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邁瑞醫療(300760.SZ):預計下半年總體將繼續平穩增長,其中國際市場快於國內
格隆匯 09-18 15:11

格隆匯9月18日丨邁瑞醫療(300760.SZ)在投資者關係活動上表示,公司預計下半年總體將繼續平穩增長,其中國際市場快於國內。具體來看,國內設備業務收入約佔去年下半年公司整體收入的27%左右,這部分業務今年下半年的表現將很大程度取決於設備更新的落地規模和節奏。目前國家支持設備更新項目的超長期特別國債仍在按計劃發行,地方政府專項債的發行進度也觀察到有加快的趨勢,為醫療設備的招標採購提供支持。除此以外,去年下半年公司整體約32%的收入來自於以IVD試劑為首的國內耗材業務,這部分業務的增長情況將主要取決於國內就診活動帶來的檢測量。更重要的是,公司的海外收入約佔去年下半年整體收入的41%左右,基於持續的本地化建設和高端客户突破,預計下半年和未來相當長一段時間海外市場依舊會保持快速增長的趨勢,尤其是發展中國家和歐洲市場。

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