后疫情时代的跨界，同花顺近日成立医疗器械公司

admin · 发表于 2020-10-14 11:05:43

                  <section data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.jpg" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-id="97965" data-tools="gulangu"><section><section><section><section><p><br  /></p><section><span>财联社8月31日讯，据天眼查最新消息，同花顺也跨界进入了医疗科技赛道，新成立的子公司经营范围含第三类医疗器械经营。</span></section><section><span><br  /></span></section><section><span>天眼查显示，8月27日，浙江核睿医疗科技有限公司成立，法定代表人为朱志峰，注册资本1000万元人民币，经营范围包含：第三类医疗器械经营；互联网信息服务；第一类医疗器械销售；第二类医疗器械销售；软件开发等。天眼查股权结构显示，该公司由同花顺100%控股。</span></section><section><span><br  /></span></section><section><p><img src="image/20201014/58bb30da8bca40e466b3e1048ad0d588_2.jpg" /></p></section><section><br  /></section><section><span>回顾上半年，全球疫情爆发后医用口罩、医用防护品、核酸检测盒、呼吸机等医疗器械需求激增，部分医疗器械持续脱销、海外需求暴涨促使中国医疗器械走向全球。医疗服务板块也在上半年录得不错的收益。</span></section><section><span><br  /></span></section><section><span>目前，沪深两市除未能按期披露的个别公司外，其余均已发布2020年半年报，据浙商证券统计，二季度医疗服务板块同比增长17%、环比增长50%，净利润同比增长53%、环比增长88%。</span></section><section><span><br  /></span></section><section><span>东吴证券观点认为，二季度国内疫情得到较好控制，创新药产业链、医疗服务等领域等相关企业经营逐步恢复正常；海内外疫情对相关医疗器械企业及CXO企业业绩增长提供动力整体来看，医药上市公司中报业绩出现进一步分化，但仍体现出医药行业的刚需属性和成长持续性。</span></section><section><span><br  /></span></section><section><span><p><img src="image/20201014/88dbb7f5d927c46d5d4be8d36a9aaf25_3.jpg" /></p></span></section><section><span></span></section><section><span></span></section><section><span>在医疗科技的细分领域，行业龙头平安好医生2020年上半实现了总收入27.47亿元，同比增长20.9%。东兴证券观点称，平安好医生上半年最亮眼的数据是在线医疗的收入实现106.8%的增长，伴随着日均咨询量26.7%的增长。其认为，疫情期间，用户对互联网诊疗服务的认知和认可大幅度提升。</span></section><section><span><br  /></span></section><section><span>互联网巨头正加速在医疗科技领域的布局。腾讯入股东华软件，阿里入股卫宁健康，腾讯和阿里双巨头均与创业软件战略合作，中泰证券认为，医疗IT行业资产价值有望重估。</span></section><section><span><br  /></span></section><section><span>同类赛道里，中泰证券重点推荐：卫宁健康（医疗IT龙头企业，互联网医疗业务高成长）、创业慧康（医疗IT领军企业，整合多方资源推进互联网医疗业务发展）、久远银海（医保IT龙头企业）、思创医惠（国内优质医院信息集成平台商）；推荐关注阿里健康、平安好医生、东华软件、万达信息、麦迪科技、和仁科技、德生科技、国新健康。</span></section><p><br  /></p><p><span>来源：科创板日报</span></p><section><p><br  /></p></section></section></section></section><section><section><section data-color="#757576"><section><section><section data-brushtype="text"><strong>相关阅读</strong></section></section></section><section><section><section><br  /></section></section></section><section 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