文|贺菊颖 袁清慧 王在存 刘若飞 汤然国庆期间港股器械公司整体表现较好,多个医疗器械龙头公司收涨。其中微创医疗及部分子公司整体表现较好,预计与公告上海国资派驻董事参与董事会工作、治理改善和业绩修复预期相关;百心安和先健科技表现较好,预计与美国CMS有望将RDN纳入医保及TCT2025将公布铁基可降解支架最新数据等潜在事件催化有关。预计医疗器械板块Q3多家公司受益新产品新业务放量而实现环比改善,或...
Source Link文|贺菊颖 袁清慧 王在存 刘若飞 汤然国庆期间港股器械公司整体表现较好,多个医疗器械龙头公司收涨。其中微创医疗及部分子公司整体表现较好,预计与公告上海国资派驻董事参与董事会工作、治理改善和业绩修复预期相关;百心安和先健科技表现较好,预计与美国CMS有望将RDN纳入医保及TCT2025将公布铁基可降解支架最新数据等潜在事件催化有关。预计医疗器械板块Q3多家公司受益新产品新业务放量而实现环比改善,或...
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