CITIC Securities: Turning point for the medical equipment sector is coming.

CITIC Securities pointed out that a turning point is coming for the medical equipment sector, and there is potential for performance and valuation recovery for individual stocks in 2026. The focus should be on companies that are expected to experience accelerated growth in 2026 compared to 2025, with the possibility of achieving a double hit in performance and valuation. In 2026, for A-share medical equipment companies, the focus should be on investment opportunities related to performance recovery and overseas expansion. For H-share companies, the focus should be on the sector effects brought by the listing of several high-quality medical equipment companies, as well as the layout opportunities for several leading companies in the medical equipment sector to gradually release profits and benefit from undervaluation.