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云南白药(000538) - 2025年7月9日调研活动附件之投资者调研会议记录
2025-07-10 09:12
云南白药集团股份有限公司 2、药品事业群 2024 年经营情况如何? 答:2024 年药品事业群主营业务收入 69.24 亿元,同比增长 11.8%, 单品销售过亿产品达 10 个。核心系列产品中,云南白药气雾剂销售 收入突破 21 亿元,同比增长超 26%;云南白药膏、云南白药胶囊、 云南白药创可贴、云南白药(散剂)均在上年销售收入基础上,实现 显著增长。其他品牌中药类产品增长亮眼,蒲地蓝消炎片销售收入近 2 亿元,同比大幅增长超 22%,血塞通胶囊、小儿宝泰康颗粒、参苓 健脾胃颗粒产品收入均破亿。植物补益类产品,气血康口服液销售收 入继续保持增长态势,同口径下同比增长约 14%。 投资者调研会议记录 时间:2025 年 7 月 9 日 地点:集团总部办公大楼 召开方式:现场调研 投资者:平安基金-王华、丁琳,信达证券-章钟涛、王留阳 参加人员:投资者关系管理-张昱、杨可欣 会议内容 1、请问公司 2025 年一季度业绩情况如何? 答:2025 年第一季度,公司实现营业收入 108.41 亿元,同比增 长 0.62%;归母净利润 19.35 亿元,同比增长 13.67%;扣非归母净利 润 18.87 亿元, ...
我自私,但我是个好妈妈 | Shuting Liu | TEDxYuehai St Salon
TEDx Talks· 2025-07-08 16:51
刘舒婷,运动健身品牌“超级猩猩”的创始人兼CEO。作为行业创新者,她结合科技与用户体验,为都市人群开创了全新的健康生活方式。 在这场演讲中,她分享了身为母亲的感悟。她坦言:“我自私,但我也是个好妈妈。我没有为孩子牺牲自己,而是用爱自己的方式去爱他。” 超级猩猩创始人兼CEO “要么酷要么死”,作为创始人兼CEO,跳跳从0到1打造超级猩猩,用健身重新定义都市生活方式。她用行动告诉我们:“人就是不该甘于平凡”! 作为行业创新者,跳跳通过科技与用户体验的结合,让健身变得更有趣、更简单,也为都市人群打造了全新的健康生活方式。 This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx ...
2025友邦保险北京好生活节活动圆满落幕 健康新「享」法 创造美好生活
Cai Jing Wang· 2025-07-08 07:15
活动当天,静谧的奥森公园中到处都是热情的友邦红,每个角落都充满大人孩子们的欢声笑语。在「友乐园」,丰富的大型亲子互动游戏让孩子快乐的沉浸 其中,全家人一起体验游戏乐趣,悠游阳光沙滩,玩出快乐好生活;在「友好市」,大家畅享美食、潮玩、IP周边,一起逛出好生活的N种可能;在「友享 会」,通过品牌专属区域的每次互动,大家也能更加深刻体会到友邦北京对客户的爱与守护,对美好生活方式的深度探索,感受友邦"以客为先"的服务理 念;「5km友乐健步走」开启后,每个人都奔向健康与美好,在自然跑道中穿越释放多巴胺,奔跑途中的专属拍照打卡装置和定制奖牌也令大家惊喜满满, 一起跑出健康新成就。 2025年7月5日,由友邦人寿北京分公司(简称"友邦北京")举办的"2025友邦保险北京好生活节"活动在北京奥林匹克森林公园露天剧场盛大举行,本次活动 以"健康新享法"为主题,通过运动、音乐、市集、亲子互动和公益倡导的多元形式,吸引了近八千位友邦北京客户及营销员于盛夏时节相聚在这座大自然氧 吧。活动时间恰逢"7.8全国保险公众宣传日",在活动中也融入了健步走的元素,在健步走环节中不仅传递了健康生活理念,更创新融入金融消费者权益保 护、反洗钱知 ...
