医药生物行业点评报告：财政部发布政府采购本国产品优惠政策，国产医疗设备持续获政策支持

Investment Rating - The industry investment rating is "Increase" [7] Core Viewpoints - The policy clearly supports domestic products with a 20% price deduction, enhancing the competitive advantage of domestic products. The policy specifies that domestic products must be produced within China and meet certain component cost ratios [5] - Multiple policies support domestic medical devices, indicating a trend towards increasing market share for domestic brands in the medical equipment sector [5] Summary by Sections Policy Support - The Ministry of Finance issued a notice on December 5, 2024, supporting government procurement of domestic products, which includes medical devices and diagnostic reagents [4] - The policy allows for a 20% price deduction for domestic products in competitive procurement scenarios, which is expected to benefit the domestic supply chain [5] Market Opportunities - The report highlights that many areas of domestic medical devices are still dominated by foreign brands, but with the support of government policies, domestic medical devices are expected to increase their market share [5] - Specific companies to watch in the medical device sector include United Imaging, Kaili Medical, Aohua Endoscopy, and Mindray Medical [6]