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東陽光藥(01558.HK)預期中期淨利潤(考慮可轉換債券)減少180-190%
格隆匯 08-20 22:25

格隆匯8月20日丨東陽光藥(01558.HK)發佈公吿,公司預期截至2021年6月30日止六個月的歸母淨利潤(考慮可轉換債券)將較上年同期減少約180–190%,預期中期歸母淨利潤(不考慮可轉換債券)較上年同期減少約145–155%。

預期減少主要由於1.2020年新冠疫情初期疊加流感高峯季,終端醫院機構對公司核心產品可威備貨需求較高,因此公司在疫情初期有較多可威發貨;2.2020年新冠疫情爆發後,國內疫情防控嚴峻,導致終端醫療機構患者人流急速下降,終端處方量隨之下降,且由於疫情期間,人們防護意識加強、社交頻率驟降等原因,導致可威渠道庫存消耗速度較低;3.由於疫情前期可威發貨數量較多,以及疫情爆發後,終端可威處方量需求降低,導致可威於去年至今始終處於去庫存階段,故導致公司2021年上半年業績相較於2020年上半年有較大幅度下滑。

目前國內疫情趨勢平穩,人員流動及日常社交活動日趨正常化,加之公司加大學術推廣力度及新渠道拓展,2021年終端醫療機構處方量已有明顯恢復,可威去庫存進展順利。此外,公司多個產品獲批准上市,有利於公司積極開拓新市場,為公司的發展帶來新機遇;同時公司多個產品中標全國藥品帶量採購,有利於公司進一步擴大相關產品的銷量,增加市場佔有率,提升公司品牌影響力;並且根據公司與廣東東陽光藥業有限公司簽署的《避免同業競爭協議修訂》,有利於公司根據市場需求,及時引進更多新產品,優化產品結構及業務模式,對公司的未來業績具有積極的影響。

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