告别内卷,出海破局:2025医疗器械龙头的全球化图景

MedTrend医趋势
Dec 02, 2025

大家好,我是龙哥。今天梳理下医疗器械领域出海做的比较领先的公司。就整个医疗器械行业来说,国内政策面今年开始有边际改善,但是,其一是如下图所示,医保数据很差,在定价上现在给了明确支持的细分创新器械领域还是偏少,其二是从政策面边际变化传导到业绩端,我们此前也多次提到,创新药行业这个过程大概用了1.5-2年时间。对于医疗器械公司来说,在当前的国内政策和经济环境下,也是要谋求出路,不少公司在这两年陆续开始...

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