《大行》瑞銀料內地醫療設備板塊本季起復甦 首選威高股份(01066.HK)
瑞銀研究報告指,預期次季及上半年內地醫藥器械股份的業績將繼續分化。展望下半年,料設備企業的國內收入將自第三季起顯著增長,因上半年恢復招標逐步轉化為收入。體外診斷(IVD)方面,雖然部分試劑價格或於第三季觸底,但用量影響或要到今年末才會消退。耗材方面,各品類分化的勢態將延續至下半年,另外該行關注國家醫療保障局近期強調帶量採購「反內捲」後續政策,可能是中長期催化劑。海外業務方面,該行認為除非中美關稅爭端再起,各板塊應可維持穩定增長。
該行最新較看好聯影醫療(688271.SH)及威高股份(01066.HK),前者2025至27年收入有強勁增長潛力,估值溢價合理,予目標價192元人民幣,評級「買入」。後者今年全年10%至15%的收入增長指引雖然面臨下行風險,但其收入及盈利有所增長,股東回報持續改善,且估值合理,目標價8.2港元,亦予「買入」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.