Lepu Medical(SZ:300003) Sou Hu Cai Jing·2025-11-05 02:16Core Viewpoint - The medical device sector is experiencing positive momentum, with significant stock price increases for key companies and a notable rise in the medical device ETF, indicating strong investor interest and potential growth in the industry [1][3]. Company Performance - The medical device ETF (159883) rose by 0.96%, reflecting a broader market trend in the medical device sector [1]. - Key stocks such as BeiGene (000710) increased by over 6%, Lepu Medical (300003) by over 5%, and other companies like Spring Medical (688236) and Jimin Health (603222) also saw gains [1][2]. Product Development - Lepu Medical announced the approval of its rechargeable implantable deep brain stimulation system by the National Medical Products Administration, marking a significant achievement in the neuro-regulation field [2][3]. - This product aims to provide new treatment options for Parkinson's disease patients, enhancing the company's competitive edge in the medical device market [3]. Market Trends - The medical device sector is currently viewed as undervalued, with multiple growth drivers identified, including government support for advanced technologies like brain-machine interfaces [3]. - Domestic companies are actively pursuing innovation and expanding into overseas markets, driven by strategies for self-sufficiency and international growth [3]. ETF Insights - The medical device ETF (159883) is the largest in the A-share market, tracking the CSI All-Share Medical Device Index, which encompasses various segments including medical equipment and consumables [4]. - The ETF's significant growth, with an increase of 4.8 billion in shares and over 120% rise in value during the third quarter, highlights strong investor confidence in the sector [1][4].