先健科技涨超10% 机构料公司集采调价相关产品下半年有望逐步出清关注行业估值修复

智通财经2025-08-06

先健科技(01302)涨超10%，截至发稿，涨9.45%，报2.2港元，成交额2.14亿港元。华安证券发布研报称，2024年，国家医保局要求12家国内外企业(含公司)重新制定胸主动脉覆膜支架产品的价格，旨在压缩流通环节的过高加价，实现价格透明化；此外，多省市针对封堵器和腔静脉滤器进行集采。集采导致的价格调整致公司相关产品出厂价下滑，是造成公司24H2收入及利润同比下滑的主要原因。预计为期一年的...

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先健科技涨超10% 机构料公司集采调价相关产品下半年有望逐步出清 关注行业估值修复

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先健科技涨超10% 机构料公司集采调价相关产品下半年有望逐步出清关注行业估值修复