ag棋牌

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                    疫情下,以岭药业的选择对吗?

                    来源:融中母基金研究院   作者:冯紫薇、朱晓佳   时间:2019-03-17 13:03  字号选择:

                    2020年1月以来的新冠肺炎疫情,让2003年红极一时的连花清瘟系列药物再度火爆。作为以岭药业的主打产品,连花清瘟为何能在疫情期间大卖脱销?以岭药业放弃其他产品全力生产连花清瘟的决策是否明智?

                    YILINGYAOYECHENGLIYU1992NIAN,SHIYIJIAYOUWUYILINGYUANSHICHUANGJIANDEJIAZUQIYE,ZHUYINGYEWUWEIZHONGYAOYANFASHENGCHANHEXIAOSHOU。2020NIANCHU,XINGUANFEIYANYIQINGBAOFA,YOUYILINGYAOYEYU2003NIANFEIDIANYIQINGQIJIANYANFABINGDUJIASHENGCHANDELIANHUAQINGWEN,PINGJIEQIJUYOUGUANGPUKANGBINGDUDEZUOYONGBEINARU《XINXINGGUANZHUANGBINGDUGANRANDEFEIYANZHENLIAOFANGAN》DISIBANHEDIWUBAN,ZAIDUCHENGWEISHICHANGHEXIAOFEIZHEQIANGGOUDEREMENCHANPIN。


                    ag棋牌NEIME,ZUOWEIYILINGYAOYEDEZHUDACHANPIN,LIANHUAQINGWENWEIHENENGZAIYIQINGQIJIANDAMAITUOXIAO?YILINGYAOYEFANGQIQITACHANPINQUANLISHENGCHANLIANHUAQINGWENDEJUECESHIFOUMINGZHI?ZHEIDUIGONGSIWEILAIDEYEJIHEFAZHANYOUYOUNAXIEYINGXIANG?


                    RONGZHONGYANJIUTONGGUOFENXICESUAN,YILINGYAOYECIFANDIAOZHENGSHENGCHANJUECEJIANGWEIGONGSI2020NIANQUANNIANZENGJIA14-19YIYUANDESHOURU,JIBICIQIANYUCEDE2020QUANNIANYEJIZENGSUTIGAO1BEIHAIDUO。YINCI,CONGSHOURULAIKAN,YILINGWUYICHENGWEICICICELVEDIAOZHENGDEDAYINGJIA。


                    疫情来袭连花清瘟需求火爆,以岭药业产能加速扩张


                    GENJUCESUAN,LIANHUAQINGWENCHANPINDERICHANGCHANNENGYUEWEIRICHANJIAONANGJIXING2,000WANLI、KELIJIAONANGJIXING40WANDAI。SUIZHEYIQINGDEBUDUANFAZHAN,YILINGYAOYEBUDUANDIAOZHENGSHENGCHANJIHUA,QUANLISHENGCHANLIANHUAQINGWENCHANPINYIMANZUSHICHANGXUQIU。WEIBAOZHENGGONGYING,YILINGYAOYEQUANYUAN24XIAOSHIJIABANJIADIANSHENGCHAN,ZANTINGLEQITACHANPINDESHENGCHAN,JIANGQUANBUSHENGCHANXIANTOURULIANHUAQINGWENXILIEYAODESHENGCHAN,BINGZUOCHULEYAOPINBUSHANGZHANGDECHENGNUO。


                    表 1连花清瘟患者一周用量测算

                    疫情下,以岭药业的选择对吗?

                    数据来源:阿里健康药品说明书


                    表 2连花清瘟产能测算(按一位患者一周用量)

                    疫情下,以岭药业的选择对吗?

                    备注:“抢产期”产能依据以岭药业采访数据;日常产能根据“抢产期”产能除以2.5测算


                    ag棋牌1YUE17RI,GONGSISHANGLINGYINGXIAOZHONGXINZONGJINGLIZAIXINWENCAIFANGZHONGBIAOSHI,LIANHUAQINGWENYITIANDECHANLIANGCHABUDUOZAI2,000JIAN,YEJIUSHI80WANHE,ANZHAOYIHEFUYONG2ZHI3RI,YIWEIHUANZHEFUYONGLIANGHEDESHUJUJINXINGCESUAN,YILINGYAOYEDERICHANLIANGKEYIMANZU40WANRENDEYONGYAOXUQIU。


