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迈瑞医疗(300760.SZ)：预计下半年的招标情况环比上半年将有所改善

Shenzhen Mindray Bio-Medical Electronics (300760.SZ): It is expected that the bid situation in the second half of the year will improve compared with the first half of the year.

Gelonghui Finance ·  Jul 30 04:35

Mindray Bio-Medical Electronics (300760.SZ) stated on the investor interaction platform that in March of this year, the State Council issued a notice on the Plan for Promoting Large-scale Equipment Updating and Replacing Old Consumer Goods, which clearly mentioned promoting the iteration and upgrade of medical and health institutions' equipment and information facilities, encouraging eligible medical institutions to accelerate the updating and transformation of medical equipment, and promoting the renovation and improvement of medical institution wards, filling the short board of ward environment and facilities. Since then, the company has paid high attention to the progress of the project, and various departments such as marketing, research and development, and production supply chain have made relevant preparations. Recently, the National Development and Reform Commission and the Ministry of Finance issued a notice on several measures to support large-scale equipment updating and replacement of old consumer goods, which clearly mentioned the overall arrangement of about 300 billion yuan of ultra-long-term special national debt funds, and increasing support for large-scale equipment updating and replacement of old consumer goods. In the past few months, local development and reform commissions, finance departments, health commission, and other relevant departments have also successively announced the planning of equipment updates in the medical field. Although the bidding progress in the domestic market in the second quarter was inevitably delayed due to equipment updating projects, the rigid demand for medical equipment procurement still exists, and it is expected that the bidding situation in the second half of the year will improve compared to that in the first half. If the originally planned ultra-long-term special national debt issuance and medical equipment updating project can be implemented and landed on schedule this year, the company still has confidence in achieving the established growth target for the whole year. Thanks to the unique competitive advantage brought by the digitalization of equipment + IT + AI overall solutions, the company is confident to achieve market performance that is significantly faster than the industry and better than major competitors.

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