联影医疗：第二季度好于市场预期；政策利好、创新举措和全球扩张推动下半年加速增长

August 31, 2025 04:14 PM GMT Shanghai United Imaging Healthcare Co | Asia Pacific 2Q Above MSe; Accelerated 2H Growth Seen Driven by Policy Tailwinds, Innovative Initiatives, Global Expansion Reaction to earnings Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month Source: Company data, Morgan Stanley Research Key Takeaways Equipment "trade-in": The MoF announced a Rmb188bn ultra-long STB for 2025's "equipment trade-in" program. Ma ...