昆藥集團(600422.SH)：2020年淨利升0.56%至4.57億元 擬10派2.3元
格隆匯 3 月 15日丨昆藥集團(600422.SH)披露2020年年度報吿，實現營業收入77.17億元，同比下降4.96%；歸屬於上市公司股東的淨利潤4.57億元，同比增長0.56%；歸屬於上市公司股東的扣除非經常性損益的淨利潤3.29億元，同比下降0.94%；基本每股收益0.6018元，公司擬向全體股東(公司回購專用證券賬户除外)每10股派發現金紅利2.3元(含税)。
公司堅定實施“針劑-口服”、“處方-零售”雙輪驅動戰略，從品牌、渠道、數字化等多方面的全新建構，推動公司產品、收入結構持續優化。2020年，公司以重點口服品種絡泰®血塞通軟膠囊、參苓健脾胃顆粒、舒肝顆粒等黃金單品為龍頭，加快推動口服產品銷售上量，成為公司新盈利增長極。報吿期內，公司口服劑產品增速明顯，整體增速為12.20%，公司營收結構持續優化，口服產品佔工業營收比例65.89%，口服板塊的工業營收佔比已超過針劑板塊貢獻。
通過持續優化產品結構，公司聚焦品牌、營銷、渠道等優勢資源，打造以絡泰®血塞通軟膠囊為代表的三七口服系列產品、以參苓健脾胃顆粒、舒肝顆粒為代表的昆中藥精品國藥系列產品、以玻璃酸鈉注射液、阿法骨化醇軟膠囊為代表的骨科領域優勢產品集羣及以燈銀腦通膠囊為代表的特色植物藥潛力產品集羣，形成“黃金單品+品類集羣”的大單品優勢及產品梯度。報吿期內，黃金單品戰略顯著，絡泰®血塞通軟膠囊、參苓健脾胃顆粒、舒肝顆粒等產品增速明顯，並帶動過億大品種數量持續增加。其中，絡泰®血塞通軟膠囊、參苓健脾胃顆粒、舒肝顆粒等黃金單品分別實現營業收入4.62億元、1.77億元、1.43億元，同比分別增長19.12%、46.05%、10.46%；血塞通片、血塞通滴丸等品種均實現過億收入，同比分別增長16.35%、23.72%；燈銀腦通膠囊、草烏甲素軟膠囊等潛力品種也分別以23.42%、31.76%的較快增速，為公司產品縱深佈局及梯度打造奠定堅實基礎。
抓住健康消費升級契機，公司通過強化與品牌連鎖藥店的深度合作、開啟線上、電商零售新賽道、數字化營銷打造私域流量等模式，以突出的品牌力和學術力拓展健康消費新藍海，大力發展口服產品的零售業務，為本公司業績增長注入新動力。報吿期內，絡泰®血塞通軟膠囊、參苓健脾胃顆粒和舒肝顆粒三大黃金單品在零售端持續發力，並實現快速增長，其中絡泰®血塞通軟膠囊零售業務同比增長145%。
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