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国家药监局审议通过《关于优化全生命周期监管支持高端医疗器械创新发展的举措》,高端医疗器械发展有望提升
China Post Securities·2025-06-30 09:38

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [1] Core Viewpoints - The report highlights the approval of measures by the National Medical Products Administration to optimize the lifecycle regulation supporting the innovation of high-end medical devices, which is expected to enhance the development of the industry [4][5][6] Summary by Relevant Sections Industry Basic Information - The closing index is at 7672.88, with a 52-week high of 8490.25 and a low of 6070.89 [1] Industry Relative Index Performance - The projected performance of the pharmaceutical and biotechnology sector shows a range of percentage changes from -9% to 27% over the specified periods, indicating a potential upward trend [3] Industry Events - The National Medical Products Administration has passed measures to support high-end medical device innovation, including optimizing special approval processes and enhancing post-market supervision [4][5] Suggested Focus Areas 1) Medical Robots: Companies such as Microbotics, Kangji Medical, Tianzhihang, Chunli Medical, and Aihua Medical [7] 2) High-end Medical Imaging Equipment: Companies like Mindray Medical, United Imaging, Aohua Endoscopy, Kaili Medical, and Xiangsheng Medical [8] 3) Artificial Intelligence Medical Devices: Companies including Jingtai Holdings, Rundat Medical, and BGI Genomics [8] 4) New Biological Materials Medical Devices: Companies such as Maipu Medical, Kangtuo Medical, Aojing Medical, Bairen Medical, and Zhenghai Biological [8]