先健科技(1302.HK)連續第二日拉昇 突破盤整區間
格隆匯7月15日丨繼昨日收漲近6%後,先健科技(1302.HK)今日盤中再度拉昇,最高漲超6%至5.55港元,股價突破6月以來的盤整區間上限,創今年1月以來新高,市值256億港元。先健科技是一家介入性醫療器械企業,高瓴曾在2020年兩度買入該股,持倉成本約在2.66港元左右,截至去年底數據顯示,高瓴持有4.28億股,佔比9.27%。先健科技主營業務為三大塊:結構性心臟病業務、外周血管類業務和起搏器電生理業務。其中,結構性心臟病板塊的主力產品為左心耳封堵器(在中國上市兩年,佔有25%-30%的市場份額,排第二);外周/動脈血管介入板塊主力產品為主動脈覆膜支架和腔靜脈濾器,今明兩年將有更多產品組合上市帶來新增量;與美敦力合作的起搏器佔比仍小,未來幾年將持續放量。

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