                    1YUE20RI,YILINGYAOYEGENJUSHICHANGXUQIUDIAOZHENGLIANHUAQINGWENCHANPINDESHENGCHANJIHUA,JIANGGONGSISHIJIAZHUANGHEBEIJINGLIANGGESHENGCHANJIDIDESHENGCHANXIANQUANBUYONGLAISHENGCHANLIANHUAQINGWENCHANPIN,MEIRIKESHENGCHANLIANHUAQINGWENJIAONANGJINWUQIANWANLI,LIANHUAQINGWENKELIYIBAIDUOWANDAI。CONGYUANLAIMEITIAN300XIANGDECHANCHUTIGAODAOLEMEITIAN660XIANG,CHANNENGDADAOPINGSHIDE2.5BEIZUOYOU。


                    2YUE24RI,YILINGYAOYEZONGJINGLIWUXIANGJUNZAIXINWENCAIFANGZHONGBIAOSHI,ZAIQIANQIMANZU50WANRENYIZHOUDEYONGYAOXUQIUJICHUSHANG,JIANGJIXUKAIZUMALITISHENGCHANNENG,XINGOUZHIDESHENGCHANXIANJIJIANGTOURUSHIYONG,RICHANNENGJIANGTISHENG132WANDAI,KEZAIMANZU6WANRENYIZHOUYONGYAOXUQIU。


                    中成药产品线丰富,心脑血管及抗感冒类药等主导产品市场领先


                    ag棋牌YILINGYAOYEYONGYOUZHUANLIXINYAOSHIYUGE,HANGAILEXINNAOXUEGUANBING、TANGNIAOBING、ZHONGLIU、HUXI、SHENJING、MINIAODENGLINCHUANGDUOFA、ZHONGDAJIBINGLINGYU,CHANPINXIANFENGFU。


                    MUQIAN,GONGSIZHUYAOCHANPINGONGJI7ZHONG,BAOKUOYINGYONGYUXINNAOXUEGUANJIBINGLINGYUDETONGXINLUOJIAONANG、CANSONGYANGXINJIAONANG、QILIQIANGXINJIAONANG,YINGYONGYUGANMAOHUXIDAOJIBINGLINGYUDELIANHUAQINGWENJIAONANGHELIANHUAQINGWENKELI,YIJITANGNIAOBINGLEIYAOJINLIDAKELI、BAOJIANYAOYANGZHENGXIAOJIJIAONANGHEQIANLIEXIANYAOXIALIQIJIAONANG。


                    ag棋牌XINNAOXUEGUANLEIYAOSHIGONGSIDEZHUDAOCHANPIN,YINGSHOUZHANGONGSIZONGYINGSHOUDEBIZHONGZAI55%YISHANG;KANGGANMAOLEIYAOWEIGONGSILINGYILEIZHUDAOCHANPIN,YESHIGONGSILITUIDEQUANTOULEICHANPIN,YINGSHOUZHANBIWEI28.68%。


                    GONGSIXINNAOXUEGUANLEIYAOPINSHIZHONGBAOCHISHICHANGLINGXIAN。CONGYILIAOZHONGDUANCHANPINFENELAIKAN,GENJUMINEIWANGSHUJU,2016-2018NIAN,GONGSIXINNAOXUEGUANLEIYAODESHICHANGFENEBAOCHIZAI13%ZUOYOU,TONGXINLUOJIAONANGHECANSONGYANGXINJIAONANGXIAOSHOUSHOURUPAIMINGJUNBAOCHIZAIQIAN5MING。


                    表 3 以岭药业心脑血管类药市场份额占比

                    疫情下,以岭药业的选择对吗?

                    数据来源:米内网


                    GONGSIKANGGANMAOLEIYAOBAOKUOLIANHUAQINGWENJIAONANGHELIANHUAQINGWENKELI2ZHONG,QIZHONGKELIWEICHUFANGYAO,ZHUYAOZAIYIYUANDENGYILIAOZHONGDUANXIAOSHOU;JIAONANGWEIOTCFEICHUFANGYAO,ZHUYAOZAIYAODIANDENGLINGSHOUZHONGDUANSHICHANGXIAOSHOU,XIAOLIANGZHANLIANHUAQINGWENXILIEYAOZONGXIAOLIANGDE60%。


                    图 1以岭药业2019年1-6月主营产品销售收入占比

                    疫情下,以岭药业的选择对吗?

                    数据来源:以岭药业公司年报


                    ag棋牌GONGSIKANGGANMAOYAOZAIXIFENLINGYUSHICHANGYEBAOCHILINGXIAN。GENJUMINEIWANGDESHUJULAIKAN,2016、2017NIANLIANHUAQINGWENJIAONANGHELIANHUAQINGWENKELIZAIZHONGCHENGYAOGANMAOYONGYAOSHICHANGDESHICHANGFENEZAI10%ZUOYOU,XIAOSHOUEJUNBAOCHIZAISHICHANGQIAN5MING;2018NIAN,MINEIWANGTONGJIKOUJINGYOUSUOKUODA,LIANHUAQINGWENJIAONANGHELIANHUAQINGWENKELIZAIZHONGGUOCHENGSHI、XIANJIGONGLISHICHANGZHONGCHENGYAOHUXIXITONGJIBINGYONGYAOLINGYUSHICHANGFENEWEI2.77%,XIAOSHOUEPAIMINGFENBIEWEIDI5MINGHEDI12MING。


                    表 4 连花清瘟系列药市场份额占比

                    疫情下,以岭药业的选择对吗?

