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According to the CITIC Construction Investment Research Report, long-term investment opportunities in the medical device sector come from innovation, overseas expansion, and mergers and acquisitions. The sector's innovation and internationalization capabilities have been recognized, and valuations are being re-evaluated. After the surge in the innovative drug sector, improved, innovative and breakthrough innovative products with global competitiveness in the medical device sector are gradually being recognized. A number of companies are also actively strategically expanding the second growth curve and achieving high overseas business growth, and valuations have risen. It is recommended to continue to focus on innovative medical device circuits with large market space and low localization rates, as well as investment opportunities in topics such as mergers and acquisitions, brain-computer interfaces, AI medicine, surgical robots, and exoskeleton robots. It is recommended to focus on catalytic processes related to clinical, registration, release, and overseas marketing of innovative medical devices, such as PFA, RDN, TAVR, etc. Individual stocks are expected to increase several times in the direction of potential catalysts. In the future, AI healthcare, brain-computer interfaces, etc. are also expected to become new technology directions that investors focus on.

Zhitongcaijing·08/11/2026 00:09:04
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According to the CITIC Construction Investment Research Report, long-term investment opportunities in the medical device sector come from innovation, overseas expansion, and mergers and acquisitions. The sector's innovation and internationalization capabilities have been recognized, and valuations are being re-evaluated. After the surge in the innovative drug sector, improved, innovative and breakthrough innovative products with global competitiveness in the medical device sector are gradually being recognized. A number of companies are also actively strategically expanding the second growth curve and achieving high overseas business growth, and valuations have risen. It is recommended to continue to focus on innovative medical device circuits with large market space and low localization rates, as well as investment opportunities in topics such as mergers and acquisitions, brain-computer interfaces, AI medicine, surgical robots, and exoskeleton robots. It is recommended to focus on catalytic processes related to clinical, registration, release, and overseas marketing of innovative medical devices, such as PFA, RDN, TAVR, etc. Individual stocks are expected to increase several times in the direction of potential catalysts. In the future, AI healthcare, brain-computer interfaces, etc. are also expected to become new technology directions that investors focus on.