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研報掘金丨中金:聯影醫療收購玖誼源,強化分子影像板塊整體競爭力
格隆匯 07-26 15:42

中金公司研報指出,聯影醫療(688271.SH)收購玖誼源,強化分子影像板塊整體競爭力,暫維持目標價160元不變,維持“跑贏行業”評級。玖誼源主營迴旋加速器的研發、生產及銷售,主要產品有7MeV、11MeV、20MeV等不同能級的加速器。醫用迴旋加速器,在核醫學領域,主要用於製備PET、PET/CT、PET/MR相關正電子放射性同位素,是核醫學診療核心設備之一,相關設備對於在惡性腫瘤、心腦血管等疾病的治療方面具有優勢。根據公司公吿,玖誼源2023年收入4683萬元,淨虧損996萬元。另一方面,本次交易中玖誼源公司做出業績承諾:1)2023年營業收入不低於8000萬元,或2023-2025年累計收入2.5億元;以及2)2024年玖誼源20MeV醫用迴旋加速器產品至少取得3台銷售訂單。該行認為,聯影醫療通過本次參股投資玖誼源,有望進一步提升公司未來分子影像板塊的整體解決方案能力,持續鞏固公司的分子影像板塊領先地位。

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