穩健醫療(300888.SZ):2024年前三季度累計,國外銷售佔醫療板塊收入比重的45%
格隆匯12月9日丨穩健醫療(300888.SZ)在投資者互動平台表示,穩健醫療自33年前開始做出口業務,積累了豐富的市場經驗。迴歸常態後,2024年前三季度累計,國外銷售佔醫療板塊收入比重的45%,我們相信這項業務未來增長潛力很大。公司於2024年9月下旬公吿了併購GRI公司的項目,該項目具有多方面的戰略意義:一方面,GRI在中國、美國、越南、多米尼加都有生產基地,穩健醫療將利用其全球生產基地優化產能佈局;另一方面,通過GRI的渠道,我們有望讓更多穩健醫療的產品進入美國市場。協同性方面,GRI公司的產品線與穩健醫療相似,主要集中在手術室耗材等產品,這有助於簡化整合流程。公司還制定了投後百天計劃,積極推動業務整合。
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