金吾财讯 | 招商证券发布研报指，固生堂(02273)于今年7月与江阴市中医院签署战略合作，并成立固生堂江阴专家委员会，持续推进医联体建设。以本次合作为契机，固生堂与江阴市中医院携手在名医专科建设、中医药技术交流、人才培养科研创新等方面开展合作，进一步通过市场化机制促进三甲医院优质资源有序流动。
该行指，国家医保专项飞检检查从严，公司在医保方面合法合规，同行业违规门店逐步出清，竞争格局有望进一步优化。公司通过自建和并购进一步扩大市场份额，完善全国范围内的中医医疗服务网络布局。今年3月，公司迈出了中医国际化第一步，医生队伍持续壮大。
该行预测，公司2024-2026年经调整净利润分别为4.11/5.51/7.38亿元，分别同比增长35%/34%/34%，当前市值对应PE分别为17.4/13.0/9.7倍，维持“强烈推荐”投资评级。
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