浙江诚意药业股份有限公司关于2025年半年度业绩说明会召开情况的公告

Group 1: Company Performance and Strategy - The company held a half-year performance briefing on September 18, 2025, to discuss its financial results and future strategies [1] - The company's profit for the first half of 2025 increased from 27.2% in 2024 to 48.20%, driven by sustained sales growth in joint health medications and reduced losses from a previously underperforming subsidiary [2][3] - The company aims to focus on the "marine biomedicine" and "silver economy" sectors as core growth engines, leveraging opportunities from consumer upgrades and increased health awareness [2][5] Group 2: Product Development and R&D - The company has made significant progress in its health industry strategy, obtaining multiple key licenses for health food production and expanding its product offerings [2][3] - The company is advancing the development of its new drug, Eicosapentaenoic Acid Ethyl Ester soft capsules, which has received a Class 4 drug registration certificate [2][3] - The company plans to enhance its R&D efforts, with a focus on marine drugs, elderly medications, and other therapeutic areas, despite a 14.58% decrease in R&D expenses in the first half of 2025 due to payment timing [6][7] Group 3: Market Position and Competitive Advantage - The company is a leading manufacturer of glucosamine hydrochloride in China, benefiting from a comprehensive supply chain that includes both raw material and formulation production [7][8] - The company has established a competitive edge through product positioning, market presence, and cost advantages, allowing it to expand its market share across 30 provincial regions in China [7][8] - The company is committed to developing high-end niche products in marine medicine and major disease treatments, aiming for a market capitalization of 10 billion and a century-long legacy [5][6] Group 4: Future Outlook and Challenges - The company is focused on building a robust marine drug development system, integrating existing resources to expand its product line and enhance market competitiveness [3][4] - The company acknowledges the challenges in the marine medicine sector, including extraction technology and regulatory requirements, while aiming to create a differentiated product matrix [4] - The company is also adapting to the normalization of centralized procurement policies by diversifying its product range and improving quality to enhance market competitiveness [5][6]