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研報掘金|中金:首予華潤醫療“跑贏行業”評級 目標價6.99港元
格隆匯 09-26 15:35

中金髮布研究報吿稱,首予華潤醫療“跑贏行業”評級,目標價為6.99港元。報吿中稱,十四五公共服務規劃中明確指出人們對於醫療服務高水平要求更為迫切,未來醫療服務發展將呈現多樣化、多層次、多方面的趨勢。

華潤醫療自有醫院業務重塑,外延併購進一步加碼,打造品牌效應。1)自有醫院:2022年公司自有醫院醫療業務收入67.6億元,2020-2022年CAGR為30.2%。2022年戰略重塑後,公司通過着力於發展學科建設,戰略升級成為可持續發展的“1+X”模式。2)外延併購:公司採用“併購-整合-注入”模式,目前公司已在與國企標的項目合作方面積累了豐富經驗。未來公司計劃持續尋找合適標的,通過搭建集團化統一管理模式,進一步提升資源協同效應。

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