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華潤三九(000999.SZ):中藥材價格今年有一定幅度上升,影響不是特別顯著
格隆匯 06-14 07:28

格隆匯6月14日丨華潤三九(000999.SZ)召開電話會議,就“中藥材價格上升明顯,主要產品中藥材上升影響以及應對策略?”

公司回覆稱,中藥材價格今年有一定幅度上升,對成本有一定影響,但影響不是特別顯著。對於使用量比較大的品種,公司會進行一定戰略儲備。公司產品所使用的中藥材品種數量眾多,各藥材價格變動程度不一,對總體成本影響幅度不是特別明顯。長期來看,中藥材由於人工成本、通脹、稀缺等因素,價格趨於逐漸上升態勢。中藥材品種繁多,不同品種不同年份的價格變化比較大。公司希望通過加大種植技術研究、提升智能製造水平、制定適當的採購策略等舉措,化解藥材上升帶來的影響。同時三九具有較強的品牌打造能力和一定的品牌溢價能力,也進一步助力化解中藥材長期升價問題。此外,通過不斷引入新的產品(新產品定價上有優勢)也可降低藥材價格上升的影響。

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