Core Viewpoint - The stock of Aikang Medical (01789) has seen a significant increase, with a current rise of over 6%, attributed to positive forecasts regarding the orthopedic industry and the company's performance in the upcoming years [1] Industry Summary - The orthopedic industry is expected to stabilize its pricing system as the national policy for artificial joint procurement is fully implemented by the second half of 2025 [1] - There is an anticipated recovery in the volume of orthopedic surgeries, which, combined with a low revenue base from the previous year, suggests a trend of increasing performance for the company in the latter half of this year [1] Company Summary - Aikang Medical has successfully increased its bid prices for hip and knee joints in the current procurement round, indicating a potential for both volume and price growth [1] - The company is strategically positioned for long-term growth through its advancements in 3D printing, surgical robots, and a digital orthopedic ecosystem, which are expected to create strong technological barriers [1] - The overseas market is projected to become a significant growth driver for the company, supported by the deepening of the "JRI + Aikang" dual-brand strategy and ongoing product registrations [1]
爱康医疗现涨超6% 集采续约政策全面执行 下半年业绩有望加速