开立医疗获机构关注，股价表现弱于板块

Group 1 - Dongguan Securities has identified Kaili Medical (300633) as a key focus in the medical device sector, highlighting brain-computer interfaces as a future industry outlined in the "14th Five-Year Plan," with ongoing policy support suggesting investment opportunities [1] - Zhongyou Securities reported on February 9 that policy-driven structural optimization in the pharmaceutical and biological industry may indirectly benefit the medical device sub-sector [1] Group 2 - As of February 10, 2026, Kaili Medical's stock price closed at 27.15 yuan, with a cumulative decline of 1.09% over the past five days, underperforming the pharmaceutical and biological sector, which rose by 0.60%, and the medical device sub-sector, which increased by 0.22% [2] - Technical analysis indicates that the stock is in a bearish trend, with the 20-day moving average at 28.02 yuan, and the current price below this average; there was a net outflow of 3.7381 million yuan from main funds, with retail investors dominating [2] Group 3 - On February 5, the Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026-2030)," which, while focused on the traditional medicine industry chain, is expected to positively impact the overall pharmaceutical and biological industry, potentially benefiting medical device companies through industry upgrades [3] - The results of the 11th batch of national drug procurement accelerated in February, with multiple regions starting implementation, which may have a potential impact on the demand for medical device procurement [3]