研報掘金丨國信證券:維持邁瑞醫療“優於大市”評級 體外診斷業務表現亮眼
國信證券研報指出,邁瑞醫療(300760.SZ)二季度實現營業收入111.6億元(+10.4%),歸母淨利潤44億元(+13.7%),剔除匯兑損益影響後增速為24%。2024年上半年體外診斷業務拉動增長,超聲業務突破高端。上半年體外診斷業務實現營收76.58億元(+28.16%),其中化學發光業務增長超過30%;國內體外診斷業務上半年增長超過25%,其中國內血球業務上半年增長超過30%。醫學影像業務實現營收42.74億元(+15.49%),其中超聲高端及以上型號增長超過40%,進一步鞏固超聲業務國內市場第一的行業地位。公司在國內受益於醫療新基建和產品迭代升級,並在海外加快高端客户拓展。微創外科、心血管等種子業務高速放量,“三瑞”數智化方案引領轉型升級。公司作為國產醫療器械龍頭,研發和銷售實力強勁,國際化佈局成果顯著,維持“優於大市”評級。
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