中成药再开发

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华森制药(002907) - 重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会活动记录表
2025-09-25 09:20
证券代码:002907 证券简称:华森制药 重庆华森制药股份有限公司 尊敬的投资者,您好。华森五大重点中成药甘桔冰梅片、 痛泻宁颗粒、都梁软胶囊、八味芪龙颗粒、六味安神胶囊,皆 为中药优势病种领域用药,且属于常见病、多发病、慢性病。 2023 年公司重点中成药甘桔冰梅片获批国家二级中药保护品 种,为甘桔冰梅片延长 7 年保护期;2024 年公司重点中成药八 味芪龙颗粒获批国家首家中药二级保护品种,为八味芪龙颗粒 获得 7 年保护期;痛泻宁颗粒荣获"中国专利优秀奖",充分 体现了公司优秀的自主研发能力和科技创新能力。2025 年上半 投资者关系活动记录表 编号:2025-014 投资者关系活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他 重庆辖区上市公司2025年投资者网上集体接待日暨半 年度业绩说明会活动 参与单位名称及 人员姓名 通过"全景投资者关系互动平台"(http://rs.p5w.net)参与 本次"重庆辖区上市公司 2025 年投资者网上集体接待日暨半年 度业绩说明会活动"的投资者 深圳北斗星太空融投资公司总经理 张柘豪 深圳北斗星太空融投资 ...
华森制药(002907) - 2025年6月26日投资者关系活动记录表
2025-06-26 07:14
Group 1: Company Performance and Product Development - The five key traditional Chinese medicine products have seen a revenue increase of 24.49% year-on-year in Q1 2025, with the total revenue for these products growing by 31.44% year-to-date [3][4] - The sales of Gan Zhi Bing Mei Pian increased by 38.84% during the reporting period, with a year-to-date growth of 54.36% [3] - The company has received national-level protection for two key products, extending their protection period by 7 years [2] Group 2: Market Strategy and Sales Channels - Approximately 70% of the company's sales occur within public hospitals, with ongoing efforts to expand into grassroots hospitals, private hospitals, retail pharmacies, and e-commerce platforms [4] - The company is actively developing its presence in the retail pharmacy sector and e-commerce to increase its market share outside of hospitals [4] Group 3: Research and Development - The company has integrated its R&D capabilities with Chengdu Aorui Pharmaceutical Co., gaining control over 7 innovative drug projects targeting various cancers and autoimmune diseases [5][6] - R&D expenditures decreased by 44.58% in 2024 compared to the previous year, primarily due to a reduction in capitalized project amounts [8][9] Group 4: International Expansion - The company has achieved significant milestones in international markets, including obtaining FDA approval for its production base and registering key products in Singapore [10] - The successful registration of products in Singapore marks a critical step in the company's strategy to expand its overseas product offerings [10] Group 5: Response to Market Challenges - The company is adapting to price reductions from centralized procurement by diversifying its product lines and enhancing its marketing strategies [11] - The focus remains on leveraging existing sales channels while exploring new growth opportunities in specialty foods and nutritional products [11]