金吾财讯 | 中信建投发研报指，过去二十年，多数中国医疗器械企业的成长来自进口替代；随着国产化水平提高，出海成为很多企业的必然选择。医疗器械海外市场空间是国内的数倍，也是医疗器械企业实现数倍增长空间的来源，我们正在看到越来越多企业的国际业务高增长、占比快速提升或超过国内，国际化能力得到认可的公司估值也有提升，估值未来有望向美股医疗器械龙头靠拢。
金吾财讯 | 中信建投发研报指，过去二十年，多数中国医疗器械企业的成长来自进口替代；随着国产化水平提高，出海成为很多企业的必然选择。医疗器械海外市场空间是国内的数倍，也是医疗器械企业实现数倍增长空间的来源，我们正在看到越来越多企业的国际业务高增长、占比快速提升或超过国内，国际化能力得到认可的公司估值也有提升，估值未来有望向美股医疗器械龙头靠拢。
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