研報掘金丨方正證券:惠泰醫療Q4業績整體表現持續穩健,維持“推薦”評級
方正證券研報指出,惠泰醫療(688617.SH)主營業務整體穩健增長,國內增速暫時承壓,PFA上市有望驅動業績重回高增長。單四季度,公司營收和扣非淨利潤均實現20%以上同比增長,整體表現持續穩健。2024年12月16日,一次性使用心臟脈衝電場消融導管(PFA)獲批NMPA,該技術在房顫市場快速滲透,有望憑藉更優的臨牀使用效果驅動術式升級,爲公司業績貢獻新的加速度。2024年公司在海外市場持續以自有品牌爲核心,完善全套產品解決方案和臨牀服務,不斷提升市場認可度、覆蓋率和入院產品市佔率。隨着後續海外本土化建設的完善以及出海產品矩陣的豐富,公司國際業務有望進一步加速增長。維持“推薦”評級。
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