You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
賽諾醫療(688108.SH):支架產品帶量集採將對公司主營收入、利潤、市場佔有率產生重大不利影響風險
格隆匯 11-09 22:48

格隆匯 11 月 9日丨賽諾醫療(688108.SH)公佈,2020119日,國家組織高值醫用耗材聯合採購辦公室公佈“冠脈支架集中帶量採購中選結果”,8家企業的10款冠脈支架產品在本次冠脈支架集中帶量採購中中標,並於20211起執行。根據公佈的冠脈支架集中帶量採購中選結果及相關國家級媒體的報道,中選冠脈支架的採購價格出現大幅下降,國內中選支架品與2019年相比平均降幅超過92%,平均價格為700元左右

公司支架產品雖然不在本次帶量集採範圍中,但隨着帶量集採品種的價格的大幅下降,未參與集採的支架產品價格預計亦可能聯動出現大幅下滑由於公司現有支架產品收入佔公司營業收入比例較高(2019年佔比約83.58%20201-9佔比75.84%)2018年公司支架平均出廠價為1933/個,不排除下降到集中帶量採購的平均價格700元,下降幅度可能超過50%將對公司主營收入利潤、市場佔有率產生重大不利影響風險。同時,由於不在本次帶量集採範圍中,隨着202111帶量集採開始正式實施,公司現有支架產品在醫保報銷比例、醫院/病人使用、新輪次集採進入等方面存在不確定風險

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account