景峯醫藥(000908.SZ):2020年度預虧7億元-10億元
格隆匯 1 月 29日丨景峯醫藥(000908.SZ)披露2020年度業績預吿,預計2020年度歸屬於上市公司股東的淨虧損7億元至10億元,上年同期虧損8.83億元;扣除非經常性損益後的淨虧損9億元至13億元,上年同期虧損9.75億元。業績變動原因如下:
1、受全國新冠肺炎疫情、藥品招投標降價及地方輔助用藥的政策影響,公司部分產品銷售量下降導致銷售收入減少。
2、公司進行營銷改革,加強專業的學術推廣工作,導致整體的銷售推廣費用增加。
3、2020年,國家監管政策和醫保政策對醫藥行業收緊,大部分國內藥企銷售業績萎靡不振,營銷費用居高不下。同時因新冠肺炎疫情影響,公司部分子公司銷售收入大幅下滑,業績下降,且與預期偏差程度較大。2021年1月,公司及下屬子公司對商譽等資產進行了清查和分析,認為公司部分子公司存在較大的商譽減值損失,對外投資的部分公司存在較大的減值損失。根據《企業會計準則第8號—資產減值》、《會計監管風險提示第8號—商譽減值》的相關規定,本着謹慎性原則,根據經營情況及未來的盈利預測,經初步測算,公司2020年擬對企業合併形成的商譽計提減值準備3-3.7億元,擬對企業對外投資形成的長期股權投資計提減值準備1.4億元-1.7億元,最終減值計提金額將由公司聘請具備證券期貨從業資格的評估機構及審計機構進行評估和審計後確定。
4、報吿期內,公司子公司上海景峯製藥有限公司完成所持有的海門慧聚藥業有限公司63.0086%股權轉讓,上述股權轉讓確認投資收益約2.35億元,上述投資收益為非經常性損益。
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