医药行业周报:流动性改善+基本面反转 看好港股高值耗材后续行情 重点关注归创通桥、心泰医疗、微创脑科学等

德邦证券股份有...
Mar 17

血管介入类高值耗材仍低国产化率状态,成长空间足:当前我国血管介入高值耗材,即使是手术量已达到百万级的PCI 手术,渗透率相较欧美仍有较大差距;国产化率方面,电生理、神经介入等多个领域仍以进口企业为主导,血管介入高值耗材成长空间仍较大;此外,高值耗材仍表现出强劲的增长:在所有医疗器械二级子行业中,血管介入类耗材在大体量下,仍展现出超过行业平均水平的增速,2023 年血管介入类耗材市场规模559 亿元...

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