百亞股份(003006.SZ):當前渠道庫存處於合理水平 四季度部分暢銷產品產能較為緊張
格隆匯1月22日丨百亞股份(003006.SZ)披露投資者關係活動記錄表顯示,公司核心五省不同省份市場的淨利率有所差異,川渝地區淨利率水平高於雲貴陝地區。核心五省對公司來説,既要收入規模增長也要增加利潤貢獻。當前核心五省大健康產品收入佔比低於電商渠道和線下外圍省份,隨着產品結構持續優化,五省毛利率和淨利率將會繼續提升。
當前渠道庫存處於合理水平,四季度公司部分暢銷產品產能較為緊張,對年底經銷渠道訂單發貨有些影響。公司已訂購新生產設備及對現有產線進行改造,有序安排生產計劃來保證一季度及以後的產品穩定供給。
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