保瑞產品進軍美國電商 國際布局新里程碑 - 股票
By Brianna
at 2020-10-20T13:04
at 2020-10-20T13:04
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5607/4948905
2.原文內容:
2020-10-20 11:06聯合報 記者林海/台北即時報導
保瑞藥業(6472)宣布,看準新冠肺炎帶動全球對於保健產品需求提升的商機,子公司宇
泰欣旗下自有品牌「博世特發泡錠系列」與美國全新健康產品電商平台-Alurx簽訂經銷合
作協議,正式進軍美國市場。
保瑞旗下子公司宇泰欣獨家代理「日本第三大藥妝公司-SSP」、「日本第四大製藥公司-
衛采」以及「全球最大順勢療法產品製造商-布瓦宏」等三大藥廠在台產品銷售,憑藉國
際經銷代理及自有品牌實力,此次也成功完成與Alurx的策略合作。
保瑞表示,Alurx的利基優勢在於透過數據應用,為消費者提供客製化的健康方案;而保
瑞旗下的自有品牌「博世特發泡錠系列」在台已銷售8年,超過2000家通路均有販售;根
據AC尼爾森針對20個市售品牌發泡錠推薦品牌調查中,該產品最受藥師青睞,有高達72%
的藥師高度推薦,推薦度第一。
根據統計,全球免疫保健營養補充品市場將進入前所未有的成長期,預計從2019年的
163.2億美元增長到2027年的294億美元,複合年增長率7.4%,其中北美為全球最大市場,
2019年統計市佔39.32%,而美國在電商平台的營養保健食品銷售市場規模,預計至2025年
可達125億美元。
保瑞指出,今年受到新冠肺炎疫情影響,全美確診人數已超過800萬例,死亡人數約22萬
人,疫情提升保健觀念,更帶動今年營養保健食品在美國銷售,此項合作案是保瑞在國際
布局上,除了藥廠併購外,另一個重要里程碑,若此模式銷售成功,未來也不排除進到實
體通路銷售。
法人表示,美國疫情延燒,許多人為避免感染,減少出門消費,反而帶動電商平台業績扶
搖直上。若以整個美國的市場規模來看,該產品未來銷售樂觀可期,可望為保瑞營收帶來
挹注。
3.心得/評論:
盤了一陣子今天量增上漲,下個月預期會公布今年除權日
加上併購GSK加拿大廠,未來還有機會電梯向上?
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