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民生健康董事长竺福江: 四新策略驱动百年药企迈向高质量发展

Core Viewpoint - The company is advancing its strategic upgrade through a dual approach of "century-old pharmaceutical enterprise + innovation engine," focusing on continuous innovation as the core driver for development [1][2]. Group 1: Four New Strategies - The company has proposed a development strategy centered around "Four New" (new products, new models, new businesses, new projects) to adapt to the rapidly changing market environment and intense industry competition [2][3]. - The company is focusing on three main product areas: vitamin-mineral supplements, probiotics, and OTC products, expanding its product matrix significantly [2][4]. - The company is actively pursuing mergers and acquisitions to enhance its industry chain layout, with a planned acquisition of a strain raw material company in 2024 to strengthen its probiotics business [2][4]. Group 2: Probiotics as a Growth Engine - The probiotics market in China has surpassed 100 billion yuan, and the company views this sector as a key growth driver, leveraging its "Yanhuang strain resource library" and advanced technology systems [4][5]. - The company has developed a precise and efficient efficacy expression technology system to ensure the survival and colonization rates of probiotics in the body [4][5]. - The company has launched multiple products in niche areas such as weight management and emotional regulation, backed by clinical data and research [5][6]. Group 3: Capital Market and Governance - The company successfully went public in 2023, which has led to a fundamental change in its operations, promoting standardized development across the entire group [6][7]. - The listing has provided more diverse and expansive options for employee incentives, including stock options and employee stock ownership plans [6][7]. - The public platform has opened up more opportunities for business expansion and mergers, although the company remains cautious in its acquisition strategy [6][7]. Group 4: Succession and Future Outlook - The company emphasizes the importance of innovation, culture, and teamwork in the successful succession of private enterprises [7]. - An innovation academy has been established to train young talents, focusing on team development rather than simple inheritance [7]. - The company aims to continue driving product innovation and maintaining strategic focus, viewing its public listing as a new starting point for higher quality development [7].