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研報掘金丨浙商證券:維持邁瑞醫療“買入”評級 2025年拐點已現
浙商證券研報指出,邁瑞醫療(300760.SZ)2024年因地方財政資金緊張、醫療專項債發行規模大幅減少,以及醫療設備更新項目使得常規招標延誤等因素,對公司國內業務帶來了短期影響,但從2025Q1以來,地方專項債、尤其是用於支持醫院新改擴建和設備採購的醫療專項債以及不同品類醫療設備的月度招標情況來看,這些影響因素在2025年都有望迎來拐點。隨着全球醫療新基建浪潮帶來醫療器械需求端的快速釋放、公司在海外及高端市場的拓展加速、以及新興業務拓展逐步打開長期成長天花板,公司2025-2027年有望持續保持較穩定的增長態勢。維持“買入”評級。
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