强生2020半年报：营收$390亿，器械-21%，下一步该如何调整步伐？

admin · 发表于 2020-10-14 11:42:27

                  <section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.jpg" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-tools="gulangu" data-id="97917"><section><section><section powered-by="gulangu"><section><section><section powered-by="gulangu"><section><section><section><section><section><section><section><p><br  /></p><section><span>截至2020年6月30日全国进口医疗器械产品共计26518件，较2019年底（27921件）减少1403件，降幅5%。其中，首次注册295件，延续注册1332件，产品注销1698件。</span></section><section><br  /></section><section><span>从进口产品类型及数量分布看，Ⅰ类9033件，Ⅱ类9216件，Ⅲ类8269件。</span></section><section><br  /></section><section><span><strong>图表1  全国进口医疗器械产品类型及数量占比</strong></span></section><section><p><img src="image/20201014/b62abd09a19c84c87a958717075910b7_2.jpg" /></p></section><section><span>数据来源：众成医械大数据平台</span></section><section><br  /></section><section><span>目前医疗器械外企数量共计2504家，平均产品注册10.6件/家。从外企的产品注册数量看，罗氏诊断产品数量达996件，位居第一；强生医疗器械785件，排名第二；西门子医学诊断产品729件，排名第三；排名前十的还有贝克曼库尔特（486件）、贝朗医疗（458件）、雅培（434件）、美敦力（389件）、史赛克（374件）、波科（312件）、库克（306件）。</span></section><section><br  /></section><section><span><strong>图表2  全国进口医疗器械产品注册数量企业排行（Top20）</strong></span></section><section><p><img src="image/20201014/ec4957f9d2ecf3bf7afc778a4e749483_3.jpg" /></p></section><section><br  /></section><section><span>谈到医疗器械，骨科向来是全球医疗器械巨头的必争之地。而就在<strong>日前作为五大骨科巨头之一的强生</strong>发布了2020年半年报告。报告显示，强生全球营收为390.27亿美元，<strong>器械-21%</strong><br  /></span></section><section><span><strong><br  /></strong></span></section><section><p><img src="image/20201014/067431ea53b0b9a9b596b5ce67e8d67f_4.png" /></p></section><section><br  /></section><section><span>营收增长主要来源于制药部门和消费者健康部门——制药部门营收为218.86亿美元，同比+5.4%；消费者健康部门营收为69.21亿美元，同比+0.9%</span></section><section><br  /></section><section><span>然而强生今年上半年度的医疗器械板块成绩却欠佳<strong>，报告显示医疗器械模块营收102.2亿美元，同比-21.1%，也是强生近几年下滑最严重的一次。</strong></span></section></section></section><section><section><br  /></section><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong>01</strong></span></p></section><section><p><span><strong>强生医疗器械板块业绩下滑</strong></span></p></section></section></section><section><br  /></section></section><section><section><section><span>而本次器械板块业绩下滑的主要原因强生公司方面称是：受疫情影响，全球都在取消或推迟择期手术，以节省资源救治新冠肺炎患者。</span></section><section><br  /></section><section><span>从去年年底开始，中国地区的择期手术不断放缓，到3月开始，日本、韩国、欧洲和美国的医院也开始推迟或取消择期手术。</span></section><section><br  /></section><section><span>这导致强生的医疗器械业务在上半年遭受了非常大的打击。在强生出售的医疗器械中，有2/3的产品是用于髋关节和膝关节的植入性手术。</span></section><section><br  /></section><section><span><strong>其实近五年来，强生在医疗器械业务领域多次寻求产业大转型，频繁的进行资产的剥离与并购，淘汰传统业务中市场占有率较低的部分，拓展先进医疗器械设备的新市场，这也是强生医疗器械业务起伏不定的主要原因。</strong></span></section><section><br  /></section><section><span>强生预计，公司2020年营收将为775亿美元至805亿美元，同比下滑2.0%至5.5%；该公司此前预计2020年营收将为854亿美元至862亿美元，同比增长4.0%至5.0%。</span></section><section><br  /></section><section><span>不过，<strong>强生表示，医疗器械的销售额下降是暂时的。</strong></span></section></section></section></section></section><section><br  /></section><section><span>目前在医疗器械业务（-21.1）乏力的情况下，制药业务（+5.4%）依旧保证正增长，营收218.86亿美元。