研報掘金丨海通證券:華廈眼科發佈長期戰略規劃,拓展發展深度和廣度
海通證券研報指出,華廈眼科(301267.SZ)發佈《華廈眼科2025-2029發展規劃》,制定“1236”發展規劃,其中“1”指打造1 個世界知名的眼科中心,“2”是管理200家眼科醫院和視光診所,“3”指佈局3 大洲:亞洲、歐洲、美洲,“6”是建立6 個區域眼科中心。認為這使得單一的服務“點”得以串珠成鏈、織鏈成網,有效保障了醫療服務質量的標準化和服務效率的再提升,有助於推動眼科疾病的分級診療與下沉覆蓋,以更好地滿足不同地區、不同層次的眼科醫療服務需求。參考可比公司估值水平,給予公司2025年PE倍數30-35倍,對應公司合理價值區間211.5-246.7億元,對應每股合理價值區間25.18-29.37元。
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