报告内容摘要:国内专科商业化领军企业,创新转型开启新一轮成长周期康哲药业创立于1992 年,是国内领先的开放式医药平台企业,以药品代理业务起步,历经三十余年发展,成功转型为创新型综合性医药企业。自国家集采政策实施以来,公司原成熟产品如黛力新、波依定、优思弗一度承压,2023-2024 年收入下滑,集采负面影响在2025 年上半年基本消化,公司营收与归母净利润增速均由负转正,心脑血管、消化等基石业务...
Source Link报告内容摘要:国内专科商业化领军企业,创新转型开启新一轮成长周期康哲药业创立于1992 年,是国内领先的开放式医药平台企业,以药品代理业务起步,历经三十余年发展,成功转型为创新型综合性医药企业。自国家集采政策实施以来,公司原成熟产品如黛力新、波依定、优思弗一度承压,2023-2024 年收入下滑,集采负面影响在2025 年上半年基本消化,公司营收与归母净利润增速均由负转正,心脑血管、消化等基石业务...
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