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研报掘金丨申万宏源:爱尔眼科收购再下一城,维持“增持”评级

Research report | Swhy: Aier Eye Hospital Group's acquisition marks another milestone, maintaining a "shareholding" rating.

Gelonghui Finance ·  Jun 4 15:29
As of ****, Guilong Hui has stated that Swhy research shows that Aier Eye Hospital Group (300015.SZ) acquired 52 medical institutions for ¥1.344 billion to continuously deepen its hierarchical diagnosis and treatment network. The total revenue of the 52 medical institutions acquired in 2023 was ¥954 million, a YoY increase of 27%, with a total net income of ¥16.31 million, compared to a loss of ¥64.27 million in the same period last year. As the target hospital's performance climbs and profitability improves, it will further enhance the listed company's performance. The company is the world's largest ophthalmology chain medical institution. As the domestic and foreign diagnosis and treatment network continues to expand, the company's brand and scale advantages will be further deepened, and business scale and profitability will also be further expanded. Therefore, a "shareholding" rating is maintained.

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