研报掘金丨中信建投：维持惠泰医疗“买入”评级，全年业绩有望实现高增长

格隆汇2025-06-16

中信建投证券研报指出，惠泰医疗2024年业绩符合预期，25Q1利润增速超预期。展望全年，公司业绩有望实现高增长，下半年业绩基数较上半年更低，预计全年业绩增速呈现前低后高的态势。在电生理领域，公司PFA（脉冲消融导管）、高密度标测导管、压力消融导管均已获批，填补了公司高端房颤耗材领域的空白，部分产品今年有望通过集采续约实现加速入院，驱动电生理业绩加速增长；其中PFA产品已在北京、上海、安徽、山东等地...

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