佐力藥業(300181.SZ):集採後烏靈膠囊的單盒利潤比較穩定
格隆匯6月15日丨佐力藥業(300181.SZ)召開線上會議,就“公司在集採前後的成本費用的結構是怎麼變化的?”
公司回覆稱,公司主要產品原本就有原材料成本可控的優勢,產品毛利率較高。進入集採後,公司從營銷端和生產端兩個方面來降低成本費用,消化集採價格對利潤的影響。在營銷端,集採中標品種對於開發醫院有優勢,在增加醫院覆蓋數量提升產品銷量的同時也有利於降低營銷費用率;在生產端,我們通過生產技術升級、降本提效及更換產品規格來等各種措施來降低成本。從現階段來看,集採後烏靈膠囊的單盒利潤比較穩定。
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