Group 1: Market and Pricing Insights - The company anticipates that the price increase of raw materials will continue due to rising costs and stricter environmental policies affecting smaller competitors [2][3]. - Over 50% of the company's raw materials are exported, primarily through long-term contracts, which are renegotiated annually [3]. - The company has invested over 80 million yuan in environmental protection measures as of Q3 2017, ensuring compliance with strict regulations [3][4]. Group 2: Product Development and Sales Strategy - Key products like Kuxin and Jianing are expected to achieve over 100 million yuan in sales this year, while other products are in the tens of millions, showing high year-on-year growth [3][4]. - The company has restructured its sales system to enhance terminal coverage and is focusing on academic promotion for core products [4]. - Currently, over 70% of the sales team is dedicated to the formulation segment, with ongoing improvements in market control and resource management [4]. Group 3: Employee Incentives and Internal Improvements - The company has implemented an employee stock ownership plan, which, while not large in absolute terms, is significant relative to salary levels [4]. - Incentives for sales personnel have been increased, and efforts to reduce costs in raw material production have positively impacted performance [4]. - The company has initiated a competitive system for regional managers and has integrated the formulation sales under a new marketing department for better oversight [4]. Group 4: Regulatory Compliance and Product Evaluation - The company has completed filings for key products, with 9 products expected to enter the bioequivalence (BE) stage this year, continuing to push forward in regulatory compliance [4].

编号：2021-04 证券代码： 000756 证券简称：新华制药 山东新华制药股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | □特定对象调研 □分析师会议 | | | 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | √现场参观 | | | | □其他 | | | 参与单位名称 及人员姓名 | 扬投资罗会礼、冠俊资产刘俊等 | 光大证券林小伟、彭天阳、上海宝弘景资产张乐、东吴证券于彦秋、上汽颀 臻吴博、嘉实基金苗慧 ...

Group 1: Company Overview and Strategy - Xinhua Pharmaceutical has a strong foundation in international markets due to years of experience in active pharmaceutical ingredient (API) exports, which has facilitated its transition to formulation exports [2]. - The company began its layout for formulation contract manufacturing organization (CMO) business as early as 2004, making it one of the first domestic pharmaceutical companies to do so [2]. - The strategic shift towards formulation exports is aimed at optimizing the company's industrial structure and enhancing its quality management system through international collaborations [2]. Group 2: Domestic Sales Strategy - The company is actively promoting its large formulation strategy, with a sales team of nearly 1,000 people focused on market segmentation and regional management [3]. - Xinhua Pharmaceutical has successfully participated in bidding processes, with 6 products and 8 specifications winning bids, leading to significant sales increases for products like Glimepiride and Cefradine [3]. - The company anticipates a 17% year-on-year sales growth for its self-produced raw material product, Jiening, projected to reach 10 million yuan, while Rabeprazole Sodium is expected to exceed 200 million yuan, both achieving historical highs [3]. Group 3: International Business Development - There is no conflict between domestic and international sales channels, as they operate with different teams and focus areas [3]. - The international CMO business has led to the establishment of a specialized team that emphasizes production management and quality control, enabling the company to meet international market standards [3]. - Xinhua Pharmaceutical's first ANDA product was approved in 2019, marking its entry into the U.S. market, with plans for further registrations and promotions in Europe and Belt and Road countries [3]. Group 4: Product Development and Market Trends - The company is optimistic about the market demand for its fish oil products, which are made from high-purity EPA raw materials, targeting the growing cardiovascular disease rates in China [3]. - Xinhua Pharmaceutical plans to promote fish oil through a combination of online and offline sales strategies, leveraging e-commerce and academic promotions [3]. - The upcoming "Phoenix Needle" and other aesthetic medical products represent the company's initial steps into the medical aesthetics industry, with plans for further R&D and product offerings [4]. Group 5: Pricing Strategy and Cost Management - The rise in caffeine prices is attributed to rapid increases in raw material costs due to energy consumption controls and market supply-demand dynamics [4]. - The company is enhancing upstream procurement price management and exploring new supply sources to mitigate cost increases while ensuring profit margins are maintained [4].

编号：2021-03 证券代码： 000756 证券简称：新华制药 山东新华制药股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | □特定对象调研 □分析师会议 | | | 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | √其他 | | | 参与 ...

编号：2022-01 证券代码： 000756 证券简称：新华制药 山东新华制药股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |------------|-------------------------------------------------|------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | 投资者关系 | | □特定对象调研 □分析师会议 | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | ...

编号：2022-03 证券代码： 000756 证券简称：新华制药 山东新华制药股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|-------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | □特定对象调研 □分析师会议 | | | 活动类 ...

