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現代牙科(03600.HK)一季度收益總額8.37億港元 同比增加約6.2%
格隆匯 05-30 19:53

格隆匯5月30日丨現代牙科(03600.HK)公吿,截至2024年3月31日止3個月,集團收益總額(約8億3千7百萬港元)較截至2023年3月31日止3個月增加約6.2%。在牙科行業數碼化趨勢的推動下,歐洲的收益錄得雙位數升幅,充分體現公司於取得市場份額方面表現突出。期內,本集團亦於北美(Micro Dental除外)(+7.1%)、中國內地(+7.0%)、澳洲(+5.3%)及其他(+36.5%)市場有所增長,反映本集團於充滿挑戰的宏觀經濟環境內的競爭力。

公司於北美本地實驗室業務Micro Dental的銷售下降,主要受到種植牙治療(患者可酌情選擇)的需求疲弱及美國經濟疲弱的影響。然而,此舉被公司藉着中國及越南供應境外製造的產品業務ModernDentalUSA的銷量增加所抵銷,乃由於採納數碼化流程後,境外製造產品的競爭力有所提升。

由於自2023年下半年起中國內地逐步全面實施帶量採購政策後,中國內地市場的銷量增加,公司中國內地的業務於2024年第一季度的銷售較2023年第一季度增加7.0%。此舉亦導致中國內地診所積極於香港推廣種植牙治療(患者就診人數明顯減少)。澳洲的收益增加乃主要由於在牙科行業數碼化趨勢的推動下市場份額增加,導致銷量增加所致。

截至2024年3月31日止3個月,儘管宏觀經濟環境持續充滿挑戰,集團的多維策略及全面產品組合、涵蓋價格較高及合乎成本效益的牙科治理,讓集團透過獲得新客户及增加其銷量,從而把握市場機遇,展現集團於整個經濟週期中表現優於競爭對手的能力。

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