国金证券：技术突破叠加政策支持出海与创新双轮驱动下医疗器械一季报亮眼

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智通财经APP获悉，国金证券发布研报称，聚焦医疗器械“创新+出海”双主线。当前医疗器械板块正迎来“基本面复苏”与“估值体系重构”的双击机遇。投资逻辑已从单纯的国产替代转向具备全球竞争力的“创新”与“出海”两大核心方向。随着国内集采影响的边际减弱，创新属性强且具备国际化能力的企业正获得资金重新定价。建议重点关注2026年业绩有望加速的细分龙头。国金证券主要观点如下：医疗设备:回归稳步增长轨道，利润端...

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国金证券：技术突破叠加政策支持 出海与创新双轮驱动下医疗器械一季报亮眼

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国金证券：技术突破叠加政策支持出海与创新双轮驱动下医疗器械一季报亮眼