国盛证券：新版大型医用设备管理目录发布，重视手术机器人板块机会
国盛证券近日研报表示，本次大型医用设备管理目录的变化有利于医疗设备进一步扩容，建议关注技术实力领先的国产手术机器人龙头，以及具备进入核心供应链潜力的企业。1）微创机器人：全面布局五大手术机器人赛道，是全球唯一一家覆盖五大领域的手术机器人标的；2）鸣志电器：世界级运控方案领军品牌，有望进入手术机器人指关节电机供应商行列；3）亿嘉和：参股佗道医疗加码成长赛道；4）博实股份：参股思哲睿智能医疗、瑞尔医疗、铸正机器人布局高端手术机器人。
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