Group 1: Demographic Trends - China entered an aging society in 1999, being one of the earliest developing countries to do so [3] - By 2023, the elderly population in China is projected to reach 270 million, equal to the population of children aged 0-14 [3] - By 2050, the elderly population is expected to exceed 400 million, with an aging level approaching 30% [3] Group 2: Healthcare Spending - In 2014, the per capita disposable income in China was 20,167 yuan, comparable to the U.S. level in the early 1980s [3] - Healthcare spending as a percentage of personal consumption has been continuously increasing in the U.S. since 1980 [3] Group 3: Market Opportunities - The health supplement industry in China is expected to grow rapidly due to the increasing elderly population and rising living standards [4] - Vitatech, a leading health supplement manufacturer in North America, has a production capacity exceeding 600 million kg of powders, 1.8 billion tablets, and 1.2 billion hard capsules annually [4][5] Group 4: Business Strategy - The company plans to leverage Vitatech's existing production capacity to reduce costs and increase revenue post-acquisition [5] - The company aims to develop its own brands, Cinsulin and Body & Soul, while expanding its sales channels [5][6] Group 5: Sales Channels - Key sales channels for the company's products include its official online store, JD.com, a hotline for mail orders, and various offline pharmacies [6]

Group 1: Market Context and Demographics - China entered an aging society in 1999, being one of the earliest developing countries to do so, with the elderly population accounting for one-fifth of the global total [2] - By 2023, the elderly population in China is projected to reach 270 million, equal to the number of children aged 0-14 [2] - By 2050, the elderly population is expected to exceed 400 million, with an aging level approaching 30% [2] Group 2: Health Care Spending Trends - Health care spending as a percentage of personal consumption has been on the rise in the U.S. since the 1980s, indicating a long-term trend [2] - In 2014, the per capita disposable income in China was 20,167 yuan, comparable to the U.S. level in the early 1980s [2] Group 3: Company Strategy and Product Development - The company focuses on health products due to the increasing elderly population and rising living standards, which present a growth opportunity for the health supplement industry [3] - The company has successfully transitioned its DRB products in China through cross-border e-commerce and established flagship stores on platforms like JD.com [3] - The company aims to leverage Vitatech's existing production capacity to reduce costs and increase revenue post-acquisition [5] Group 4: Sales Channels and Product Offerings - Coenzyme Q10, a key health supplement, is marketed through various channels including the company's official store, JD.com, and offline pharmacies [5] - Vitatech, acquired by the company, has the capacity to produce over 6 million kilograms of powder, 1.8 billion tablets, and 1.2 billion hard capsules annually [4]

证券代码： 002626 证券简称：金达威 厦门金达威集团股份有限公司投资者关系活动记录表 编号：201501210 | --- | --- | --- | |-----------------------|-------------------------------|--------------------------------------------------------| | | | | | 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 | 中银国际证券有限公司 杨天明 | | | 人员姓名 | 国投瑞银基金管理有限公司 沈杰 | | | 时间 | 2015 年 12 月 10 | 日上午 | | | | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 洪彦、丁雪萍 | | | 投资者关系活动 | 一、调研方式：座谈 | | | 主要内容介绍 | 二、主要内容： | | ...

证券代码： 002626 证券简称：金达威 编号：20141119 厦门金达威集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------|-------------------------------------------------------------| | | | | | 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 | | 摩根士丹利华鑫基金管理有限公司 缪东航 | | 人员姓名 | | | | 时间 | 2014 年 11 月 | 19 日 | | 地点 | 公司会议室 | | | 上市公司接待人 | 洪彦 丁雪萍 祝亚 | | | 员姓名 | | | | 投资者关系活动 | 一、调研方式：座谈 | | | 主要内容介绍 | 二、主要内容： | | | | 1、公司主要产品的产地 | | ...

