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阿汤亚洲健康专家
美股港股价值投资
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阿汤亚洲健康专家
2021-04-14
我喜欢这个
阿汤亚洲健康专家
2021-03-22
这个应该持续涨
阿汤亚洲健康专家
2021-02-13
$Yalla Group(YALA)$
涨了点儿,苍蝇腿,太少
阿汤亚洲健康专家
2021-02-12
维珍银河是哪个股?
抱歉,原内容已删除
阿汤亚洲健康专家
2021-02-12
今天大麻是涨还是跌?
阿汤亚洲健康专家
2021-01-22
霧芯科技,現在還沒有公布中籤,真急人
阿汤亚洲健康专家
2020-08-04
$理想汽車(LI)$
理想回创上市以来的新高不?
阿汤亚洲健康专家
2020-07-22
看好理想,说得有道理。最初不是我们牛,但是随着时间,我们会更牛。
阿汤亚洲健康专家
2020-07-22
理想汽车可以买了么?
阿汤亚洲健康专家
2020-07-13
刚准备把钱撤出来,结果理想汽车要来了。买还是不买?
阿汤亚洲健康专家
2020-07-10
开挂了
抱歉,原内容已删除
阿汤亚洲健康专家
2020-07-10
$趣活(QH)$
今天开盘就跑么?第一次打美股新,忐忑不安。今天美股会涨么?
阿汤亚洲健康专家
2020-07-09
$思摩爾國際(06969)$
老虎的中签结果还没有出来?
阿汤亚洲健康专家
2020-07-06
今天金融街上市,要不要去买点?
阿汤亚洲健康专家
2020-07-04
医药的火爆行情下,医药股欧康维视,很可能很快久突破一倍的增长。请你说说看,欧康维视上市几天内,就能翻倍?
阿汤亚洲健康专家
2020-07-01
关于腾讯与老干妈的官司腾讯打赢了官司,要求封老干妈的资产。老干妈说和自己无关,腾讯被骗了。然后贵州的警方佐证了老干妈的观点。问题是在深圳法庭上,腾讯的官司赢了,这是为什么?
阿汤亚洲健康专家
2020-07-01
问题是为什么腾讯的官司打赢了呢?
阿汤亚洲健康专家
2020-07-01
这次打新,大家都集中精力去打眼科和思摩尔了,我还打了正荣,永泰。我还要去打绿城和祖龙。你们觉得我的策略对不对?
阿汤亚洲健康专家
2020-07-01
今天往老虎,富途和**通账户入金,老虎是第一次入金,最快。**通是新账户,比较慢,还未到账。没有想到富途也还没有到账。
阿汤亚洲健康专家
2020-06-28
这么惨
@赌狗一枚:
$蔚来(NIO)$
下跌不言底[微笑]
去老虎APP查看更多动态
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15:29","market":"sh","language":"zh","title":"3天涨一倍 永胜医疗“开车”还是“开挂”","url":"https://stock-news.laohu8.com/highlight/detail?id=2049199117","media":"智通财经","summary":"一场公共卫生事件,医疗耗材类可谓迎来“量价齐升”,只不过量是销售额,价则是股价。如一次性手套大佬英科医疗(300677)今年股价涨幅近7倍,累计成交资金高达452亿人民币;口罩玩家振德医疗( ...","content":"<html><body><div>\n<p> 一场公共卫生事件,医疗耗材类可谓迎来“量价齐升”,只不过量是销售额,价则是股价。</p><p> 如一次性手套大佬<a href=\"https://laohu8.com/S/300677\">英科医疗</a>(300677)今年股价涨幅近7倍,累计成交资金高达452亿人民币;口罩玩家<a href=\"https://laohu8.com/S/603301\">振德医疗</a>(603301)涨幅近4倍;疫苗股康熙诺-B(06185)就更不用多说了。</p><p> <strong>正可谓,“卫生事件之下,公共卫生事件沾边票都是大牛股。”</strong></p><p> 而同样是紧俏物资的生产商,沉浸多年做呼吸设备的<a href=\"https://laohu8.com/S/01612\">永胜医疗</a>(01612)近期才被市场挖掘出来。</p><p> 据智通财经APP观察到,永胜医疗主要有两大板块业务,分别为OEM和OBM,公司主要业务营收来自海外。由于海外公共卫生事件持续恶化,医疗资源捉襟见肘,作为主营来自海外的永胜医疗自然从中受益,且公司的Inspired热湿交换过滤器(HMEF)及细菌╱病毒呼吸过滤器(细菌╱病毒过滤器)最近获得美国食品药品监督管理局(FDA)授予紧急授权。一系列的利好,公司股价短短在几天内翻一倍以上。