老百姓大药房加速AI助手赋能提质
Jing Ji Wang· 2025-07-01 08:29
Core Viewpoint - The company aims to enhance its sustainable competitive advantage through comprehensive value chain reforms, despite facing challenges in revenue and profit due to new store openings and goodwill impairment losses [1]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 22.358 billion yuan, a slight decrease of 0.36% year-on-year, while the net profit attributable to shareholders was 519 million yuan, down 44.13% [1]. - The decline in net profit is attributed to the increase in the number of new stores, which are still in the performance growth phase, and the company's recognition of goodwill impairment losses [1]. Group 2: Industry Trends and Strategy - The pharmaceutical retail industry is undergoing significant transformation, shifting from rapid expansion to a phase of differentiation and consolidation [1]. - In the first quarter of 2025, the company reported a net decrease in stores, with 211 new stores opened and 236 closed, resulting in a total reduction of 25 stores [1]. - The company plans to open 1,000 stores in 2025, primarily focusing on franchise stores and converting existing stores to franchises, while also pursuing strategic acquisitions in advantageous markets [1]. Group 3: Compliance and Ecosystem Development - The company emphasizes strengthening its compliance system and self-inspection mechanisms to ensure compliant operations, aiming to enhance store operational quality [2]. - The focus is on developing franchise and alliance businesses to integrate industry resources and build an ecosystem with small and medium-sized pharmacies, aiming to capture opportunities during the industry consolidation phase and increase market share [2]. Group 4: R&D and AI Initiatives - The company has been recognized as a technology center since 2011 and allocates approximately 0.6% of its total revenue annually for R&D, focusing on product and technology development [3]. - The company has developed over 70 self-researched business system products and obtained 102 software copyrights, supporting efficient business operations [3]. - An AI application strategy committee has been established to ensure the implementation of AI initiatives across various business areas, including the development of multiple generative dialogue assistants for different scenarios [3]. Group 5: Future Outlook - The company envisions a transformation from a single "pharmaceutical sales terminal" to a "comprehensive health service complex," aiming to meet evolving consumer health demands [3]. - The strategy includes deepening professional pharmaceutical services, enhancing prescription outsourcing capabilities, and expanding diverse service scenarios through physical pharmacies to create a health community ecosystem [3].
成为“苏超”徐州赛区冠名商 维维股份成功“出圈”
Zheng Quan Shi Bao Wang· 2025-06-30 10:50
Group 1 - The popularity of the Jiangsu Province Urban Football League ("Su Super") is rising, with ticket demand exceeding supply ratios of over 10:1 and even 30:1 for some matches [1] - Weivi Co., Ltd. (600300), the naming sponsor for the Xuzhou division of "Su Super," has seen a significant increase in visibility, with a 175% year-on-year growth in Baidu search index over the past three months [1] - Weivi Co., Ltd. aligns its brand mission of promoting health and happiness with the growing value of football as a symbol of a healthy lifestyle, beyond just competitive sports [1] Group 2 - The "Su Super" event, characterized by its grassroots appeal and a philosophy of "joy first, competition second," has attracted numerous fans, creating a vibrant and energetic atmosphere [2] - By sponsoring "Su Super," Weivi Co., Ltd. effectively reaches young consumers, conveying its brand philosophy and product information [2] - The deep brand heritage and extensive market influence of Weivi Co., Ltd. enhance the cultural significance of the "Su Super" event, thereby increasing its brand value [2]
省新华医院申花院区开放门诊试运行
Mei Ri Shang Bao· 2025-06-24 06:40
