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研報掘金丨中信建投:維持惠泰醫療“買入”評級,全年業績有望實現高增長
格隆匯 06-16 13:53

中信建投證券研報指出,惠泰醫療2024年業績符合預期,25Q1利潤增速超預期。展望全年,公司業績有望實現高增長,下半年業績基數較上半年更低,預計全年業績增速呈現前低後高的態勢。在電生理領域,公司PFA(脈衝消融導管)、高密度標測導管、壓力消融導管均已獲批,填補了公司高端房顫耗材領域的空白,部分產品今年有望通過集採續約實現加速入院,驅動電生理業績加速增長;其中PFA產品已在北京、上海、安徽、山東等地陸續掛網,公司全年PFA手術量目標為3000台以上。在血管介入領域,冠脈業務有望實現穩健增長,外周業務在新產品放量和部分地區集採以價換量的驅動下或實現高增長。維持“買入”評級。

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