格隆汇12月25日丨盘龙药业(002864.SZ)在投资者互动平台表示，公司暂无减肥类产品或研发该类产 品。 ...

格隆汇12月25日丨盘龙药业(002864.SZ)在投资者互动平台表示，公司暂无减肥类产品或研发该类产 品。 ...

格隆汇12月25日丨盘龙药业(002864.SZ)在投资者互动平台表示，公司与拜耳医药、罗氏医药、辉瑞制 药等企业暂无项目合作。 ...

Core Viewpoint - The pharmaceutical industry is undergoing significant changes, presenting challenges and pressures for companies. Panlong Pharmaceutical emphasizes innovation and research and development as key to its strategy, achieving stable growth despite market fluctuations [1][3]. Industry Overview - The pharmaceutical industry is facing dual challenges from market dynamics and policy changes. Companies must adapt to reforms in medical insurance payments, normalized centralized procurement, and stricter industry regulations [3]. - The aging population is driving a rigid demand for healthcare, forming the underlying logic for long-term industry growth. Additionally, the rising health awareness among the public is leading to a trend of younger and more normalized health consumption [3]. Company Strategy - Panlong Pharmaceutical has established a comprehensive industry chain covering "herb planting—drug research and development—manufacturing—commercial distribution," enhancing its risk resistance [3]. - The company has proposed a development strategy of "one body, two wings, and three depths," focusing on innovation while simultaneously transforming its marketing system and deepening industry chain integration [4]. - The marketing strategy includes a product matrix that combines "oral + external," "in-hospital + out-of-hospital," and "traditional dosage forms + high-end dosage forms," while actively expanding into third-party markets [4]. Product Development - Panlong Qipian, a core product included in the national medical insurance catalog, has been marketed for over 30 years, accumulating solid clinical evidence and reputation in the field of chronic pain treatment [4]. - The company is actively advancing multiple research and development projects to enrich its product pipeline, maintaining alignment with industry innovation and research investment [5].

Core Viewpoint - The company has outlined a shareholder dividend return plan for the years 2025 to 2027, aiming to establish a scientific, sustainable, and stable return mechanism for investors [1] Group 1 - The company emphasizes the importance of shareholder interests and is committed to creating sustainable and reasonable long-term value for investors through prudent operations and a clear return plan [1]

陕西盘龙药业集团股份有限公司董事会秘书 吴杰：我认为企业在大的周期内，还是要逐渐去适应市 场，无论是我们医保支付端，包括集采、整个行业的规范性，我们要主动去适应，在适应过程中再去谋 求发展。 0:00 ...

由千岛湖饮用天然水"云上天泉"冠名播出的《Hi，老板》，最新一期约到了盘龙药业（002864）董事长 谢晓林。29岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如 今成长为中医药标杆企业。昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期 《Hi，老板》，我们在秦岭脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 于德江：公司上市八年了，财富数字在屏幕上跳动，您自己有没有一些感触？ 谢晓林：我不看数字，但是我也关心数字，这个数字是市场给予我们投资者的一个预期，是不是达到。 对我个人来讲，这个财富，我觉得不重要。到现在我也没有减持，还要加大我自己的投入。我自己有信 心，肯定投资者对公司也有信心。 于德江：您小时候有没有想过现在会成就这样一番事业。 谢晓林：没想到。我是高中一毕业就到这个西安药厂柞水分厂，在药厂之后我又参加了高考。先工作参 加高考，然后又到陕西财经学院学习，毕业了之后，1989年选择继续回到西安药厂柞水分厂工作。 于德江：您大学毕业时候是不是也有别的选择，不一定要回到这个小厂来。 谢晓林：我们这个家也没有什么背景，当然也有一些情结在里面。我母亲，就是因为过 ...

由千岛湖饮用天然水"云上天泉"冠名播出的《Hi，老板》，最新一期约到了盘龙药业董事长谢晓林。29 岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如今成长为中 医药标杆企业。昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期《Hi，老板》， 我们在秦岭脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 以下是我们的对话，更多内容请关注"证券时报"官方视频号、抖音号置顶视频及《Hi，老板》专辑。 于德江：公司上市八年了，财富数字在屏幕上跳动，您自己有没有一些感触？ 谢晓林：我不看数字，但是我也关心数字，这个数字是市场给予我们投资者的一个预期，是不是达到。 对我个人来讲，这个财富，我觉得不重要。到现在我也没有减持，还要加大我自己的投入。我自己有信 心，肯定投资者对公司也有信心。 于德江：您小时候有没有想过现在会成就这样一番事业。 谢晓林：没想到。我是高中一毕业就到这个西安药厂柞水分厂，在药厂之后我又参加了高考。先工作参 加高考，然后又到陕西财经学院学习，毕业了之后，1989年选择继续回到西安药厂柞水分厂工作。 于德江：您大学毕业时候是不是也有别的选择，不一定要回到这个小厂来。 ...

29岁那年，他借高利贷、卖祖屋，承包下难以为继的小药厂。在他的带领下，当初的小药厂如今成长为中医药标 杆企业。这位昔日秦岭采药少年，直言老板永远是打工的，要为社会创造价值。本期《Hi，老板》，我们在秦岭 脚下、西安古城，与盘龙药业董事长谢晓林聊了聊。 ...

Product Strategy - The company focuses on a development strategy termed "one body, two wings, three depths," emphasizing orthopedic chronic diseases as the main body and integrating brand commercialization and traditional Chinese medicine innovation [3] - A diverse product matrix is being constructed, including over 100 varieties across 12 functional categories, with a strong emphasis on the proprietary product "Panlong Seven Tablets" [3][6] - The company is committed to continuous innovation in the health sector, with a focus on both existing drug business and long-term health trends [3] AI and Innovation - The company is actively engaging in AI-driven innovation in pharmaceuticals, collaborating with research institutions to build a comprehensive database for traditional Chinese medicine [4] - Plans include significant investment in regional medicinal data initiatives, particularly focusing on the "Seven Medicines" unique to Shaanxi [4] Marketing and Distribution - The company has established a dual-channel marketing network covering over 20,000 grassroots medical institutions and more than 30,000 retail pharmacies [5] - A multi-faceted marketing model integrates product promotion, academic innovation, and brand building to enhance product recognition and clinical acceptance [5] - The inventory management system ensures stable channel inventory and smooth turnover for core products [5] Product Development - The core product "Panlong Seven Gel Patch" is in clinical trials and aims to complement the oral product "Panlong Seven Tablets" for a synergistic effect in orthopedic treatments [6] - The company is advancing multiple research projects, including innovative traditional Chinese medicines and high-end formulations, to establish a robust product pipeline for sustainable growth [6]