Group 1 - The core viewpoint is that the procurement scale of medical equipment in China is expected to see significant growth in the first half of 2025 due to the implementation of national and local government policies for equipment updates [1] - In June 2025, the domestic medical equipment procurement scale is projected to increase by 25% year-on-year, with a cumulative growth of 41% in the first half of the year [1] - High-end equipment categories such as CT, MR, and DR are experiencing particularly notable procurement growth, with June figures showing CT up by 20%, MR by 32%, and DR by 47% year-on-year [1] Group 2 - The implementation of equipment update policies is expected to be a long-term driving force for medical equipment procurement [1] - A target has been set for medical and health equipment investment to grow by over 25% by 2027 compared to 2023, as outlined in a notice from four ministries [1] - Although large-scale procurement plans have been announced for 2024, the actual tendering rate remains low, with many projects expected to be realized in 2025, contributing to significant market growth [1]
医疗设备更新政策持续落地，医疗板块盘中上行，医疗ETF（159828）盘中涨超2%
Sou Hu Cai Jing·2025-07-23 03:12