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中信建投:看好医疗器械板块2025年投资机会
601066CSC(601066) 证券时报网·2024-12-30 00:28

Group 1 - The core viewpoint is that the medical device industry has significant advantages in going global, with China's innovation and cost-effectiveness expected to establish global leaders [1] - The industry is anticipated to continue its recovery from a low base, with the impact of medical compliance requirements and centralized procurement gradually clearing, leading to high growth for companies launching new products or expanding internationally [2] - The report from CITIC Securities expresses optimism about investment opportunities in the medical device sector by 2025 [3] Group 2 - Recent approvals of multiple innovative devices are expected to create new opportunities for commercial insurance to facilitate the growth of innovative products, while the rapid development of AI in healthcare and advancements in brain-computer interface technology are likely to continue catalyzing the industry [4] - Regulatory encouragement for mergers and acquisitions has led to increased activity in the medical device sector [5]