Group 1: Company Overview and Business Model - North University Medical has established a comprehensive medical service industry chain, including hospital management, pharmaceutical manufacturing, distribution, equipment leasing, medical insurance, management consulting, and medical information technology [1] - The company plans to acquire 10,000 hospital beds within the next three years as part of its hospital acquisition strategy [1] Group 2: Medical Information Technology - North University Medical is the first provider of medical information system solutions in China, enhancing hospital operational efficiency and patient settlement processes [2] - The company aims to collaborate with affiliated hospitals initially and gradually expand to other tertiary hospitals [2] Group 3: Medical Big Data Initiatives - The company is preparing to establish a medical big data center, integrating data from various healthcare institutions for comprehensive analysis [2] - The planned "Beijing University Medical Health Big Data Center" will focus on data collection and analysis from regional health systems [2] Group 4: Investor and Analyst Q&A Highlights - The company is optimistic about the market potential for liver disease detection devices, despite their current low revenue contribution [2] - The acquisition criteria for hospitals include geographic location, expertise of affiliated medical institutions, and existing collaborations in major cities [3] Group 5: Future Directions and Strategic Planning - The oncology specialty is identified as a key future direction for the company, with plans to establish a model for ownership and management of oncology hospitals [3] - The company is exploring effective equity incentive mechanisms for its management team to align interests and drive performance [3]

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2020001 | --- | --- | --- | |----------------|-----------------------------------------|------------------------------------------------------| | | | | | | □特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | √ | 其他 （参加由重庆上市公司协会联合约调研平台举办的辖 | | | | 区上市公司与机构投资者线上交流会） | | | | 本次线上交流会由重庆上市公司协会联合约调研平台举办， | | | | 通过约调研平台和腾讯会议系统完成，参会人员名单由约调 | | | | 研平台提供，包括北京中教创联投资管理有限公司、上海海 | | 参与单位名称及 | | 欣集团股份有限公司、江苏高科技产业投资有限公司、江苏 | | 人员姓名 | | 瑞 ...

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2019002 | --- | --- | --- | |----------------|--------------------------|-----------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 海南旭日盛德资产管理有限公司:杜小东 | | 人员姓名 | 中信建投证券股份有限公司 | : 唐玺、杨鳗、王茜、李冬萍、秦 | | | | 皓郎、吴婷婷、陈松林、陈婷婷、黄越 | | | | 重庆渝开发股份有限公司：文伦海 个人投资者：孙梦婷、杨晏舒、谢理、石庆龙、谢饶海、龚 | | | 家茂、舒晓兰、董鑫 | | | 时 ...

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2018001 | --- | --- | --- | |----------------|----------------------------------|----------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 汇丰前海证券有限责任公司：赵智捷、樊嘉蕾 | | 人员姓名 | 香港上海汇丰银行有限公司：温馨 | | | | 博裕资本投资管理有限公司：陈云章 | | | | 高观投资有限公司：邱中伟 | | | 时间 | 2018 年 6 月 25 | 日下午 13:30 | | 地点 | 公司会议室 | | | 上市公司接 | 证券部工作人员：郑鑫、任雪娟 | | | 待人员姓 ...

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2018003 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 华泰证券股份有限公司：王寒、车朋 | | 人员姓名 | | | | 时间 | 2018 年 9 月 18 | 日上午 10:00 | | 地点 | 公司会议室 | | | 上市公司接 | 员：任雪娟 | 董事会秘书：袁宇飞，证券事务代表：郑鑫，证券部工作人 | | 待人员姓名 | | 公司接待人员向投资者介绍了公司基本情况及发展战 | | 投资者关系活动 | | 略，并对投资者关注的问题进行了 ...

证券代码：000788 证券简称：北大医药 编号：2018002 | --- | --- | --- | |----------------|------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | 中天国富证券有限公司：杨苍松 | | | 人员姓名 | 润银长江投资有限公司：郭锋超 | | | 时间 | 2018 年 9 月 17 | 日下午 14:00 | | 地点 | 公司会议室 | | | 上市公司接 | | 董事会秘书：袁宇飞，证券事务代表：郑鑫，证券部工作人 | | 待人员姓名 | 员：任雪娟 | | | 投资者关系活动 | | 公司接待人员向投资者介绍了公司经营情况、发展战略 | | 主要内容介绍 ...

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2018004 | --- | --- | --- | |-----------------------|-------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称及 | | 中信建投证券股份有限公司：杨鳗、王小斐 | | 人员姓名 | | 中信建投资本管理有限公司：韦昌明 | | 时间 | 2018 年 9 月 19 | 日上午 10:00 | | | | | | 地点 | 公司会议室 | | | 上市公司接 待人员姓名 | 员：任雪娟 | 董事会秘书：袁宇飞，证券事务代表：郑鑫，证券部工作人 | | 投资者关系活动 | | 公司接待人员向投资者介绍 ...

Financial Performance - In the first three quarters of 2018, the company achieved operating revenue of 161,713.74 million CNY, with a net profit attributable to shareholders of 3,795.20 million CNY, representing a year-on-year growth of 28.82% [1] - As of September 30, 2018, total assets amounted to 209,188.12 million CNY, and net assets attributable to shareholders were 120,765.13 million CNY [2] - The net cash flow from operating activities for the same period was 1,034.72 million CNY, showing a significant increase of 111.67% compared to the previous year [2] Business Segments - The pharmaceutical industry segment generated operating revenue of 53,809.59 million CNY, reflecting a year-on-year increase of 75.52%, with net profit reaching 1,802.26 million CNY, up by 21.45% [2] - The pharmaceutical distribution business reported a main business income of 107,767.78 million CNY, a decline of 19.48% year-on-year, although the overall gross margin improved by 1.83% compared to the previous year [2] Strategic Goals - The company aims to achieve a market value of 10 billion CNY within two years and 30 billion CNY within five years, focusing on external acquisitions and internal development of the pharmaceutical industry [2][3] - The company plans to invest nearly 1 billion CNY in the next three years for consistency evaluation of approximately 20 products to maintain sales licenses and increase market share [3] Product Development - The company has signed contracts for projects in the rheumatology and cardiovascular fields, with a total transaction amount of 53 million CNY for the introduction of drugs such as Celecoxib capsules and Trimetazidine sustained-release tablets [3][4] - Ongoing efforts are being made to introduce products in diabetes, anti-infection, and cardiovascular areas, with core products actively undergoing consistency evaluation [4]

证券代码：000788 证券简称：北大医药 北大医药股份有限公司投资者关系活动记录表 编号：2019001 | --- | --- | --- | |-----------------------|------------------------------|-------------------------------------------------------| | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 中信证券股份有限公司重庆分公司：左玉杰 | | 人员姓名 | 中天国富证券有限公司：杨苍松 | | | 时间 | 2019 年 3 月 5 | 日下午 15:00 | | 地点 | 公司会议室 | | | | | | | 上市公司接 待人员姓名 | 董事会秘书：袁宇飞 | | | 投资者关系活动 | | 公司接待人员向投资者介绍了公司基本情况，并对投资 | | 主要内 ...