金吾财讯 | 野村发研报指，从微创医疗(00853)2024财年初步业绩来看，收入实现了同比10%的增长，但这一数字低于此前指引的17%。该行认为，中国市场的疲软是导致收入未达指引的主因，尽管海外业务表现强势，有力拉动了整体收入增长。在盈利方面，亏损同比收窄幅度超过58%，至小于2.75亿美元，主要得益于公司持续推行成本控制策略，有效降低了运营成本；以及撤资非核心业务获得收益。该行进一步计算得出，2024年下半年微创医疗净亏损为1.68亿美元，同比收窄约61%。展望未来，野村预计微创医疗在2025和2026财年可能会继续实施节省成本的措施，特别是考虑到目前销售额仍未达理想水平。维持对微创医疗“中性”评级，并将从6.71港元提升至7.73港元。
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