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葵花葯業(002737.SZ):上半年淨利同比降22.4%至2.37億元
格隆匯 08-25 16:16

格隆匯 8 月 25日丨葵花葯業(002737.SZ)公佈半年報,2020年上半年,公司實現營業收入16億元,比上年同期下降32.97%;實現利潤總額3.2億元,比上年同期下降24.28%;實現歸屬於上市公司股東的淨利潤2.37億元,比上年同期下降22.40%。

2020年上半年,一場突如其來的新冠疫情席捲全球,對各行各業造成了持續影響,大環境下,整個醫藥行業,從研發、生產、流通到採購、臨牀使用,也都已經受到一定程度的影響。除個別涉及新冠疫情病毒檢測產品、防護用具及相關抗病毒治療藥品外,醫藥消費整體有所降低。

在此情形下,公司管理層審時度勢,迎難而上,有序開展疫情下的復產、復工,積極調整營銷策略、產品佈局,應對市場競爭,在保持年初制定的戰略方針總體穩定前提下加快戰術創新,保障公司各項工作的穩步推進。

但受疫情影響,公司感冒、咳嗽、退熱、消炎類產品除受國家階段性政策管控導致零售終端銷售受限外,醫院終端的就診患者管控、分流也導致公司相關產品銷售受阻,同時,加之長週期的停工停業停課和個人防護普遍增強等因素,出現了常規性流感等疾病發病率降低、相應自我診療類藥品階段性需求下降等因素,導致經營業績有所下滑。報告期內,品牌模式逐步進行組織構架優化,提升效能;進一步提升品牌模式下事業部內部團隊學術性,對操作資源、渠道進行優化、調整;提高連鎖端合作升級、打造試點打樁的重炮旅,落地產品策略,通過機制驅動,激活組織隊伍。

普藥模式在進行大區制管理模式後,制定了一系列配套政策及管理制度,進一步穩定、優化終端及產品資源,理順渠道,堅定實施既定戰略,做實大區管理,實現向一線賦能的業務前移。

處方模式加強學術推廣力度,因市制宜,為降低疫情帶來的不利影響,靈活開展各類線上學術會議,在疫情下推進地方新冠肺炎指南的准入工作,並進一步加固商務渠道建設,推進客户分級管理,鎖定核心資源開發,深度分析產品核心領域,加大終端覆蓋。

大健康領域,公司小葵花大健康逐步打造益生菌品類,從單一的內服產品線,進一步擴充益生菌用品系列產品,掌握前沿研發動態,研發新興益生菌品種進行戰略儲備;並在醫療器械、保健食品、營養品、日用品等非藥產品線精耕細作,優化產品結構、推動品類擴容,並對渠道進一步完善,實現了線下的OTC藥店、母嬰店、第三終端實體店,線上的天貓、京東、拼多多旗艦/專營店、O2O的新零售社羣營銷、微商、MCN機構帶貨等全渠道覆蓋。

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