The medical device industry exhibits a promising medium- to long-term outlook, with innovation, mergers and acquisitions, and internationalization strategies propelling Chinese device companies toward a global forefront. Despite initial pressures stemming from policy adjustments, the majority of firms are anticipated to witness a notable improvement in performance during the second half of the year. Specifically, the third quarter is expected to see multiple companies achieve substantial quarter-over-quarter growth, fueled by the expansion of new products and businesses, coupled with the low base effect. In segmented markets, medical equipment firms are benefiting from robust bidding data growth and effective inventory management, while high-value consumable companies are profiting from increased new product volumes and optimized centralized procurement policies. Furthermore, emerging technology domains, including brain-computer interfaces, exoskeleton robots, AI medical care, and surgical robots, are garnering significant attention.