研報掘金丨長江證券:維持邁瑞醫療“買入”評級,看好公司未來發展
長江證券研報指出,邁瑞醫療(300760.SZ)業績符合預期,體外診斷業務成收入第一大板塊。前三季度公司收入分產品線看,體外診斷業務收入114.0億元,同比增長20.9%,佔營業收入的比重達38.7%,其中化學發光業務增速超過20%。公司海外收入維持較快增長主要是由於持續突破海外高端戰略客户和中大樣本量實驗室,且種子業務包括動物醫療、微創外科、AED等逐步放量。2024年9月招採數據有所恢復,9月招投標市場規模為136.32億元,同比增長8.25%,未來隨着招投標恢復,設備板塊有望迎來較快增長。此外,公司深耕智慧醫療,致力於“設備+IT+AI”智能醫療生態系統的搭建。公司的“三瑞”數智化方案持續升級迭代。看好公司未來發展,維持“買入”評級。
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