联影医疗:摩根士丹利上交所及高管交流会纪要要点
September 25, 2025 10:29 AM GMT Shanghai United Imaging Healthcare Co | Asia Pacific Takeaway from MS SSE and C- Suite Connections Meeting Early China 2026 outlook: China's 2025 equipment upgrade programs had begun implementation by July. Given possibly larger funding scale vs the 2025 round, slightly higher % of central gov't support, and tailwinds maybe lasting till 2026, it should support a sustainable industry recovery for 2H25 and 2026. This also aligns with UIH's recent tender momentum, per management ...