Core Insights - The Zhejiang University of Traditional Chinese Medicine Affiliated Second Hospital (Zhejiang Provincial Xinhua Hospital) Shanhua District officially opened its outpatient services on June 23, marking a significant milestone in enhancing healthcare accessibility in the region [1][4] - The new outpatient center aims to provide comprehensive medical services, focusing on preventive healthcare and chronic disease management, reflecting a shift from merely treating illnesses to preventing them [4] Group 1: Outpatient Services - All outpatient departments, including respiratory medicine, endocrinology, neurology, gastroenterology, orthopedics, urology, obstetrics and gynecology, reproductive medicine, pediatrics, plastic surgery, dermatology, pain management, acupuncture, and massage therapy, were opened on the first day of trial operation [1] - The opening of the new outpatient center fills a gap in provincial medical resources in the Shanhua area, indicating a strategic expansion of the hospital's services [4] Group 2: Patient Experience - The first patient, a 47-year-old woman, expressed satisfaction with the care received from the hospital's clinical innovation team, highlighting the importance of personalized healthcare and ongoing support in managing chronic conditions like constipation [2] - The hospital's approach emphasizes the significance of lifestyle changes and regular check-ups in maintaining health, as demonstrated by the patient's improved condition over eight years [2] Group 3: Health Management Initiatives - The newly established Health Lifestyle (Weight Management) Medical Center integrates various disciplines, including nutrition and lifestyle consultations, to provide a one-stop solution for weight management [3] - The center utilizes advanced technology for comprehensive assessments, such as measuring arterial stiffness and visceral fat, to support patients in achieving long-term health goals [3] - The hospital prioritizes health education, showcasing common beverages and their sugar content to raise awareness about dietary choices and their impact on health [3]
中英人寿 “悦养健康·夏日燃脂局”广东站启幕,共探健康生活新方式
Cai Fu Zai Xian· 2025-06-24 03:10
Core Viewpoint - The event "Health and Summer Fat Burning Session" organized by China British Life Insurance Guangdong Branch aims to promote a healthy lifestyle through a multi-brand collaboration, focusing on fitness, healthy eating, and quality living experiences for customers and the public [1][2][9]. Group 1: Event Overview - The event took place on June 21 at Guangzhou Huangpu Dayuehui, featuring various brands such as Great Wall Wine, Fulinmen, and Keep, creating an ecosystem for health experiences [1][2]. - Activities included interactive fitness sessions, yoga, health checks, and nutrition courses, showcasing a diverse range of health experiences [5][9]. Group 2: Strategic Goals - China British Life Insurance emphasizes its "Health and Wellness" strategy, aiming to be a comprehensive health guardian for customers, addressing physical, mental, and financial well-being [2][11]. - The collaboration among multiple brands is seen as an innovative attempt to implement the "Health and Wellness at China British" concept, enriching the meaning of health living scenarios [2][9]. Group 3: Educational Initiatives - The event included consumer protection education through case studies and interactive games, alongside financial knowledge dissemination using new media [7]. - The integration of exercise, healthy eating, and knowledge empowerment serves as a promotional opportunity for healthy lifestyles, encouraging participants to discover their unique "health codes" [9].
8个不知不觉患上糖尿病的习惯,很多人每天都在重复做……
Yang Shi Xin Wen· 2025-06-21 22:24
一项研究发现,早上8点之前吃第一顿饭、晚上7点之前吃最后一餐,更有助于降低2型糖尿病的发病率。而如果晚餐较晚才吃会增加2型糖尿病的风险。 2022年《糖尿病护理》期刊发表的一项研究显示:晚餐吃得晚,对血糖不友好。实验发现:晚餐吃得太晚会导致胰岛素降低6.7%,葡萄糖升高8.3%。简单 来说,晚餐时间越晚,血糖水平越高。 当前我国成年人糖尿病患病率总体呈升高趋势。缺乏运动、常喝甜饮料、吃晚饭时间太晚……我们的日常生活习惯,跟糖尿病有着极大的关联。这8个习 惯,让人不知不觉患上糖尿病↓ 习惯一:吃晚饭时间太晚 你几点吃晚饭? 对大多数人来说,早点吃晚饭,让自己在睡前4小时内不吃东西,是避免糖尿病的明智选择。 习惯二:日常吃红肉太多 猪肉、羊肉、牛肉,你更喜欢吃哪个? 如今,越来越多研究发现,日常红肉(猪肉、羊肉、牛肉)吃得太多会增加糖尿病的风险! 一项研究发现:每周只摄入2份红肉的人群或许相比少吃红肉的人群患2型糖尿病的风险更高,而且这一风险会随着红肉摄入量的增加而增加。 你爱喝甜饮料吗?你身边有把甜饮料当水喝的人吗? 一项研究发现:喝含糖饮料、人工甜味剂(代糖)饮料或增加糖尿病风险。与很少喝甜饮料的人相比,每天 ...
