貝康醫療-B(2170.HK)盤中拉昇漲11%
格隆匯2月21日丨近期股價整體有所回升的貝康醫療今日盤中拉昇,一度漲超11%至6.91港元,市值19億港元。貝康醫療是輔助生殖器械龍頭企業,也是國內唯一覆蓋生殖週期所有關鍵階段產品組合的公司。去年12月底我國多部門聯合發佈《“十四五”醫療裝備產業發展規劃》,其中提到鼓勵婦幼醫療裝備進行創新發展。有分析人士指出,在我國婦幼健康裝備領域中的輔助生殖檢測賽道就是一個競爭格局相對良好且國產化率較低的細分賽道。其中,貝康醫療作為我國輔助生殖檢測賽道的龍頭,其產品均為自主研發及自主生產,是真正意義上的國產產品。在此次《規劃》的加持下,貝康醫療未來將有望受政策紅利,迎來新一輪黃金髮展期。另外還值得注意的是,2022貝康醫療新品發佈會暨代理商大會將於2月28日進行。
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