微创医疗(00853)今日盘中大涨8.12%,报收于7.4港元,引发市场关注。分析人士认为,此番上涨与骨科耗材行业整体向好前景密切相关。
据了解,近期骨科耗材概念股集体走高。随着上市公司三季报陆续披露,骨科耗材类公司业绩增长较为亮眼,尤其是骨科类公司预计迎来业绩拐点。此前耗材集采降价对上市公司业绩造成较大冲击,但目前耗材产品类别基本全面经历集采,后续采购降价压力有望缓解,行业逐步走出集采影响。
长期来看,随着人口老龄化加剧和医疗技术进步,骨科植入耗材需求激增,尤其是高质量产品,行业增长空间广阔。同时,集采政策推动国产替代进程,行业集中度提高,龙头企业凭借规模和成本优势进一步巩固市场地位。另外,国内骨科耗材企业积极拓展海外市场,出海业务蓬勃发展。作为国内骨科耗材龙头之一,微创医疗有望受益于行业整体向好趋势,投资者对其未来业绩预期向好,推动股价走强。
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