外周介入行业全景图:国产企业厚积待发 替代进口有望加速

平安证券
01 Aug

外周介入行业快速发展叠加国产替代,双重机遇并存。外周血管疾病患者基数庞大,2021年国内外周动脉疾病患者超过5100万人,2021年静脉曲张患者人数达1.2亿,治疗需求旺盛*。目前国内外周介入治疗渗透率较低,比如根据动脉网2019年外周动脉疾病手术渗透率仅为0.2%,远低于美国的5.4%。随着患者治疗意愿提升、医院治疗能力增强、术式下沉至基层医院、国家政策支持、以及介入器械持续迭代升级、指南完善等...

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