研報掘金丨華西證券:首予永新光學“買入”評級,積極切入醫療器械市場
華西證券研報指出,永新光學(603297.SH)是中國光學精密儀器及核心光學部件供應商,現已涵蓋光學顯微鏡和光學元組件兩大業務體系。近年來,公司積極響應“科學儀器國產化及高端替代”需求,高端光學顯微鏡迎來飛躍式發展,成功研發多款實驗級正置顯微鏡、科研級倒置顯微鏡、激光共聚焦顯微鏡及超分辨顯微鏡等,對單價300萬元以內的高端顯微鏡產品進行全覆蓋,目前已能夠滿足高端光學顯微鏡在生命科學、科研醫療、工業檢測、教學等領域的絕大部分需求。其中超分辨光學顯微鏡產品的成功上市標誌着公司在光學顯微鏡領域的技術水平已達到世界頂尖水準。24年國家實施的儀器設備更新政策,將加速公司高端光學顯微鏡產品市佔率提升。此外,公司加碼醫療光學元組件及整機儀器,打造增長新動力公司積極切入醫療器械市場,首次覆蓋,給予“買入”評級。
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