Listed companies that produce blood purification equipment mainly include Jianfan Biotech (300529), Biolite (300246), Hejia Medical (300273) and Huaren Pharmaceutical (300110). Northeast Securities recently released a research report that believes that the market space for the blood purification industry is huge, and there are great opportunities for equipment, consumables, medicines and hemodialysis services.
Jianfan Biotech (300529): After the market closed on March 5, Jianfan Biotech announced that it planned to invest 1.5 billion yuan to build a medical device industry (blood purification) project in Zhuhai. , to expand production and enrich product lines. Dare to expand production on a large scale because Jianfan Biotech is optimistic about the market prospects of its products. According to the company's disclosure, its product hemoperfusion device is often used in the treatment of difficult and critical illnesses and is in a leading position in the industry. At present, hemoperfusion machines have covered more than 4,000 second-level and above hospitals and hemodialysis centers across the country.
Baolaite (300246): Guangdong Baolaite Medical Technology Co., Ltd. was established in 1993. Baolaite is a modern high-tech enterprise integrating R&D, production and sales of medical devices. In terms of blood purification, the company has completed the layout of blood purification equipment and consumables in all fields through a combination of endogenous development and external mergers and acquisitions. It has hemodialysis equipment (machine), hemodialyzer, hemodialysis powder/dialysate, Products such as perfusion machines, hemodialysis lines, puncture needles, disinfectants, water making equipment for dialysis, disinfection systems, concentrated liquid distribution and supply systems, etc.
Hejia Medical (300273): The company invested 22 million yuan in Zhuhai Hongsheng (accounting for 78.75%). Zhuhai Hongsheng’s core product is the multifunctional blood purification treatment device (HF400), which is currently the most complete and comprehensive blood purification treatment device at home and abroad. One of the blood purification devices with the best treatment mode, domestically produced similar products have the highest domestic market share (about 80% of the domestic market, and more than 90% are imported equipment).
Huaren Pharmaceutical (300110): In June 2011, the company signed a cooperation agreement with the Hospital Management Research Institute of the Ministry of Health to jointly promote Huaren peritoneal dialysis solution. At the same time, the company's multi-center clinical research project on peritoneal dialysis fluid will also be officially launched. After the product is launched, the company will become the only domestic enterprise that can produce non-PVC flexible packaging peritoneal dialysis fluid. The company's peritoneal dialysis solution business is expected to achieve breakeven in 2013, and is expected to experience substantial growth in 2014-2015.