                    数据来源:米内网


                    ag棋牌KEJIAN,GONGSICHANPINZAIXINNAOXUEGUANHEGANMAOHUXIXITONGJIBINGYONGYAOLINGYUYIJINGCHUYUXINGYELINGXIANDIWEI,CHANPINJINGZHENGLIQIANG,SHICHANGFENEWENDING。GONGSIDETONGXINLUOJIAONANG、CANSONGYANGXINJIAONANG、LIANHUAQINGWENJIAONANGKELI、QILIQIANGXINJIAONANG、JINLIDAKELIYIJINRU2018NIANDE《GUOJIAJIBENYAOWUMULU》;ZAI19NIANXINBANYIBAOMULUDIAOZHENGZHONG,TONGXINLUOJIAONANG、CANSONGYANGXINJIAONANG、QILIQIANGXINJIAONANG、YANGZHENGXIAOJIJIAONANG、LIANHUAQINGWENJIAONANGKELI、JINLIDAKELI、XIALIQIJIAONANGJUNJINRULEXINYIBAOMULU,YUJIUBANMULUXIANGBI,QILIQIANGXINJIAONANGYOUYIBAOYILEIDIAOZHENGDAOJIALEI,CANSONGYANGXINJIAONANGLINCHUANGSHIYONGFANWEIYOUSUOKUODA,KEYISHUOJIGONGSICHANPINDAILAILEXINDEFANGLIANGKONGJIAN,QIZHONGQILIQIANGXINJIAONANGMUQIANRENGBAOCHIGAOSUZENGZHANG,SHICHANGFENEZHUNIANZENGJIA,WEILAIYOUWANGCHENGWEIGONGSIXINDEZHONGBANGCHANPIN。


                    连花清瘟获市场高度认可,品牌影响力逐渐扩大


                    ag棋牌LIANHUAQINGWENZUICHUSHIYILINGYAOYEZAI2003NIAN“FEIDIAN”QIJIANWEIDUIKANGFEIDIANFEIYANBINGDUERYANFADEYIZHONGZHONGYAOXINYAO。ZHONGGUOJUNSHIYIXUEKEXUEYUANDENGQUANWEIYANJIUJIGOUDEYANJIUJIEGUOBIAOMING,LIANHUAQINGWENJIAONANGKEMINGXIANYIZHISARSBINGDUDEFUZHI,TONGSHIYESHIWEISHUBUDUOYOUZHENGJUBIAOMINGJUYOUKANGSARS-CoVZUOYONGDEZHONGYAOZHIYI。2003NIANYILAI,ZHONGGUOZHONGYIKEXUEYUANDENGQUANWEIKEYANYUANSUODUIGAIYAOJINXINGDEDALIANGKEXUEYANJIUBIAOMING,LIANHUAQINGWENJIAONANGJUYOUGUANGPUKANGBINGDUZUOYONG,DUIJIAXINGLIUGANBINGDU、YIXINGLIUGANBINGDU、QINLIUGANBINGDU、XIANBINGDUYIJIDUOZHONGPUTONGGANMAOBINGDUDOUYOUHENHAODEYIZHIJIEKANGZUOYONG,ZHUYAOYONGYUGANMAO、LIUGANXIANGGUANJIBINGDEZHILIAO,XIANHOUDUOCIBEIGUOJIAWEISHENGJIANKANGWEI、GUOJIAZHONGYIYAOGUANLIJULIERUGANMAO、LIUGANXIANGGUANJIBINGZHENLIAOFANGAN。


                    JINLIANGNIAN,LIANHUAQINGWENXILIEYAOYIZHILIAOXIAOGUOHAO、SHIYONGFANWEIGUANG、ANQUANXINGGAODENGTEDIANSHOUDAOXIAOFEIZHEGUANGFANRENKE,XIAOSHOUEZHUNIANZENGJIA,DUIGONGSIYINGSHOUGONGXIANBILIBUDUANTIGAO。2019NIANQIANSANJIDU,LIANHUAQINGWENXILIEYAOYINGSHOU14.15YIYUAN,TONGBIZENGZHANG33.24%,ZHANZONGYINGSHOUBIZHONG32.54%,JIAOSHANGNIANTONGQITIGAO4.75GEBAIFENDIAN,YINGSHOUZHANBIJINYIBUTIGAO。


