医疗服务行业周报：三季报密集披露，关注业绩表现

Investment Rating - The industry rating is maintained at "Overweight" [4][29] Core Insights - The medical service sector has shown a significant recovery, with a notable increase in stock prices for leading companies such as Haocen Medical (+27.1%) and Nuosige (+25.8%) [2][5][14] - The current PE (ttm) for the medical service sector is 33.00X, with a PB (lf) of 2.96X, indicating a slight increase from the previous week [2][18] - The medical service sector's valuation is at a historical percentile of 17.74%, suggesting potential for further growth [2][18] Summary by Sections Industry Performance - The medical and biological sector rose by 3.11%, outperforming the CSI 300 index by 2.32% [2][7] - The medical service II sub-sector reported a 5.21% increase, indicating strong performance compared to other sub-sectors [2][11] Company Performance - Notable performers in the medical service sector include Haocen Medical, Nuosige, and Boteng Co., with significant year-on-year revenue growth [5][14] - Companies like Nuotai Biological experienced a decline of 17.7%, attributed to a slowdown in growth compared to the first half of the year [5][14] Valuation Metrics - The medical service sector's PE has increased by 1.61X over the past week, while the PB has risen by 0.14X [2][18] - The sector's valuation metrics indicate a recovery trend, with the potential for further improvements as the impact of COVID-19 wanes [5][29] Industry News - Recent government policies aim to enhance the support system for childbirth and improve medical services for children, which may positively impact the medical service sector [3][25][26] - The 2024 medical insurance directory negotiations have commenced, with results expected in November, which could influence the pricing and availability of medical services [3][27][28]