专题:专题|深交所2025全球投资者大会:投资中国就是投资未来
5月19日至20日,深交所2025全球投资者大会在深圳举行。大会主题为“新质生产力:投资中国新机遇——开放创新的深圳市场”。
大会期间,迈瑞医疗董事会秘书李文楣向新浪财经表示,地方政府债务与医保的双重压力使得医疗器械企业面临较为严峻的支付环境,短期内医疗专项债的发行能在一定程度上缓解地方政府债务的压力,但从长期看,老龄化带来的持续增长的诊疗需求将对医保产生巨大压力,在此外部环境下,医疗器械企业将迎来供给侧出清,中小企业的生存与发展面临巨大挑战。因此,接受并购重组是中小医疗器械企业的较优选择。
谈及迈瑞医疗的并购战略,李文楣称,从对并购标的整合风险可控的角度出发,迈瑞医疗在国内、国际有两条不同的并购策略。
李文楣表示,国内并购整合风险相对较低,所以敢跨界去收购新的业务,是以通过并购进入新赛道为主的策略,比如去年对科创板上市公司惠泰医疗的控制权收购。海外并购,因为整合风险较高,所以采取业务补强思路为主的并购策略,业务补强也分为市场补强和技术补强。
“以欧洲收购Diasys和Hytest为例,Diasys是市场补强,Hytest是技术补强;美国收购Datascope和Zonare,Datascope是市场补强,Zonare是技术补强。”李文楣说。(徐苑蕾)
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