高盛：中国医疗服务与器械行业 - 2024 财年总结 - 监测 2025 财年手术量恢复和报销管控情况
高盛·2025-04-21 05:09
17 April 2025 | 6:57PM HKT China Healthcare Service & Devices FY24 wrap-up: Monitoring the surgical volume recovery and reimbursement control in FY25 Post FY24 results season, we update estimates for our covered device/service names to incorporate recent industry trends (including hospital traffic recovery, recent regulatory update (VBP), competitive landscape) and company-specific developments. This results in revisions to our sales estimates of avg. -1.6%/ -2.2%/ -0.7% and earnings estimates of avg. -13.3 ...