港股異動 | 春立醫療漲超9%,中期淨利同比增長7%
uSMART友信智投8月21日消息,週五港股早盤,春立醫療績後首個交易日高開高走,截至10:23分,春立醫療漲9.3%,報47港元。
中期業績
春立醫療昨日發佈業績公告稱,截至2020年6月30日止中期,公司實現營業收入4.07億元人民幣(單位下同),同比增長8.54%;歸屬於公司權益持有人的淨利潤1.17億元,同比增長7%;每股基本收益0.34元。營業收入增長主要是由於關節假體產品銷量的增長所致。
行業方面
2020年7月,國務院辦公廳發佈《治理高值醫用耗材改革方案》,提出“對於臨牀用量較大、採購金額較高、臨牀使用較成熟、多家企業生產的高值醫用耗材,按類別探索集中採購,鼓勵醫療機構聯合開展帶量談判採購,積極探索跨省聯盟採購”,同時相關部門要求綜合試點省份要在2020年探索高值耗材帶量採購。
信達證券8月18日發佈研報稱,從中遠期看,它們認爲:①品類空間廣闊,②進口替代空間大,③消費屬性強,④產品線豐富,具備以上特點的耗材品種具有較好行業機會,具體到企業而言,在帶量採購中中標依然是更優的選項——“留下才有機會”,但對公司利潤表的影響(以價換量)需要在時間和空間維度做更多觀察。相關標的:昊海生科(A/H)、三友醫療、南微醫學、春立醫療(H)、愛康醫療(H)、正海生物、威高股份(H)、凱利泰、大博醫療等。
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