CSI Securities has pointed out that with the ongoing optimization of centralized procurement policies for medical devices, along with improvements in equipment bidding data and a reduction in channel inventories, various sub - sectors within the medical device industry are poised to experience performance turning points one after another.
Among these sub - sectors, the high - value consumables segment is particularly anticipated to witness enhancements in both valuation and the certainty of its performance. This positive outlook is largely attributed to the refined centralized procurement policies.
Furthermore, there are immense and promising opportunities for domestic medical device manufacturers to expand globally. As a result, the valuations of relevant companies are likely to undergo a significant transformation.
In addition to the above, investment opportunities stemming from technological innovation in the medical device sector are garnering substantial attention. New technological frontiers, including AI - powered healthcare, brain - computer interfaces, surgical robots, and exoskeleton robots, have the potential to emerge as the next big investment hotspots.
