Sinolink Securities released research reports stating that the future global penetration rate of CGM system products in blood glucose monitoring is expected to continue to rise, with CGM also becoming the mainstream way of blood glucose monitoring, replacing products such as BGM is just a matter of time. The price space of products in the European and American markets is large, and the medical reimbursement policies are highly friendly to CGM, a good payment environment is expected to bring about a rapid increase in patient acceptance, and CGM products will create significant market opportunities overseas. Currently, domestic enterprises are still in the early stages of product layout. In recent years, they have achieved considerable success in the EU MDR certification. In the future, they may gradually widen the gap in medical insurance access and the US market. It is recommended to focus on companies with strong innovative capabilities in CGM product iteration and leading overseas channel layout.
国金证券:“价格+医保”优势带来CGM放量突破口 关注医疗器械欧美市场扩张
Sinolink Securities: The advantage of "price + medical insurance" brings a breakthrough in CGM volume. Focus on the expansion of medical instruments in the European and American markets.
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