Core Viewpoint - The investment strategy for the medical device sector in 2026 will focus on overseas expansion and innovation, with an emphasis on companies that demonstrate strong certainty in market growth and product development [1] Group 1: Investment Focus - The strategy highlights three categories of companies to watch: 1. Leaders in digestive endoscopy consumables that are expanding into mature overseas markets and are less affected by domestic price pressures [1] 2. Domestic brands with strong market presence in wearable innovative products and accelerated overseas market expansion in home medical devices [1] 3. Hong Kong-listed medical device companies that are innovating with differentiated products in the cardiovascular intervention field [1]
国金证券:2026年医疗器械投资聚焦出海与创新