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華泰證券:堃博醫療-B(2216.HK)疫情下收入穩健增長 維持“買入”評級
格隆匯9月9日丨華泰證券發研報指,公司於8月30日公吿22年上半年業績,實現收入321.8萬美元,同比增長12.8%。該行並預測2024年淨利潤轉正至269萬美元,給予公司目標價6.1港幣,維持“買入”評級。華泰推測公司肺部導航產品2022年上半年實現收入約200萬美元,同比增長約15%,板塊收入實現快速增長。公司導航產品性能行業領先,銷售網絡建設,以及積極推進肺部導航系統的本土化生產,該行看好其持續放量。該行推測公司治療及診斷性耗材產品上半年實現收入超90萬美元,同比增長超10%;公司治療性新產品陸續獲批且商業化進展順利,而診斷性產品初具規模並開始提質提速發展,該行預計板塊收入22年有望快速提升。另外,公司持續加強研發力度,並取得積極進展。
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