華潤三九(000999.SZ):配方顆粒業務在試點時期盈利能力表現較好
格隆匯5月15日丨華潤三九(000999.SZ)披露投資者關係活動記錄表顯示,配方顆粒業務在試點時期盈利能力表現較好。近年來隨着新國標的實施以及配方顆粒聯採的推行,業務處於動態調整期。24年一季度,配方顆粒業務在去年較低基數的基礎上,表現較好,預期全年有一定的機會。24年希望業務能實現恢復性增長。
根據山東十五省配方顆粒聯採結果,公司配方顆粒產品價格平均降幅在40%左右,價格下降對業務毛利率帶來一定影響。隨着國標品種數量逐漸增加,配方顆粒集採將進入常態化階段,未來配方顆粒業務將通過卓越運營,提高全產業鏈能力,力爭成為行業領先者。
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