Guojin Securities: The investment strategy for the medical device sector in 2026 will focus on two main areas: going global and innovation.

Guojin Securities pointed out that the investment strategy of the medical device sector in 2026 will focus on two main aspects: going global and innovation. The emphasis will be on high-quality medical device companies that have strong overseas expansion with certainty, leading capabilities in product innovation and research and development, and gradual clearance of domestic market price pressures in specific sub-tracks. It is recommended to pay attention to: 1) leading digestive endoscopy consumables companies in mature overseas markets with the gradual bottoming out of domestic centralized procurement impacts; 2) leading household medical device companies with excellent brand strength domestically, innovative wearable varieties, and accelerated expansion in overseas markets; 3) Hong Kong-listed medical device companies with differentiated innovation in cardiovascular intervention products.