                    SUIZHELIANHUAQINGWENXIAOLIANGDEKUAISUZENGZHANG,QIPINPAIYINGXIANGLIYEZAIBUDUANKUODA,ZAIXINGYELINGYUNEIZHANHUOZHUDUOJIANGXIANG。2017NIANLIANHUAQINGWENRONGDENGNIANDUZHONGGUOFEICHUFANGYAOGANMAOKESOULEIBANGDAN,LIANHUAQINGWENJIAONANGZAI“JIANKANGZHONGGUO·PINPAIBANG”PINGXUANHUODONGZHONGRONGDENGGANMAOYAOZHONGCHENGYAO(QINGRELEI)PINPAIBANGDIYIMING;2018NIAN,LIANHUAQINGWENJIAONANGWEILIEZHONGGUOOTCZHONGCHENGYAOGANMAOKESOULEIDI2MING;2019NIAN,LIANHUAQINGWENRONGDENG“ZHONGGUOYIYAO·PINPAIBANG”NIANDUBANGDAN,HE“JIATINGCHANGBEIYAOSHANGBANGPINPAI”NIANDUBANGDAN。YEJIEYUGUANGDAXIAOFEIZHEDUIYILINGYAOYEJILIANHUAQINGWENPINPAIDERENKEDUBUDUANTIGAO。


                    图 2 2015年-2019年6月末以岭药业各类产品销售收入占比

                    疫情下,以岭药业的选择对吗?

                    数据来源:Wind


                    ag棋牌2020NIAN,XINGUANFEIYANYIQINGBAOFAYILAI,LIANHUAQINGWENXILIEYAOYINQIJUYOUKANGBINGDUZUOYONGERBEILIEWEIYIXUEGUANCHAQITUIJIANYONGYAO,BINGRUXUAN《XINXINGGUANZHUANGBINGDUGANRANDEFEIYANZHENLIAOFANGAN》SHIXINGDISIBAN、DIWUBAN,ZAIDUCHENGWEIREXIAOCHANPIN,SHICHANGXUQIUHUOBAO。YOUYULIANHUAQINGWENXILIEYAOSHIYILINGYAOYEDUJIACHANPIN,1YUEYILAI,GONGSIDINGDANBAOMAN,QUANBUSHENGCHANXIANDOUZAISHENGCHANLIANHUAQINGWENXILIEYAOPIN。JUGONGSINEIBURENYUANJIESHAO,JINNIAN1YUEFENLIANHUAQINGWENCHANPINSHIXIANDESHOURUYICHAOGUOQIQUNIANYIJIDUSHOURU。


                    全线生产连花清瘟能持续多久,对公司收入影响几何?


                    ag棋牌JULEJIE,YOUYUTUFAYIQINGDAOZHILIANHUAQINGWENSHICHANGXUQIULIANGJIAODA,YILINGYAOYEYU2020NIAN1YUE20RIYISHICHANGXUQIUDIAOZHENGLIANHUAQINGWENCHANPINDESHENGCHANJIHUA,MUQIANGONGSISHIJIAZHUANGHEBEIJINGLIANGGESHENGCHANJIDISHENGCHANXIANQUANBUYONGLAISHENGCHANLIANHUAQINGWENCHANPIN,QIANGCHANQIJIANDERICHANNENGSHIPINGCHANGGONGZUOLIANGDE2.5BEI,MEITIANKESHENGCHANLIANHUAQINGWENJIAONANGJIN5000WANLI,LIANHUAQINGWENKELI100DUOWANDAI,RICHANLIANGKEYIMANZU40WANRENYIZHOUDEYONGLIANG,QIEGONGSICHENGNUOYAOPINJIAGEBUSHANGZHANG。


                    ag棋牌YILINGYAOYEDONGMIWURUICHENG,“DUIYUQITAZHUANLIZHONGYAOCHANPINRUXINNAOXUEGUANXILIECHANPIN,GONGSICHANCHENGPINKUCUNHESHANGYEKUCUNKEYIMANZUYIDINGSHIJIANNEIDESHICHANGXUQIU。RUGUOYIQINGCHIXU,YUJIQITAZHUANLIZHONGYAOCHANPINDESHENGCHANHEXIAOSHOUKENENGHUISHOUDAOYIDINGCHENGDUYINGXIANG。”


                    ag棋牌QISHI,ZAOZAI2018NIAN1YUELIUGANBAOFAQI,YILINGYAOYEJIUCENGCAIQUGUOCILEICUOSHIYINGDUILIANHUAQINGWENCHANPINDEDUANQUE。2018NIAN1YUE,WEIJIEJUEKANGLIUGANYAOWUJINQUE,MANZUDAPILIANGDESHICHANGXUQIU,YILINGYAOYEZANSHITINGZHILEQITAYAOPINDESHENGCHAN,JINJIKUODAKANGLIUGANZHONGCHENGYAOLIANHUAQINGWENDESHENGCHAN。


