中信建投:北京、上海等地发文支持医疗器械创新 看好医疗器械行业投资机会
Ge Long Hui·2025-11-29 23:37

Core Insights - Recent measures have been implemented in cities like Beijing and Shanghai to support the high-quality development of the medical device industry, focusing on various aspects such as clinical research, registration, production, application, cluster development, digital empowerment, and international expansion [1] - The support policies for innovative medical devices from national and local governments are expected to strengthen, leading to an acceleration in medical device innovation [1] - The company remains optimistic about structural investment opportunities in the medical device sector by 2026, suggesting investors take advantage of performance and valuation recovery opportunities in companies expected to see growth in 2026 [1] - Long-term investment opportunities in the medical device industry are anticipated to arise from innovation, international expansion, and mergers and acquisitions, with the sector's innovation and international capabilities gaining recognition and valuation being restructured [1]

CSC-中信建投:北京、上海等地发文支持医疗器械创新 看好医疗器械行业投资机会 - Reportify