Huatai Securities pointed out that Joint National Procurement's contract renewal document No. 2 was announced: the bidding mechanism is relatively moderate, and the share of domestic sales has increased significantly. It is recommended to focus on targets with the following conditions: 1) leading manufacturers that have verified better supply capacity during the first round of bidding; 2) manufacturers that won the bid in the first round were low and had conditions to increase prices under the contract renewal bidding rules; and 3) manufacturers that accounted for an increase in the share of hips or knees this time. In summary, it is recommended to pay attention to leading domestic manufacturers.
华泰证券：温和竞价机制下看好国产关节龙头获益
Huatai Securities: Optimistic about the benefits of domestic joint leaders under a gentle bidding mechanism
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