佐力藥業(300181.SZ):前三季度淨利預增51.17%-58.93%
格隆匯8月24日丨佐力藥業(300181.SZ)披露2020年前三季度業績預告,公司預計2020年1-9月實現歸屬於上市公司股東的淨利潤5850萬元-6150萬元,同比增長51.17%-58.93%。其中,公司預計2020年7-9月實現歸屬於上市公司股東的淨利潤2779.39萬元-3079.39萬元,同比增長148.49%-175.31%。業績變動原因説明:
1、公司積極面對外部環境的變化,抓住國家基本藥物政策實施、醫保目錄調整、分級診療患者下沉、互聯網診療和慢病長處方政策出台等發展機會,用好核心產品烏靈膠囊、百令片、靈澤片進入國家基本藥物目錄的優勢,穩自營、強招商,加大市場投入和終端醫療機構的開發和覆蓋。
2020年,新冠疫情的防控使得中醫藥在醫療機構和消費者中的地位得到提升,同時醫生和患者對焦慮、抑鬱及失眠的關注和認知也進一步提升,烏靈膠囊新進入了《新型冠狀病毒肺炎疫情應激心身健康援助手冊》、《COVID-19疫情期間失眠障礙的管理》、《烏靈膠囊在心身障礙中的臨牀應用專家共識》等多個專家共識。業績預告期內,烏靈系列產品及百令系列產品均有所增長,產能逐步釋放,成本有所減少,規模效應得以體現;
2、控股子公司浙江佐力百草中藥飲片有限公司主營業務恢復增長,並積極將暫時空置的廠房盤活,扭虧為贏;
3、2020年1-9月,預計非經常性損益對歸屬於上市公司股東的淨利潤的影響金額約為220-230萬元。
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