貝康醫療發盈喜:預計上半年總收益同比增加15.7%至28.0%
格隆匯7月18日丨貝康醫療(2170.HK)發佈盈喜公吿,由於PGT-A試劑盒及自主研發超低温存儲設備的銷售額增長迅速,預期集團截至2023年6月30日止六個月的總收益將介乎79.4百萬元至87.8百萬人民幣,同比增加15.7%至28.0%。自疫情放開後,受進入醫保政策等利好因素影響,輔助生殖週期性恢復顯著,PGT的滲透率加速提升,2023下半年公司PGT業務有望加速釋放。此外,公司迎合市場需求,瞄準智能化儀器設備市場,於去年拿到液氮罐資質,廣受業界好評,帶來2023上半年超低温存儲設備增長。由於收益提升,2023上半年公司毛利同比增長不高於20.5%,將介乎30.2百萬元至36.4百萬人民幣,整體毛利率將介乎39.0%至41.5%,與2022年相應同期比較維持穩定。另外,公司已於今年收購新加坡Genea Biomedx(BMX)全部股權,預期新加坡BMX在2023上半年總收益將介乎43.6百萬元至44.6百萬人民幣,同比增加19.7%至22.5%。預期毛利將介乎24.9百萬元至人民幣25.9百萬人民幣,同比增加10.6%至15.1%。業內人士指出,收購新加坡BMX,是貝康醫療在生殖業務領域的重要佈局,能夠有效提升公司整體競爭力,進一步提升公司的國際市場份額和盈利能力。新加坡BMX上半年業務持續擴張,收入增速明顯。被收購後,利用貝康醫療在國內輔助生殖市場的廣泛佈局,其暢銷全球的培養箱和培養液產品有望進一步得到放量,未來可期。
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