国金证券：2026年医疗器械板块投资策略将聚焦在出海和创新两条线

Core Viewpoint - The investment strategy for the medical device sector in 2026 will focus on overseas expansion and innovation, emphasizing companies with strong product innovation capabilities and those that have mitigated domestic market price pressures [1] Group 1: Investment Focus Areas - Emphasis on leading companies in the digestive endoscope consumables sector that are expanding into mature overseas markets and are beginning to see the bottoming out of domestic procurement impacts [1] - Attention to home medical device leaders with strong domestic brand power and innovative wearable products that are accelerating their expansion into overseas markets [1] - Focus on Hong Kong-listed medical device companies that are innovating with differentiated products in the cardiovascular intervention field [1]