智通财经APP获悉，医疗设备股集体走强，截至发稿，心泰医疗(02291)涨32.11%，报22.3港元；微创机器人-B(02252)涨6.37%，报9.19港元；健世科技-B(09877)涨4.93%，报3.19港元；智云健康(09955)涨4.24%，报1.23港元。
消息面上，根据众成数科数据，截至11月17日，我国医疗领域设备更新采购意向预算总金额达177亿元，医疗领域设备更新招标公告已披露的预算总金额达48亿元，其中北京、河北、福建、宁夏、海南等省医疗设备更新招标金额超5亿元。中邮证券指出，2024年3月，国务院发布《推动大规模设备更新和消费品以旧换新行动方案》，目前医疗设备更新逐步进入到意向采购阶段，前期批复项目有望逐步落地。
该行续指，预计2024年第四季度开始，部分医疗设备产品招采快速回暖，超声、CT、MR、DR、内镜、手术机器人等领域招采金额增长较快。预计12月及25Q1各省份有望逐步落地以旧换新政策，相关院内招标启动，设备厂家四季度有望出现大量以旧换新订单。此外，考虑到2023年下半年医疗设备板块整体业绩基数较低，医疗设备板块将有望进入到业绩高增长区间。
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