证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 编号：2021-004 | --- | --- | --- | --- | |--------------------------------------|-----------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------|-------| | 投 资 者 关 系活 \n动 类别 | ■特定对象调研 \n □媒体采访 \n□新闻发布会 \n□现场参观 | □分析师会议 \n□业绩说明会 \n□路演活动 \n□其他 | | | 参 与 单 位 名称 及人员姓名 | 上投摩根 倪权生 | | | | 时间 | 2021 年 5 月 19 | 日下午 | | | 地点 | 公司会议室 | | | | 上 市 公 司 接待 ...

证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------------|-----------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Group 1: Company Strategy and Development - The company's development goal focuses on the children's health industry, with two main directions: product category extension and brand extension [2][3] - Current research projects include areas such as respiratory, digestive, circulatory, and mental health, with mental health products holding the largest market share [2] - The company aims to leverage its well-known brand "Yikexin" to expand into dietary supplements, health foods, and children's products [2] Group 2: Market Insights and Product Penetration - The penetration rate of Yikexin in 2020 was approximately 17%-18% for the green packaging and about 5.6% for the pink packaging, indicating significant growth potential [3] - The company emphasizes that the market for children's medicine is not large, as products must cater to different age groups, making it challenging to achieve high sales volumes [3][4] - The sales distribution between medical institutions and non-medical institutions is approximately 2:8 [5] Group 3: Sales Channels and Performance - Online sales are gradually increasing, but the majority of sales still occur offline, with online sales being more cost-effective [4][5] - Yikexin accounts for over 80% of the company's sales, with a notable increase in the sales of Vitamin D, which is expected to double in the coming year [6][7] - The company has a strong focus on educational initiatives to promote its products, with significant investments in media outreach and educational content [4] Group 4: Future Outlook and Challenges - The company is undergoing a strategic focus on its core pharmaceutical business, with plans to divest from non-core assets [6][7] - There is a recognition of the long-term trend of price reductions in the pharmaceutical industry, but children's medicines are less likely to face significant price drops due to increasing governmental support for their development [7] - The company aims to launch approximately two new products each year from its pipeline of over 40 potential products [7]

1 证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------|-----------------------------------------------------------------------------------------------------|-------| | 投 资 者 关 系活 \n动 类别 | ■特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 □其他 | | | 参 与 单 位 名称 及人员姓名 | 1.光大证券 林小伟 黄素青 | | | | 上投摩根基金 蔡云翔 | | | | 融通基金 杨有为 | | | | 阳光资产 赵孟甲 | | | | 宝盈基金 谢燕萍 | | | | 安信基金 徐衍鹏 | | | | 长信基金 何增华 | | | | ．天弘基金 王斌、郭相博、刘盟盟 | | | | ．新华养老 牛悦 | | | | ．华泰资产 王金成 | | | | 、华泰柏瑞 谢峰 ...

证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 编号：2022-002 | --- | --- | --- | |-----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Financial Performance - The overall revenue and profit of Huate Dain in 2021 increased by approximately 30% year-on-year, with a significant growth of about 70% in the fourth quarter [2][4] - The net profit in the fourth quarter was relatively low due to the divestment of the environmental segment and increased investment in new product development [2][3] - The company’s revenue fluctuations are influenced by seasonal factors and e-commerce promotions, but overall operations remain stable [2][3] Group 2: Product Pricing and Market Strategy - Price adjustments for the product "Yikexin" began on January 1, 2022, with a slight increase for specific packaging sizes [3][4] - The company maintains a cautious approach to pricing, considering market conditions and consumer acceptance [3][4] - The penetration rate of "Yikexin" among children under 6 years old is low, with over 50% of this demographic lacking sufficient Vitamin A [4][5] Group 3: Future Growth and Product Development - Huate Dain has initiated a new strategy to expand the target demographic for "Yikexin" from 0-3 years to up to 6 years old [4][5] - The company is focusing on the development of new therapeutic drugs, with significant breakthroughs expected in pediatric medications [4][5] - The strategic partnership with Alibaba Health aims for a GMV target of 150 million yuan in 2022, with plans for further collaborations with other platforms [5][6] Group 4: Corporate Governance and Strategic Focus - The company has committed to focusing on its core pharmaceutical business, with plans to divest non-core assets as necessary [6] - The long-term incentive plan for Dain Pharmaceutical is based on stable growth from 2021 to 2025, with a requirement for continuous performance improvement [3][6] - The company’s minority equity is considered a high-quality and secure asset, with future acquisitions being prioritized [6]

证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 编号：2022-011 | --- | --- | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------|-------------|--------------------------------------------------------| | | | | | | | 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 | | | | 光大证券组织的电话会议。参加人员主要如下： | | | | | 光大证券：杜传文 林小伟 | 黄素青 | lygh capital ：阙振洋 | | | 博时基金：张弘 工银瑞信：张杭 光 ...

1 证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 编号：2022-010 | --- | --- | --- | --- | --- | --- | |----------------|--------------------------------------------|-------------|------------|---------------------------------------------|----------------| | | | | | | | | 投资者关系活动 | 特定对象调研 | | | □分析师会议 | | | | □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 | | | | | 兴业证券组织的电话会议。参加人员主要如下： | | | | | | | | | | 兴业证券 孙媛媛、董晓洁 中国民生信托 景莹 | | | | 真脉 | Iris Wang、 | Lisa Jiang | 易米基金 刘梦杨、包丽华 | | | | ...

编号：2022-014 证券代码：000915 证券简称：华特达因 山东华特达因健康股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------------------|---------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | □特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 | □分析师会议 \n 业绩说明会 \n□路演活动 \n 其他 | | 参与单位名称及 人员姓名 | 参加山东辖区上市公司 资者 | 2022 年度投资者网上集体接待日的投 | | 时间 | 2022 年 11 月 16 日 | 14:00-16:00 | | 方式 | 全景网"投资者关系互动平台"（ | https://ir.p5w.net ） | | 上市公司 ...

证券代码：000915 证券简称：华特达因 公告编号：2022-031 山东华特达因健康股份有限公司 关于参加山东辖区上市公司 2022 年度投资者网上集 体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 为加强与广大投资者的沟通交流，山东华特达因健康股份有限 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 联合举办的山东辖区上市公司 2022 年度投资者网上集体接待日活 动，现将有关事项公告如下： 一、 活动时间 2022 年 11 月 16 日（星期三）14:00 至 16:00。 二、活动方式 本次投资者网上集体接待日活动将通过全景路演平台进行线上 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/）参与本次活动。 三、公司出席本次活动人员 董事会秘书范智胜先生、财务总监王伟女士、会计机构负责人刘 稳女士、证券事务代表王春阳先生将参加本次投资者网上集体接待日 活动，与投资者进行在线交流。欢迎广大投资者积极参与。 特此公告 山东华特达因健康股 ...