
Group 1 - The core viewpoint of the article highlights the positive outlook for the medical device sector due to potential policy optimization in national procurement, which is expected to extend from pharmaceuticals to medical devices [1] - High-value consumables and in vitro diagnostics, previously restricted by procurement policies, are anticipated to experience performance reversals as the procurement process nears completion [1] - The medical device sector has seen a recovery in procurement growth this year, and with a low base in Q3 2024, many companies are expected to witness performance reversals by Q3 2025 [1] Group 2 - The AI and imaging/surgery sectors are rapidly developing, with AI in medical imaging analysis utilizing deep learning to quickly identify lesions, accurately diagnose diseases, and provide comprehensive solutions [1] - The overall performance of the medical device sector is expected to reach an inflection point in Q3, suggesting a favorable investment environment [1] - The Guotai Medical ETF (159377) tracks the Chuangyi Medicine Index (399275), which includes companies in the innovative pharmaceutical sector, reflecting the performance of firms with high R&D investment and strong innovation capabilities [1]