研報掘金丨中信建投:維持邁瑞醫療“買入”評級,業績有望從三季度開始迎來拐點
中信建投證券研報指出,邁瑞醫療(300760.SZ)年報及一季報業績符合預期。國內醫療設備招標需求延後導致公司24年增速放緩及25Q1收入、利潤同比下滑。隨着設備招標復甦、訂單逐步落地並轉化爲收入,公司業績有望從三季度開始迎來拐點。展望全年,預計公司收入、利潤有望迴歸穩健增長軌道。中長期來看,公司重視研發創新和國際化,擁有高效的研發體系和優秀的渠道管理能力,外延併購有望進一步拓展布局,加上公司國際化進度持續推進,看好公司未來加快邁向全球醫療器械Top10公司的步伐。維持“買入”評級。
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