兴齐眼药怎么样
兴齐眼药是一家在眼科药物领域备受关注的企业。
从产品方面来看,兴齐眼药的低浓度硫酸阿托品滴眼液曾引起广泛讨论。近期,有论文称在降低近视发生率上,浓度 0.01%的阿托品与安慰剂无统计学意义,这使得其明星产品陷入疗效争议,公司股价也因此连日下跌。但另一方面,低浓度硫酸阿托品滴眼液获批上市后,也被期待能为公司业绩带来提升。
在业绩表现上,兴齐眼药的营收增速在最近两年明显放缓。2023 年,兴齐眼药营收 14.68 亿元,同比增长 17%,增速持续两年下滑。净利润的表现则波动较大,2017 年、2018 年归母净利润连续两年下滑,直到 2019 年才实现正向增长。2020 年和 2021 年保持翻倍增长,但 2022 年、2023 年增幅回落。
然而,兴齐眼药在分红方面却表现突出。根据 2023 年度利润分配方案,公司向全体股东每 10 股派发现金红利 30 元,共分配现金红利 3.74 亿元,占当期归母净利润的比例高达 156%,还将每 10 股以资本公积金转增 4 股。
在员工评价方面,公司的薪酬体系较为完善,有季度奖、年终奖,涨工资一般是每年 5%,可操作性较大。工作时间基本能准时下班,双休,不过销售有时因学术会议可能在周末陪客户。
从发展历程来看,2019 年,兴齐眼药旗下的沈阳兴齐眼科医院拿到相关批件,开始以院内制剂的形式销售低浓度硫酸阿托品滴眼液,助推了公司业绩增长。但 2022 年 6 月,该产品受到互联网禁售监管,互联网医院暂停处方院内制剂的销售。
总的来说,兴齐眼药既有产品疗效和业绩增长的挑战,也有在分红和发展策略上的亮点。未来其发展如何,还需持续关注市场动态和公司的战略调整。
How about Xingqi Eye Medicine
Xingqi Eye Medicine is an enterprise that has attracted much attention in the field of ophthalmic drugs.
From the perspective of products, the low-concentration atropine sulfate eye drops of Xingqi Eye Medicine have been widely discussed. Recently, a paper stated that in terms of reducing the incidence of myopia, there was no statistical significance between atropine at a concentration of 0.01% and placebo. This has caused its star product to fall into a controversy over its efficacy, and the company's stock price has also fallen for several consecutive days. But on the other hand, after the approval of the listing of low-concentration atropine sulfate eye drops, it is also expected to bring an improvement to the company's performance.
In terms of performance, the revenue growth rate of Xingqi Eye Medicine has slowed down significantly in the past two years. In 2023, Xingqi Eye Medicine's revenue was 1.468 billion yuan, with a year-on-year growth of 17%. The growth rate has continued to decline for two years. The performance of net profit has fluctuated greatly. The net profit attributable to the parent company declined for two consecutive years in 2017 and 2018, and did not achieve positive growth until 2019. It maintained double-digit growth in 2020 and 2021, but the growth rate dropped back in 2022 and 2023.
However, Xingqi Eye Medicine has performed outstandingly in terms of dividends. According to the 2023 profit distribution plan, the company distributed a cash dividend of 30 yuan for every 10 shares to all shareholders, with a total cash dividend of 374 million yuan, accounting for as high as 156% of the current net profit attributable to the parent company. It also transferred 4 shares for every 10 shares with capital reserve funds.
In terms of employee evaluations, the company's salary system is relatively complete, with quarterly bonuses and year-end bonuses. The salary increase is generally 5% per year, and it is highly maneuverable. The working hours are basically off work on time and weekends. However, salespeople may accompany customers on weekends due to academic conferences.
From the perspective of the development process, in 2019, the Shenyang Xingqi Eye Hospital under Xingqi Eye Medicine obtained the relevant approval and began to sell low-concentration atropine sulfate eye drops in the form of hospital preparations, boosting the company's performance growth. But in June 2022, this product was subject to Internet sales restrictions, and the Internet hospital suspended the sales of prescription hospital preparations.
In general, Xingqi Eye Medicine faces both challenges in product efficacy and performance growth, as well as highlights in dividends and development strategies. How its development will be in the future still requires continuous attention to market dynamics and the company's strategic adjustments.