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研報掘金丨方正證券:維持聯影醫療“推薦”評級,看好創新驅動業績重回增長
格隆匯 02-28 15:32
方正證券研報指出,聯影醫療(688271.SH)持續推進海外市場拓展和創新出海,國內受設備更新落地節奏影響業績短期承壓,24Q4環比顯著回升。2024 年,國內市場受設備更新政策落地節奏的影響,院端招標採購節奏延遲,行業整體規模較上年同期有較大收縮,致使公司業績短期承壓;海外市場,公司繼續加強市場開拓以及創新型產品的導入,實現海外收入的持續較快增長,其中5T超高端MR獲得歐盟MDR認證,自此NMPA、FDA、CE三證齊全,將開啓全球放量。公司持續加大研發投入,優化運營水平,看好創新驅動業績重回增長。維持“推薦”評級。
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