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普洛藥業(000739.SZ):公司海外業務自去年二季度開始加速恢復
格隆匯 03-13 14:15

格隆匯3月13日丨普洛藥業(000739.SZ)於2023年3月9日19:00-20:00舉行投資者電話交流會並表示,公司海外業務自去年二季度開始加速恢復。影響比較明顯的就是整個抗感染系列品種。在國內,疫情期間抗感染、抗病毒等藥品在藥店銷售被管控,而醫院大家也去的比較少。所以這幾年,這塊業務銷售受到一定影響,海外也一樣。海外這塊業務從2020年下半年開始受影響也是比較大的。到2021年四季度才開始漸漸恢復,到2022年的2季度開始就大幅度恢復了。國內在疫情防控全面放開後,恢復也是非常明顯的。公司提前佈局,在去年六七月份就開始大規模出國搶訂單,所以公司除了自有的工業品種外,其他貿易品種增幅也是非常不錯的。從相關數據上看,整個國內原料藥中間體的出口恢復得還是較好的,説明中國的整個供應鏈競爭力還是保持地非常不錯的。

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