Zhongtai Securities: Steady performance under the influence of policies and fundamentals, grasping investment opportunities driven by medical device innovation+ inflection points

The medical device industry continues to grow rapidly. It is optimistic about importation substitution and global development driven by innovation. Volume procurement policies will continue to be implemented, medical anti-corruption is expected to ease, and sector valuations are expected to gradually recover.

Zhitong FinanceMay 13 02:57 ET

Shandong Weigao Group Medical Polymer Company Limited's (HKG:1066) Shares May Have Run Too Fast Too Soon

With a median price-to-earnings (or "P/E") ratio of close to 10x in Hong Kong, you could be forgiven for feeling indifferent about Shandong Weigao Group Medical Polymer Company Limited's (HKG:1066) P

Simply Wall StMay 11 20:53 ET

Weigao Co., Ltd. (01066): Weigao Orthopedic (688161.SH)'s net profit of 34.9057 million yuan in the first quarter decreased by 62.92% year-on-year

Weigao Co., Ltd. (01066) announced Weigao Orthopedic (688161.SH) results for the first quarter of 2024, business...

Zhitong FinanceApr 29 06:55 ET

威高股份：2023年報

Futu NewsApr 29 05:32 ET · Announcements

These 4 Measures Indicate That Shandong Weigao Group Medical Polymer (HKG:1066) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know wor

Simply Wall StApr 23 18:14 ET

From the pain of collection to the decline in net profit distribution, going overseas or becoming the only way out for orthopedic consumables?

As the fourth batch of high-value consumables collected last year directly targeted artificial lenses and high-value orthopedic sports medicine consumables, almost all high-value consumables in the orthopedic field have already been collected. Even if this collection is “mild” compared to the previous three rounds of overall price cuts, it will inevitably have a negative impact on the performance of leading domestic companies in the short term, and there is a certain relationship with the imbalance in the companies' “price for volume” game. Judging from the 2023 financial reports disclosed by many industry companies, the traditional logic of “price for volume” collection has not been fully demonstrated. It is not that the more companies that win the bid, the better their performance growth. On the contrary, the increase in sales brought about by harvesting does not seem to offset the product

Zhitong FinanceApr 11 04:12 ET