昨天骨科耗材集采在天津开标，根据国家医保局信息，本次集采共有 48 家企业参与，44 家中选，中选率 92%。拟中选髋关节平均价格从 3.5 万元下降至 7000 元左右，膝关节平均价格从 3.2 万元下降至 5000 元左右，平均降价 82%。
A 股骨科板块出现了利空出尽的走势。$大博医疗(002901.SZ) 、$威高骨科(688161.SH) 前者涨停，后者接近 20CM。但$春立医疗(01858.HK) 并没有跟随 A 股的走势。
短期骨科板块虽利空落地，但由于利润率下降也不能称之为利好，$微创医疗(00853.HK) 短期就因为集采业绩承压！准备 “反向布局” 的乡亲们还要耐心等待其盈利能力回升才是确定性的机会。
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