据医装数胜的统计，截至9月底，医疗设备更新批复项目已超过1000个。规模上，截至9月底，1000个批复项目预算总金额突破412亿元。The 'trade-in for new' action of medical equipment is accelerating, with the industry expecting the initial scale to reach 60 billion.
The 'trade-in for new' is accelerating in the field of medical equipment, with various provinces releasing dense 'feasibility announcements', 'project approval announcements', and 'tender procurement notices', injecting a strong stimulant into the market. Several listed companies are fully prepared and gearing up for the 'exam'. The medical device industry is expected to see a turning point in growth under the policy drive of a new round of 'trade-in for new'.
According to incomplete statistics, over 30 provinces have released detailed indicators and specific implementation plans for large-scale upgrades of medical equipment, with several provinces gradually announcing related financial support policies.
According to the statistics from Medical Equipment Systems, as of the end of September, the approved projects for medical equipment upgrades have exceeded 1000. In terms of scale, by the end of September, the total budget of the 1000 approved projects has surpassed 41.2 billion yuan.
According to the estimation by Medical Equipment Systems, the first batch of equipment upgrades is expected to drive a 60 billion yuan scale of medical equipment purchases.
Huacheng Securities released a research report stating that the market previously anticipated that in the second half of 2024, long-term national bond funds will gradually be in place, the direction and proportion of financial support will become clearer, the anti-corruption situation will improve. Due to the backlog of medical equipment procurement demand for a year, the market expects a significant performance improvement in the sector in the second half of 2024.
There may be slight twists and turns in the short term for medical equipment upgrades, but the market's trend of recovery remains unchanged.
The overall medical demand continues to grow steadily, and the increase and replacement demand for equipment by medical institutions are persistent and rigid.
Bullish on medical equipment companies with competitive products. In addition, it is expected that the demand for imaging will be higher than therapeutic, with high demand for ultrasound, and the entire equipment industry will fully benefit from the normalization of procurement.
Medical equipment related companies:
Medical Imaging: Eagle Eye Technology-B (02251), Yimai Yangguang (02522)
Cardiovascular and Cerebrovascular Related: Guichuang Tongqiao-B (02190), Xintai Medical (02291), Lifetech Sci (01302), MicroPort NeuroTech (02172)
Surgical Robotics Related Companies: Fosun Pharma (02196), MicroPort Robot-B (02252), AK Medical (01789)
Orthopedic Consumables: Chunli Medical (01858), Weigao Group (01066), MicroPort (00853), etc.
