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2025-09-14 20:00:45
A research report by CICC indicates that the medical device sector is experiencing a surge this year after four consecutive years of adjustment. Most companies' full-year performance growth rates show a trend of slow growth at the beginning and high growth at the end, with a more pronounced improvement in the second half of the year. In the short term, it is recommended to capitalize on the valuation recovery opportunities for stocks with improved performance in the third quarter of 2025 and 2026. It is expected that many companies will see a quarter-on-quarter improvement in the third quarter due to the expansion of new products and businesses, or achieve high growth from a low base in the same period last year. It is also recommended to focus on thematic investment opportunities in new technologies such as brain-computer interfaces. In the long term, investment opportunities in the medical device industry stem from innovation, overseas expansion, and mergers and acquisitions. The sector's innovation and internationalization capabilities are gaining recognition, and valuations are being reassessed.
