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中关村:管理层坚定持股超十年 凸显对公司未来发展信心
11月12日,中关村(000931.SZ)在互动易平台回复投资者关于高管持股的提问时表示,公司管理层于 2015年7月、2018年6月及2024年2月多次增持公司股票,距首次买入已超过十年从未减持,充分传递出 管理层对公司未来发展的信心和长期投资价值的认可。 这种长期持股的行为源自管理层坚守的长期发展主义,与中关村近年来稳健增长的业绩表现相得益彰。 2015年,公司确立了以"医药大健康产业"为核心的发展战略,近十年来医药业务收入比重持续提升; 2021年进一步聚焦医药主业,致力于构建"创新型医药产业集团";2024年7月,公司再度优化战略定 位,明确"致力于成为领先的医药大健康产业服务商"的发展战略。近几年来,一方面"元治""博苏"等优 势领域药品销售业绩稳步提升,另一方面围绕精麻领域,羟考酮系列产品加速放量,哌甲酯等药品研发 将陆续"上线",公司不仅实现了业绩的良好表现,更吸引了越来越多机构的关注,机构调研频频,充分 彰显出企业的价值前景。 从"医药大健康产业"为核心,到"致力于成为领先的医药大健康产业服务商"的战略定位,中关村正构建 起兼顾医药创新与大健康的多元化发展路径。管理层长期持股不减持,更彰显了对 ...
中 关 村(000931) - 2025年5月12日投资者关系活动记录表
2025-05-12 09:08
Group 1: Company Strategy and Resource Allocation - The company focuses on the pharmaceutical health sector and plans to divest non-pharmaceutical assets to optimize its resource allocation over the next 3 to 5 years [2] - The company will carefully consider market trends and the status of existing assets before making decisions on asset optimization [2] Group 2: Product Performance and Market Trends - The core product, Benidipine Hydrochloride Tablets (trademark: Yuanzhi®), saw a nearly 29% increase in revenue in 2024 compared to the previous year [2] - The market share of Yuanzhi reached 55.57% in 2024, driven by an aging population and increasing hypertension cases [3] Group 3: Sales and Marketing Strategies - The company implemented a "three-full strategy" to expand its market presence and mitigate the impact of potential centralized procurement [2] - Sales expenses increased to 44.22% in Q1 2025 from 35.75% in 2024, attributed to heightened marketing efforts to ensure strong performance [7] Group 4: Future Growth and Product Development - The company anticipates a sales revenue increase of over 100% for Oxycodone Injection in 2025, supported by expanding usage in various medical fields [5] - The company is developing new products, including Methylphenidate Hydrochloride sustained-release tablets, with significant market potential in ADHD treatment [6] Group 5: Financial Projections - The company projects a revenue of 2.943 billion yuan and a net profit of 89 million yuan for 2025 [10] - In Q1 2025, the company achieved a revenue of 616 million yuan, a 1.63% increase year-on-year, and a net profit of 15.76 million yuan, up 35.47% from the previous year [10] Group 6: Digital Transformation and E-commerce - The company is advancing digital initiatives, including the establishment of digital workshops and exploring online sales channels [7] - The health product segment is focusing on expanding its product range and enhancing e-commerce operations to meet diverse consumer needs [8]