海正藥業(600267.SH):關於加徵關税,目前對海正動保參與國內市場尚未出現直接影響
格隆匯4月11日丨海正藥業(600267.SH)在投資者互動平台表示,關於貓三聯疫苗和豬圓支二聯疫苗的市場規模,不同統計口徑數據差異較大,但兩個產品的市場容量都在快速增長中。海正動保貓三聯——海妙哆的上市,填補了公司寵物疫苗的空白,未來可以和化藥產品、保健產品矩陣形成良好協同,公司會將其當做重點產品做好推廣工作,持續提升市場份額;豬圓支二聯產品市場很大,但國內上市已超過20家,競爭激烈,公司主要策略是以集團客户開發為主,努力佔據市場份額。關於加徵關税,目前對海正動保參與國內市場尚未出現直接影響,公司會抓住一切機會,努力做好進口替代和消費者對於精品國貨認知的打造;對於海外市場,海正動保將根據國際國內形勢適時調整策略,但堅定出海的大方針不會改變。
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