</p><p> 那么,被市场如此推崇的永胜医疗,到底是有投资价值还是单纯的市场炒作呢?</p><p contenteditable=\"false\"><img src=\"http://e.thsi.cn/img/37cf05042d33b8de\"/></p><p> <strong>行情来源:智通财经</strong></p><p> <strong>代加工也有春天</strong></p><p> 前面我们提过永胜医疗有OEM业务和OBM业务。OEM业务方面,公司以欧美市场为主要拓展方向,为Vyaire、GE及Draeger等欧美医疗品牌制造呼吸类相关医疗产品,当中美国更是OEM分部的最大市场,贡献超过八成收入。2016年至2019年公司OEM分部营收占比分别86%、82%、80%以及75%,利润占比超过100%,代工业务利润稳定在4000万港币左右。</p><p> 公司的OBM业务即呼吸系统业务尚处于持续投入期,研发开支每年2000万港币-3000万港币,尽管最近几年营收占比不断扩大,但由于没有规模效应加上以低值耗材为主,OBM业务连续亏损,每年亏损金额约为2000万港币-3000万港币。</p><p contenteditable=\"false\"><img src=\"http://e.thsi.cn/img/f2416b067c29cf17\"/></p><p> 上市5年,永胜医疗一直是一家“平平无奇”的企业,不管是基本面、市值还是股价,基本上没有发生变化,自然不受投资者待见。</p><p> 2019年的总收入增加2.9%至5.02亿港币,毛利上升4.1%至1.62亿港元,但是由于商誉减值,以及费用的增加,利润减少62.8%至1150万港元,若不计入投资及商誉减值,2019年公司的基础盈利为2110万港币。</p><p contenteditable=\"false\"><img src=\"http://e.thsi.cn/img/f375fd58c7f61585\"/></p><p> 因此过往市场一直以代工厂利润的10PE作为OEM价值,OBM价值为0来给予4-5亿港币的整体市值。</p><p> 但经过公共卫生事件的影响,短期内公司的业绩有可能发生较大的变化,而市场多次也有消息传出,其2020年利润有望过亿,这显然是支持其爆涨的原因。</p><p> <strong>长期逻辑待验证</strong></p><p> 此次公共卫生事件对于永胜医疗而言,就好像中了彩票头奖一般,公司业务的突然爆发得益于两点,一方面全球面临着对呼吸系统相关产品巨大缺口,另一方面正好自己的仪器设备前不久刚好面世,又拿到欧洲CE认证,日本,加拿大等认证,包括美国FDA的紧急使用权。在此背景之下,永胜OBM业务全面爆发。</p><p> 短期内永胜医疗业绩可能存在爆发,主要体现在以下几个方面:一是传统OEM业务中呼吸分部的获得一定幅度增长,毛利率提升;二是OBM业务中关于仪器和耗材的营收和毛利率均获得大幅度增长(之前基本没有OBM仪器的业务);三是公司整体的规模效应得到极大的体现。</p><p> 有投资者可能会说,公共卫生事件毕竟是短期的影响,即使今年业绩爆发,那么以后呢?其实这不仅仅是永胜医疗一家企业面临的问题,生产手套、防护服等这类企业都面临业绩是否可持续的问题。</p><p> 过去几年,由于没有公共卫生事件的影响,和公共卫生事件沾边的企业业绩增速普遍不高;但今年由于该事件的影响,振德医疗预计今年上半年净利润增加9.25亿元—9.55亿元,增幅达15倍以上,业绩大增的原因主要就是公司的口罩、防护服、隔离衣产品销售大幅增加。同理,其余企业,今年业绩也自然也不会太差。</p><p contenteditable=\"false\"><img src=\"http://e.thsi.cn/img/2b416bf3ad31d279\"/></p><p> 和手套、防护服这些相比,呼吸机显然有更大的优势。不少专家强调过防控要常态化,即呼吸机数量储备必然会增加。在公共卫生事件发酵期间,有业内人士统计我国的呼吸机存量是8万台,相当于没百万人人均保有量57台,而英国、法国、德国和美国百万人均拥有量均在75台以上,美国甚至高达523台。</p><p contenteditable=\"false\"><img src=\"http://e.thsi.cn/img/65f84885c72c6cb5\"/></p><p> 尽管像英国、法国、美国等这些医疗资源发达的国家,面对庞大的感染人群,呼吸机数量也是远远不够的,更何况在医疗资源相对欠缺的亚洲、非洲、南美洲等地区,呼吸机储备更少,缺口更大。以非洲为例,呼吸机在医院鲜有配置,根据《媒体》报道,非洲塞拉利昂、中非共和国和布基纳法索3个国家总人口为3150万,呼吸机保有量仅15台。</p><p> 公共卫生事件之前,全球有创呼吸机产能水平为1571台/月,但“传统”供应链只能满足需求量的10%左右。