金吾财讯 | 中信建投发研报指，爱康医疗(01789)24H1实现营业收入6.57亿元（+1.3%），净利润1.39亿元（+5.0%），业绩符合预期。短期来看，人工关节集采续约结果执行，公司中标价格有一定上涨，带来一定的市场竞争优势，有望带动今年全年和明年公司业务高增长。中长期来看，公司在3D打印领域具有先发优势，标外创新人工关节产品有望快速放量；同时，公司积极布局数字骨科平台（导航系统、手术机器人等）、骨生物材料，未来有望凭借较强的研发能力、渠道优势、品牌优势，维持行业龙头地位。该行预计公司2024-2026年实现收入分别为13.84、17.20、20.74亿元，对应增速分别为26.52%、24.26%、20.58%；净利润分别为2.59、3.21、3.94亿元，对应增速分别为42.41%、23.79%、22.85%，维持“买入”评级。
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