KPC(SH:600422) Sou Hu Cai Jing·2026-02-11 10:36Core Viewpoint - The company, Kunming Pharmaceutical Group, is addressing investor concerns regarding the slower-than-expected implementation of traditional Chinese medicine (TCM) procurement, emphasizing its proactive strategies to enhance product coverage and sales despite challenges in the market [1]. Group 1: Procurement Implementation - The national TCM procurement results are expected to be officially announced in February 2025, with the supply list published by the Hubei Provincial Medical Insurance Bureau in April 2025 [1]. - The company's Sanqi Xuesaitong series products have successfully been selected in the procurement process, with execution starting in Hubei and Jiangxi provinces from April 30, 2025, and other provinces following between May and November 2025 [1]. Group 2: Sales Strategy - The company is leveraging the procurement selection to enhance product coverage across various medical institutions and is focusing on increasing sales through multiple channels [1]. - In response to uneven procurement execution and increased competition, the company is adjusting its channel strategies to expand its reach in smaller chains and grassroots medical institutions, laying the groundwork for overall sales recovery [1].