【券商聚焦】中信证券:医保新政出台,医疗器械迎来行业性投资机遇

金吾财讯
Jan 22

金吾财讯 | 中信证券发研报指,国家医保局发布新政,制定手术机器人与外科手术耗材相关服务价格立项指南,手术机器人在国内的推广和普及速度有望加快。同时国家医保局表示立项指南未来将持续扩容,利好整体创新医疗器械产品。我们强烈建议投资者重视医疗产业链投资机遇,综合梳理两条投资主线:一、重点关注手术机器人行业及上下游产业链(含腔镜机器人、骨科机器人、神经外科机器人);二、推荐关注微创外科、骨科、消化内科、心血管科、神经内科等高值耗材行业。

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