Sou Hu Cai Jing·2026-01-05 05:37Core Viewpoint - The medical device sector is experiencing significant growth, with notable stock increases for companies like Lepu Medical, Mindray, and United Imaging, driven by favorable regulatory developments and market sentiment [1][2]. Group 1: Stock Performance - Lepu Medical's stock surged by 20%, while Mindray and United Imaging saw increases of over 4% [1]. - Medical device-related ETFs rose by more than 5%, indicating strong investor interest in the sector [1]. Group 2: Regulatory Developments - The National Medical Products Administration has developed a "Priority Approval List for High-end Medical Devices (2025 Edition)," which includes advanced technologies such as medical electronic accelerators and implantable brain-machine interface devices [2]. - The inclusion of these high-end products in the priority approval category highlights the government's support for technological advancements in the medical device industry [3]. Group 3: Market Potential - The brain-machine interface sector is characterized by diverse application scenarios and rich research and development pathways, suggesting a broad potential market space [3]. - With supportive policies for product registration and medical insurance project approvals, the commercialization process for these technologies is expected to accelerate [3].