异动解读 | 启明医疗-B盘中大涨5.70%,医疗器械股集体飘红

异动解读
02 Apr

港股市场今日盘中,启明医疗-B(02500)股价大涨5.70%,报2.41港元。与此同时,多只医疗器械股也呈现上涨态势,引发市场关注。

据悉,爱康医疗(01789)上涨4.55%,微创机器人-B(02252)上涨3.57%,沛嘉医疗-B(09996)上涨2.85%,微创医疗(00853)上涨2.7%。医疗器械板块的普遍上涨显示出投资者对该行业的积极态度。

这波上涨行情与近期政策利好密切相关。国家药监局综合司近日公开征求《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(征求意见稿)》意见。该举措旨在加快高端医疗器械标准体系的完善,包括加快发布医用外骨骼机器人、放射性核素成像设备等相关标准,以及推进医用机器人、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。华泰证券分析认为,医疗领域设备更新利好政策将逐步对医疗设备业务产生需求端的拉动作用,预计未来医疗设备市场将持续复苏。

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