国药控股(01099.HK):1-2月归母净利润下降约50% 一季度业绩或大幅下降
格隆汇3月8日丨国药控股(01099.HK)发布公告,由于“新型冠状病毒肺炎”疫情爆发,2020年1月下旬起,政府采取了严格防控手段,包括延长假期、集中全国医疗资源于重点地区抗击疫情、减少人员流动和聚集等措施以遏制疫情蔓延、保护人民生命安全。国内的部分社会生产经营,包括医疗机构及零售药店的正常药品销售在此背景下相应受到影响。另一方面,自2019年末起,药品集中带量采购政策实施范围逐步扩大至全国,而在疫情环境下,集团在与供应商确认返利及产品降价补偿等方面也受到影响。鉴于上述因素,集团2020年1至2月份的销售收入增速明显下降,毛利率水准也有所下降,截至2020年2月29日止两个月,归属于母公司所有者的净利润较去年同期下降约为50%左右。
基于集团现有的财务和经营信息,以及外部市场环境和疫情所处阶段,董事会预计,集团截至2020年3月31日止一季度业绩可能出现较大幅度同比下降。
公告表示,尽管此次疫情对行业上下游及集团经营带来较大直接和间接影响,但这些影响是暂时的,相信随着疫情逐渐结束,社会生产和经营回归正常,有关降价补偿,销售返利也将恢复常态,集团相关财务指标会逐步有所恢复。
此外,中国医药流通行业长期向好的发展趋势未变,集团业务基本面未变,随着市场优势地位的进一步提升,加之内部持续推进的战略与业务转型升级,董事会对集团保持长期稳健发展仍保持坚定信心。
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