智通财经APP获悉，爱康医疗(01789)现涨超6%，截至发稿，涨4.34%，报6.25港元，成交额3225.94万港元。
中信建投发布研报称，展望2025下半年，随着人工关节集采续约政策在全国范围内全面落地执行，行业价格体系趋于稳定。公司在本轮续标中髋、膝关节中标价格均有提升，量价齐升的逻辑有望兑现。同时，骨科行业手术量有望回暖，公司去年下半年收入基数不高，预计公司今年业绩将呈现前低后高的趋势，下半年有望实现高速增长。
该行指出，中长期来看，公司在3D 打印、手术机器人等创新产品和数字骨科生态系统上的前瞻布局，将构筑坚实的技术壁垒，打开新的成长空间；海外市场上，随着“JRI+爱康”双品牌战略深化和产品注册的不断推进，海外业务有望成为公司强劲的增长引擎。
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