医疗器械行业2025H2投资策略:国内不利因素逐渐消退,海外市场进展迅速

华安证券
14 Jul

(以下内容从华安证券《医疗器械行业2025H2投资策略:国内不利因素逐渐消退,海外市场进展迅速》研报附件原文摘录)国内不利因素逐渐消退:(1)医疗反腐:自2023年7月开始的医疗行业反腐整顿,目前已经进入常态化,行业内公司已经充分适应,医疗机构的诊疗量也已经恢复。(2)集采政策:集采规则在过去2-3年实践中不断完善,集采中标价格可预期,多个品类的续采也已经完成。(3)DRG支付改革:2024年...

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