Kaiyuan Securities maintains a solid medical buy rating: the high base of the medical sector has passed, and the performance is expected to grow steadily in 2022 – yqqlm

Every AI Express, open sourcesecuritiesPosted on April 24thResearch reportsay, maintainSteady Medical(300888.SZ, latest price: 58.6 yuan) Buy rating. The reasons for the rating mainly include: 1) The revenue in 2021 will improve quarter by quarter, and the profit in 2022Q1 will still be under short-term pressure, and the “buy” rating is maintained; 2) Medical consumables sector: the channel width is expanded, and Longtai will jointly build a leader in high-end wound dressings; 3) Health Consumer goods: The growth rate of textile products is dazzling, and the self-owned e-commerce platform maintains rapid growth; 4) The profitability is higher than the level before the epidemic, and strategic stockpiling is required to cope with the price increase of raw materials. Risk warning: Downstream market demand fluctuates, customer development is less than expected, raw material prices and exchange rates fluctuate.

AI comments:Steady Medical16 in the past monthbrokerageThe research report paid attention to 13 companies and increased their holdings in 3 companies. The average target price was 64.97 yuan, which was 6.37 yuan higher than the latest price of 58.6 yuan, and the average target price increased by 10.87%.

(Article source: Daily Economic News)

Article source: Daily Economic News

Responsible editor: 92

Original title: Kaiyuan Securities maintains a stable medical buy rating: the high base of the medical sector has passed, and the performance is expected to grow steadily in 2022