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穩健醫療(300888.SZ)半年度淨利潤預降24.8%-28.4%
格隆匯 07-22 19:37

格隆匯7月22日丨穩健醫療(300888.SZ)公佈,預計2021年半年度實現營業收入40.29億元-40.87億元,同比下降2.2%-3.6%;歸屬於上市公司股東的淨利潤7.39億元-7.76億元,同比下降24.8%-28.4%。業績變動原因如下:

1.醫療業務:主營業務收入與去年同期相比下降15%-17%,但較2019年上半年仍然上升2.5倍左右;同比下降主要原因:

(1)主要由於去年同期國內外疫情影響,公司疾控防護產品價量齊升,導致年同期業績大幅增長。2021年以來,國內疫情得到有效控制,全球防疫物資供應充足銷售價格逐步迴歸常態,致使公司疾控防護產品銷售量較去年同期大幅增長的情況下營業收入和淨利潤均有所下降。

(2)受疫情影響,全球貨物運輸速度減緩,導致全球運力緊張,整體出口航運力嚴重供不應求,推動運費大幅增加。給整個國際航運帶來前所未有的挑戰,致使公司部分境外訂單交付推遲,對公司銷售和淨利潤有所影響。

2.日用消費品業務:主營業務收入與去年同期相比上升20%-22%,較2019年上半年上升33%-35%主要由於

(1)國內疫情得到有效控制,國內消費需求和消費能力反彈,拉動了日用消費品行業景氣度回升

(2)公司繼續拓展線上和線下銷售網絡協同佈局,建立新品及爆品策略,帶來銷售業績較快增長

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