除了心血管/代谢产品，其它五大产品均是推动强生制药业务继续增长的关键。</span></section></section><section><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong>02</strong></span></p></section><section><p><span><strong>健康业务大幅下滑</strong></span></p></section></section></section></section><section><section><span>2020年上半年，强生消费者健康业务营收为69.21亿美元，同比+0.9%；相比往年同比增加幅度不大。<span>对于消费者健康业务板块销售额下滑原因，强生曾在Q2财报中作了简要解释。</span></span></section><section><br  /></section><section><span>美容个护和婴儿护理出现大幅下滑，主要原因系新冠疫情给露得清品牌及强生婴儿护理业务带来消极影响。而口腔护理板块之所以逆势增长，同样因为新冠疫情让李施德林漱口水的需求量增加。</span></section><section><span><br  /></span></section><section><p><img src="image/20201014/5df8ca0972fe45781a39471ded8f8081_5.jpg" /></p></section><section><br  /></section><section><span>这当中，强生主力品牌Dr. Ci Labo（城野医生）的表现也不尽人意，销售下滑0.2%。</span></section><section><br  /></section><section><p><img src="image/20201014/8f50a4c10decff831df39ff3fc2bbfd4_6.png" /></p></section><section><br  /></section><section><span>整个上半年，强生美容个护板块实现营收149亿元，同比下滑7.3%。</span></section><section><br  /></section><section><p><img src="image/20201014/08d410503eb90c6780c04c6961c665f2_7.png" /></p></section><section><span></span></section><section><span>另外，财报显示，上半年强生的销售费用和研发费用分别为713亿元、368亿元，分别同比下滑5.3%、下滑4.3%。其中，销售成本为954亿元，同比增长0.6%。</span></section><section><br  /></section><section><p><img src="image/20201014/c95261cd93bbe0edabc8dffbb1f65f98_8.jpg" /></p></section><section><span>除此之外，前不久的6月29日，为体现反种族主义立场，强生还对外宣布停产停售旗下Neutrogena（露得清）和Clean＆Clear（可伶可俐）两款品牌的美白产品。这势必也对强生的美容个护板块造成深远影响。</span></section><section><br  /></section><section data-support="96编辑器" data-style-id="22631"><section><section><p><span><strong>03</strong></span></p></section><section><p><span><strong>大健康事业迅速崛起</strong></span></p></section></section></section><section><br  /></section><section><span>近年来，人口老龄化、慢性病大幅攀升、亚健康成为常态，引爆了医疗健康巨大的潜在需求。有数据显示：70%中国人有过劳死的危险；白领亚健康比例高达76%；20%的人患有慢性疾病；慢性病患病率已达20%，死亡数已占总死亡数的83%。</span></section><section><br  /></section><section><span>还有1.6亿的人血脂异常(含高血脂)，有高血压相关疾病的有2.7亿人；糖尿病患者更是达到了9240万人。</span></section><section><br  /></section><section><span>这些触目惊心的数据就是健康的需求增长推动力，再伴随着中国经济的稳定发展，国家将医疗保健行业视为重点发展，保健需求也随之增大。根据市场调查，在过去5年间，中国的保健品产业年均增长率约24%；未来5年年均增长率可达27%，整体增长163%。</span></section><section><br  /></section><section><span>疫情的爆发对于大健康产业而言，是一把钥匙，开启了居民对健康素养提升的意识，开启了人们对消毒、防疫、保健等健康产品的需求，而在政策、需求及疫情在情感方面的刺激之下，大健康类的微商也会与日俱增。</span></section></section><section><section><br  /></section><section><span>无论是从行业市场、中国国情还是人们对生命健康的重视程度来看，健康产业未来十年、二十年都是朝阳产业，投资机会非常多。</span></section><section><br  /></section><section><span>新冠疫情的出现更是加速了举国上下乃至世界层面对大健康产业的重视与认知。伴随着疫情的逐渐平稳、经济的复苏，大健康产业在需求和环境的共同作用下，必将迎来一个全新的发展浪潮。</span></section></section><section><br  /></section><p><span>来源：MedTrend医趋势，较原文有改动</span></p><p><span><br  /></span></p></section></section></section></section></section></section></section></section></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section data-role="paragraph"><section><section><section 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