研報掘金丨中郵證券:美好醫療兩大基石業務穩定放量,構築第二、第三價值增長曲線
中郵證券研報指出,美好醫療兩大基石業務穩定放量,未來成長曲線雛形已現。公司在血糖管理、心血管、體外診斷等多個細分領域開展多元化業務佈局,構築企業的第二、第三價值增長曲線。其中,公司爲國際客戶定製開發的胰島素注射筆項目已實現規模化量產,自主設計開發的“美好筆”核心研發工作已基本完成,爲客戶定製的CGM組件產品進入交付準備期;在心血管、體外診斷領域也不斷有新的突破,未來可期。同時公司正在建設馬來三期產業基地,建築面積近10.8萬平方米,預期在2025年年底前投入使用。我們認爲隨着馬來三期產業基地建成後,將進一步提升公司在中國境外的交付能力,爲公司未來海外業務的拓展和增長提供更強有力的支撐。
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