美諾華(603538.SH):列如西格列汀是2024年增量較大的品種
格隆匯1月15日丨有投資者向美諾華(603538.SH)提問:2023年沙坦產品量價走勢情況,以及2024年預測,專利到期產品佈局以及未來增量預期?
美諾華回覆:2023年價格競爭態勢不佳,主要原因是國際環境導致中國產能有一定過剩,因為中國的產能是為世界準備的,所以國際環境波動會對這個行業有一定影響,目前市場競爭很劇烈。2024年預計下半年情況會有所緩解,不過未來沙坦在我們整體業務的佔比會逐步下降,會有新產品逐步放量,像沙班、列汀、列淨等產品將會是新的增長點,列如西格列汀是2024年增量較大的品種。
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