智通财经APP获悉，骨科耗材概念股集体走高，截至发稿，微创医疗(00853)涨6.32%，报7.07港元；爱康医疗(01789)涨4.58%，报4.8港元；春立医疗(01858)涨3.14%，报8.22港元；威高股份(01066)涨0.41%，报4.92港元。
国信证券指出，10月三季报陆续披露中。耗材类公司增速较高，特别是骨科类公司预计迎来板块性业绩拐点。湘财证券指出，前期集采降价对上市公司盈利能力造成较大打击，目前骨科耗材产品类别基本全面经历集采，接续采购降价幅度温和，行业有望缓慢走出集采影响，2024年上半年部分上市公司业绩已经实现同比增长，关注头部个股的底部布局机会。
财信证券指出，随着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，行业空间广阔。同时，集采政策推动国产替代，行业集中度提高，头部企业通过规模优势和成本控制能力巩固市场地位。该行指出，随着国内市场竞争激烈和增长放缓，国内骨科耗材企业开始寻求国际市场的机会，国内企业出海业务蓬勃发展。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.