金吾财讯 | 中信建投发研报指，海吉亚医疗(06078)发布2024H1业绩公告，上半年实现收入23.82亿元，同比+35.4%；实现净利润3.85亿元，同比增长15.1%；实现经调整利润4.01亿元，同比+15.5%，业绩增长略低于预期。公司公告在公开市场回购股份不超过价值2亿元，彰显出其对自身中长期发展的信心。随着公司新投用床位使用率逐步爬坡，内生收入增速有望保持稳定，加上去年收购的3家医院贡献增量、实现较好的经营改善，公司24年整体收入有望实现较快增长。该行预计公司2024-2026年营业收入分别为51.97亿元、61.53亿元、72.50亿元，分别同比增长27.50%、18.38%、17.83%；归母净利润分别为7.87亿元、9.44亿元、11.18亿元，分别同比增长15.29%、19.93%、18.45%；经调整净利润分别为，8.12亿元、9.69亿元、11.43亿元，分别同比增长13.86%、19.32%、17.97%。以2024年9月20日收盘价（15.46港元）计算，公司2024-2026年以经调整净利润计算PE则分别为11、9、8。维持“买入”评级。
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