瑞信：降微创医疗评级至“跑输大市” 目标价调低至26元

智通财经2020-11-09

　　获悉，瑞信发表报告指，下调微创医疗(00853)评级，由“中性”降至“跑输大市”，目标价由35.2元调低至26元，并下调集团明年及2022年盈利预测分别40%及30%，以反映集中采购影响明年盈利表现。

　　于今年11月5日，内地国家医疗保障局在天津进行了首次的高价值医疗耗材集中采购，采购的耗材为冠状动脉支架。在10个获选产品中，冠状动脉支架的平均价格约为700元人民币，平均降价幅度约94%。

　　该行表示，微创医疗的Firebird2及Firekingfisher支架入选，而中标价格非常低，估计集团明年在中国的药物洗脱支架(DES)销售会有85%的影响，并预料收入因此会有28%影响，而纯利的影响预期会更大，因有关产品降价影响毛利率。

关注同花顺财经（ths518），获取更多机会

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TabFnlk
2020-11-09
TabFnlk
请问瑞信，你有那次对微创是评级靠谱的吗？请举例说明哦，看好你们专业的专业的专业的评级。

发表看法

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