九安醫療(002432.SZ):前三季度淨利預降86.23%-90.36%
格隆匯10月14日丨九安醫療(002432.SZ)公佈2021年前三季度業績預吿,公司歸屬於上市公司股東的淨利潤3500萬元至5000萬元,比上年同期下降86.23%-90.36%;基本每股收益0.0770元至0.1099元。
2021年第三季度歸屬於上市公司股東的淨利潤為-1978萬元至-478萬元,基本每股收益為虧損-0.0435元至-0.0105元。
公司2021年前三季度業績較去年同期下降,主要原因如下:
一、受2020年疫情影響,國內外市場測温產品和其他防疫物資需求激增,一度處於供不應求的狀態。公司快速響應國家衞生防疫需求,提前恢復生產,積極擴大產能,並在國內疫情緩解後,於2020年3月中旬開始去年向國外出口額温計等防疫產品,因此,去年同期公司業績大幅增長。報吿期,國內外疫情趨於好轉,加之全球防疫產品產能的持續供給,防疫物資的緊缺情況有所緩解且防疫產品毛利率下滑。
二、公司的糖尿病診療照護“O+O”新模式已經進入了快速發展通道,公司計劃未來4年在國內47個城市建立約600個照護門診中心,管理約100萬名患者。報吿期內國內照護中心數量大幅增加,合作醫院數量較2020年末增加了近1.5倍。隨着糖尿病診療照護“O+O”新模式項目規模的加速擴張,設備、人員等投入的增加,導致相關支出增長。我國近幾年陸續出台了對互聯網+醫療領域的支持政策,互聯網+醫療服務納入醫保報銷範圍工作正在逐步推進,美國醫保也已經明確了付費方式,公司的糖尿病診療照護“O+O”新模式迎來了良好的發展機遇,公司會持續加大在互聯網+醫療業務的投入,加速推動糖尿病診療照護“O+O”新模式項目在國內外的落地和普及。
隨着糖尿病診療照護“O+O”新模式這一核心戰略的推進,血糖類產品銷量將會隨之提升。此外,公司在保持血壓計、血糖儀等主要產品銷量穩定的同時,將堅持貫徹“在新零售平台推出極致性價比爆款產品”的核心戰略。目前已經相繼上線瞭如額温計、智能手錶、體脂秤、耳温計等多款產品,公司將繼續在中國、美國的新零售平台推出更多受到市場和消費者認可的爆款產品,為公司貢獻收入和利潤,努力提升業績。
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