智通财经APP获悉，医疗器械股早盘普涨，截至发稿，春立医疗(01858)涨6.36%，报13.72港元；永胜医疗(01612)涨7.27%，报0.59港元；心玮医疗-B(06609)涨3.55%，报39.35港元；微创脑科学(02172)涨1.12%，报12.68港元。
消息面上，7月6日，商务部表示就欧盟“限制中国企业和产品参与其医疗器械公共采购”，作出对等限制措施。业内认为，受该政策影响比较大的主要是一些高端医疗器械，比如列表中的人工脏器及功能辅助装置，体外循环设备，部分高端的介入和植入高值耗材这三个品类。
此外，7月3日，国家药监局发布政策支持医疗器械创新发展，聚焦手术机器人、AI医疗器械、脑机接口、高端影像设备及新型生物材料五大领域，提出十大举措。江海证券指出，本次新规标志着中国高端医疗器械进入“创新+出海”双轨驱动周期。短期政策红利将加速55+个创新产品上市，中长期全生命周期监管框架推动行业从“重销售”转向“重技术”，具备核心专利与全球合规能力的企业将主导洗牌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.