智通财经APP获悉，摩根士丹利发布研报称，内地医院上半年面临持续甚至加剧的报销压力，且情况无明显的扭转迹象。在自费医疗板块中，视力矫正手术量在夏季高峰期放缓，医疗美容增长表现基本符合预期。该行又指，依赖公共保险报销的医院在上半年持续面临定价压力，尽管在政策推动下应收账款回收有所改善。消费医疗项目，如视力矫正手术，在第一季度强劲增长后，第二季度再次增长放缓，部分原因是治疗需求透支。
该行将锦欣生殖(01951)投资评级降至“减持”，因其在内地及海外设施均面临长期压力，亦预计华润医疗(01515)、海吉亚医疗(06078)，以及在较小程度上爱尔眼科(300015.SZ)将面临盈利压力。与此同时，医美和美容治疗需求表现健康，预计支持美丽田园医疗健康(02373)的盈利增长符合预期。
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