穩健醫療(300888.SZ)第二季度扣非淨利潤預增156%-178%
格隆匯7月11日丨穩健醫療(300888.SZ)公佈，預計2022年半年度主營業務收入49.2-51.8億元，同比增長22%-29%；歸屬於上市公司股東的淨利潤8.6-9億元，同比增長13%-18%；扣除非經常性損益後的淨利潤7.9-8.3億元，同比增長25%-32%。
醫用耗材業務：實現主營業務收入30.5億元-32.5億元，同比增長37%-46%，主要原因是公司品牌知名度和美譽度持續提升，公司在醫院、連鎖藥店、電商等渠道覆蓋面更廣，國內渠道業務取得快速增長，疊加新冠疫情反覆的因素，醫用耗材產品取得高速增長。
健康生活消費品業務：實現主營業務收入18.7億元-19.3億元，同比增長4%-8%，主要原因是：①新冠疫情反覆，部分地區如深圳、上海等城市因疫情管控採取陸續封城及人員隔離措施，導致部分門店無法正常開門營業和部分區域物流中斷，對健康消費品線上線下業務帶來影響；②即使面對新冠疫情管控，公司健康生活消費品業務經營承受巨大挑戰的情況，公司依然通過拓展線上、線下銷售網絡協同佈局，代言人聯動及產品發佈會推廣的形式，在自有平台、興趣電商及商超渠道持續佈局和發力，實現整體業績持續增長。
淨利潤增長率略微低於同期主營業務收入增長率的主要原因如下：①上年第一季度出口國外的防疫產品價格較高，使得公司去年同期醫用耗材業務的利潤額基數較高；②2022年上半年主要原材料價格的上漲，特別是棉花、棉紗等主要原料的上漲幅度較大，導致主要產品的生產成本有所上升。
此外，公司第二季度主營業務收入26.2-28.8億元，同比增長48%-63%；歸屬於上市公司股東的淨利潤5-5.4億元，同比增長79%-93%；扣除非經常性損益後的淨利潤4.6-5億元，同比增長156%-178%。
2022年第二季度，淨利潤增長率高於同期主營業務收入增長率的主要原因是公司實施的降本增效戰略舉措取得良好成效，公司整體銷售費用率、管理費用率等期間費用同比降低以及全棉時代毛利率同比提升。
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