医疗耗材行业周报：关注创新耗材财报发布情况

Investment Rating - The industry investment rating is maintained at "Overweight" [3][24] Core Viewpoints - The medical consumables sector experienced a slight decline, with a decrease of 0.07% last week. The overall performance of the pharmaceutical and biological sector was positive, with a reported increase of 1.88% [5][13] - The current PE (ttm) for the medical consumables sector is 34.31X, with a one-year maximum of 56.19X and a minimum of 25.89X. The current PB (lf) is 2.41X, with a one-year maximum of 2.92X and a minimum of 1.65X [6][18] - Recent supportive policies for the consumables industry have been frequent, indicating a strong attitude towards innovation in product development, review, and market promotion. This is expected to enhance the performance of related companies [7][24] Summary by Sections Industry Performance - The medical consumables sector reported a slight decline of 0.07%, while the pharmaceutical and biological sector rose by 1.88%, outperforming the CSI 300 index by 0.87 percentage points [5][11] Valuation Metrics - The medical consumables sector's current PE is 34.31X, with a one-year range of 25.89X to 56.19X. The current PB is 2.41X, with a one-year range of 1.65X to 2.92X [6][18] Industry Dynamics and Company Announcements - Haohai Biological Technology reported a revenue of 269,765.79 million yuan, a year-on-year increase of 1.64%, and a net profit of 42,015.41 million yuan, up 0.97% [7][22] - Guanhao Biological's private placement application was accepted by the Shenzhen Stock Exchange, aiming to raise up to 50,000 million yuan for working capital [7][23] Investment Recommendations - The report suggests focusing on companies with improving performance in the orthopedic consumables sector and those with rich product lines and high innovation in high-value consumables such as interventional and electrophysiological products [8][24]