Group 1 - Jilin Aodong (000623) participated in an investor relations event to enhance communication between investors and the company, showcasing its business scope which includes traditional Chinese medicine, chemical drugs, and health products [1] - The company has 628 production approval numbers, with 315 for traditional Chinese medicine, and aims to leverage its brand and product quality to enhance market value and sales of key products [1] - Jilin Aodong plans to cultivate multiple core products with over 100 million yuan in sales and accelerate the development of strategic products with a market potential of 10 billion yuan [1] Group 2 - The Yanbian Pharmaceutical project has completed several production facilities, which passed GMP compliance checks and are now contributing to revenue [2] - In 2024, the health business is expected to generate 212 million yuan in sales, accounting for 8.13% of total revenue, with over 200 health products produced and sold [2] - The company has 22 registered health food certificates and 85 filing certificates, with 43 products generating over 1 million yuan in sales [2] Group 3 - Jilin Aodong is enhancing brand awareness through diverse marketing strategies, including e-commerce and social media platforms like Douyin [3] - The company is focusing on the core value of traditional Chinese medicinal materials and aims to develop high-value projects through research and innovation [3] - The health product development system is driven by consumer health trends, emphasizing research and development of functional health products [3] Group 4 - The company is investing in core quality long-term equity securities and related pharmaceutical companies, collaborating with various funds to invest in biopharmaceuticals and internet healthcare [4] - Jilin Aodong aims to strengthen its research capabilities through indirect investments in distinctive and competitive biopharmaceutical projects [4] - The company is optimizing its financial asset allocation to create a positive cycle of financial capital supporting real industry growth [4]

编号：2025-005 | | √特定对象调研□分析师会议 | | --- | --- | | 投资者关系活 动类别 | □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） | | | 现场参观调研 | | 参与单位名称 | 国泰海通证券投资者教育基地、全景投资者教育上海基地、工 | | 及人员姓名 | 商银行、奇迹基金、中创投资、亚东投资、琢磨基金、探普资 | | | 产、上海磬晟投资及个人投资者 | | 时间 | 2025 年 7 月 4 日 | | 地点 | 吉林省敦化市敖东大街 2158 号 | | 上市公司接待 | 副董事长、总经理：郭淑芹 | | | 董事、副总经理：杨凯 | | | 董事、副总经理、财务总监：张淑媛 | | 人员姓名 | 董事、副总经理、董事会秘书：王振宇 | | | 董事、党委书记：赵大龙 | | | 副总经理：林晓林 | | | 由国泰海通证券、全景网主办的"吉聚资本 鹿鸣东方—走 | | | 进上市公司"主题活动走进吉林敖东，通过与企业家面对面交 | | | 流、实地走访的形式，让投资者更加深入全 ...

Governance and Management - Jilin Aodong has received multiple governance honors, including the 2024 Excellent Board Practice Case, highlighting its commitment to corporate governance and operational performance improvement [2][3] - The company has established a robust governance structure and internal control management system to ensure accurate and complete information disclosure [2][3] Financial Performance - In 2024, the company achieved a revenue of CNY 261,057.51 million, a decrease of 24.31% compared to the previous year, while net profit attributable to shareholders increased by 6.27% to CNY 155,139.31 million [7][14] - The cost of the pharmaceutical segment decreased by 12.56% year-on-year, indicating effective cost management strategies [6][14] Business Segments - The three main business segments—traditional Chinese medicine, chemical pharmaceuticals, and retail pharmacy—generated a combined revenue of CNY 227,376.10 million, accounting for 87.10% of total revenue [7][11] - The traditional Chinese medicine segment alone contributed CNY 160,554.13 million, representing 61.50% of total revenue [7][9] Marketing and Sales Strategies - The company is enhancing its marketing system by integrating online sales through major e-commerce platforms and optimizing its offline stores for O2O business [5][11] - A focus on core product matrix development and strategic marketing initiatives has been implemented to improve sales performance and market penetration [10][11] Research and Development - In 2024, R&D investment amounted to CNY 99,909,053.79, a decrease of 29.69% from the previous year, with a focus on balancing R&D spending and cost control [17][19] - The company is actively pursuing innovation in traditional Chinese medicine and exploring new product development in various therapeutic areas [19][20] Shareholder Returns - The company plans to distribute a cash dividend of CNY 3 per 10 shares for 2024, reflecting a commitment to shareholder returns while balancing operational needs [12][13] - A three-year shareholder return plan has been established to enhance dividend frequency and optimize payout ratios [12][13] Challenges and Future Outlook - The company faces challenges such as declining revenue and increasing accounts receivable relative to revenue, prompting a focus on risk management and operational efficiency [16][21] - Future strategies include enhancing core product market share, expanding into international markets, and leveraging AI technology for operational improvements [20][21]

"贵到离谱。"两三亿中国人、近四成成年人都可能有需求的这款药，短短几年间，价格从一盒约20元，一路狂飙到100多元。 这一现象并非孤例，网友金小米在网上分享了过去几年的购药订单，通过订单记录对比发现，12粒装复方枣仁胶囊2020年曾低至约20元一盒（瓶），而如 今有的渠道一盒（瓶）竟接近150元，5年暴涨约6倍。 | | 5篇装 希尔安复方枣仁胶囊12 ¥106.87 | | | --- | --- | --- | | | 标准装 | +112.6 | | | | X7 | | | 本品由阿里健康大药房医药连锁有限公司卖 | | | | 闲鱼转卖 申请售后 | 加入购物车 | | 实付款 √ | | ¥106.87 | | 订单编号 | 11512944032 复制 | | | 收货信息 | 金*, 13918f 工酒 上图中 黄浦区 | | | 天猫积分 | 狭得53点积分 > | | | 支付宝交易号 | 20200729220011202 | | | 创建时间 | 2020-07-29 22:35:17 | | | 付款时间 | 2020-07-29 22:35:22 | | 网友金小米2020年订单显 ...