Medical big data attention increases the gradual rise of the pharmaceutical sector
On October 21, the Health Planning Commission launched a national pilot project for the construction of health care big data applications and industrial parks in Beijing, and identified Fujian, Jiangsu and Fuzhou, Xiamen, Nanjing and Changzhou as the first pilot provinces and cities. Immediately after the "2016 Internet + Health China Conference" held on the 22nd, health care big data has also become the starting point of many issues. In the capital market, after the medical and medical sector experienced the repair of the market in the third quarter, the valuation of the sector gradually recovered, and the target of reasonable matching of valuation and fundamentals will show certain absolute profit opportunities in the fourth quarter. At the same time, the fourth quarter of this year is also a good time to lay out the expected repairs to redeem flexible varieties. The latest fund three quarterly report shows that in the third quarter of this year, Yitong Century and Dongfang Guoxin have obtained more funds and heavy positions.
The collection and update of health care big data is of great importance. It is a national basic strategic resource and an inevitable requirement for promoting healthy China construction and improving people's sense of acquisition. At the same time, it is also an important way to foster the development of new formats and economic growth points. With the rapid advancement of “Internet + Health Care†services during the “Thirteenth Five-Year Plan†period, the deep integration of information technology and health services such as cloud computing, big data, Internet of Things, and mobile Internet will also accelerate. According to statistics from Jinniu Wealth Management Network, in the third quarter of this year, a total of 93 funds were heavily stocked with 15 medical and big data combined concept stocks. Among them, the same technology has obtained 24 fund allocations, ranking first. Morgan Stanley's domestic demand power mix, Invesco Great Wall corporate governance mix, and China Post style mixed holdings held the shares in their respective net worth ratios, reaching 9.01%, 8.67%, and 7.8%, respectively.
Yitong Century and Dongfang Guoxin were held in 23 positions and 17 funds respectively. Yitong Century's third-quarter results have increased significantly. It is estimated that the net profit of the parent company in the first three quarters will be 133 million yuan to 147 million yuan, up 168% to 197%. The company plans to complete the acquisition of Bitthew Health, the main medical health monitoring products and services, early next year. If the acquisition is successful, it will have obvious synergy, and further help the company to deepen the demand for medical materials, expand the company's IoT data source, and enhance the value of data. Rich country high-end manufacturing, rich countries Tianbo holding the shares accounted for more than 8% of the net value. The long-term growth of Changxin's domestic demand and Huatai Bairui's healthy living mixed configuration of Yitong Century have reached more than 7%.
Dongfang Guoxin also plans to acquire SharpSoft Technology, which has certain competitiveness in the field of medical informationization . If the acquisition is successful, Ruisoft Technology will become a wholly-owned subsidiary of the listed company and will be included in the scope of the consolidated statements. At the same time, Dongfang Guoxin itself is also a leader in the big data industry. In the telecommunications industry, it is deeply rigorously digging deep into the big data market, and the endogenous power continues to improve. China Shipping actively increased profit mix, Bo Shi Ruiyuan, Huitianfu extended growth holding Oriental Guoxin accounted for its net worth ratio, reaching 6.62%, 6.45%, 5.7% respectively.
Overall, the Jingshun Great Wall company governance mix, Minsheng plus silver preferred stock, Harvest strategy mixed configuration medical big data concept stocks accounted for the highest proportion of net worth, respectively reached 13.28%, 11.83%, 10.64%. All three funds are heavily placed to allocate two concept stocks. In addition to the choice of technology, they also hold Yitong Century, Great Wall Computer, and Hang Seng Electronics.
In addition, the medical and medical theme fund is also expected to usher in the opportunity in the fourth quarter. From the performance point of view, China Resources Yuanda Healthcare Quantitative Hybrid and SDIC UBS Healthcare's mixed income is firmly in the forefront, which deserves investors' attention. As of October 26, 2016, the net value of the two funds in the past month was 6.6% and 5.96% respectively, ranking the top two among all medical and medical themed funds; the cumulative increase in net value in the past six months was particularly prominent, reaching 13.49% and 21.75 respectively. %, ranking 4th and 1st in the same category.
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