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。The medical equipment sector collectively strengthened, as of the press deadline, SinTiger Medical (02291) rose by 32.11%, to 22.3 Hong Kong dollars; MicroPort Robotics-B (02252) rose by 6.37%, to 9.19 Hong Kong dollars; Jian Shi Technology-B (09877) rose by 4.93%, to 3.19 Hong Kong dollars; Wise Cloud Health (09955) rose by 4.24%, to 1.23 Hong Kong dollars.
According to the latest information from the Smart Financial APP, the medical equipment sector collectively strengthened, as of the press deadline, SinTiger Medical (02291) rose by 32.11%, to 22.3 Hong Kong dollars; MicroPort Robotics-B (02252) rose by 6.37%, to 9.19 Hong Kong dollars; Jian Shi Technology-B (09877) rose by 4.93%, to 3.19 Hong Kong dollars; Wise Cloud Health (09955) rose by 4.24%, to 1.23 Hong Kong dollars.
On the news front, according to data from Zhongcheng Shuke, as of November 17, the total amount of budgeted intentions for the renewal of medical equipment in China's medical field reached 17.7 billion yuan, and the total amount of budgeted tender notices for the renewal of medical equipment has been disclosed to be 4.8 billion yuan. Provinces such as Peking, hebei, fujian, ningxia, hainan, etc., have renewal bid amounts exceeding 0.5 billion yuan. China Post Securities pointed out that in March 2024, the State Council issued the 'Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods,' and currently, the renewal of medical equipment is gradually entering the intention procurement stage, with pre-approved projects expected to gradually materialize.
The bank continued to point out that it is expected that in the fourth quarter of 2024, some medical equipment products will quickly rebound in procurement and tendering. The amounts for tenders and purchases in the fields of ultrasound, CT, MR, DR, endoscopy, surgical robotics, etc., are growing rapidly. It is expected that in December and the first quarter of 2025, each province will gradually implement the trade-in policy, initiate relevant internal tenders, and equipment manufacturers are expected to receive a large number of trade-in orders in the fourth quarter. In addition, considering the low overall performance base of the medical equipment sector in the second half of 2023, the medical equipment sector is expected to enter a period of high growth in performance.