研報掘金丨長江證券:維持邁瑞醫療“買入”評級,看好公司未來發展
長江證券研報指出,邁瑞醫療(300760.SZ)2024年歸母淨利潤為116.68億元,同比增長0.74%。2025年一季度歸母淨利潤為26.29億元,同比減少16.81%。從2025年一季度的數據上看行業在持續回暖,地方專項債尤其是用於支持醫院新改擴建和設備採購發現規模同比較快增長,並且從招採數據看從2024年12月以來持續恢復,2025年公司國內業務或將迎來恢復期。未來海外市場或保持較快的增長,預計公司的業務在海外可及市場空間約5700億元,截至2024年底公司市佔率僅為低個位數,提升空間較大。公司三大業務領域+“三瑞”智慧生態系統,夯實核心競爭優勢。看好公司未來發展,維持“買入”評級。
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