研報掘金丨中金:科大訊飛醫療業務擬分拆上市,潛力有望迎來釋放
中金公司研報指出,科大訊飛(002230.SZ)醫療業務擬分拆上市,潛力有望迎來釋放,維持公司跑贏行業評級及目標價70元。該行認為,科大訊飛此次將控股子公司訊飛醫療分拆至香港聯交所主板上市的舉措,將有利於公司業務的價值發現。通過資本市場的評估,訊飛醫療可以獲得更準確的市場價值認定。另一方面,訊飛醫療的分拆上市可以為公司人才引進和團隊激勵提供更加靈活的機制,有助於更有效地吸引和留住關鍵人才,進一步鞏固其在醫療人工智能領域的領先地位和競爭力。資產結構化角度,通過此次分拆,訊飛醫療可直接通過香港資本市場獲得融資,將為訊飛醫療夯實技術儲備、產品創新迭代及通用大模型開發提供有力支持。訊飛醫療也可利用香港的獨特優勢積極推動國際化戰略,積極拓展海外市場。
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