東瑞製藥(02348.HK)中期淨利2.56億元 同比增長49.1%
格隆匯8月25日丨 東瑞製藥(02348.HK)公吿,截至2023年6月30日止6個月中期業績,收入6.499億元,同比增長4.2%;母公司擁有人應占期間溢利2.56億元,同比增長49.1%;每股盈利0.1707元。宣派截至2023年12月31日止年度的中期股息每股港幣0.015元。
隨着人口老齡化與消費者健康管理意識增強推動醫療需求提升,進一步驅動市場放量,疾病診療滲透率持續提高,醫療服務場景更趨多元。國家集採政策方面,國家通過招標規則調整,合理控制藥品價格降價幅度,不僅有效維持了供應商的穩定性,也更多認可不同廠商在產品與服務上的相對差異性。
在市場格局逐步穩定的背景下,企業應通過產品創新、運營效率提升和管道拓展等維度進行破局;數字化醫療服務向疾病預防和健康管理拓展,“未來醫療”初具規模。新冠疫情以來,中國消費者與病患的健保消費已逐漸從線下轉移至線上,各環節的數字觸點全面打開。
預約掛號、問診、續方購藥、醫患互動與自我健康管理等醫療服務活動均可通過數字化方式實現,並於疫情背景下實現進一步的催化與成熟,此等變化必將帶來藥品銷售模式的變革,對本集團原來的銷售模式產生影響但亦帶來機遇。
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