China Securities Co., Ltd.: Further optimization of procurement rules and optimistic about long-term investment opportunities in the equipment sector.

China Securities Co., Ltd. released a research report stating that under the trends of optimized medical device centralized procurement policies, continuous improvement in equipment bidding data, and gradual reduction in channel inventory, the medical device subdivision sector is gradually reaching a turning point in performance. In particular, in the context of the continued optimization of centralized procurement policies, the high-value consumables sector is expected to see a recovery in valuation and performance certainty. At the same time, China Securities Co., Ltd. is optimistic about Chinese medical device companies expanding overseas, with companies with large international businesses expected to undergo a revaluation. China Securities Co., Ltd. also sees investment opportunities in technological innovation in the medical device sector, with AI medical, brain-machine interfaces, surgery Siasun Robot & Automation, exoskeleton Siasun Robot & Automation, and other new technologies likely to become key areas for investor focus. The main points of China Securities Co., Ltd. are as follows: On January 14, the National Medical Insurance Administration released an article titled "The sixth batch of national centralized procurement of high-value medical consumables has started, with further optimization of procurement rules, and mainstream clinical products generally selected." According to the official public account, on January 13, the sixth batch of national centralized procurement of high-value medical consumables in Tianjin produced the selected results. This procurement included 12 types of medical consumables in two major categories: drug-coated balloons and urological interventions, with 496 products from 227 companies bidding and 440 products from 202 companies selected. Mainstream enterprises with high demand from medical institutions actively participated in the selection, resulting in a diverse supply of products. On January 14, the National Office for the Joint Procurement of High-Value Medical Consumables issued a public announcement of the selected results of the centralized procurement of drug-coated balloons and urological intervention medical consumables organized by the state. According to the official public account, on January 14, the National Office for the Joint Procurement of High-Value Medical Consumables publicly announced the selected results of the centralized procurement of drug-coated balloons and urological intervention medical consumables organized by the state. The public announcement period is from January 14 to January 16. With the sixth batch of national centralized procurement of high-value medical consumables commencing, mainstream clinical products were generally selected. On January 13, the sixth batch of high-value consumables procurement in Tianjin produced selection results. This procurement included drug-coated balloons and urological interventions, with 496 products from 227 companies bidding and 440 products from 202 companies selected. Among them, 32 products from 42 companies in the drug-coated balloon category were bid and all selected, achieving a high degree of compatibility with clinical [...]