Cailiannews, November 15 (Reporter Wang Junxian) With the introduction of the 20 Guidelines on epidemic prevention and Control Optimization, the purchase inquiries and demand for ventilators, oxygen machines and oximeters on social platforms have increased significantly. An e-commerce platform brand oximeter products are temporarily out of stock. Fish Leap Medical (002223.SZ) to Cailiannews reporters responded that the company recently increased the demand for respiratory oxygen products.
Wang Qiang, an expert in the marketing of medical devices, suggested in an interview with Cailian.com that patients with basic respiratory diseases, such as heart and lung insufficiency and some elderly people, can buy oxygen machines and ventilators as backup, but once there is an emergency or have to go to the hospital for treatment.
Demand increased, concept stocks soared
On November 11, China published 20 Articles to optimize epidemic prevention and control, with the general strategy of "preventing import from outside and preventing rebound from inside" remaining. Meanwhile, Articles 13 and 14 require speeding up the storage of drugs and medical equipment related to the treatment of COVID-19, and strengthening the protection of key groups.
Against this backdrop, calls for the purchase of ventilators, oxygen generators and oximeters are growing louder. Shares of A share companies with ventilators and oxygen makers surged today, such as Dive Medical (002223.SZ), Jardine Jardine Jardine (002223.SZ), which closed up 19.38 percent, and Kofu Medical (002223.SZ), which rose 14 percent.
According to the interactive platform, the respiratory support segment is one of the company's five major categories, and its main products include ventilators, oxygen generators, nebulizers and nasal care products. Since last year, the company has launched several new models of oxygen generators and is accelerating the development of new ventilators.
On November 14, Cailian.com reporters found in the Jingdong Dive flagship store that the company's three types of oximeter can be placed, but YX302 and YX102 products are currently in the "procurement" state, is expected to be available after November 20, another YX306 oximeter can be directly shipped.
Cailiannews reporters learned from Dive medical, optimize the epidemic prevention and control of 20, coupled with the autumn and winter season, respiratory infectious diseases into the high incidence season, recently, dive medical respiratory oxygen products increased demand. Take the full cycle of Double 11 as an example, diving oxygen machine Jingdong, Tmall brand sales, sales of the first, among which, 5 liter oxygen machine 8F-5AW single-day sales exceeded 10 million. Diving ventilator, atomizer Jingdong single product sales, sales first, diving oximeter Jingdong, Tmall brand and single product sales first.
In the production capacity of the company, dive medical to Cailianhe reporters said that the company's production capacity in the field of respiratory oxygen can meet the demand. In the field of oxygen production, Dive Medical has the world's longest oxygen machine production line, production capacity has been greatly improved in recent years, has the world's largest oxygen machine production scale.
Previously, due to the increase in the global demand for ventilators and oxygen generators driven by the epidemic, Diving medical respiration and oxygen production sector achieved a substantial growth, with a revenue of 2.26 billion yuan in 2020 and 2.62 billion yuan in 2021.
Do families need to stock up on COVID-19?
As a matter of fact, the necessity of household oxygen generator and ventilator due to the epidemic is controversial.
Wang Qiang told Cailiannews reporter that the unit price of oximeter is low, mainly auxiliary monitoring function. Oxygen generator and ventilator are separated from medical use, with different concepts and different technical content. Medical use is therapeutic, while household use plays an auxiliary role, mainly to meet temporary needs.
Wang Qiang explained that the oxygen machine as an example, the core difference between medical oxygen machine and household oxygen machine is that the oxygen concentration is not the same, generally speaking, the oxygen concentration of medical oxygen machine is 93% (national standard 93% ± 3%), more continuous uninterrupted oxygen supply, and the household oxygen machine concentration is more than 30%-50%, the continuous working time is limited.
Cailian.com reporter consulted the medical equipment offline stores in Nanjing area, the staff said that if more concerned about blood oxygen, you can buy blood oxygen meter. Recently, ventilators and oxygen generators have been selling well, but most customers have their own needs, such as snoring, breathing problems.
Wang Qiang also acknowledged that people with basic respiratory diseases can buy oxygen machines and ventilators for backup, and some elderly people with basic diseases can also prepare oxygen supply facilities if conditions permit, but he also stressed that once there is an emergency, they still have to go to the hospital for treatment.

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