and arranging national medical services through equity cooperation and other forms.

At the same time, the company will also build an internet medical platform for dermatology, connect doctors and patients for health consultation and online diagnosis and treatment, and develop drug supply channels to form an OTO ecological closed loop.