半年兩次大手筆回購 邁瑞醫療(300760.SZ)表示對公司未來發展充滿信心
2月10日晚間,邁瑞醫療(300760.SZ)發佈公吿稱,公司回購股份方案的議案獲股東大會通過。根據方案,邁瑞醫療擬在未來12個月內使用自有資金以集中競價交易方式回購部分公司股份回購總金額不超過10億元,本次回購股份將依法註銷並減少註冊資本。
這是邁瑞半年來拋出的第二份回購方案。在2021年8月,邁瑞醫療即推出10億元的回購計劃,並將第一次回購的股票共計不超過304.87萬股用於員工持股計劃,參與對象為公司核心員工和技術骨幹,參與總人數不超過2700人,員工受讓價格為50元/股,該項議案也獲股東大會通過。
在近期回答投資者提問時,對於短短半年時間內兩次大手筆的回購,邁瑞醫療表示,無論從公司的品牌影響力、對核心技術的掌控、產品的市場表現、跨產線的整體解決方案,還是從公司利潤和現金流的穩定增長來看,都使得公司對未來的發展前景和業績增長充滿了信心。
雖然二級市場的股價是波動的,新冠疫情的發展趨勢也是不可控的,但公司有充足的信心能夠把自身做好。同時,公司始終認為,一家公司能夠保持穩健的經營業績、健康的盈利水平、積極進取的企業文化,才能給投資人帶來長遠可觀的投資收益,也必將得到資本市場的認可,讓股東共享公司成長的紅利。
至於大家擔心政策對行業和公司的影響,公司還是維持一貫的看法,國家對醫療改革制定的核心方向是引導公立醫院高質量發展,因此才會推出了公立醫院績效考核、智慧醫院、DRG/DIP等一系列政策,以此提升醫院的運營效率和安全性、明確各級醫院的功能定位等。而公司的多產線解決方案和三瑞生態正是為此應運而生,目的是為醫院提供更多更準確的創新診療技術,提升診療和設備管理效率,絕不僅僅只是為了幫助醫院控費降本。同時,集採、陽光采購等其他政策針對的主要目標是流通環節,醫保局始終在強調要保障生產企業的合理利潤、鼓勵國產企業自主創新,並且在實際操作中也都做到了。因為大家都很清楚地明白一個道理,只有當國產公司真正掌握核心技術、做出了滿足臨牀需求的產品的時候,那些在此之前依賴進口的昂貴醫療器械才能真正降價,從根本上去解決老百姓看病貴、看病難的問題。從之前參與的安徽省對化學發光部分項目和南京市對IVD議價談判的實施結果來看,公司的IVD業務在安徽省和南京市的增長將提速,其中無論是儀器裝機還是試劑消耗均將得到顯著提升。
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