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佐力药业(300181) - 2025年5月19日-2025年5月21日投资者关系活动记录表
2025-05-22 08:04
108 粒大包装的推广,促进足剂量足疗程用药,并通过加强店 员和消费者教育等方式,加强连锁药房的合作与覆盖,提升 OTC 端的销售;再次,推动 O2O 线上运营,加强与美团等平台 的合作,以适应年轻人网上购药的趋势,同时积极探索布局互 联网药品的零售和健康产品业务,专注数字化营销;最后,关 注乌灵胶囊在改善轻度认知功能障碍(MCI)方面的应用和推 广,通过参与"老年认知功能维护及心理健康促进计划"项目, 开展下基层进社区公益活动,提升产品品牌知名度。我们相信 通过一系列的努力,OTC 端的销售将有显著的增长,OTC 端销 售占比将逐渐提高。 问题二:公司 2025 年在发展战略上有何新的规划? 答:近几年来公司坚持以成药为核心,以中药饮片、中药配方 颗粒为两翼的"一体两翼"的战略,秉持"聚焦营销、聚焦研 发",取得了稳健的发展。随着市场环境变化和消费者需求的 多样化,公司也在积极探索大健康产品领域,深入乌灵菌粉滤 液研究,密切关注海外地区相关注册审批政策,紧抓海外相关 政策机遇,未来将充分发挥自身优势,推进大健康类产品的开 发,进一步打开 C 端消费。 问题三:公司当初开发聚卡波非钙片的原因?目前销售情况如 ...
金龙鱼(300999) - 2025年5月6-9日投资者关系活动记录表
2025-05-13 13:32
Group 1: Market Trends and Product Performance - In Q1 2025, household consumption remained stable, with high-end products like Hu Jihua peanut oil and Ouwangxiang cold-pressed rapeseed oil showing rapid growth, while price-competitive products like soybean oil faced industry competition [2][3] - Domestic soybean supply is expected to improve as South American soybeans arrive in May, alleviating tight supply conditions [3] - The company is developing health-oriented products under the "Fengyitang" brand, leveraging traditional Chinese concepts and advanced processing technology [3][4] Group 2: Financial Performance and Taxation - The company's Q1 2025 tax rate is high due to increased total profits and varying tax rates among subsidiaries, with some high-tax subsidiaries profitable and others at a loss [4] - The outlook for the flour business in 2024 is cautious, with expected improvement due to stable and slightly rising wheat prices after a poor performance in 2023 [4] Group 3: Pricing and Supply Outlook - Palm oil prices are expected to stabilize or decrease due to recovering production and increased inventory, despite previous supply tightness [4] - The company anticipates that the gross margin for health products will be higher than that of regular grain and oil products, contributing to future sales growth and profit [3][4] Group 4: Marketing and Distribution Strategies - The marketing strategy for "Fengyitang" health products focuses on specific demographics and channels, including hospitals and rehabilitation centers, to enhance consumer experience and awareness [3] - Employee feedback from product trials in company cafeterias has been positive, indicating strong confidence in the health product line [3]