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国信证券发布三星医疗研报,配电出海持续高景气,电表新规落地带动价格修复
Sou Hu Cai Jing· 2025-11-11 11:33
Group 1 - The core viewpoint of the report is that Guosen Securities has given Samsung Medical (601567.SH, latest price: 28.78 yuan) an "outperform" rating due to several factors [1] Group 2 - The company's performance in the first three quarters has declined by 16%, with both the power equipment and medical businesses facing temporary pressure [1] - There was a significant decline in performance in the third quarter, with profitability continuing to be under pressure [1] - The company has largely exhausted its negative factors, and there is potential for gradual recovery in the next six months [1] - The opening of bids for the State Grid's third batch of electric meter tenders and the implementation of new regulations are expected to drive price recovery [1] - The company has a saturated order backlog, and overseas distribution continues to grow significantly [1]