智通财经APP获悉，微创脑科学(02172)涨超10%，截至发稿，涨9.18%，报9.28港元，成交额3093.67万港元。
消息面上，微创脑科学发布盈喜，预计2024年度净利润2.36亿至2.7亿人民币，同比增长约75%至100%。主要得益于医院覆盖及市场份额提升，且海外业务收入实现翻倍增长，年内收入预期双位数增长；通过执行供应链改善及成本节约措施，运营效率提升，盈利能力显著增强。
智通财经APP在《微创脑科学（02172）:集采最大受益方？》中指出，对于大多数医药行业来说，集采基本上是利空。但神经介入国产企业市场占有率低，集采的推动加速国产化，反而形成利好。对于国产神经介入器械企业而言，短期内，仍看集采政策力度，集采加速推进，对这些企业形成利好，业绩有望高增；中长期而言，当国内集采后，市场竞争格局处于相对稳定，企业业绩能否进一步高速增长，出海是关键。
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