金吾财讯 | 中信建投证券研究指，板块26Q1业绩整体承压。医疗设备预计Q2招标偏弱，部分企业新品及海外驱动增长；医疗器械上游部分公司收入有望高增长；高值耗材受医疗合规要求提升影响，部分企业预计增长良好；IVD低基数下增速有望改善；家用器械部分企业有望延续高增长；医疗服务边际有所回暖。建议关注Q2高增长公司的配置机会，建议关注国产替代向中高端延伸，看好出海、新科技（AI、脑机接口）及并购整合等新技术落地。
金吾财讯 | 中信建投证券研究指，板块26Q1业绩整体承压。医疗设备预计Q2招标偏弱，部分企业新品及海外驱动增长；医疗器械上游部分公司收入有望高增长；高值耗材受医疗合规要求提升影响，部分企业预计增长良好；IVD低基数下增速有望改善；家用器械部分企业有望延续高增长；医疗服务边际有所回暖。建议关注Q2高增长公司的配置机会，建议关注国产替代向中高端延伸，看好出海、新科技（AI、脑机接口）及并购整合等新技术落地。
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