研报掘金丨东方证券：维持迈瑞医疗“买入”评级，目标价308.48元

格隆汇2025-09-11

东方证券研报指出，迈瑞医疗2025H1实现归母净利润50.7亿元（同比-33.0%）。分地区来看，25H1国内业务实现营收84.1亿元（同比-33.4%），系国内公开招标到收入确认的周期显著拉长所致，而2025H1医疗设备招标活动已逐渐复苏，国内市场第三季度将明显改善，迎来拐点；25H1国际业务实现营收83.3亿元（同比+5.4%），虽海外环境存在诸多挑战，但得益于公司海外高端客户群的持续突破、...

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