華潤三九(000999.SZ):2022年CHC業務佔比超過60%,處方藥業務佔比33%
格隆匯6月14日丨華潤三九(000999.SZ)召開電話會議,就“CHC和處方藥業務從十四五期間佔比預期和增長潛力?”
公司回覆稱,業務佔比方面,公司2022年CHC業務佔比超過60%,處方藥業務佔比33%。目前來看,不考慮昆藥影響,一季度CHC業務表現較好,整體結構沒有太大變化。
從未來增長潛力來看,公司對於各業務都有清晰的發展規劃和戰略目標。十四五期間,CHC業務通過品牌不斷強化、渠道覆蓋增強、持續補充細分領域產品,預計將保持較好增長。感冒藥品類、兒科和大健康業務將保持較快速增長,其他如皮膚、胃藥等品類將超越行業增速。處方藥業務過去幾年受政策尤其是集採政策影響較大,目前集採對業務的影響已基本顯現,產品結構經過幾年調整已有比較好的基礎,未來隨着新品的逐漸上市,處方藥業務預計有比較好的增長機會。
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