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邁瑞醫療(300760.SZ):預計下半年的招標情況環比上半年將有所改善
格隆匯 07-30 16:35

格隆匯7月30日丨邁瑞醫療(300760.SZ)在投資者互動平台表示,今年3月份國務院發佈了關於《推動大規模設備更新和消費品以舊換新行動方案》的通知,其中明確提到了推進醫療衞生機構裝備和信息化設施迭代升級,鼓勵具備條件的醫療機構加快醫療裝備更新改造,推動醫療機構病房改造提升,補齊病房環境與設施短板。在此之後,公司高度關注項目的推進情況,同時營銷、研發、生產供應鏈等各個部門均已做好了相關的準備工作。近期,國家發改委、財政部印發了《關於加力支持大規模設備更新和消費品以舊換新的若干措施》的通知,其中明確提到了統籌安排3000億元左右超長期特別國債資金,加力支持大規模設備更新和消費品以舊換新,並且各地方發改委、財政、衞健委等有關部門在過去幾個月裏也陸陸續續地公示了醫療領域設備更新的規劃。雖然二季度國內的招標進度不可避免地因設備更新項目而有所延誤,但醫療設備採購的剛性需求依然存在,預計下半年的招標情況環比上半年將有所改善。如果原計劃的超長期特別國債發行和醫療設備更新項目今年之內能夠如期實施和落地,公司依舊有信心完成全年既定的增長目標。得益於設備+IT+AI的數智化整體解決方案帶來的獨特競爭優勢,公司有信心實現顯著快於行業、並優於主要競爭對手的市場表現。

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