穩健醫療(300888.SZ):在國內擁有超過1600萬的會員粉絲
格隆匯7月23日丨穩健醫療(300888.SZ)在投資者關係活動上表示,2024年第一季度的情況在很大程度上能夠代表醫療業務在常態化下的渠道結構。常態化下,海外渠道為醫療板塊貢獻了大約40%-45%的收入,國內醫院貢獻了約20%,而C端業務(包括OTC藥店和線上電商)也貢獻了約20%。海外市場主要通過OEM/ODM的形式運作,我們與大客户之間建立了緊密的合作關係,並通過加強服務和反應能力,持續創造增量。國內醫院渠道目前按照不同的業務條線進行精細化管理,醫院的拓展和品類的滲透正在穩步推進。C端業務是我們希望加速發展的渠道之一。穩健醫療在國內擁有超過1600萬的會員粉絲,依託這樣的無形資產,我們將以產品結構佈局調整為核心,孵化重點品類的增長;同時做好跨境電商業務,提升核心品類的市場排名。
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