現代牙科(03600.HK)將拓隱形牙箍業務 料發展潛力大
現代牙科(03600.HK)財務總監關毅傑在午宴上表示,集團未來兩年會主力推出名為「TrioClear」的自家品牌隱形牙箍產品,認為有關產品的毛利率及淨利率表現吸引,未來發展潛力龐大。
他稱目前隱形牙箍市場龍頭企業的毛利率約有70%,集團內部評估有關新產品的毛利率可較義齒產品為高,料可達50%以上,而現時旗下網絡有逾2萬位牙醫,初步估算每100位牙醫採用此隱形牙箍新品,將可帶來約800萬元的收入。集團東南亞總經理陳奕朗則提到,「TrioClear」較市面上主要的同類產品有改良,治療時間會更有效率,而且價格或可便宜20%至30%。
行政總裁魏聖堅補充指,新箍牙產品收入表現如何需視乎對牙醫的培訓速度,產品目前已開始供香港牙醫試用,反應良好,預期明年會逐漸推至歐洲、澳洲、美國及中國等市場。他預期此新品首年用於市場推廣的花費會較大,利潤未必很多,料第二年開始對盈利的貢獻將更為可觀。
另外,關毅傑稱北美業務「Micro Dental」今年上半年成功扭虧,期望未來業務表現改善的趨勢持續。而集團今年將派息比率由30%上調至35%,可見其對現金流、業務表現及前景有信心。 ~
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