方正證券:醫療影像設備板塊回暖趨勢顯現
方正證券研報指出,1)醫療影像設備板塊回暖趨勢顯現,設備採購需求有望在四季度集中釋放。2024年醫療影像板塊受醫療行業整頓及設備更新政策執行首年、各地院內招標採購節奏延遲影響業績增長放緩。進入四季度,全國設備更新招標顯著加速,各類醫療設備的招標金額快速上升。醫學影像設備是主要招標品類,尤其是對128排及以上CT、3T磁共振等中高端設備需求增長,國產影像龍頭企業有望憑藉豐富且高端化的產品矩陣在四季度受益於採購需求釋放實現業績大幅回升。2)AI驅動醫學影像應用市場擴容,頭部企業加速智能化佈局。人工智能技術正在深度賦能醫學影像,從輔助診斷、質量控制、手術規劃和精準治療等多個環節為醫療服務效率和精度帶來顯著提升。AI賦能的大型醫學影像設備市場近年來也實現了快速成長,展現出極大的發展潛力。3)短期來看,隨着各地設備更新政策的加速落地,院內招標採購需求有望進入加速釋放階段,國產影像設備企業有望顯著受益,業績端實現觸底回升;長期來看,高端化、智能化需求快速增長,AI賦能醫療影像市場潛力巨大,國產龍頭加速佈局,儲備長期增長驅動,建議關注:聯影醫療、邁瑞醫療、澳華內鏡等。
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