華邦健康(002004.SZ)半年度淨利潤降5.07%至2.96億元
格隆匯8月21日丨華邦健康(002004.SZ)發佈2019年半年度報告,實現營業收入50.21億元,同比下降1.15%;歸屬於上市公司股東的淨利潤2.96億元,同比下降5.07%;歸屬於上市公司股東的扣除非經常性損益的淨利潤2.75億元,同比下降7.12%;基本每股收益0.15元。
在醫藥領域,“4+7”藥品國家帶量採購、DRG(按疾病診斷相關分類付費)和國家重點監控藥品目錄等政策陸續實施,醫藥行業在嚴厲的市場監管與激烈的市場競爭環境下,行業增速有所放緩。報告期內,公司持續增加研發投入,積極開拓縣域基層市場,醫藥板塊業績增長穩定。
在農化領域,國內環境保護、安全管理的壓力持續升級,行業整合加速,規模化優勢企業集中度提升,散亂污中小企業被淘汰出局,行業優勝劣汰成為常態。行業整體依然處於景氣時期,環保條件較好、技術先進的正規生產企業市場佔有率和利潤率均有所提升。報告期內,受益於環保去產能以及下游需求剛性,公司農化產品價格穩中有升,但由於歐洲、北美等地自然災害影響,種植季延遲,下游客户訂單量下降,公司農化業務銷售收入相比去年同期有所下滑。
在旅遊領域,國內整體旅遊收入穩步增長,文化和旅遊消費活躍也更趨日常化。報告期內,旗下麗江旅遊景區因索道票價下調導致毛利率降低,但公司積極採取措施開源節流,有效降低了索道業務票價下調對公司業績的影響;同時公司報告期內積極拓展業務,多個旅遊項目業務量增長迅速,總體經營業績較為穩定。
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