興科蓉醫藥(6833.HK)擬收購德陽德美以拓展醫美行業下游業務 醫美產業鏈佈局持續深化
興科蓉醫藥(6833.HK)於2022年1月20日公佈訂立意向書，擬向第三方收購醫療美容服務公司德陽德美股權，收購具體作價將根據對德陽德美的盡職審查結果及獨立估值師評定結果而定，本次的醫美行業收購動作進一步引起了資本市場的關注。
就公司本次擬收購的目標實體來看，德陽德美其主要業務是提供醫療美容服務，屬於醫美行業的下游服務行業，如收購事項最終獲落實，興科蓉醫藥不僅可以利用目標實體的醫療專業人員、設備及設施，以及其於醫療美容行業的網絡，進而可促進技術開發項目的研發工作，同時也將擴大公司業務範圍，直接進駐醫療美容行業下游，從而獲取更全面的市場資料並非更深入瞭解客户對醫療美容產品及服務的需求。
公開資料顯示，興科蓉醫藥是中國醫藥行業領先的營銷、推廣及渠道管理服務供貨商，也是中國血漿藥品領域唯一的營銷、推廣及渠道管理服務供貨商。根據市場資料，2020年興科蓉醫藥的人血白蛋白注射液的市場佔有率劑銷量已達全國第二。近年來，隨着醫療美容以及微整行業的普及化，醫美行業賽道無疑備受投資者的關注。醫美行業兼具醫療的高進入門檻和消費的高成長性兩重屬性，興科蓉醫藥專注於進口血液製品的經銷長達十年之久，在該領域具備領先優勢及完善的營銷推廣渠道，因此也具備拓展醫療美容業務的天然優勢。公司已於去年開始佈局醫美領域，與北京諾康達就“少女針”的開發進行了合作，投資人民幣8850萬元，以期在醫美領域建立自主研發體系，進一步完善公司從研發生產到銷售的一體化產業。
此次興科蓉醫藥收購德陽德美，進一步拓展醫美行業下游業務，既體現了公司持續完善醫美產業鏈的戰略佈局，同時從公司業務角度來看，本次收購標的及其網絡可為後續營銷及銷售公司藥品及醫療美容產品帶來協同效益。從未來的業務發展方向來看，興科蓉醫藥將逐步建立藥品及醫療美容產品兩個業務分部，雙賽道並駕齊驅是公司目前的重點發展戰略，後續的增長空間和增速都值得期待。
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