智通财经APP获悉，爱康医疗(01789)尾盘涨超5%，截至发稿，涨4.48%，报4.43港元，成交额1253.47万港元。
国信证券则指出，根据IQVIA统计，2024年前三季度骨科器械市场同比下降3.9%，其中关节行业保持稳定增长，行业开始走出集采影响；爱康医疗在新一轮接续采购中核心关节假体实现中标提价，有望进一步巩固行业龙头地位。中信建投指出，24Q4关节集采续约结果执行，在23年同期低基数基础上预计公司收入、利润有望实现快速增长。25Q1关节集采续约全面执行，公司市占率有望进一步提升，收入、利润有望实现快速增长。
浦银国际此前指出，爱康医疗作为国产骨科关节龙头，在年内落地的关节国采接续中延续了首轮集采优异中标表现。短期维度，公司2024年虽仍受行业反腐影响，但随着反腐影响消退叠加关节集采风险出清，公司业绩增长能见度提升，2025年收入增长有望提速。长期维度，公司重视技术研发，为国内首家将金属3D打印用于骨科植入物的企业，未来可借助3D打印、ICOS及手术机器人打造数字骨科平台，进一步拓展中高端市场，兼具短中长期发展潜力。
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