海泰新光怎么样

海泰新光（SH688677）是一家在医用光学成像器械领域颇具特色的企业。

从财务数据来看，其市盈率（静）为 35.38，市净率为 5.06，每股净资产为 10.49，股息率（TTM）为 1.08%。预计 2023 年全年实现营业收入 4.71 亿元，同比降低 1.3%，归母净利润 1.46 亿元，同比下降 20.07%。其毛利率高达 64%，净利率为 30%，但增速有所降低，收入规模相对较小，仅 5 亿左右。

在业务方面，海泰新光主要从事医用光学成像器械的研发、制造、销售和服务。公司建立了“光学、精密机械、电子、数字图像”四大技术平台，具备完备的产业链，为医疗等领域提供优质产品和服务。然而，公司也存在一些挑战。例如，公司在光学和生物识别领域的收入还较少，且过于依赖单一大客户，这在一定程度上影响了其稳定性。

从市场评价来看，观点不一。有人认为 50 亿以下的市值还可以接受，也有人觉得其基本面稍弱。但也有观点指出，海泰新光的股价弹性不错，在市场波动中存在机会。

在研究报告方面，东方财富证券股份有限公司何玮近期对海泰新光进行研究并发布了研究报告，对其给出增持评级，当前股价为 52.3 元。中泰证券也给出了买入评级，认为公司在新订单和整机业务的驱动下，业绩有望迎来拐点。

总体而言，海泰新光在医用光学成像器械领域有一定的技术实力和市场潜力，但也面临着业务结构优化、客户依赖度降低等方面的挑战。未来，其发展仍需关注市场变化和自身的战略调整。

How about Haitai Xinguang

Haitai Xinguang (SH688677) is a distinctive enterprise in the field of medical optical imaging equipment.

From the perspective of financial data, its static price-earnings ratio is 35.38, the price-to-book ratio is 5.06, the net asset per share is 10.49, and the dividend yield (TTM) is 1.08%. It is expected to achieve an operating income of 471 million yuan throughout 2023, a year-on-year decrease of 1.3%, and the net profit attributable to the parent company is 146 million yuan, a year-on-year decrease of 20.07%. Its gross profit margin is as high as 64%, and the net profit rate is 30%, but the growth rate has slowed down, and the revenue scale is relatively small, only about 500 million.

In terms of business, Haitai Xinguang is mainly engaged in the research and development, manufacturing, sales and services of medical optical imaging equipment. The company has established four technical platforms of "optics, precision machinery, electronics, and digital images", and has a complete industrial chain to provide high-quality products and services for the medical and other fields. However, the company also faces some challenges. For example, the company's revenue in the fields of optics and biometrics is still relatively small, and it overly relies on a single major customer, which to some extent affects its stability.

From the market evaluation, opinions vary. Some people think that a market capitalization of less than 5 billion is acceptable, while others think that its fundamentals are slightly weak. But there are also views pointing out that the stock price elasticity of Haitai Xinguang is good, and there are opportunities in market fluctuations.

In terms of research reports, He Wei of Dongfang Fortune Securities Co., Ltd. recently conducted research on Haitai Xinguang and released a research report, giving it an overweight rating, and the current stock price is 52.3 yuan. Zhongtai Securities also gave a buy rating, believing that driven by new orders and the whole machine business, the company's performance is expected to迎来 a turning point.

Overall, Haitai Xinguang has certain technical strength and market potential in the field of medical optical imaging equipment, but it also faces challenges such as business structure optimization and reduction of customer dependence. In the future, its development still needs to pay attention to market changes and its own strategic adjustments.