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華潤三九(000999.SZ):預計配方顆粒業務2023年在2022年低基數的基礎上,有望實現恢復性增長,今年營收將逐季改善
格隆匯 04-19 13:45

格隆匯4月19日丨華潤三九(000999.SZ)於2023年4月10日-4月14日召開電話會議、現場會議,就“除感冒品類外,公司其他業務全年展望?”,公司表示,CHC業務中,皮膚、兒科、胃藥等品類有望實現較快增長。兒科澳諾業務隨着品牌影響力和市佔率提升,未來仍具備一定的增長潛力。胃藥、皮膚用藥過去幾年通過產品調整,品牌年輕化打造、品牌運作能力提升等舉措,業務基礎和能力不斷夯實,在此基礎上,未來有望實現良好增長。大健康業務目前基數不高,未來具備一定的增長機會。康慢業務方面,將持續關注今年集採政策在部分省份逐步落地實施過程中對於產品價格和醫院市場銷售等方面的影響。隨着老齡化趨勢的到來,康復慢病領域的產品需求有望增加,公司也做一定的產能佈局規劃。

處方藥業務過去幾年受集採政策影響較大,特別是對抗感染領域的主要品種。這幾年公司不斷優化產品結構,易善復、瘀血痺、諾澤等都保持較好增長;二類新藥復他舒去年獲批新適應症,五代頭孢今年將正式上市銷售,將貢獻新的增量。加上今年醫院市場恢復,預計處方藥業務今年將實現雙位數增長。配方顆粒業務方面,預計配方顆粒業務2023年在2022年低基數的基礎上,有望實現恢復性增長,今年營收將逐季改善。

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