医疗器械行业点评：《关于进一步推进医疗机构检查检验结果互认的指导意见》发布，国产企业有望受益

Investment Rating - The industry investment rating is "Leading the Market" [2][10] Core Viewpoints - The release of the "Guiding Opinions on Further Promoting the Mutual Recognition of Inspection and Test Results in Medical Institutions" is expected to benefit domestic companies [5][10] - The policy aims to enhance medical service efficiency and reduce redundant inspections, leading to a shift in hospital revenue structures, with domestic manufacturers likely to gain market share due to improved technology and cost-effectiveness [7][10] Summary by Sections Industry Performance - The medical device sector has shown a comparative performance with the CSI 300 index, with a projected performance of 4.08% over 1 month, 16.84% over 3 months, and -11.14% over 12 months [4] Key Stocks - Major stocks include Mindray Medical, New Industries, and United Imaging, with respective ratings of "Buy" and "Hold" based on their earnings per share (EPS) and price-to-earnings (PE) ratios for 2023A, 2024E, and 2025E [5] Policy Impact - The policy outlines specific targets for mutual recognition of medical inspection results, aiming for significant improvements by 2025 and 2030, which will enhance the quality and efficiency of medical services [6][10] - The implementation of this policy is expected to lead to a reduction in repeated tests and an overall increase in medical service efficiency, benefiting domestic manufacturers [7][10]