为解决呼吸机产能的不足,各国政府开始鼓励车企、航天企业等其他工业力量转产呼吸机,尤其是在呼吸机极度匮乏的英国,其本土的呼吸机品牌Penlon年均产能极限仅700台,为此英国政府联合国内航天企业Meggitt、车企GKN和<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>、国防厂商Thales等企业,牵头成立呼吸机“应急国家队”,要求必须以国内可用零件/原材料为基础,设计只需能用即可,主要目的是快速量产。此外,美国福特、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、通用三家车企也加入呼吸机生产大队。</p><p> 尽管国外车企和航天企业加入生产阵营,仍无法满足需求,只能加快从境外进口,FDA和欧盟开放紧急使用授权。</p><p> 国内多家生产呼吸机企业曾在今年3月份的时候就表示,订单就已经排到8月份,短期订单一律不接。</p><p> 除此之外,由于此次公共卫生事件对全球经济影响深远,防控常态化,经过此次公共卫生事件后,各国都会加大呼吸机的采购,以备不时之需。</p><p> 从大的角度来看,各国增加呼吸机的采购,对永胜医疗(06185)这类收入主要来自海外的企业,无疑是利好。但各国也都在加快呼吸机的生产,且呼吸机更换周期为5-10年,因此若此次各国一次性采购足够的呼吸机,未来几年公司或面临业绩空窗期。</p><p> 从公司自身的角度看,公司研发实力相对较强,目前公司研发团队60人,100项研发专利,其中60个是技术发明专利,每年3000万左右的研发费用。但公司到底有没有持续研发新产品的能力,仍需要时间检验。</p><p> 综上所述,从以上角度分析来看,永胜医疗短期内股价大幅上涨为市场预期其短期内业绩或存在暴涨,并非单纯的炒作,但长期是否具有价值投资,仍有待时间检验。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经(ths518),获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3天涨一倍 永胜医疗“开车”还是“开挂”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3天涨一倍 永胜医疗“开车”还是“开挂”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-08 15:29 北京时间 <a href=http://stock.10jqka.com.cn/hks/20200708/c621643998.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场公共卫生事件,医疗耗材类可谓迎来“量价齐升”,只不过量是销售额,价则是股价。 如一次性手套大佬英科医疗(300677)今年股价涨幅近7倍,累计成交资金高达452亿人民币;口罩玩家振德医疗(603301)涨幅近4倍;疫苗股康熙诺-B(06185)就更不用多说了。 正可谓,“卫生事件之下,公共卫生事件沾边票都是大牛股。” 而同样是紧俏物资的生产商,沉浸多年做呼吸设备的永胜医疗(01612)...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20200708/c621643998.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"01612":"永胜医疗"},"source_url":"http://stock.10jqka.com.cn/hks/20200708/c621643998.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2049199117","content_text":"一场公共卫生事件,医疗耗材类可谓迎来“量价齐升”,只不过量是销售额,价则是股价。 如一次性手套大佬英科医疗(300677)今年股价涨幅近7倍,累计成交资金高达452亿人民币;口罩玩家振德医疗(603301)涨幅近4倍;疫苗股康熙诺-B(06185)就更不用多说了。 正可谓,“卫生事件之下,公共卫生事件沾边票都是大牛股。” 而同样是紧俏物资的生产商,沉浸多年做呼吸设备的永胜医疗(01612)近期才被市场挖掘出来。 据智通财经APP观察到,永胜医疗主要有两大板块业务,分别为OEM和OBM,公司主要业务营收来自海外。由于海外公共卫生事件持续恶化,医疗资源捉襟见肘,作为主营来自海外的永胜医疗自然从中受益,且公司的Inspired热湿交换过滤器(HMEF)及细菌╱病毒呼吸过滤器(细菌╱病毒过滤器)最近获得美国食品药品监督管理局(FDA)授予紧急授权。