| 投资者关系活动类 | □特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 线上参与莱美药业参加的"重庆辖区举办的 2025 年投 | | 员姓名 | 资者网上集体接待日暨半年度业绩说明会活动"的投资 | | | 者 | | 时间 | 2025 年 9 月 25 日（星期四）下午 15:00-17:00 | | 地点 | 全景网"投资者关系互动平台" | | 上市公司接待人员 | 财务总监：赖文女士 | | 姓名 | 董事会秘书、副总经理：崔丹先生 | | | 公司于 2025 年 9 月 25 日（星期四）15:00-17:00 在 | | | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开"2025 年投资者网上集体接待 | | | 日暨半年度业绩说明会"。业绩说明会问答环节主要内 | | | 容如下： | | | 1、中恒集团何时转让莱美药业股权，去年暂缓转让 ...

Group 1 - The company is building a three-dimensional research and innovation system focusing on short, medium, and long-term goals, actively introducing quality projects and innovative technologies in the short to medium term [1] - The technology center continues to conduct research on new drug imitation and innovation, enhancing the company's product portfolio and competitiveness in specific fields [1] - The company is advancing the development of innovative technologies and products such as nano carbon iron in the long term, and is promoting the independent research and development of cell immunotherapy and personalized innovative medical technologies by its affiliate [1] Group 2 - In the reporting period, the company obtained approvals or supplementary application approvals for various products, including Clindamycin Phosphate Injection and Naloxone Hydrochloride Injection, and passed consistency evaluations [1] - The company’s product Esomeprazole Magnesium Enteric-coated Capsules and others were selected for provincial centralized procurement projects, enhancing market share [1] - Laimei Pharmaceutical reported a revenue of 377 million yuan for the first half of 2025, focusing on consolidating the leading position of its flagship product, Kanalin, in its niche market [2]

Core Viewpoint - Laimei Pharmaceutical reported a revenue of 198 million yuan for Q1 2025, marking a year-on-year increase of 9.54%, but faced a net loss of 13.78 million yuan due to intensified market competition and rising R&D costs [2][3] Group 1: Financial Performance - The company achieved a revenue of 198 million yuan, reflecting a year-on-year growth of 9.54% [2] - The net profit attributable to shareholders was -13.78 million yuan, indicating an increase in losses compared to the previous year [2] Group 2: Strategic Focus - Laimei Pharmaceutical is focusing on its strengths in traditional therapeutic areas such as oncology, digestive system, and specialty drugs, while enhancing the marketing of its core product, Kanalin [2] - The company is actively expanding Kanalin's market beyond thyroid indications and is pursuing international sales to increase global market share [2] Group 3: R&D and Innovation - The company has maintained a path of independent innovation, with R&D investment reaching 13.77 million yuan, a year-on-year increase of 33.71% [3] - Several innovative projects, including a nano carbon iron injection and personalized tumor vaccines, are progressing smoothly, ensuring a robust pipeline for future growth [3] - The company has successfully registered new drugs, including Nicorandil and Clindamycin Phosphate Injection, contributing to a more diversified product structure [3]