诚意药业举办2025年第三季度业绩说明会 持续推进“三大方向”与“双百目标”战略布局

Core Viewpoint - Chengyi Pharmaceutical is committed to achieving a market value of 10 billion and becoming a century-old enterprise, focusing on three development directions: marine medicine, biomedicine, and traditional Chinese medicine [1] Group 1: Strategic Direction - The company is advancing key projects centered around the production of 2,000 tons of glucosamine raw materials and 1,000 tons of super fish oil, aiming for a strategic transformation from generic drugs to innovative drugs [1] - Chengyi Pharmaceutical is enhancing its full industry chain layout from food and health products to pharmaceuticals, driving high-quality development [1] Group 2: Product Development - The company has established a systematic marine drug development platform, integrating existing resources and expanding its product line to include high-purity EPA [1] - The infrastructure for the health industry park has been fully completed, and the ethyl ester soft capsule of EPA has received approval from the National Medical Products Administration [2] Group 3: Financial Performance - The joint drug segment has maintained an annual growth rate of over 10% since winning the national procurement bid in 2020, with revenue reaching 492 million yuan in the first three quarters of 2025, a significant increase of 42.23% year-on-year [2] - Glucosamine capsules, as a core product, continue to drive stable performance for the company [2] Group 4: Market Dynamics - The growth of joint drugs is supported by several factors, including the leading market position of glucosamine products, increased market coverage due to procurement, and enhanced brand awareness through marketing activities [2] - The demand for joint drugs is expected to continue growing due to an aging population and increasing health awareness [2][3]