核心观点近期“反内卷”“集采优化不再唯低价论”背景下,若集采未落地的赛道降幅缓和,集采已落地的赛道温和续约或联动,板块估值和业绩确定性有望迎来修复。看好医疗器械行业拐点机会,下半年板块机会将逐步增多。我们预计Q3 多家公司将迎来高增长,产品创新有望产生持续催化、国际化和并购打开长期空间。事件:7 月24 日,在国新办新闻发布会上,国家医疗保障局副局长施子海在回应记者提问,近期第十一批集采工作已经...
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