证券代码：002644 证券简称：佛慈制药 兰州佛慈制药股份有限公司 投资者关系活动记录表 答：公司产品 1931 年开始出口，目前已出口至美国、加拿 大、澳大利亚、日本、泰国、印尼、香港等 32 个国家和地区， 公司海外产品注册数达 1442 个，在国外认证数量、海外商标注 册、出口覆盖范围及品种数方面长期居于行业领先地位。海外市 场是公司未来重点培育的大市场之一，公司将持续深化国际化战 略布局，依托佛慈出口优势，加大对海外市场的建设投入，推进 产品国际注册与合规认证，通过品牌共建、渠道共享强化推广， 不断扩大海外市场份额，打造更具国际影响力的中医药品牌。 4.公司库存水平如何？ 答：公司目前存货水平处于合理范围内，周转率符合行业特 点和平均水平。公司也将密切关注产能和市场需求情况，总体保 持产销平衡，合理控制存货规模。 5.公司 2025 年投资科近泰基公司的背景和原因？ 答：公司经过充分的前期调研和论证，2025 年 10 月投资 2,000 万元参与了科近泰基新技术有限公司的增资扩股，布局放 射性同位素药物赛道。科近泰基公司是中国科学院近物所下设的 全资子公司，未来科近泰基公司主要业务为协同中国科学院 ...

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 624 million CNY and a net profit attributable to shareholders of 38.08 million CNY, with a net cash flow from operating activities of 93.51 million CNY, reflecting a year-on-year increase of 677.92% [2][3] - The gross margin for the pharmaceutical segment improved to 39.12%, an increase of 4.65% compared to the same period last year, primarily due to a decrease in raw material prices and ongoing cost reduction efforts [2][3] Inventory and Market Strategy - The company's inventory levels are within a reasonable range, with turnover rates aligning with industry standards, and it will continue to monitor production capacity and market demand to maintain a balance between production and sales [3] - The company plans to enhance its market presence by focusing on core products and expanding into new markets, particularly in South China and internationally, to increase market share and sales volume [3] Product Development and Investment - The company has 467 approved drug products, with 46 included in the essential drug list, and will closely monitor policy changes to enhance market competitiveness [3] - An investment of 20 million CNY was made in October 2025 in a subsidiary of the Chinese Academy of Sciences, aiming to enter the radioactive isotope drug sector, which is expected to drive innovation and long-term growth [4] Strategic Planning - The company's 14th Five-Year Plan focuses on marketing breakthroughs, research and development innovation, digital transformation, brand building, and the development of health products from medicinal food [5] - Future mergers and acquisitions will be considered based on strategic development and market changes, targeting synergies in market channels, products, and research innovation [5]

Core Viewpoint - The company, Foci Pharmaceutical, is strategically investing in the radioactive isotope drug sector by increasing its stake in Kejin Technology, aiming to enhance its core competitiveness and align with national policies and market demands [1][12][18]. Company Overview - Foci Pharmaceutical, established in 1929, has a long history as a traditional Chinese medicine manufacturer, focusing on proprietary Chinese medicine and health products [6][8]. - The company has a comprehensive product line with 467 drug approval numbers and various dosage forms, but has faced challenges in revenue growth and profitability in recent years [9][11]. Investment Details - Foci Pharmaceutical will invest 20 million yuan to acquire a 4.911% stake in Kejin Technology, which is involved in the production and research of medical isotopes [1][12]. - The total financing for this investment round reached 373 million yuan, with participation from several institutions, including the Chinese Academy of Sciences [5][12]. Market Potential - The radioactive drug market in China is projected to grow to 26 billion yuan by 2030, indicating significant potential for future revenue generation [15][14]. - The investment aligns with the company's strategy to diversify its business and enhance its resilience against market fluctuations [18]. Strategic Implications - This investment allows Foci Pharmaceutical to secure a position in the upstream segment of the radioactive drug industry, which is characterized by high technical barriers and substantial research and development requirements [18][19]. - The company aims to leverage its investment to strengthen its influence in the innovative drug sector and potentially enhance its market presence [19][21].

Core Viewpoint - The company, Foci Pharmaceutical (002644.SZ), is strategically investing in the radioactive isotope drug sector to enhance its core competitiveness by signing a capital increase agreement with Kejin Taiji Technology Co., Ltd. for 20 million yuan, acquiring a 4.911% stake in the company by October 10, 2025 [1] Group 1: Investment Details - The investment amount is 20 million yuan, which will result in a 4.911% equity stake in Kejin Taiji Technology Co., Ltd. after the capital increase [1] - The agreement is aimed at positioning the company in the radioactive isotope drug market, which is expected to grow significantly [1] Group 2: Company Background - Kejin Taiji Technology Co., Ltd. is a wholly-owned subsidiary of the Institute of Modern Physics, Chinese Academy of Sciences, primarily engaged in the design and technical services of ion accelerator systems [1] - The company is involved in the construction of a medical isotope drug research and development platform in Lanzhou New Area, focusing on alpha-emitting isotopes like 225Ac and 223Ra for cancer treatment [1] Group 3: Future Business Focus - Post-investment, Kejin Taiji Technology Co., Ltd. will collaborate with the Institute of Modern Physics and Gansu Isotope Laboratory to produce, sell, and develop medical isotopes and related drugs [1] - The goal is to achieve breakthroughs in the mass production of alpha-emitting isotopes and ensure the autonomy of key technologies and equipment [1]