医疗器械行业:关注25Q4消费及下游端需求回暖

广发证券股份有...
Nov 29

核心观点:25Q1-3 整体行业业绩同比下滑;25Q3 环比改善,海外&创新类资产韧性十足。根据wind,25Q1-3,A 股医疗器械板块(剔除受新冠影响企业)整体收入同比下滑1.1%;整体归母净利润同比下滑15%;整体归母净利润率为15.70%,较24Q1-3 同比下降2.50pct。根据wind,25Q3,A 股医疗器械板块(剔除受新冠影响企业)整体收入同比提升4.4%,环比25Q2 下滑...

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