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中信建投:醫療龍頭公司業績確定性和估值有望逐步修復
中信建投研報指出,三季度中期開始醫療行業合規性要求提升導致的去年同期業績低基數情況開始展現,電生理、骨科、人工晶體等多個領域高值耗材帶量採購的影響逐步出清,相關龍頭公司的業績確定性和估值有望逐步修復。近期海外器械龍頭陸續發佈了二季度財報,全球業績穩健增長的公司主要靠創新產品放量驅動,醫療設備龍頭的中國區業務大多短期有所承壓。建議把握下半年環比上半年基本面改善、今明年業績確定性較強個股的投資機會。
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