                    ag棋牌DANGSHIGONGSI12TIAOGAOSUSHENGCHANXIANBUTINGXIEDIQUANBUYONGLAISHENGCHANLIANHUAQINGWENJIAONANG、KELI,RICHANLIANG3500-4000XIANG,CHANNENGZENGJIALE5BEI。SUIZHELIUGANYIQINGZAI2JIDUZHUJIANJIESHU,GONGSIHUIFUQITACHANPINZHENGCHANGSHENGCHAN。


                    SHOUYIJIDULIUGANYIQINGDEYINGXIANG,2018NIANSHANGBANNIANLIANHUAQINGWENXIAOSHOUXINGSHIDAHAO,YINGSHOUTONGBIZENGJIA80%YISHANG,DANGONGSIQITAJIGEZHUYAOCHANPINDESHENGCHAN、FAHUOSHOUDAOLEMINGXIANDEYIZHI:TONGXINLUOSHANGBANNIANTONGBIZENGZHANGJINZAI2%ZUOYOU;QILIQIANGXINCHANPINCHUYUKUAISUZENGZHANGQI,TONGBIZENGZHANGYUE17%;ERZUOWEIDANGSHIGONGSIDIYIDAZHULICHANPINCANSONGYANGXINQUECHUXIANLE3%DETONGBIFUZENGZHANG。2018NIAN,GONGSIQUANNIANZONGYINGSHOUTONGBIZENGJIA17.97%,KANGGANMAOLEIYAOTONGBIZENGJIA84%,ERXINNAOXUEGUANLEIYAOYINGSHOUZENGSUJINWEI1.1%,JIAOSHANGNIANXIAJIANGLE8.49GEBAIFENDIAN。


                    ZHONGYINGUOJIZHICHU,XINGUANFEIYANYIQINGDUIYIYAOXINGYEDAILAIDEYINGXIANGJUYOUYICIXING、WAISHENGXINGTEDIAN,YINGXIANGSHIJIANJIANGYOUYIQINGFAZHANDEJINDUSUOJUEDING。


                    MUQIAN,GEGEJIGOUHEZHUANJIAXUEZHEGENJUSHUJUJIMOXINGDUIYIQINGFAZHANJINCHENGZUOCHULEYUCE,DADUORENWEIBENCIYIQINGJIANGHUIZAI2YUEZHONGXIAXUNYINGLAIFENGZHI,YUJI4YUEFENJIANGHUIJINRUWEISHENG;YEYOUJIGOU、ZHUANJIALEGUANRENWEIYIQINGHUIZAI3YUEDIJIESHU;HAIYOUBAOSHOUZHERENWEIYIQINGJIESHUSHIJIANKENENGHUIYANCHIDAO5YUE,RUFANGKONGBULI,KENENGFAZHANWEIQUANQIUXINGSHIJIAN,BINGHUICHIXUYINGXIANGDAZHONGSHENGHUOSHUYUEZHIJIU。


                    YINCI,GENJUYILINGYAOYECIQIANZAILIUGANYIQINGZHONGDESHENGCHANJIEZOUHECICIXINGUANFEIYANYIQINGDEFAZHANYUCEQINGKUANGLAIKAN,GONGSIQUANCHANXIANSHENGCHANLIANHUAQINGWENCHANPINSHUYUDUANQIXINGWEI。BAOSHOUGUJI,SUIZHEXINGUANYIQINGZAI4-5YUEFENJINRUWEISHENG,2JIDUZHIHOUGONGSIQITACHANPINSHENGCHANJIEZOUJIANGZHUJIANHUIFUZHENGCHANG。


                    ANZHAOYISHANGTIAOJIANHEGONGSIYIWANGYEJI,2020NIAN,JIASHEGONGSIZHENGGE1JIDUTINGCHANQITACHANPIN,QUANXIANSHENGCHANLIANHUAQINGWENCHANPIN,LIANHUAQINGWENRICHANLIANGANZHAOMEITIANSHENGCHANLIANHUAQINGWENJIAONANG5000WANLI、LIANHUAQINGWENKELI100WANDAIJISUAN,CHANPINJIAGECANZHAOTONGGUIGECHANPINSHICHANGJUNJIAJISUAN,YUJIGONGSI2020NIANYIJIDUYINGSHOUKEDADAO30.38YIYUAN。