一系列的利好,公司股价短短在几天内翻一倍以上。 那么,被市场如此推崇的永胜医疗,到底是有投资价值还是单纯的市场炒作呢? 行情来源:智通财经 代加工也有春天 前面我们提过永胜医疗有OEM业务和OBM业务。OEM业务方面,公司以欧美市场为主要拓展方向,为Vyaire、GE及Draeger等欧美医疗品牌制造呼吸类相关医疗产品,当中美国更是OEM分部的最大市场,贡献超过八成收入。2016年至2019年公司OEM分部营收占比分别86%、82%、80%以及75%,利润占比超过100%,代工业务利润稳定在4000万港币左右。 公司的OBM业务即呼吸系统业务尚处于持续投入期,研发开支每年2000万港币-3000万港币,尽管最近几年营收占比不断扩大,但由于没有规模效应加上以低值耗材为主,OBM业务连续亏损,每年亏损金额约为2000万港币-3000万港币。 上市5年,永胜医疗一直是一家“平平无奇”的企业,不管是基本面、市值还是股价,基本上没有发生变化,自然不受投资者待见。 2019年的总收入增加2.9%至5.02亿港币,毛利上升4.1%至1.62亿港元,但是由于商誉减值,以及费用的增加,利润减少62.8%至1150万港元,若不计入投资及商誉减值,2019年公司的基础盈利为2110万港币。 因此过往市场一直以代工厂利润的10PE作为OEM价值,OBM价值为0来给予4-5亿港币的整体市值。 但经过公共卫生事件的影响,短期内公司的业绩有可能发生较大的变化,而市场多次也有消息传出,其2020年利润有望过亿,这显然是支持其爆涨的原因。 长期逻辑待验证 此次公共卫生事件对于永胜医疗而言,就好像中了彩票头奖一般,公司业务的突然爆发得益于两点,一方面全球面临着对呼吸系统相关产品巨大缺口,另一方面正好自己的仪器设备前不久刚好面世,又拿到欧洲CE认证,日本,加拿大等认证,包括美国FDA的紧急使用权。在此背景之下,永胜OBM业务全面爆发。 短期内永胜医疗业绩可能存在爆发,主要体现在以下几个方面:一是传统OEM业务中呼吸分部的获得一定幅度增长,毛利率提升;二是OBM业务中关于仪器和耗材的营收和毛利率均获得大幅度增长(之前基本没有OBM仪器的业务);三是公司整体的规模效应得到极大的体现。 有投资者可能会说,公共卫生事件毕竟是短期的影响,即使今年业绩爆发,那么以后呢?其实这不仅仅是永胜医疗一家企业面临的问题,生产手套、防护服等这类企业都面临业绩是否可持续的问题。 过去几年,由于没有公共卫生事件的影响,和公共卫生事件沾边的企业业绩增速普遍不高;但今年由于该事件的影响,振德医疗预计今年上半年净利润增加9.25亿元—9.55亿元,增幅达15倍以上,业绩大增的原因主要就是公司的口罩、防护服、隔离衣产品销售大幅增加。同理,其余企业,今年业绩也自然也不会太差。 和手套、防护服这些相比,呼吸机显然有更大的优势。不少专家强调过防控要常态化,即呼吸机数量储备必然会增加。在公共卫生事件发酵期间,有业内人士统计我国的呼吸机存量是8万台,相当于没百万人人均保有量57台,而英国、法国、德国和美国百万人均拥有量均在75台以上,美国甚至高达523台。 尽管像英国、法国、美国等这些医疗资源发达的国家,面对庞大的感染人群,呼吸机数量也是远远不够的,更何况在医疗资源相对欠缺的亚洲、非洲、南美洲等地区,呼吸机储备更少,缺口更大。以非洲为例,呼吸机在医院鲜有配置,根据《媒体》报道,非洲塞拉利昂、中非共和国和布基纳法索3个国家总人口为3150万,呼吸机保有量仅15台。 公共卫生事件之前,全球有创呼吸机产能水平为1571台/月,但“传统”供应链只能满足需求量的10%左右。为解决呼吸机产能的不足,各国政府开始鼓励车企、航天企业等其他工业力量转产呼吸机,尤其是在呼吸机极度匮乏的英国,其本土的呼吸机品牌Penlon年均产能极限仅700台,为此英国政府联合国内航天企业Meggitt、车企GKN和劳斯莱斯、国防厂商Thales等企业,牵头成立呼吸机“应急国家队”,要求必须以国内可用零件/原材料为基础,设计只需能用即可,主要目的是快速量产。此外,美国福特、特斯拉、通用三家车企也加入呼吸机生产大队。 尽管国外车企和航天企业加入生产阵营,仍无法满足需求,只能加快从境外进口,FDA和欧盟开放紧急使用授权。 国内多家生产呼吸机企业曾在今年3月份的时候就表示,订单就已经排到8月份,短期订单一律不接。 除此之外,由于此次公共卫生事件对全球经济影响深远,防控常态化,经过此次公共卫生事件后,各国都会加大呼吸机的采购,以备不时之需。 从大的角度来看,各国增加呼吸机的采购,对永胜医疗(06185)这类收入主要来自海外的企业,无疑是利好。但各国也都在加快呼吸机的生产,且呼吸机更换周期为5-10年,因此若此次各国一次性采购足够的呼吸机,未来几年公司或面临业绩空窗期。 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