港股异动 | 艾迪康控股(09860)收涨逾9% 高盛称诊断行业开始显现复苏迹象 公司业绩表现好于ICL同行

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智通财经APP获悉,艾迪康控股(09860)盘中放量涨超13%,截至收盘,涨9.27%,报6.6港元,成交额4153.11万港元。

消息面上,高盛发布的最新研报显示,该行认为中国诊断行业,包括独立临床实验室(ICL)和体外诊断(IVD)公司,在2025年第三季度开始显现复苏迹象。在ICL板块,金域医学迪安诊断均报告运营现金流改善,同时营收环比增长,利润率也扩大,尽管两家公司均未达到营收目标。该行认为这些趋势表明,行业整合已经开始。

中信建投也在研报中指出,ICL板块25第三季度收入降幅有所缩窄,利润端仍受减值影响。该行指出,ICL行业增速存在不确定性,但是成本和质量控制较好的企业有望实现份额提升。据悉,从上半年业绩来看,艾迪康的毛利达到了4.5亿,净利润4300万,是三家头部ICL企业里面净利润最好的,迪安诊断期内扭亏为盈,实现了1027万的净利润;金域仍处于亏损状态。

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