【研报掘金丨招银国际:维持迈瑞医疗“买入”评级,上调目标价至272.9元】招银国际研报指出,迈瑞医疗于近期举行投资者日,重点介绍了公司设备业务的数智化转型及流水型业务的拓展战略,致力于构建覆盖全科室的“设备+IT+AI”和“设备+耗材”整体解决方案。核心亮点包括:1)三大产线基于IT+AI 技术构建数智医疗生态。2)持续拓展业务边界,丰富流水型业务布局,为长期增长提供支撑。认为数智化转型将助推公司的全球高端突破,而新兴业务的高速发展将驱动业绩增长。因此,小幅上调公司盈利预期,并基于9 年的DCF 模型,上调目标价至272.90元人民币,维持“买入”评级。

金融界
Jun 16
招银国际研报指出,迈瑞医疗于近期举行投资者日,重点介绍了公司设备业务的数智化转型及流水型业务的拓展战略,致力于构建覆盖全科室的“设备+IT+AI”和“设备+耗材”整体解决方案。核心亮点包括:1)三大产线基于IT+AI 技术构建数智医疗生态。2)持续拓展业务边界,丰富流水型业务布局,为长期增长提供支撑。认为数智化转型将助推公司的全球高端突破,而新兴业务的高速发展将驱动业绩增长。因此,小幅上调公司盈利预期,并基于9 年的DCF 模型,上调目标价至272.90元人民币,维持“买入”评级。

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