CITIC Securities: A turning point is approaching for the medical equipment sector, individual stocks have opportunities for performance improvement by 2026.

date
22/07/2026
The research report from CITIC Securities suggests focusing on the opportunity to increase positions in stocks with low valuations and high growth in the second quarter. The inflection point of the medical equipment sector is approaching. In the short term, it is recommended to seize the opportunity for performance improvement and valuation repair of stocks in 2026. Several leading companies in segmented tracks will experience accelerated growth in 2026. At the same time, it is recommended to pay attention to new technology directions such as surgical robots and brain-machine interfaces, and the breakthroughs and commercialization of related technologies are expected to continue to catalyze the sector's hotness. In the long term, investment opportunities in the medical equipment sector come from innovation, going global, and mergers and acquisitions integration. The sector's innovation and internationalization capabilities are being recognized, and valuations are being restructured.