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中信建投:医疗器械行业拐点已至
Di Yi Cai Jing·2025-08-11 23:41

Group 1 - The medical device industry is at a turning point, with a focus on leading companies in various segments that are expected to see performance improvements, strong international capabilities, and solid long-term growth logic [1] - Companies that may experience high growth or gradually reach a turning point in Q2 or Q3 are highlighted [1] - Some companies are under short-term performance pressure but are expected to see stable long-term growth, with potential acceleration in 2026 [1] - The optimization of centralized procurement policies may lead to potential performance and valuation recovery [1] - New medical technologies such as brain-computer interfaces, AI in healthcare, surgical robots, and exoskeleton robots are emphasized as key areas of focus [1]