Group 1: Company Expansion Plans - The company is advancing into the health supplement sector, enhancing its competitive position in the nutrition fortifier and feed additive industries while actively expanding downstream in the supply chain [2] - The company has launched Coenzyme Q10 soft capsules, primarily sold through the "Jindawi Mall" channel, which is currently in trial operation [3] - The acquisition of Doctor's Best Holdings, Inc. allows the company to quickly enter the U.S. health supplement market and expand its product line, with approximately 180 dietary supplements ranked highly on platforms like Amazon and iHerb [3] Group 2: Product Production and Raw Materials - Coenzyme Q10, DHA, and plant-based ARA are produced through microbial fermentation, with main raw materials including liquid sugar, β-violet ketone, and cholesterol [3] - The production technology for Coenzyme Q10 is self-developed and patented, with stable price fluctuations and a rapidly growing market demand [3] - The price trends for VA and VD3 are influenced by raw material costs, supply conditions, and market expectations [4] Group 3: Market Development and Competitive Advantage - The company's products have been included in the qualified supplier lists of major domestic dairy enterprises, indicating strong market potential [4] - The company plans to increase research and promotion efforts for DHA and ARA in various application fields, leveraging its competitive advantages in production technology [4]

证券代码： 002626 证券简称：金达威 厦门金达威集团股份有限公司投资者关系活动记录表 编号：20150716 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | 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 | | 交银康联人寿资产管理中心权益投资经理 徐志华 | | 人员姓名 | 华泰证券 研究所研究员 李方新 | | | 时间 | 2015 年 07 月 16 | 日 | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 洪彦 | | | 投资者关系活动 | 一、调研方式：座谈 | | | 主要内容介绍 | 二、主要内容： | | | | 1 | ...

证券代码：002626 证券简称：金达威 厦门金达威集团股份有限公司投资者关系活动记录表 编号：20160506 | --- | --- | --- | |----------------|------------------------|-------------------------------------------------------| | | | | | | | | | 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 | | 兴业证券股份有限公司 研究所 医药行业高级分析师 李鸣 | | 人员姓名 | | 兴业证券股份有限公司 厦门湖滨南路营业部 投资顾问 林志 | | | 勇 | | | | | 华润元大基金管理有限公司 投资管理部 高级研究员 张磊 | | | | 长盛基金管理有限公司 研究部 研究员 张伟光 | | | | 华尚股权投资有限责任公司 研究总监 黎林 | | | | 华尚股权 ...

证券代码： 002626 证券简称：金达威 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） 厦门金达威集团股份有限公司投资者关系活动记录表 编号：20160328 | --- | --- | |----------------|-------------------------------------------------------------| | | | | 参与单位名称及 | 通过全景网投资者关系互动平台（ http://irm.p5w.net) 参与 | | 人员姓名 | 说明会的投资者 | | 时间 | 2016 年 3 月 28 日上午 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事长兼总经理江斌先生 | | 员姓名 | 董事兼常务副总经理陈佳良先生 | | | 董事兼财务总监马国清先生 | | | 独立董事陈守德先生 | | | 副总经理兼董事会秘书洪彦女士 | | 投资者关系活动 | 问题 1 ：金达威公司在 2015 年受维生素价格的大幅下降导 | | 主要内容介绍 | ...

证券代码：002626 证券简称：金达威 厦门金达威集团股份有限公司投资者关系活动记录表 编号：20160518 | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------| | | | | | 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 | | 华创证券有限责任公司 销售交易部 销售经理 翁波 | | 人员姓名 | | 华创证券有限责任公司 研究所 研究员 张文博 | | | | 工银瑞信基金管理有限公司 研究部 投资经理 贾晓新 | | | | 工银瑞信基金管理有限公司 研究部 研究员 陈小鹭 | | 时间 | 2016 年 5 月 18 | 日下午 | | 地点 | 公司会议室 | | | 上市公司接待人 | 洪彦、常芃 | | | ...

证券代码：002626 证券简称：金达威 厦门金达威集团股份有限公司投资者关系活动记录表 编号：20170512 | --- | --- | --- | --- | --- | |-----------------|--------------------------------------|--------------------------------------------------------|-------|-----------------| | | | | | | | 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 | 研究所 食品饮料研究员李晴 | | | | 人员姓名 | 华泰证券股份有限公司 | 研究所 食品饮料高级研究员 | | 贺琪 | | 时间 2017 | 年 5 月 12 日上午 | | | | | 地点 公司会议室 ...