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鷺燕醫藥(002788.SZ):中藥飲片、醫療器械未來的發展路徑趨同於西藥,未來成長空間很大
格隆匯 03-09 15:03

格隆匯3月9日丨鷺燕醫藥(002788.SZ)於2023年3月7日9:30-10:30接受機構調研時表示,公司中藥業務方面,以中藥飲片為主,毛利率在行業居中水平,大概百分之三四十。行業增速估計15-20%,醫藥整體產業增速估計5%左右。未來成長空間較大。中藥飲片市場規模約兩三千億元,目前沒有龍頭企業。近幾年,隨着新藥典的頒發,對品質的要求越來越規範,與此同時,藥品管理法的出台,對不合規產品的懲處力度越來越嚴格,不規範的沒有市場空間的企業逐步退出市場。中藥飲片、醫療器械未來的發展路徑趨同於西藥,未來成長空間很大。

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