今日盘中，启明医疗-B（02500）股价大涨5.7%，报2.41港元，引发市场关注。与此同时，其他医疗器械股也普遍走强，爱康医疗、微创机器人-B、沛嘉医疗-B和微创医疗等公司股价均有不同程度上涨。
消息面上，国家药监局近日公开征求《关于优化全生命周期监管 支持高端医疗器械创新发展的举措》意见。该举措旨在强化标准引领创新，完善高端医疗器械标准体系。具体包括加快医用机器人、人工智能医疗器械、高端医学影像设备等领域的标准制修订工作，以及筹建相关标准化技术委员会。这一政策导向可能为医疗器械行业，尤其是高端医疗器械领域带来新的发展机遇。
分析人士认为，医疗领域设备更新的利好政策将对医疗设备业务产生需求端的拉动作用。华泰证券指出，设备更新政策将持续三年，未来可能拓展到更多领域，医疗设备公司尤其是头部公司将持续受益。此外，这些政策有助于促进终端医院采购恢复正常，释放此前被压抑的需求，预计医疗设备市场将持续复苏。在这一背景下，启明医疗-B等医疗器械股的表现值得持续关注。
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