业绩会上，财联社记者询问H1公司毛利率是否有所变动，公司财务总监金海萍介绍，上半年公司整体毛利率为35.41%，较上年同期增加0.68个百分点。其中，隔离防护用品毛利率为43.93%，较上年同期下降6.07个百分点，剔除隔离防护用品外毛利率为35.02%，较上年同期增加4.41个百分点。At the earnings conference of Zhende Medical, the company's research and development issues have received much attention from investors. The company's CFO, Jin Haiping, mentioned that the gross margin of the isolation protective products in the first half of the year has decreased by 6.07 percentage points compared to the same period last year. The company's secretary, Ji Baohai, stated that the increase in tariffs on masks and other products by the United States has no impact on the company.
How does the company plan its investment in research and development? How does the delay in the artificial skin research and development project affect the company? At the half-yearly earnings conference of Zhende Medical (603301.SH) held today, the company's research and development issues have received much attention from investors. "The company has always attached great importance to research and development and innovation strategies." Lu Jianguo, the chairman and general manager of the company, stated that the artificial skin substitute (artificial skin) research and development project is currently in the clinical evaluation stage, and the company is pushing forward with the research and development process of the above-mentioned project.
According to the semi-annual report, Zhende Medical's R&D expenses in H1 were 62.4523 million yuan, a decrease of 24.07% compared to the same period last year. As early as 2018, the company had stated on the investor interaction platform that the company's artificial skin substitute was already in the research and development stage.
At the earnings conference, when asked if there were any changes in the company's gross margin in H1, the company's CFO, Jin Haiping, introduced that the overall gross margin of the company in the first half of the year was 35.41%, an increase of 0.68 percentage points compared to the same period last year. Among them, the gross margin of isolation protective products was 43.93%, a decrease of 6.07 percentage points compared to the same period last year, and the gross margin excluding isolation protective products was 35.02%, an increase of 4.41 percentage points compared to the same period last year.
According to the announcement, affected by the isolation protective products business sector, the company's revenue declined by 11.44% YoY in the first half of the year, with net income attributable to the parent company decreasing by 32.13% YoY. Among them, the sales revenue of isolation protective products decreased by 81.70% YoY, and Q2 decreased by 24.63% QoQ.
In terms of production capacity construction, in March of this year, Zhende Medical's investment and construction of the Fukai Medical (Kenya) factory was officially put into operation. Lu Jianguo told the Cailian Press reporter that the company's African production base is mainly engaged in the production and sales of surgical infection control products. At present, the company's African production base has just completed trial operation and officially started production. The proficiency of employees, production efficiency, and production capacity are continuously improving.
In addition, according to media reports, on September 13th local time, the Office of the United States Trade Representative (USTR) announced the final revisions to the four-year review of the 301 tariffs imposed on China, once again increasing the tariff rates on masks, medical gloves, needles, and syringes, and other products. In response to this, Ji Baohai, the company's secretary, responded to the Cailian Press reporter, "This policy has no impact on the company."
