研報掘金丨方正證券:聯影醫療有望持續強勁成長,首予“推薦”評級
方正證券研報指出,2020-2023年內,聯影醫療(688271.SH)實現營收復合超25%、利潤複合30%高增長,24Q1-3雖受國內行業因素擾動業績暫時承壓,隨着高端賽道持續突破+維保業務貢獻增長,公司有望持續強勁成長。公司是國產高端醫療影像設備龍頭企業,憑藉其國內行業龍頭地位,以及研發創新賦能下高端領域可比肩國際巨頭的核心實力,隨着國內設備更新催化採購需求釋放以及海外市場的加速爬坡,公司在國內外市場的競爭優勢和成長動力強勁,高舉高打提升國內市場份額、推進海外市場拓展。首次覆蓋,給予“推薦”評級。
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