                    ag棋牌JIASHE2-4JIDUGONGSIHUIFUZHENGCHANGSHENGCHAN,GECHANPINYINGSHOUZHANBI、YINGSHOUZENGSUCANZHAO2019NIANBANNIANSHUJU(TEBIEDI,XINNAOXUEGUANLEIYAODEYINGSHOUZENGSUANZHAOCHUXIANGUOLEISIQINGKUANGDE2018NIANDE1.1%JISUAN),ZEBAOSHOUGUJI,YILINGYAOYE2020NIANQUANNIANYINGSHOURENGKEDADAO78.26YIYUAN,TONGBIZENGZHANGYUE33.73%;RUOANZHAOGONGSI2018NIAN68.25%DEMAOLILVJISUAN,2020NIANGONGSIQUANNIANYINGYELIRUNKEDADAO53YIYUAN。


                    GENJUZHULIUQUANSHANGZAI2019NIAN4JIDUDUIYILINGYAOYE2020NIANYINGYESHOURUSUOZUODEYUCE,RUOWUXINGUANFEIYANYIQINGYINGXIANG,YILINGYAOYE2020NIANYINGYESHOURUYUJIZAI59.9-64.2YIYUANZHIJIAN,YUJITONGBIZENGSUZAI3%-10%,ER2020NIAN1JIDUDEXINGUANFEIYANYIQINGDAOZHIGONGSILIANHUAQINGWENCHANPINXIAOLIANGDAFUZENGJIA,TIGAOGONGSI2020QUANNIANYINGSHOUZENGSUCHAO13GEBAIFENDIAN,DUOZENGJIASHOURU14-19YIYUAN。


                    YOUCIKEJIAN,CICIXINGUANFEIYANYIQINGYUYIWANGLIUGANYIQINGBUTONG,GONGSITINGCHANQITACHANPIN、QUANXIANSHENGCHANLIANHUAQINGWENCHANPINDUIGONGSI2020NIANYINGSHOUJILIRUNZENGZHANGLAISHUOSHIFEICHANGDADELIHAOYINSU。


                    表 5 以岭药业2020年一季度销售收入预测

                    疫情下,以岭药业的选择对吗?

                    数据来源:融中研究 注:产品价格参考同规格产品市场均价;每月按30天计算


                    表 6 以岭药业2-4季度销售收入预测

                    疫情下,以岭药业的选择对吗?

                    数据来源:融中研究


                    ZHU:YINYILINGYAOYESHANGWEIFABU2019NIANBAO,GECHANPINYINGSHOUZHANBICANZHAO2019NIANBANNIANHE2018NIANSHUJU,XINNAOXUEGUANLEIYAOYINGSHOUZENGSUCANZHAO2018NIANSHUJU


                    ZONGSHANG,CICIXINGUANFEIYANYIQINGQIJIAN,GONGSIDUYOUCHANPINLIANHUAQINGWENXILIEYAORUXUAN《XINXINGGUANZHUANGBINGDUGANRANDEFEIYANZHENLIAOFANGAN》,GONGSI24XIAOSHIBUTINGGONGDUILIANHUAQINGWENYAOPINDEQUANCHANXIANSHENGCHAN,YIJIXIANGZHONGGUOHONGSHIZIHUIJUANZENG1000WANYUANLIANHUAQINGWENJIAONANGDENGJUCUO,BUJINNENGSHIGONGSISHOURUDAFUZENGJIA,HAIJINYIBUKUODALEQUANTOUCHANPINLIANHUAQINGWENZAIXIAOFEIZHEXINZHONGDEPINPAIYINGXIANGLI,TIGAOLEYILINGYAOYEGONGSIZAIYIYAOLINGYUNEIDEZHIMINGDU,WEIYILINGYAOYEWEILAIJINYIBUKUODACHANPINSHICHANGKONGJIAN、TIGAOGONGSIHEXINJINGZHENGLIQIDAOLEFEICHANGJIJIDEZHUTUIZUOYONG。


                    中成药迎来发展新阶段,连花清瘟能否实现弯道超车?


                    CONGCHANYELIANJIAODULAIKAN,ZHONGYAOXINGYEDESHANGYOUCHANYEZHUYAOBAOKUOZHONGYAOZHONGZHIYEYIJIWEIZHONGYAOXINGYETIGONGXIANGGUANSHENGCHANSHEBEIDEXINGYEDENG,LIRUZHONGYAOCAIPEIYUJIDI、ZHONGYAOCAIJIAGONGYANFAJIDIDENG;ZHONGJIANCHANYEWEIZHONGYAOCAIYINPIANPAOZHIJIAGONGYIJIZHONGCHENGYAOSHENGCHANZHIZAO;XIAYOUCHANYEWEIYIYAOLIUTONG,JIZHONGYAOXIAOFEISHICHANG。

                    CONGXIAOFEIJIEGOULAIKAN,ZHONGCHENGYAOXINGYESHIZHONGYAOSHICHANGFENEZHANBIZUIDADEZIXINGYE,ZHANZHENGGEZHONGYAOXINGYEZONGXIAOSHOUSHOURUDE72.59%。


                    图 3 我国中药市场消费结构

                    疫情下,以岭药业的选择对吗?

