開立醫療(300633.SZ):仍有信心在未來幾年繼續保持超聲業務穩定增長、內鏡業務快速增長的發展態勢
格隆匯5月12日丨開立醫療(300633.SZ)近期接受機構調研,問答環節中,就“公司對2023年及今後的發展展望?”,公司回覆稱,過去兩年,公司各項業務發展均符合年初制定的規劃,超聲業務穩定增長、軟鏡業務快速增長的目標順利達成。從公司的發展脈絡看,公司2022年度取得良好業績表現,是過去長期高比例投入帶來的成果,開拓新產品線、推動產品高端化、極致打磨產品性能,持續提升公司產品的市場競爭力,投入是因、業績是果。2022年研發註冊的多個新產品,亦將為公司未來發展注入新的動力。
根據市場反饋,2023年一季度自疫情管控放開後,醫院體檢、消化等受疫情影響較大的科室採購恢復到常態,公司超聲、內鏡等產品一季度裝機量同比大幅增長。2023年一季度,業務目標超額完成,為公司完成2023年全年目標打下良好基礎。
展望未來,隨着國家各項利好政策的發佈,人口老齡化帶來醫療需求增加,最主要的是公司在超聲、內鏡領域持續推出新產品帶來可及市場越來越大,公司仍有信心在未來幾年繼續保持超聲業務穩定增長、內鏡業務快速增長的發展態勢。
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