核心观点2025H1 公司收入利润均延续高增长趋势、整体业绩符合预期。短期来看,颅颌面修补PEEK 产品集采执行、公司产品份额提升,同时止血纱及脑膜胶产品加大推广力度,公司Q3 及全年整体收入有望实现快速增长;中长期来看,公司神经外科耗材布局相对全面且产品力较强,借助集采有望提升产品市占率,驱动公司业绩维持高增长趋势;同时,公司积极进行外延拓展,有望实现业务协同并打开成长天花板。事件公司发布...
Source Link核心观点2025H1 公司收入利润均延续高增长趋势、整体业绩符合预期。短期来看,颅颌面修补PEEK 产品集采执行、公司产品份额提升,同时止血纱及脑膜胶产品加大推广力度,公司Q3 及全年整体收入有望实现快速增长;中长期来看,公司神经外科耗材布局相对全面且产品力较强,借助集采有望提升产品市占率,驱动公司业绩维持高增长趋势;同时,公司积极进行外延拓展,有望实现业务协同并打开成长天花板。事件公司发布...
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