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開開實業(600272.SH):正在積極謀求“大健康”轉型
格隆匯 08-14 17:26

格隆匯8月14日丨開開實業(600272.SH)公佈股票交易風險提示公吿近年來,公司應收賬款賬面餘額呈現上升趨勢。公司部分客户為醫療機構,受國家醫保結算影響,信用賬期相對較長,公司的應收賬款餘額也將隨之增長,可能將面臨應收賬款延緩收回甚至難以收回的風險。此外,應收賬款的持續增長將佔用公司較多的營運資金,導致公司的資金利用率降低和資金成本增加的風險。

隨着公司逐步推進“大健康”戰略轉型,公司業務結構發生變化;同時受到集中採購等政策影響,近年來公司主營業務綜合毛利率總體呈現緩慢下降趨勢。

公司正在積極謀求“大健康”轉型,醫藥板塊雷西公司正在有條不紊的推進口腔科擴建項目、醫用耗材試劑供應鏈綜合管理平台項目以及為推動以上項目進行的數字化平台建設和持續推進ERP升級等項目。相關業務的轉型發展都需要較長的培育期,隨着市場的發展也存在較大的不確認定性。同時,信息化建設加大了對各類信息系統設備的投入,相關的費用成本也在增加;轉型業務的發展還存在持續培育運行與逐步成長的過程,短期內經營業績或難以體現,甚至可能會對公司利潤產生一定的負面影響。

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