智通财经APP获悉，微创脑科学(02172)午前涨超11%，截至发稿，涨11.26%，报9.98港元，成交额2000.96万港元。
消息面上，12月3日，河北省医疗保障局发布4种医用耗材集中带量采购《采购文件》，正式启动血管介入类医用耗材省际联盟集中带量采购。平安证券指出，目前，除冠脉介入等较成熟的赛道外，介入领域大多数细分领域仍由外资企业主导，但在国产企业加速技术革新及产品推广下，多个细分赛道的国产替代进程出现了突破性进展。此外，神经介入等细分赛道的集采也在加速推进中。
平安证券还指出，微创脑科学2023年神经介入医疗器械市场份额排名第四，居国产品牌第一，引领行业发展。公司全面布局脑血管疾病的三大领域——出血性脑卒中、脑动脉粥样硬化狭窄和急性缺血性脑卒中，拥有完整的产品布局和解决方案，并储备较多重磅在研单品，为长期增长提供潜力。该行表示，公司有望充分享受行业快速发展和进口替代红利，目前已实现盈利，业绩端有望保持快速增长趋势。
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