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研報掘金丨招銀國際:維持邁瑞醫療“買入”評級,上調目標價至272.9元
招銀國際研報指出,邁瑞醫療於近期舉行投資者日,重點介紹了公司設備業務的數智化轉型及流水型業務的拓展戰略,致力於構建覆蓋全科室的“設備+IT+AI”和“設備+耗材”整體解決方案。核心亮點包括:1)三大產線基於IT+AI 技術構建數智醫療生態。2)持續拓展業務邊界,豐富流水型業務佈局,爲長期增長提供支撐。認爲數智化轉型將助推公司的全球高端突破,而新興業務的高速發展將驅動業績增長。因此,小幅上調公司盈利預期,並基於9 年的DCF 模型,上調目標價至272.90元人民幣,維持“買入”評級。
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