异动解读 | 费森尤斯医疗盘中大跌6.84%,美国诊疗量下滑及重组成本拖累净利润

异动解读
May 05

费森尤斯医疗(FMS)今日盘中大跌6.84%,引发了市场的广泛关注。

消息面上,公司公布的第一季度财报显示,其核心的美国透析服务业务诊疗量出现下滑,同时业务重组产生的一次性成本拖累了净利润。具体而言,美国同市场诊疗量同比下降0.4%,公司称部分原因在于年初极端天气频发导致患者错失治疗。此外,公司为优化美国业务网络,计划关闭部分透析诊所,相关重组成本是导致一季度净利润从去年同期的1.51亿欧元降至1.18亿欧元的主要原因。

尽管营收在剔除汇率影响后同比增长3%,且公司维持了全年业绩指引不变,但诊疗量下滑和利润收窄的现状仍对投资者信心造成冲击,导致股价显著走低。

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