研報掘金丨國盛證券:愛爾眼科核心醫院經營業績穩健,維持“買入”評級
國盛證券研報指出,白內障增速亮眼,愛爾眼科(300015.SZ)核心醫院經營業績穩健。2023年公司實現門診量1510.64萬人次(同比+34.26%);手術量118.37 萬例(同比+35.95%)。截至2023年末,公司運營境內醫院256 家,門診部183家,境外佈局131家眼科中心及診所,成功啟用達到全球領先水平的愛爾眼科國際臨牀培訓中心。基於2023年與24Q1公司已有的財務數據,眼科醫療服務行業競爭加劇,屈光市場出現價格戰現象,下調未來幾年公司的盈利預測。收入端增速2024年調整至15-20%,利潤端增速調整至20-25%。維持“買入”評級。
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