CITIC Securities: The turning point of the medical equipment industry has arrived.
CITIC Securities Investment pointed out that the inflection point of the medical device industry has arrived. They are focusing on leading companies in various specific segments with the potential for inflection points in performance, strong internationalization capabilities, and good long-term growth logic. Specifically, they are looking for targets that are expected to have high growth in Q2 or Q3, companies with short-term performance pressure but stable long-term growth and potential for accelerated growth in the next 2-6 years, companies with potential performance and valuation improvement related to the optimization of group procurement policies, and companies in the direction of new medical technologies such as brain-machine interfaces, AI healthcare, surgical robots, and exoskeleton robots.
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