中信建投:医疗器械行业投资机遇

中信建投证券研究
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医疗器械板块连续调整4年后,今年迎来上涨。多数公司全年整体呈现前低后高的业绩增速趋势、下半年业绩改善的趋势更为明显。短期来看,建议把握2025年Q3和2026年业绩改善个股的业绩估值和修复机会。预计2025年Q3多家公司受益新产品新业务放量而实现环比改善,或去年同期低基数基础上实现高增长。同时建议关注脑机接口等新技术方向的主题投资机会。长期来看,医疗器械行业投资机会来自创新、出海和并购整合,板块的...

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