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A股異動 | 藥店股大漲 疫後收入增長恢復可期
格隆匯12月29日丨健之佳漲停,益豐藥房和一心堂漲近9%,老百姓漲6.69%,大參林漲超5%。機構表示,我國連鎖藥店龍頭在疫情逐步緩解後,隨藥品需求、客流量的進一步恢復,有望實現收入的高增長。浙商證券指出,2022年前三季度,幾家連鎖藥店龍頭經過疫情中經營策略的持續調整,收入均顯著恢復,三季度由於2021年部分公司促銷下略呈高基數以及部分龍頭所在區域疫情影響相對嚴重,增速略有波動,但整體恢復趨勢鮮明。參考海外疫情放開後藥店的收入增長情況,我國連鎖藥店有望在疫情緩解後,收入增長持續恢復。

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