share_log

研报掘金丨国盛证券:爱尔眼科核心医院经营业绩稳健,维持“买入”评级

Research Report: Guosheng Securities: Aier Ophthalmology Core Hospital has steady business performance and maintains a “buy” rating

Gelonghui Finance ·  May 17 15:38
Gelonghui, May 17 | Guosheng Securities Research Report indicates that cataracts are growing at a remarkable rate, and Aier Ophthalmology (300015.SZ) core hospital's operating performance is steady. In 2023, the company achieved 15.1064 million outpatient visits (+34.26% year over year); 1.1837 million surgeries (+35.95% year over year). By the end of 2023, the company operated 256 domestic hospitals, 183 outpatient departments, and 131 overseas ophthalmology centers and clinics, and successfully opened the Aier Ophthalmology International Clinical Training Center, which has reached the world's leading level. Based on the financial data already available in 2023 and 24Q1, competition in the ophthalmology medical service industry intensified, and there was a price war phenomenon in the refractive market, lowering the company's profit forecast for the next few years. The revenue side growth rate was adjusted to 15-20% in 2024, and the profit side growth rate was adjusted to 20-25%. Maintain a “buy” rating.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment