研報掘金丨浙商證券:維持邁瑞醫療“買入”評級,2025-2026年有望持續保持較穩定的增長態勢
浙商證券研報指出,邁瑞醫療(300760.SZ)2024Q3收入89.5億元,YOY 1.4%;歸母淨利潤30.8億元,YOY -9.3%。考慮到國內招投標放緩等外部因素變化導致公司2024Q3業績略低於先前預期,因此略微向下調整了公司盈利預測。儘管如此,該行認為,隨着全球醫療新基建浪潮帶來醫療器械需求端的快速釋放、公司在海外及高端市場的拓展加速、以及新興業務拓展逐步打開長期成長天花板,公司2025-2026年有望持續保持較穩定的增長態勢。預計2024-2026年公司EPS為10.53、12.76、15.38元,當前股價對應2024年PE 為25.3倍,維持“買入”評級。
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