瑞普生物(300119.SZ)2019年度淨利潤預增40%-50%
格隆匯1月20日丨瑞普生物(300119.SZ)公佈,預計2019年度歸屬於上市公司股東的淨利潤1.67億元-1.78億元,同比增長40%-50%。業績變動原因如下:
1、報告期內,國內家禽養殖行業景氣度持續上升,集約化養殖比例大幅提高,公司通過與養殖集團建立戰略合作關係,進行高效、安全、適合羣體給藥新產品開發,並打造線上線下相結合的優質技術服務體系,使公司營銷中心家禽業務板塊增長迅速,營業收入實現30%以上增長;
2、報告期內,公司加大高致病性禽流感疫苗的研發和專業推廣力度,在病毒增殖和抗原純化等工藝方面實現突破,產品效價和安全性達到行業領先水平,公司控股子公司華南生物生產銷售的重組禽流感病毒(H5+H7)三價滅活疫苗自2019年2月份上市以來,銷售量價齊升,全年實現營業收入100%以上增長;
公司家禽營銷中心與華南生物營銷團隊通過協同發展、資源共享,帶動公司整體家禽業務板塊營業收入實現增長約50%。
3、報告期內,國內非洲豬瘟疫情依然嚴峻,造成國內家畜存欄整體數量嚴重下降,行業家畜類產品業績出現大幅下滑,在此背景下,公司在家畜業務領域進行加速整合,進一步優化產品結構,迅速推出新型消毒劑、非洲豬瘟檢測試劑盒等市場亟需產品,創新營銷模式積極搶佔市場,使家畜業務板塊的營業收入下降幅度企穩回升。
整體來看,公司的產品研發和業務佈局具備戰略前瞻性,為公司帶來良好的增長能力與抗風險能力。經初步測算,公司2019年度預計可實現歸屬於上市公司股東的淨利潤16657萬元-17847萬元,同比增長約40%-50%,其中非經常性損益約1600萬元。
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