医疗器械及医疗服务2026年展望:行业持续复苏 长线布局机会显现

中信建投证券
Nov 30, 2025

核心观点:随着医疗器械相关政策缓和、集采出清、新产品新业务拓展和出海布局,预计26年多家医疗器械龙头公司迎来业绩拐点,建议把握业绩估值修复投资机会,以及脑机接口、AI医疗等医疗新科技方向投资机会;近期迈瑞医疗、新产业、惠泰医疗等部分大市值龙头公司有所回调,未了解到基本面变化,估值调整后将迎来长线布局良机,建议持续关注行业景气度恢复趋势、新产品放量和海外业务进展。医疗器械板块的长期投资机会来自创新、...

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