Understanding the Market | AK MEDICAL currently rises over 6% as the centralized procurement renewal policy is fully implemented, and performance in the second half of the year is expected to accelerate
AK MEDICAL is currently up over 6%, as of the time of writing, up 4.34%, priced at HKD 6.25, with a transaction volume of HKD 32.2594 million. CITIC Construction Investment released a research report stating that looking ahead to the second half of 2025, as the national implementation of the artificial joint centralized procurement renewal policy is fully rolled out, the industry's pricing system is expected to stabilize. The company has seen an increase in the bid prices for hip and knee joints in this round of renewal, and the logic of rising volume and price is expected to be realized. At the same time, the surgical volume in the orthopedic industry is expected to recover, and the company's revenue base in the second half of last year was not high, so it is expected that the company's performance will show a trend of low in the front and high in the back this year, with rapid growth expected in the second half. The report pointed out that in the medium to long term, the company's forward-looking layout in innovative products such as 3D printing and surgical robots, as well as the digital orthopedic ecosystem, will build a solid technological barrier and open up new growth space; in overseas markets, with the deepening of the "JRI + AK MEDICAL" dual-brand strategy and the continuous advancement of product registration, overseas business is expected to become a strong growth engine for the company
According to the Zhitong Finance APP, AK MEDICAL (01789) is currently up over 6%, and as of the time of writing, it has risen by 4.34%, trading at HKD 6.25, with a transaction volume of HKD 32.2594 million.
CITIC Construction Investment released a research report stating that looking ahead to the second half of 2025, as the national implementation of the artificial joint centralized procurement renewal policy is fully executed, the industry's price system is expected to stabilize. The company has seen an increase in the bid prices for hip and knee joints in this round of renewal, and the logic of rising volume and price is expected to be realized. At the same time, the surgical volume in the orthopedic industry is expected to recover, and the company's revenue base in the second half of last year was not high, so it is anticipated that the company's performance will show a trend of low in the front and high in the back this year, with rapid growth expected in the second half.
The report pointed out that in the medium to long term, the company's forward-looking layout in innovative products such as 3D printing and surgical robots, as well as the digital orthopedic ecosystem, will build a solid technological barrier and open up new growth space; in overseas markets, with the deepening of the "JRI + AK MEDICAL" dual-brand strategy and the continuous advancement of product registration, overseas business is expected to become a strong growth engine for the company
