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调研速递|重庆华森制药接受10家机构调研,创新药与业绩成关注焦点

Group 1 - The company hosted an investor relations event on September 25, 2025, attracting participation from 10 institutions, including Shenzhen Beidouxing Space Investment Company [1] - The event included discussions on the company's operating performance, product layout, market development, and production management, aligning with the company's announcements [1] - Key personnel from the company included the Deputy General Manager and Board Secretary, Financial Director, and Securities Affairs Specialists [1] Group 2 - The company's subsidiary, Huason Yingnuo, is responsible for innovative drug development and has transitioned to a clinical-stage biotechnology company [2] - As of 2025, the company has 7 self-initiated innovative drug projects in development, targeting oncology and autoimmune diseases, with one drug currently in clinical trials [2] - In the first half of 2025, the company achieved revenue of 442 million yuan, a year-on-year increase of 5.76%, driven by the approval and successful bidding of chemical generic drugs [2] Group 3 - The company’s five key traditional Chinese medicine products are focused on common and chronic diseases, with 29 authoritative recommendations received [3] - The sales strategy primarily targets public hospitals, with a significant portion of sales occurring in the hospital market, while also expanding into retail pharmacies and e-commerce [3] - The company has four self-developed special medical food projects, with one project already certified and in the market introduction phase [3] Group 4 - The weight loss drug, Quchang Orlistat capsules, is currently in the market introduction phase as part of the company's health product portfolio [4]