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民生健康:益卫舒产品目前已经上市,前期产能不足的情况在逐步消除中
(编辑 王雪儿) 证券日报网讯 民生健康8月27日发布公告,在公司回答调研者提问时表示,益卫舒产品目前已经上市, 前期产能不足的情况在逐步消除中。产品销售初期主要采用线下代理模式,随着产能的提升,公司也将 考虑线上销售以及OTO模式的可行性。米诺地尔搽剂和伐尼克兰片目前在进行新品上市前的筹备工 作,并将按计划陆续推向市场。在销售模式方面,未来公司将采用线上线下结合的销售模式。这些产品 都是公司重点布局的产品,有望成为未来新的增长点。 ...
民生健康(301507) - 投资者关系活动记录表2025-009
2025-08-27 01:06
证券代码: 301507 证券简称:民生健康 杭州民生健康药业股份有限公司 投资者关系活动记录表 编号:2025-009 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 (业绩交流会) 参与单位名称及 人员姓名 参与单位及人员详见附件 时间 2025 年 8 月 26 日 (周二) 上午 9:30-10:30 地点 公司会议室 上市公司接待人 员姓名 财务总监 朱文君 董事会秘书 陈稳竹 证券事务代表 鲍蔚霞 投资者关系活动 主要内容介绍 一、公司介绍环节 财务总监通过关键财务数据和核心财务指标等信息,详细介 绍了公司在上半年所取得的业绩表现及整体经营状况。 二、调研问答环节 1、问:公司主力维生素矿物质类产品 25H1 实现收入 4.26 亿元,收入占比 92.15%,同比增长 9.84%。其增长的逻辑是什 么,在未来是否能够持续保持稳定的收入增长?对于后续提升净 利率的思路和策略,公司有何考量? 答:25H1 公司主力产品维矿系列保持稳健增长,其中主力 大单品 21 金维他多维元素片在线下渠道保持销售数量份额和销 ...
民生健康(301507) - 投资者关系活动记录表2025-008
2025-07-11 01:16
Company Overview - Minsheng Health has a diverse business structure, including vitamin and mineral supplements, probiotics, and medical beauty products [1] - The company has established a full industrial chain in the probiotics sector, enhancing its competitive advantage [2][3] Growth in Core Products - The main product, 21 Jinweita® Multivitamin Tablets, has seen a steady increase in market share [2] - Online sales have expanded significantly through three dedicated online business units, contributing to overall revenue growth [2] Probiotics Market Strategy - The company has developed a comprehensive probiotics ecosystem, including over 6,500 strains in its proprietary "Yanhuang Strain Library" [3] - Focus on functional strains and unique technologies to differentiate products in the probiotics market [3] New Product Launches - Minoxidil solution is set to launch in August 2025, while Varenicline tablets are planned for September 2025 [4] - Different marketing strategies will be employed for each product, with a focus on consumer health education for Varenicline [4] Challenges and Solutions - The decline in foot traffic at offline pharmacies poses a challenge; however, the company has built strong relationships with pharmacies to mitigate this [5] - The new skincare brand, Jisuran, aims to convert low-frequency pharmaceutical purchases into higher-frequency skincare sales [5] Organizational Structure - Each business segment operates independently, with dedicated departments for OTC, online retail, and medical beauty [6] - The company emphasizes talent retention and management efficiency to ensure sustainable growth [6] Long-term Strategic Goals - Maintain steady growth in the core vitamin and mineral supplement business [6] - Position the probiotics segment as a second growth curve to catch up with industry leaders [6]