【四川双马：司美格鲁肽原料药价格逐步回落是必然 公司有较充分应对空间】金十数据2月17日讯，针对“如何看目前司美格鲁肽原料药的价格趋势”等问题，四川双马近日在接待机构调研时表示，GLP-1原料药需求爆发后，快速的市场需求增长导致了市场供应链不足，促使前期价格过高，随着市场产能建设的逐步完成，价格逐步回落，趋于合理区间这是必然。尽管司美格鲁肽原料药市场价格承压，但公司凭借成本竞争力、产品质量认可度以及核心技术专利保护等手段，拥有较充分的价格应对空间。据悉，2024年公司控股子公司深圳健元收入中GLP-1类原料药占比约70%，主要品种司美格鲁肽原料药和替尔泊肽原料药分别贡献了超过20%和40%的收入。深圳健元对美国药房的销售渠道早已布局，并已形成持续稳定的出口销售。
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