金吾财讯 | 天风证券发研指，华润医疗(01515)2024H1实现收入49.76亿元，同比下降2.7%，净利润4.34亿元，同比增长9.0%，整体业绩符合预期。该行指，2024年H1诊疗量均实现增长，自有医院诊疗门诊量和住院量分别约为505万人次和28万人次，分别较去年同期增长3.5%及3.0%；受两年医保结算差影响，门诊和住院次均收入有所下滑，分别下降2.0%和8.8%。该行续指，华润医疗是华润集团在医疗健康领域布局的主平台，已成为规模领先的央企综合性医疗集团。随着资产并购整合落地，通过一体化精细管理持续深化和非经常性影响逐步消除，公司业务规模和盈利能力有望不断提升。该行表示，考虑到2023年公司完成辽健和江能集团收购，该行将公司2024-2026年营业收入上调为105.20、110.84、117.46亿元，同比增长分别为4.08%、5.37%、5.97%；归属于上市公司股东的净利润分别为7.44、7.82、8.17亿元，同比增长分别为188.90%、5.02%、4.50%。公司市场规模领先并具有良好的增长潜力，维持“买入”评级。
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