華潤三九(000999.SZ):7-8月份感冒藥整體表現比較好
格隆匯9月20日丨華潤三九(000999.SZ)近期接待機構投資者調研,就“感冒品類下半年預期?”
公司回覆表示,目前來看,7-8月份感冒藥整體表現比較好,主要由於年初到現在因流感等出現,渠道和終端庫存較低,公司訂單相對充足。隨着999感冒藥品牌力進一步增強,消費者/患者對999感冒靈認知度進一步提升,並帶動其他細分品類產品增長,如抗病毒口服液、強力枇杷露等。9月份之後公司將持續關注秋冬季感冒發病率和渠道備貨需求情況。
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