With regard to the fact that the European Union may launch an investigation into China's medical device procurement, Zhejiang Securities Analysis said that from the perspective of market procurement, China's medical device procurement as a whole shows a fair and open attitude, and overseas enterprisesAngleecrouchingtigerhiddendragonThe sales share and market share of high-end products in the domestic market are high, and the amount of imports from Europe is much larger than that of exports. From the perspective of the global expansion of enterprises, the competitiveness of medical device products of domestic enterprises is gradually highlighted, continue to increase global localization investment, and gradually have the ability to face global competition. The European Union launched an IPI survey (note: IPI refers to international procurement tools) has limited impact on the long-term development of medical devices in China.

Societe Generale Securities believes that China's innovative medical devices have initially explored the path of internationalization, and have successfully emerged a number of high-quality and successful medical device enterprises in the process of internationalization. Or we can pay attention to the medical device enterprises with global vision, technical strength and product advantages, and have accumulated overseas sales ability.

Medical device Index ETF (159898) has obvious characteristics of high threshold, high barriers and high value in the industry, and the long-term performance of the secondary market is more outstanding. As of April 19, 2024, since the base day of December 31, 2004, the medical device index of the CSI has risen by 893%, equivalent to an annualized rate of return of 13%.Angleecrouchingtigerhiddendragon.02%, not only outperformed the broad base such as the Shanghai Composite Index and the CSI 500 in the same period, but also outperformed.AngleecrouchingtigerhiddendragonIn the same period, China Securities Medical, Shanghai and Shenzhen 300 medicine.

The above content has nothing to do with the data, has nothing to do with the position of the cloud channel in the interface, and does not constitute investment advice. Operate accordingly at your own risk.