眾生藥業(002317.SZ)2020年度預虧3.8億元-4.5億元
格隆匯 1 月 4日丨眾生藥業(002317.SZ)公佈，預計2020年度歸屬於上市公司股東的淨虧損3.8億元-4.5億元，上年同期盈利31772.95萬元，業績變動原因如下：
1、公司全資子公司廣東先強藥業有限公司(“先強藥業”)主要產品為注射用單磷酸阿糖腺苷和頭孢克肟分散片，上半年受疫情影響銷售急劇下降，雖下半年在積極的營銷策略下有所恢復，但至年末仍未能擺脱疫情影響，全年銷售同比降幅明顯。現時全民衞生防護意識全面加強，預計短中期內對相關領域藥物的需求將持續維持低水平，同時先強藥業部分品種面臨國家集採壓力，長期來看難以達到預期銷售水平。公司根據《企業會計準則第8號-資產減值》及相關會計政策規定，擬計提商譽減值準備範圍為7.4億元至7.8億元。此次商譽減值後，先強藥業的商譽餘額範圍為9535萬元至13535萬元。
2、公司控股子公司廣東逸舒製藥股份有限公司(“逸舒製藥”)產品同樣受到疫情影響，導致上半年銷售有所下降，雖下半年市場有所恢復，但至年末全年業績仍不達預期。鑑於技術開發難度和市場環境變化，公司於近期決定終止主要產品奧美拉唑腸溶膠囊等產品的仿製藥一致性評價研究工作。公司根據《企業會計準則第8號-資產減值》及相關會計政策規定，擬計提商譽減值準備範圍為8000萬元至10000萬元。本次商譽減值後，逸舒製藥的商譽餘額範圍為6267萬元至8267萬元。
3、公司全資孫公司廣州糖網醫療科技有限公司上半年受疫情影響業務基本停頓，團隊人員流失嚴重，市場化運營舉步維艱。公司於近期重新規劃了該公司的發展路徑，確定了將其僅作為公司零售、基層市場推廣業務配套手段的戰略定位。公司根據《企業會計準則第8號-資產減值》及相關會計政策規定，擬全額計提商譽減值準備892萬元。
4、報吿期內，公司扣除上述商譽減值影響後的淨利潤較同期有所增長。一方面，公司核心品種為慢性病用藥，隨着國內疫情的有效控制，終端需求已得到較好的恢復，下半年公司主要產品的市場銷售已逐步恢復正常。面對市場環境變化及疫情影響，公司積極面對，繼續貫徹落實“全產品、全終端、全渠道”的營銷策略，加大力度覆蓋零售及縣域、基層醫療市場，使各業務板塊貢獻更加穩健。另一方面，處置子公司股權確認收益導致投資收益增加，預計非經常性損益對公司淨利潤的影響金額約2.2億元。
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