自主可控添动能 东北制药国产化替代持续释红利

Core Insights - Northeast Pharmaceutical has successfully implemented domestic substitution of key imported components, achieving over 60% reduction in procurement costs while maintaining performance standards equivalent to original imported parts [1][2] - The company has established a comprehensive management loop for domestic substitution, identifying 802 potential projects and successfully completing 173 substitutions, generating economic benefits exceeding 2 million yuan [2] Group 1 - The company has faced challenges in the international supply chain, including longer procurement cycles, rising prices, and increased risks of supply interruptions, which have impacted stable production [1] - A multi-dimensional evaluation model focusing on "criticality, economy, and dependency" has been developed to ensure the quality of each substituted component [2] - Internal initiatives such as repair and innovation projects have been implemented, resulting in 1,081 repair projects and 759 minor improvements, saving over 2.2 million yuan in maintenance and parts costs [2] Group 2 - The company plans to continue enhancing the domestic substitution efforts, targeting high-tech core components and strengthening quality management throughout the equipment lifecycle [3] - Strategic collaboration with quality domestic suppliers will be deepened to activate innovation potential across the organization [3] - The focus on autonomous, reliable, and efficient equipment capabilities aims to support the company's long-term high-quality development [3]