山外山(688410.SH):對集中帶量採購持積極樂觀的態度
格隆匯12月22日丨山外山(688410.SH)近期在接待機構投資者調研時表示,山外山公司對集中帶量採購持積極樂觀的態度,並希望藉此機會加速推動國產優質血液淨化產品的普及和下沉,造福更多血液透析患者。
一方面,隨着山外山公司自產血液淨化耗材的陸續上市,集中帶量採購模式將快速增加公司耗材的醫院覆蓋數量,對公司提升銷量具有較大的推動作用,從而增強公司盈利能力,給山外山公司帶來新的機遇。
另一方面,隨着集中帶量採購的推動,對以血液淨化設備為主的公司帶來的是增量市場,對以耗材為主的上市公司毛利率可能會產生一些消極影響,而山外山公司是以血液淨化設備為主的公司,因此,集中帶量採購將對我公司帶來正面積極的影響,將加快公司耗材市場板塊的銷售放量。
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