                    数据来源:智研咨询


                    ag棋牌JINLIANGNIAN,WOGUOZHONGCHENGYAOXINGYECHENGXIANGUIMOFANGHUANDEQUSHI,XINGYEXIAOSHOUGUIMOCONG2016NIANKAISHIZHUNIANXIAJIANG。CONGJINNIANDESHUJUKEYIKANCHU,2010-2016NIANZHONGCHENGYAOXINGYEDEXIAOSHOUSHOURUZHUNIANZENGZHANG,FUHEZENGZHANGLVWEI22%。QIZHONG,2016NIANXIAOSHOUSHOURUGAODA6981.9YIYUAN,WEILINIANZUIGAOSHUIPING;2017-2018NIAN,XIAOSHOUSHOURUZHUJIANXIAJIANG,2018NIANSHIXIANXIAOSHOUSHOURU5728.2YIYUAN,TONGBIXIAJIANG15.88%。


                    图 4 中国中成药行业销售收入及增速情况

                    疫情下,以岭药业的选择对吗?

                    数据来源:国家统计局


                    ag棋牌SUIQIANWOGUOZHONGCHENGYAOXINGYEZHENGTIGUIMOFANGHUAN,DANLINGSHOUYAODIANZHONGCHENGYAOSHICHANGGUIMOKUAISUZENGJIA。2018NIAN,WOGUOLINGSHOUYAODIANSHICHANGZHONGCHENGYAOXIAOSHOUEDA1114YIYUAN,TONGBIZENGZHANG3.91%,JIAO2016NIANZENGJIA15.56%,LINGSHOUYAODIANZHONGCHENGYAOSHICHANGZHENGTICHENGSHANGSHENGQUSHI。QIZHONG,SUIZHEJINJINIANWOGUOHUXIXITONGJIBINGHUANBINGLVTIGAO,HUXIXITONGJIBINGYONGYAOCHENGWEILINGSHOUSHICHANGZHONGFENEZUIDADEPINLEI,XIAOSHOUZHANBIDA24.27%。2018NIAN,LINGSHOUYAODIANQUDAODEHUXIXITONGJIBINGYONGYAOXIAOSHOUEWEI293.5YIYUAN,TONGBIZENGZHANG8.95%,CHAOGUOXINGYEZENGSU5GEBAIFENDIAN,SHILINGSHOUYAODIANSHICHANGZHONGCHENGYAOZHONGZENGZHANGZUIWEIXIANZHUDEYILEIYAOPIN。

                    ag棋牌JINGGUOCICIYIQINGDEXILI,RENMENJIANGJINYIBUTIGAODUIBINGDUXINGFEIYANHEHUXIXITONGJIBINGDEZHILIAOHEYUFANGYISHI,HUXIXITONGJIBINGYONGYAOJIANGCHENGWEIZHONGCHENGYAOXINGYEZUIJUFAZHANQIANLIDEZIXINGYEZHIYI。


                    图 5 中国零售药店市场中成药销售额占比

                    疫情下,以岭药业的选择对吗?

                    数据来源:米内网


                    ag棋牌ZAIHUXIXITONGJIBINGYAOPINLINGYU,LIANHUAQINGWENJIAONANGZUOWEIYILINGYAOYEKANGGANMAOLEIYAODEZHUDACHANPIN,ZAIOTCZHONGDUANGANMAOYAOSHICHANGSHICHANGYIZHIBAOCHIWENDINGLINGXIANDIWEI。GENJUZHONGKANGZIXUNSHUJU,2017、2018NIANLIANHUAQINGWENJIAONANGZAIOTCZHONGDUANGANMAOYAOPINLEIXIAOSHOUEPAIMINGZHONGJUNMINGLIEDI5WEI,1-4MINGWEIHUARUNSANJIU、JICHUANYAOYEHETAIJIJITUAN。


                    ZHANGQILAIKAN,WEILAISUIZHEXIAOFEIZHEJIANKANGHEJIBINGYUFANGYISHIDETIGAO、ZHENGCEDETUIDONGJISHICHANGDEDIAOZHENG,YIHUXIXITONGJIBINGYONGYAOWEIXINQUDONGLIDEZHONGCHENGYAOXINGYEJIANGYINGLAIXINYILUNDEFAZHANJIEDUAN。ERZAICIQUSHIXIA,LIANHUAQINGWENXILIEYAODESHICHANGXUQIUJIANGJINYIBUKUODA,WEILAISHICHANGFENEYOUWANGSHIXIANWANDAOCHAOCHE,YUESHENGOTCZHONGDUANGANMAOYAOPINSHICHANGFENEQIANSAN。


                    表 7 2018年OTC终端感冒药品类销售额排名

                    疫情下,以岭药业的选择对吗?

