Guojin Securities pointed out that the 2026 medical device sector investment strategy will focus on the two lines of going overseas and innovating, focusing on segmented high-quality device companies with strong certainty in accelerating overseas expansion, leading product innovation and development capabilities, and where price pressure in the domestic market has gradually been clarified. It is recommended to focus on: 1) leading digestive endoscopy consumables with mature overseas market expansion and domestic procurement influence gradually bottoming out; 2) leading household medical devices with excellent domestic brands, innovative wearable products and accelerated expansion in overseas markets; 3) Hong Kong stock device companies with differentiated and innovative products in the field of cardiovascular intervention.

Guojin Securities pointed out that the 2026 medical device sector investment strategy will focus on the two lines of going overseas and innovating, focusing on segmented high-quality device companies with strong certainty in accelerating overseas expansion, leading product innovation and development capabilities, and where price pressure in the domestic market has gradually been clarified. It is recommended to focus on: 1) leading digestive endoscopy consumables with mature overseas market expansion and domestic procurement influence gradually bottoming out; 2) leading household medical devices with excellent domestic brands, innovative wearable products and accelerated expansion in overseas markets; 3) Hong Kong stock device companies with differentiated and innovative products in the field of cardiovascular intervention.