证券代码：000756 证券简称：新华制药 公告编号：2022-66 山东新华制药股份有限公司 关于参加山东辖区上市公司 2022 年度投资者网上集体接待日的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 为增强与广大投资者的沟通互动，做好投资者关系管理工作，切实提高上市 公司透明度、规范运作和公司治理水平，山东新华制药股份有限公司（以下简称 "公司"）将参加由山东证监局、山东上市公司协会联合举办的"2022 年山东 辖区上市公司投资者网上集体接待日"活动，本次活动由深圳市全景网络有限公 司承办，现将有关事项公告如下： 本次集体接待日活动将通过深圳市全景网络有限公司提供的路演平台进行 线上交流，投资者可以登录全景网"投资者关系互动平台"（http://ir.p5w.net/） 参与公司本次投资者集体接待日活动，活动时间为 2022 年 11 月 16 日（周三） 14:00 至 16:00。 届时公司董事长贺同庆先生、董事/总经理徐文辉先生、董事/财务负责人侯 宁先生及董事会秘书曹长求先生将通过网络在线交流的形式，与投资者就公司治 理及社会责任/ESG、 ...

Financial Performance - The company's operating revenue for Q3 2022 was CNY 1,789,023,665.87, representing a 28.79% increase compared to the same period last year[5]. - The net profit attributable to shareholders for Q3 2022 was CNY 99,053,729.45, an increase of 16.19% year-on-year[5]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 95,189,524.32, up 44.11% from the previous year, driven by expanded sales opportunities[8]. - The basic earnings per share for Q3 2022 was CNY 0.15, a 7.14% increase year-on-year[5]. - The diluted earnings per share remained stable at CNY 0.14, with no change compared to the previous year[5]. - The company reported a net profit margin improvement, with net profit increasing alongside revenue growth, although specific figures were not disclosed in the provided content[24]. - The net profit for the current period is 303,195,955.06, an increase from 297,252,235.38 in the previous period, representing a growth of approximately 1.3%[27]. - The total profit for the current period is 334,607,994.44, compared to 340,012,441.58 in the previous period, showing a decrease of about 1.2%[27]. - The operating profit for the current period is 338,081,275.06, slightly down from 344,208,270.78 in the previous period, indicating a decline of around 1.8%[27]. - The total comprehensive income for the current period is 281,032,140.69, compared to 249,238,018.45 in the previous period, indicating an increase of about 12.8%[27]. Assets and Liabilities - The total assets at the end of Q3 2022 reached CNY 8,194,604,106.80, a growth of 11.76% compared to the end of the previous year[5]. - Total assets reached ¥8,194,604,106.80, compared to ¥7,332,033,657.98 at the beginning of the year, indicating a growth of 11.8%[20]. - Total liabilities increased to ¥4,001,250,874.08 from ¥3,680,888,823.85, marking a rise of 8.7%[23]. - The company's equity attributable to shareholders rose to ¥3,972,802,737.29 from ¥3,467,941,567.45, an increase of 14.6%[23]. - Cash and cash equivalents increased to ¥1,212,766,900.26 from ¥744,662,302.34, representing a growth of 62.8%[19]. - Cash flow from operating activities for the current period is 233,819,696.10, compared to 230,422,146.43 in the previous period, reflecting a marginal increase of about 1.3%[30]. - The cash and cash equivalents at the end of the period amount to 1,049,450,512.26, an increase from 675,142,439.65 in the previous period, representing a growth of approximately 55.4%[33]. Costs and Expenses - Total operating costs amounted to ¥5,118,017,176.96, up 11.4% from ¥4,594,778,972.14 year-on-year[24]. - Research and development expenses were ¥258,495,146.14, reflecting an increase from ¥247,397,181.53 in the previous year[24]. - The company received government subsidies amounting to CNY 6,084,676.54 during the reporting period[7]. Cash Flow - The company reported a net cash flow from operating activities of CNY 233,819,696.10, which is a 1.47% increase year-to-date[5]. - Cash flow from financing activities shows a net increase of 376,795,259.04, a significant improvement from a net outflow of -100,041,207.71 in the previous period[33]. - The company received cash from investment activities amounting to 16,115,180.00, up from 9,993,236.39 in the previous period, marking an increase of approximately 61.5%[30]. Inventory and Borrowings - Inventory decreased to ¥970,173,470.97 from ¥1,027,539,968.72, a decline of 5.6%[19]. - Short-term borrowings increased to ¥382,448,776.17 from ¥269,455,217.71, reflecting a rise of 42.0%[20]. Return on Equity - The weighted average return on equity was 2.52%, a slight decrease of 0.01 percentage points compared to the previous year[5].