智通财经APP获悉，骨科耗材概念股集体回落，截至发稿，春立医疗(01858)跌5.35%，报6.72港元；爱康医疗(01789)跌4.7%，报3.65港元；微创医疗(00853)跌2.34%，报4.59港元。
中泰证券指出，高值耗材板块分化显著，电生理等高景气赛道持续高增长趋势，但骨科等集采赛道仍在消化集采降价风险。该行指出，“应采尽采”趋势下，目前大部分高值耗材已陆续纳入国家或地方集采范围，降价压力持续释放，相关品种国产中标份额提升显著，未来有望保持快速增长，建议重点关注集采即将出清的骨科龙头，同时看好电生理领域持续进口替代。
中信建投指出，去年下半年至今，医疗板块大幅调整，主要医疗合规要求提升和多项医改政策复合影响的背景下，预计上市公司经营存在不确定性等因素有关。受去年下半年医疗合规性要求提升影响，去年下半年和今年上半年不少器械公司业绩增速放缓，由此导致板块有所调整。从目前时点看，企业逐步适应新常态，电生理、骨科、人工晶体等多个领域高值耗材带量采购的影响逐步出清，相关龙头公司的业绩确定性和估值有望逐步修复。
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