                    数据来源:中康资讯


                    SUIRANYILINGYAOYEPINGJIEDUIZHONGYILUOBINGLILUNDESHENRUYANJIUHEDUTECHUANGXIN,YANFASHENGCHANLEYIXILIELUOBINGLILUNCHUANGXINZHONGYAO,XINGCHENGLECHAYIHUADEHEXINJINGZHENGDIAN,WEIQIHEXINCHANPINTIGONGLEJIANGUDEXINGYEBILEI,TIGAOLECHANPINJINGZHENGLI。DANYUCITONGSHI,WOMENHAIYINGKANDAO,YUSHANGSHU3JIASHENGCHANQIYEXIANGBI,YILINGYAOYEMUQIANYIZHONGCHENGYAODEYANFASHENGCHANHEXIAOSHOUWEIZHU,ZAIHUAYAODENGXIYAOYANFALINGYUZHONGSHANGCHUQIBUJIEDUAN,SHANGWEISHEZUZHONGYAOYINPIANLINGYU,GONGSIRENGRANCUNZAIJINYIBUFENGFUWANSHANCHANPINXIAN、TIGAOZHENGTIJINGZHENGSHILIDEKEGUANYAOQIU。


                    ag棋牌CIWAI,MUQIANYILINGYAOYEYOUDUOGEXINCHANPINXIANGMUZHENGZAIYANFAZHONG,XINCHANPINYANFACUNZAITOUZIDA、ZHOUQIZHANG、DUIRENYUANSUZHIYAOQIUJIAOGAODENGTEDIAN,YINCIBUNENGHUSHIGONGSIWEILAIXINCHANPINKAIFAFENGXIAN;QIESUIZHEYIYAOXINGYEZHAOBIAOJIANGJIA、ERCIYIJIA、YIBAOZHENGCEDIAOZHENGDENGCUOSHIDESHISHI,GONGSIHAIJIANGMIANLINZHECHANPINJIANGJIAFENGXIANHEZHENGCEBIANDONGFENGXIAN。


                    ZHENDUIYISHANGFENGXIAN,YILINGYAOYEZAICHANPINYANFAFANGMIANCAIQUJINSHENTAIDU,NULITIGAOYANFASHUIPING,JIANGDIXINPINYANFAFENGXIAN;TONGGUOSHOUGOU、HEZUOKAIFADENGXINGSHIFENGFUGONGSICHANPINXIAN,TIGAOGONGSIZHENGTIJINGZHENGSHILI;TONGGUOQIANGHUAYIYUANZHONGDUANJIOTCZHONGDUANDEFUGAI,ZENGJIASHICHANGFENE,TONGSHIKONGZHICHENGBENHEFEIYONG,YITIGAOJIJISHIYINGSHICHANGBIANHUADENENGLIHEKANGFENGXIANNENGLI。


                    总结


                    ZUOWEIZHONGCHENGYAOLINGYUDELONGTOUQIYE,YILINGYAOYEBENSHENJUBEICHAYIHUADEHEXINJINGZHENGLIHEFENGFUDEZHONGCHENGYAOCHANPINXIAN。JIEYIQIJIAN,TINGCHANQITACHANPIN,QUANBUSHENGCHANLIANHUAQINGWEN,CIFANCELVEDIAOZHENG,BUJINDAILAIGONGSIYINGSHOUHELIRUNDAFUZENGZHANG,HAIDADATISHENGLEGONGSIDEPINPAIYINGXIANGLIHELIANHUAQINGWENXILIECHANPINDEJINGZHENGLI。WEILAI,YOUHUXIXITONGJIBINGYONGYAOXINQUDONGDEZHONGCHENGYAOXINGYEJINRUXINDEFAZHANZHOUQI,WEIGONGSIDELIANHUAQINGWENDENGGANMAOYONGYAODAILAIJUDAJIHUI。YINCI,WULUNSHICONGDUANQIHAISHICONGZHANGQILAIKAN,YILINGYAOYEZAICICIYIQINGQIJIANDECELVEDIAOZHENGDOUBUDEBUSHUOSHIMINGZHIZHIJU。QIDAIYIQINGZAOSHI,YILINGYAOYEZAIYIYAOXINZHOUQIZOUDEGENGYUANGENGHAO。


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