《新股消息》業聚醫療(06929.HK):中國集採政策屬本土化發展機遇
專營經皮冠狀動脈介入治療(PCI)及經皮腔內血管成形術(PTA)手術介入器械的醫療器械製造商業聚醫療(06929.HK)今日(13日)起招股,集資最多約4.8億元。談及派息政策,執行董事兼財務總監陳泳成表示,撇除上市費用等一次性開支後,預期公司淨利潤率仍維持於較健康水平,業務發展策略及現金流穩健,未來資金會傾向先用於推進產品研發及商業化、潛在收購合併及擴充產能,然後才會考慮以股息回饋股東。
為完善醫療耗材定價機制,內地當局近年將高值醫用器材納入集中採購範圍。目前集團在中國境內銷售的13款產品中,有7款已獲納入國家集中採購範圍。營運總監劉桂禎認為集中採購政策將是公司在中國市場的重要發展機遇,指出中國介入器械市場目前大部分產品均是進口,相信公司旗下獲得國際認可的產品可透過被納入名單,在本土化趨勢下可爭取到更多市場份額。
至於政策對產品定價的影響,她表示業聚的銷售網絡現時覆蓋約70個國家及地區,各主要市場收入貢獻都較平均,未來會積極研發更多新產品以帶動增長,包括非集採範圍產品。
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