244 medical device concept stocks roseindustry insiders said the process of domestic replacement is expected toaccelerate

　　October 14, the medical device sectorrose prominently. Flush ifinD data show that in the medical device 250 conceptstocks, 244 rose, accounting for 97.6%; of which, 43 rose more than 10%,accounting for 17.2%. As of the close, the medical device sector rose 5.92%.

　　Debonair Securities analysis said, isexpected to accelerate the release of domestic medical equipment and otherdemand in the next three years, the market space continues to expand. In thelong term, with the continued growth of China's GDP, the continued improvementof national health needs, medical equipment as the most important hardwarefacilities for medical institutions will usher in long-term expansion. BOCSecurities believes that the industry boom brought by the new medicalinfrastructure will be expected to gradually penetrate in the medical devicesegment, and basic medical equipment, supporting consumables, medicalinformation intelligence, and the upstream of the related industry chain willbe expected to gradually benefit.

　　Recently, a number of medical devicecompanies' three quarterly forecasts are relatively bright. For the reason ofthe bright performance of the relevant companies, East high-tech seniorinvestment consultant Xie Qingshan told the Securities Daily reporter,"First, the increase in demand for testing; second, benefit from themedical industry policy support; third, with the gradual landing of thecollection, the relevant companies tend to smooth development ofbusiness."

　　On the news, also ushered in a number offavorable policies, the state and local finances to give full financial supportfor the new medical infrastructure. The relevant statistics of TianfengSecurities and Zhejiang Securities show that during the "Eleventh"period, the amount of medical device loan contracts around the world has beenpublicly disclosed more than 30 billion yuan.

　　According to Kaiyuan Securities, a majorsignal for the steady recovery of medical device companies' performance comesfrom the favorable policies and the mild landing of dental implants and spinalcollection policies, and another signal comes from the stabilization of the sector'sperformance.

　　Winning Capital Sheng Li said to theSecurities Daily reporter, "The current new medical infrastructure is infull swing, the medical equipment market size will continue to expand. And thepolicy is relatively friendly to the medical equipment sector, and the trend ofdomestic substitution will gradually become obvious."

　　ZSE Securities believes that after theshort-term in-hospital new construction and equipment turnover, the demand forrenewal will continue with the growth of in-hospital surgery and usage drivenby equipment renewal and medical level improvement, which is conducive toopening up the growth space of medical devices. At the same time, high-qualityproducts are still the core competitiveness of future development, andcompanies that bring continuous innovation and iteration of products throughmedical-industrial combination and innovative products to meet clinical needswill have long-term development space.

　　BOC Securities believes that the newmedical infrastructure can effectively expand the medical device market andprovide new increments for the industry. Medical device collection will betrendy, and leading companies with strong R&D capability and rich productpipeline are expected to benefit more after the collection is implemented. Thenew overseas medical infrastructure and domestic import substitution will helpaccelerate the internationalization process of Chinese enterprises.