Regarding the interpretation of the impact of the Opinions on the medical market in the capital market, Industrial Securities said that it should grasp the key 16 words of “quantity control, structural adjustment, rising and falling, and gradually getting in place†in the Opinions. Total control: From the perspective of total volume, future medical insurance control fees are still the main rhythm of the industry, so the pharmaceutical industry still focuses on structural investment opportunities. Structural adjustment, rising and falling; "5 liters" - improving the price of medical services such as medical treatment, surgery, rehabilitation, nursing, Chinese medicine and other medical personnel, "2 drop" - reducing the price of large medical equipment inspection and treatment, inspection, And reduce the cost of medicines, consumables, etc. by standardizing the treatment behavior to ensure that the total amount of medical expenses is balanced. Reducing the cost of medicines, the entire pharmaceutical industry is damaged, but from an investment point of view, drugs with high cost performance are expected to be value-for-money, and the beneficiary industry will be redistributed. Reduce the cost of inspection and treatment of large medical equipment, the hospital inspection business is extremely motivated to transmit pressure to the upstream, more inclined to adopt a low-cost and high-efficiency inspection and inspection mode, third-party inspection and inspection is expected to benefit the core, combined with the grading diagnosis and treatment policy, Three-party service-related listed companies will benefit more. Overall, the increase in the price of medical services is not achieved overnight, but gradually in place. The policy states that prices should be rationally formulated and adjusted, and remain relatively stable. This also means that the price increase of medical services needs to be gradually realized in the medium and long term. Therefore, the impact of this policy on investment will be more biased towards the theme investment in the short term. Under the influence of the above-mentioned news, yesterday's private hospitals, medical beauty, Chinese medicine and other beneficiary concept sectors were eye-catching. Among the stocks, Jinling Pharmaceutical, Xinbang Pharmaceutical, International Medicine, Good Master and many other stocks had a strong daily limit. In addition, Kangmei Pharmaceutical Many stocks, such as Yishun Pharmaceutical, Hunan Development, *ST Innovative Medicine and Ma Yinglong, all rose by more than 3%, namely: 6.53%, 4.80%, 4.55%, 4.08% and 3.82%. In addition, Orient Securities also said that the reform of medical service prices at the national level has begun, which has greatly promoted the establishment of new compensation mechanisms for medical institutions. The increase in medical prices will significantly enhance the hospital's profitability, and the medical services sector will benefit. It is recommended to pay attention to the beneficiary stocks Jinling Pharmaceutical, Xinbang Pharmaceutical, Samsung Medical, Aier Ophthalmology, and Tongce Medical. Industrial Securities said that the most direct beneficiaries of the "Opinions" are chain-type medical service enterprises with continuous expansion capability and relatively low proportion of drugs. On the one hand, the long-term price of medical services is upward under the policy trend, and on the other hand, with the chain The rate will increase and the bargaining power of its own price increase will also increase. It is recommended that the high-end medical service industry with continuous expansion and high growth be the leader of Aier Ophthalmology and Health, and also pay attention to Tongce Medical, Hunan Development, Renfu Medicine and Jinling Pharmaceutical. Secondly, the third-party inspection and imaging center recommended Runda Medical, Dean Diagnostics, Meikang Bio, and China Resources Wandong. In combination with market performance and brokerage research reports, the medical service price reform benefit stocks, Jinling Pharmaceutical market is hot, the stock yesterday strong bullish daily limit, breaking through the cabinet consolidation platform formed in the first half of this year, the fundamental, the company The main business is pharmaceutical production, sales and medical services. For the stock, Huatai Securities said that the company is actively building two profitable platforms for pharmaceutical production, marketing and medical services. The hospital has strong growth momentum. The expectation of expanding the medical service field with the “Jinling + Drum Tower†model is strong, and there are expectations for state-owned enterprise reform. Maintain an overweight rating. Resin Teeth,Synthetic Resin,Synthetic Polymer Teeth,Synthetic Resin Teeth Puyang Degren Medical Equipment Co., Ltd. , https://www.degrenyuwei.com