艾迪康控股(09860)今日盘中股价大涨16.43%,引发市场关注。消息面上,中国疾控中心最新数据显示,目前流感病毒阳性率持续上升,其中99%以上为甲流,临近流感高发期。
值得注意的是,艾迪康控股作为中国三大独立医学检验实验室(ICL)之一,在全国范围内拥有33家自营实验室,为各地医院和体检中心提供4000多种检验服务。随着流感病毒阳性率攀升,市场预期艾迪康控股此轮流感高发期的检测业务将获益,利好公司业绩表现。
更重要的是,券商机构认为,在分级诊疗推进、医保控费压力加大、DRG/DIP付费方式改革等政策利好下,国内ICL行业有望进入快速发展期,艾迪康控股作为行业龙头有望分享市场红利。疫情期间艾迪康控股应收账款持续稳定回款,今年减值计提有望收窄。基于此,市场对于艾迪康控股的长期发展前景抱有较高预期,助推公司股价今日大涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.