You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
泰格醫藥(3347.HK)2022年中報會議紀要解讀
uSMART盈立智投 08-26 17:35

總結:

1.公司22H1 實現收入35.94 億元,同比增長74.78%;歸母淨利潤11.92 億,同比下降5.02%;扣非淨利潤7.71 億,同比增長42.12%;公司單Q2 收入17.76 億元,同比增長53.87%;歸母淨利潤6.74 億元,同比下降15.75%;扣非淨利潤3.93 億元,同比增長25.21%,二季度受到疫情影響,整體表現基本符合市場預期。

2.分拆業務看,新冠業務上半年收入8億,過手費5億+。二季度3億,服務費1.25億。過手費由於印尼有個項目有患者脫落,部分額外入組發生了額外的過手費。下半年預計有2億新冠相關收入,其餘2023年一季度確認。此外,公司境內主營業務強勁增長,而且新冠海外臨牀做完後在國內申報有註冊收入;海外方面,增長主要爲新冠貢獻,數統及海外臨牀和註冊增長也很好。

3.關於疫情後恢復,公司7月中80%恢復正常,除了住院可能沒法處理其他業務影響不大,上海目前已經完全恢復正常。7-8月常態化疫情,南京、長沙、成都、廣州、北京等有零星疫情,但大城市及強醫院網絡的強二線城市處理比較好,影響有限,類比去年三季度長三角疫情下處理,公司有疫情下緊急處理辦法,有常態化疫情指導。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account