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穩健醫療(300888.SZ):剔除感染防護產品,醫療常規品前三季度累計達成毛利率40%
格隆匯 12-09 19:50

格隆匯12月9日丨穩健醫療(300888.SZ)在投資者互動平台表示,公共衞生事件爆發至今,醫療業務已經從高基數影響過渡到常態化運營,高毛利、高增速產品(例如高端敷料和健康個護品類)在整個醫療板塊的佔比正在逐步提升。剔除感染防護產品,醫療常規品前三季度累計達成毛利率40%,預計能夠保持這樣的水平。費用端,隨着銷售增速的穩步提升,固定費用有望分攤,營銷端我們將加強ROI管控,提升費用投放的精準度。目前營業利潤率水平較公司目標有一定差距,公司計劃通過一系列管理舉措,逐步提升醫療業務整體的盈利水平。

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