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A股異動 | 美年健康(002044.SZ)漲停 股價創近兩年來新高
格隆匯 07-13 14:23
格隆匯7月13日丨美年健康(002044.SZ)漲停,報17.49元,股價創近兩年來新高,總市值685.6億元。中泰證券研報稱,美年健康是A股唯一的體檢行業上市公司,行業競爭格局進一步優化,量價齊升成長邏輯確定性較高,體檢作為健康生態閉環的關鍵入口,後續阿里賦能下公司成長空間廣闊,當下佈局價值凸顯。我們給予公司2022年55-60倍PE,合理價格區間為18.2-19.8元,上調至“買入”評級。國盛證券最新研報稱,體檢行業是能夠成長出巨頭的好賽道,而美年自身也已經出現了經營層面、業績層面拐點的信號,參考同樣具備優質賽道的眼科連鎖龍頭愛爾眼科和口腔連鎖龍頭通策醫療,當前的美年明顯被低估。伴隨阿里入駐,管理與經營情況逐步改善,長期業績拐點已現,我們堅定看好公司長期發展邏輯,維持“買入”評級。

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