普瑞眼科(301239.SZ):眼科市場的增長總體而言屬於可持續增長
格隆匯9月27日丨普瑞眼科(301239.SZ)近期在接待投資者調研時表示,普瑞眼科過去3年維持持續擴張的態勢,並未因上市或政策因素影響擴張的步伐,這是業績能夠增長的最主要原因。而今年市場全面開放後,有部分積壓患者選擇當下進行就診的確是釋放了部分被壓抑的需求,但是並沒有發生集中就醫的情況,未來2至3年會逐步消化積壓的需求,眼科需求還遠未被很好滿足,所以眼科市場的增長總體而言屬於可持續增長。
另一方面,眼科市場目前呈現“一超多強”的競爭格局,未來上市民營眼科醫療集團會佔據更多的市場份額,市場集中度將進一步提升。
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