微创医疗(0853.HK):国资入股有望改善公司治理 创新医疗器械龙头迎来重大拐点

中信建投证券
Jul 28

核心观点公司股东结构变更有利于公司治理改善、国资赋能、不良资产处置、并购整合,加快成为全球医疗器械龙头之一的步伐。近期医疗器械关注度提升,产品创新有望产生持续催化、国际化和并购打开长期空间。医保局领导表示集采不再唯低价论,建议关注医疗器械板块反内卷、估值修复和拐点机会。微创医疗作为国内创新医疗器械龙头,处于估值低位,我们看好公司投资价值。事件公司发布股东大冢出售股权公告2025 年7 月25 日,...

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