金吾财讯 | 招商证券发研报指，随着家长对儿童青少年口腔健康关注度的提升，青少年儿童早期矫治市场迎来快速增长，时代天使(06699)利用最新的AI技术为医生和患者提供全周期支持。
该行提到，公司通过“数字化和全球化”双引擎驱动的发展战略，进一步扩大市场份额，提升全球范围内的隐形矫治服务网络布局。另外，公司2024年上半年毛利率显着提升，主要得益于产品结构优化和成本控制。
该行续指，公司在国际市场上持续深耕，通过本地化运营和学术推广，进一步提升品牌影响力和市场份额。
该行看好公司差异化优势的产品矩阵，以及公司坚定推进数字化和全球化两大战略，该行预计公司2024-2026年经调整净利润为1.16/1.92/3.52亿元，同比增长率为-35%/66%/83%，对应PE为83.5/50.5/27.5倍，维持“增持”投资评级。
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