金吾财讯 | 中信证券表示，2025年我国药监局、医保局、卫健委三大监管部门出台多项涉及肿瘤基因检测相关的政策文件，从注册审批、物价、医保、临床应用等多个维度进行行业规范，该机构认为这一系列文件将助力肿瘤基因检测进入二次拐点，行业步入健康发展轨道。2026-2030年将是中国肿瘤基因检测行业的黄金发展期，政策、技术、市场三重利好叠加，该机构认为在这一趋势下，行业将经历新一轮整合，缺乏资质、技术和资金优势的中小企业被淘汰，头部企业有望通过"合规产品+院内共建+海外拓展"模式形成差异化竞争格局。当下该机构积极推荐：1）基因测序卖水人；2）肿瘤伴随诊断龙头。
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