从技术引领到标准输出,华帝站稳厨电行业“制高点”
Zhong Jin Zai Xian· 2025-06-18 09:02
近日,由高端厨电三杰"方老华"之一华帝主笔、联合中国家电研究院共同编制的行业团体标准T/CITS 406 - 2025《微晶平板烤 嵌入式蒸烤烹饪机》顺利通过审查,并经中国检验检测学会批准正式发布并实 施。 作为标准的主笔单位,华帝不仅展现出深厚的技术积累与研发实力,更彰显其在行业技术创新中的引领 作用。 这一数据背后,是消费者对品质生活的追求升级,对蒸烤烹饪机的综合性能与使用体验提出了更高维度 的需求。清洁便利性、健康营养保留、功能多样性等成为选购核心关注点,消费者期待更高效、更省 心、更健康的烹饪解决方案。 面对市场需求变化,华帝凭借深厚的技术积累研发出微晶平板烤技术。该技术颠覆传统烤管线性发热模 式,升级为面性均匀发热结构,基于漫反射技术原理,实现同层温差≤6℃、整体空间温差≤15℃的精准 控温。搭配300℃高温面板,它不仅将预热时间缩短40%,更确保食材在烤制时"同层同温、内外熟 透"。 针对清洁难题,微晶平板烤技术将烤管隐藏于微晶平板之下,让用户告别传统蒸烤一体机裸露烤管带来 的清洁烦恼,真正实现油污一擦即净。 依托微晶平板烤技术的核心优势,华帝重磅推出"烤得好,净得快"全新嵌入式蒸烤一体机FA50 ...
从“求富”到“求福”:美好生活大调查解码国民幸福变迁
Hua Xia Shi Bao· 2025-06-18 08:24
当收入对公众幸福感的影响力五年骤降25%,当"健康"取代"收入"成为国民幸福的首要指标,一场关于 美好生活的价值重构正在发生。 2019年,65.74%的中国人将收入水平视为幸福的首要来源;五年后的2024年,这个数字下跌至 40.64%。取而代之的,是健康状况以53.44%的占比,跃居国民幸福感影响因素首位。 上述颠覆性结论源自6月15日发布的"2024-2025年度美好生活大调查"。这项由中央广播电视总台、国家 统计局、中国邮政集团有限公司以及北京大学国家发展研究院联合开展的全球最大规模民生感受型调 查,覆盖全国10万家庭,清晰勾勒出中国社会从"求富"向"求福"的集体转向。 同期举办的《数说美好》圆桌对话及《美好生活城市之夜》晚会中,数据洞察之上,"何为美好""何以 美好"的图景清晰呈现:国民对美好生活的追求,正经历从物质富足向精神丰盈的结构性变迁——健康 状况、家庭关系、收入水平、婚姻情感、兴趣爱好构成核心"幸福砝码"。兴趣社群在提升公众生活质 量、拓展社交圈层、改善身心健康等维度发挥重要作用,成为社会自组织新样态,构建城市人民美好生 活的新场景。 何为美好 美好生活要素展现全新维度 2024至2025 ...