国盛证券：维持益丰药房“买入”评级，头部优势持续强化

同花顺09-09

9月9日，国盛证券（002670）研报指出，益丰药房（603939）(603939.SH)二季度盈利能力同比提升，头部优势持续强化。门店租赁、装修、水电及折旧等刚性费用持续优化，盈利能力与经营质量稳步提升。随着票据结算节奏优化，经营现金流有望逐步改善。规模网络、供应链与数字化能力构筑头部优势，行业集中度提升背景下份额增长可期。医保支付边界逐步清晰、远程审方口径趋于统一，有望推动行业经营进一步规范；...

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