研報掘金 | 華安證券:三尖瓣業務成長性極高 首予健世科技“買入”評級
華安證券發佈研報稱,首次覆蓋健世科技(9877.HK),給予“買入”評級;預計公司2023-2025年營業收入分別實現2580萬元、2.29億元、6.19億元,2024-2025年同比增長788.2%、170.1%。評級理由方面,華安證券表示,一是公司心臟瓣膜賽道持續高增長,微創趨勢催化介入瓣放量;二是公司產品全球領先,三尖瓣大單品200億元深藍市場存在巨大剛需;三是公司堅持自主研發創新,全面覆蓋結構性心臟病。該行指,健世科技三尖瓣業務一旦商業化會形成收入端迅速突破,盈利預期強,成長性極高。公司首款三尖瓣置換產品屬於全球FIC創新醫療器械大單品,市場潛力巨大,競爭格局良好,看好公司迅速商業化帶來營收突破的能力以及大單品全球化預期。
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