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研報掘金丨財信證券:維持邁瑞醫療“買入”評級,目標價245.75~294.9元

財信證券研報指出,近日邁瑞醫療舉辦投資者開放日活動,將致力於構建覆蓋全科室的“設備+IT+AI”和“設備+耗材”的業務模態。基於全面的產線佈局,公司不斷深化“三瑞”生態與設備的融合創新,強化大數據、人工智能應用。隨着2025年以來地方財政資金緊張的緩解、醫療專項債發行規模的反彈、發改委主導的醫療設備更新項目啓動,認爲公司國內業務有望實現反彈。公司作爲國產醫療器械龍頭,持續以客戶需求爲導向,通過自主研發和技術創新,不斷強化公司的核心競爭力及盈利能力,給予公司2025年25-30倍PE,目標股價爲245.75~294.90元,維持公司“買入”評級。

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