骨科行业格局重塑：国产企业业绩突围，跨国巨头战略重构

创新器械12-02

高管人事变动常被视作行业趋势的风向标，2025年以来，大健康领域的骨科赛道因中外企业发展态势的显著分化成为焦点。从人事维度看，中外骨科领域高管流动频繁：国内层面，2025年11月美敦力宣布原中国骨科与神外业务总经理于婧离职，同期任命深耕口腔领域近20年的许邦达接任中国区骨科及神外业务商务副总裁；全球层面，Globus Medical前CEO、强生骨科全球及美国负责人相继离职并加盟登士柏西诺德，...

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