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港股异动 | 微创机器人-B(02252)涨超6% 医疗设备以旧换新热度上升 年末有望释放重大增量需求

HK stocks surge | siasun robot&automation-B(02252) up more than 6%. The demand for medical devices is on the rise due to the trade-in of old for new, with significant incremental demand expected by the end of the year.

Zhitong Finance ·  Nov 4 11:56

Siasun Robot&Amp;Automation-B (02252) rose more than 6%, as of the time of publication, up 6.07% to HKD 9.09, with a turnover of 38.4826 million Hong Kong dollars.

According to the Wisdom Financial APP, Siasun Robot&Amp;Automation-B (02252) rose more than 6%, as of the time of publication, up 6.07% to HKD 9.09, with a turnover of 38.4826 million Hong Kong dollars.

On the news front, according to the statistics of Medical Devices Data Victory, as of the end of September, the number of approved medical device update projects has exceeded 1,000, with a total budget exceeding 41.2 billion yuan, and the projects' approvals mainly concentrated in May and June. During this process, various provinces and cities across the country have frequently seen "large" equipment update projects with budgets in the hundreds of millions or even tens of billions of yuan, with single-province approval budgets exceeding 5 billion yuan in Guangdong, Hunan, and Heilongjiang. The institution pointed out that market demand is rapidly increasing.

China Youzheng Securities believes that as the normalization of internal medical reforms, the impact on procurement and bidding has weakened; the policy of replacing old equipment with new ones is steadily advancing; the gradual implementation of ultra-long-term national bonds and subsidized loans is driving factors, reflected in a significant improvement in internal procurement data. The bank believes that the amount and quantity of approved medical equipment projects in the previous period are expected to further increase, and the conversion of procurement intentions into bidding procurement announcements generally requires a period of about two to three months. The medical equipment sector is on the eve of an outbreak.

The translation is provided by third-party software.


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