华特达因持续深耕儿童大健康领域 撬动品牌向上向新发展

Core Viewpoint - In 2024, Huate Dain experienced its first decline in revenue and net profit after five consecutive years of growth, but showed signs of recovery in Q1 2024 with a revenue of 616 million yuan, up 7.78%, and a net profit of 182 million yuan, up 8.13% [1] Group 1: Company Performance - Huate Dain's General Manager Yang Jie indicated that the company faced intensified market competition in 2024, leading to performance fluctuations, but efforts to focus on core pharmaceutical operations are expected to yield positive results starting from Q4 2024 [1] - The company successfully addressed issues related to terminal sales pressure through ongoing marketing activities and the expansion of new retail business [1] Group 2: Subsidiary Performance - The main revenue and profit source for Huate Dain is its subsidiary, Shandong Dain Marine Biological Pharmaceutical Co., Ltd. (Dain Pharmaceutical), which optimized its intelligent production system in 2024, enhancing both production efficiency and product quality [2] - Dain Pharmaceutical expanded the applicable age for its product Yikexin from 0-6 years to 0-18 years, tapping into the middle and older children's market, while also promoting other vitamin and therapeutic drugs [2] Group 3: Market Trends and Strategies - The demand for children's health is evolving beyond disease treatment to include nutrition, daily care, and mental health, indicating a growing market space [2] - Dain Pharmaceutical formed a strategic partnership with Duomeikang (Beijing) Biopharmaceutical Co., Ltd. to explore children's skin health, launching new product lines to meet differentiated needs [2][3] - The collaboration with Duomeikang is seen as a move towards a more comprehensive solution in children's health, emphasizing specialized depth and ecological collaboration as key growth paths for the industry [3]