中信建投此前指出，展望Q3和Q4，市场对于医疗合规要求提升、飞检等医疗政策对行业的影响已有预期，近期不少个股的中报业绩已落地、全年业绩预期将更加明朗。有新品放量、出海业务快速发展逻辑的公司，有望在行业低基数背景下实现同比高增长、环比也有望改善，建议关注医疗器械的投资机会，重点把握业绩确定性强的方向及个股：集采逐步出清的院内器械、受医疗政策影响小的院外或海外器械、长期看好的器械龙头股价调整后的加仓机会。Medical device stocks collectively rose, as of the time of writing, Siasun Robot&Automation-B (02252) rose 11.46%, to HKD 7.22; Microport (00853) rose 8.48%, to HKD 4.99; AK Medical (01789) rose 5.73%, to HKD 4.06; Microport Neuroscience (02172) rose 2.38%, to HKD 7.75; Weigao Group (01066) rose 2.09%, to HKD 4.4.
According to the Futu Securities APP, medical device stocks collectively rose, as of the time of writing, Siasun Robot&Automation-B (02252) rose 11.46%, to HKD 7.22; Microport (00853) rose 8.48%, to HKD 4.99; AK Medical (01789) rose 5.73%, to HKD 4.06; Microport Neuroscience (02172) rose 2.38%, to HKD 7.75; Weigao Group (01066) rose 2.09%, to HKD 4.4.
On the news front, Li Li, Director of the National Medical Products Administration, introduced at a press conference today that China's pharmaceutical innovation vitality continues to increase, the pace of innovative product launches is constantly accelerating; actively supporting the entry of innovative drugs and medical devices into hospitals and medical insurance; promoting global drugs to be developed, declared, evaluated, and listed synchronously in China. Lei Ping, Deputy Director of the National Medical Products Administration, stated that the National Medical Products Administration is fully committed to promoting the research and development innovation of medical devices and accelerating the transformation of scientific research results into innovative products.
China Securities Co.,Ltd. previously pointed out that looking ahead to Q3 and Q4, the market has expected the impact of the increase in medical compliance requirements and spot checks on the industry, and the interim results of many stocks have already been released, making the full-year performance expectations clearer. Companies with the logic of new product volume and rapid development of overseas business are expected to achieve high year-on-year growth and improve on a quarterly basis against the backdrop of a low industry base. It is recommended to pay attention to investment opportunities in the medical device industry, focusing on directions and stocks with strong performance certainty: hospital in-house devices gradually liquidating from collective procurement, out-of-hospital or overseas devices with little impact from medical policies, and opportunities for increased positions in the stock prices of long-term bullish industry leaders after adjustments.