智通财经APP获悉，海吉亚医疗(06078)午前涨超5%，截至发稿，涨5.66%，报14.73港元，成交额8787.28万港元。
消息面上，近日，海吉亚医疗发布2025年业绩预告。中信建投指出，25H2公司实现收入20.1-20.6亿元，同比下滑0-3%，经调整净利润约1.88–2.28亿元，同比-7%~+13%，经营性现金流同比增长36%~53%。公司旗下医院在全国范围内分布相对均衡，25H2公司收入同比增速企稳，展望2026年，随着DRGs支付改革对次均住院费用的影响同比有所消减，公司整体收入增速有望转正。
里昂认为，虽然海吉亚医疗发盈警，但相信业绩下滑已基本触底。当中，下半年营收同比料跌2%至约20亿元人民币，而非国际财务报告准则经调整净利润恢复3%正增长，显示盈利韧性正在提升；经调整净利润趋稳是营运执行力提升的积极讯号。展望2026年，海吉亚医疗关键增长动力包括扩张非国家医保目录收入、提升现有医院利用率，以及降低负债率以推动经营杠杆来重建利润率。
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