器械之家医疗器械媒体报道先锋分享专业医疗器械知识关注围绕医疗器械赛道,市场上始终存在两类叙事:一种着重放大周期压力、政策扰动与价格下行;另一种则将视角放得更长,基于产业趋势与临床进展,观察企业穿越行业周期的能力。在启明医疗身上,二者交汇成一种复杂但值得拆解的图景。复牌以来,公司围绕“利润化”与“国际化”两条主线推进组织重建、非核心业务剥离、降本增效与债务结构改善;同时,“四瓣一体”战略正在进入成果...
Source Link器械之家医疗器械媒体报道先锋分享专业医疗器械知识关注围绕医疗器械赛道,市场上始终存在两类叙事:一种着重放大周期压力、政策扰动与价格下行;另一种则将视角放得更长,基于产业趋势与临床进展,观察企业穿越行业周期的能力。在启明医疗身上,二者交汇成一种复杂但值得拆解的图景。复牌以来,公司围绕“利润化”与“国际化”两条主线推进组织重建、非核心业务剥离、降本增效与债务结构改善;同时,“四瓣一体”战略正在进入成果...
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