金吾财讯 | 华安证券发研指，固生堂(02273)与山东中医药大学进行战略合作。未来双方将充分发挥各自优势，在全方面、多领域展开深度合作，共同推动中医药事业迈向新高度。该行指，去年9月23日，国家医保局协同江苏省医保局，对100余家无锡全区域内定点医疗机构和药店进行全面检查。10月8日，国家医保局通报江苏省无锡虹桥医院飞行检查情况。医保管理趋于严格，违规门店整顿、处罚、停业等力度不一，该行认为合规医疗的环境下患者将用脚选择品牌知名度高、服务优质、管理严格、收费合理的大型连锁医疗服务集团，公司有望凭借其高效合法合规的经营管理能力吸引更多患者就医，并吸引更多优质医生加入，形成良性循环。该行表示，公司是中医医疗服务领域的领先品牌，业务版图持续扩张。该行看好公司在中医诊疗领域的影响力和未来发展动力，预计2024-2026年将实现营业收入31.18/39.23/48.98亿元人民币，同比增长34%/26%/25%；实现归母净利润3.49/4.73/6.09亿元人民币，同比增长38%/35%/29%，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.