利潤增速快於收入！邁瑞醫療(300760.SZ)前三季度淨利升24.23%至66.63億元
格隆匯10月19日丨邁瑞醫療(300760.SZ)公佈，2021年前三季度，公司實現營業收入193.92億元，同比增長20.72%；歸屬於上市公司股東的淨利潤66.63億元，同比增長24.23%；歸屬於上市公司股東的扣除非經常性損益的淨利潤65.44億元，同比增長24.30%；基本每股收益5.4816元。
區域維度主要是國內市場驅動增長。由於此次新冠疫情對國內醫療和疾控體系帶來了巨大的挑戰，國家對於醫療投入的重視程度得到了前所未有的提升，一場以大型公立醫院擴容為主導的醫療新基建已然拉開序幕；同時，國內各地方政府堅定地執行國家制定的抗疫措施，除了局部地區偶發性疫情以外，國內疫情局勢整體保持穩定，醫院的常規診療活動和公司的各項業務逐步恢復常態化，以上兩個因素拉動國內市場在報吿期內實現了高速增長。
產線維度，國內和部分國際地區醫院診療活動和常規採購的逐步恢復，使得超聲、血球、生化、發光等常規診斷採購需求持續恢復，拉動醫學影像和體外診斷兩大業務領域在報吿期內實現了高速增長。得益於國內醫療新基建的逐步開展，以及AED和微創外科等新興業務的高速發力，使得生命信息與支持業務在報吿期內延續了良好的增長態勢。
2021年前三季度利潤增速快於收入，主要由於國內和國際的散發性疫情原因，今年很多線下推廣活動未全面開展，但是得益於公司從去年抗疫以來建立起的品牌效應和影響力擴大，同樣的投入銷售效率更高，疊加運費當中海運比例同比回升導致運費結構優化，使得銷售費用率有所改善；同時，高效的經營和研發管理，使得管理和研發等相關費用率維持穩定水平，因此整體淨利率有所優化。
未來，公司將繼續聚焦主業，全面加強產品研發創新、國內國際營銷拓展和本地化建設等多方面綜合能力，抓住疫情後時代全球加大醫療投入的歷史性機遇，擴大客户羣突破的戰果，持續提升公司的產品競爭力和市場滲透率；同時，繼續提升內部管理質量，改善經營效率，以使得營業收入和淨利潤長期持續的健康增長。
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