证券日报网讯2月25日，拓新药业（301089）在互动平台回答投资者提问时表示，公司已密切关注国际 小核苷酸领域的发展动态，并持续跟踪小核酸药物的应用进展。目前，公司核心业务聚焦于原料药及医 药中间体的研发、生产与销售，核心产品包括胞磷胆碱钠、利巴韦林、盐酸阿糖胞苷、胞嘧啶等，广泛 应用于抗病毒、抗肿瘤及神经系统用药领域。同时，公司积极布局大健康功能食品原料药市场，现有主 要产品涵盖L-α-甘油磷酸胆碱、辅酶Q10、一水肌酸、左旋肉碱等功能性食品原料。未来，公司将紧跟 市场需求变化，持续加大研发投入，不断提升经营业绩与内在价值。 ...

Core Viewpoint - Northeast Pharmaceutical is implementing a "one body, two wings" development strategy to enhance resilience and profitability amid industry challenges and market competition [1] Group 1: Operational Efficiency and Market Strategy - The company is focusing on improving operational quality and market expansion, with a steady increase in core business foundations [2] - By 2025, the company aims for multiple breakthroughs in market layout, with core products achieving historical sales highs and brand influence steadily increasing [2] - The raw materials segment is adapting to market fluctuations by optimizing sales structures and expanding into emerging fields, solidifying its market position [2] Group 2: Production and Quality Control - Northeast Pharmaceutical has achieved cost reduction and efficiency improvements while maintaining a 100% product pass rate for factory output and inspections [3] - The company is enhancing production efficiency through process optimization, equipment upgrades, and management improvements [3] Group 3: Research and Innovation - The company is driving growth through both generic and innovative drugs, with three new generic products approved for market by March 2025 [3] - Ongoing projects in biopharmaceuticals and health products are being developed, including new health-oriented products like functional skincare items [3] Group 4: Strategic Development Framework - The "one body, two wings" strategy aims to strengthen the core business of chemical generics while expanding into biopharmaceuticals and traditional Chinese medicine [4] - The company plans to enhance its competitive advantage and market influence across all business segments, focusing on key product sales and overseas promotion of certified products [4] Group 5: Support Systems for Strategy Implementation - To ensure the effective implementation of the "one body, two wings" strategy, the company is optimizing management mechanisms and enhancing operational efficiency [5] - The focus is on risk management, cost control, and digital transformation to improve overall business quality [5] Group 6: Future Growth Drivers - The core growth drivers for the company include the successful transformation of innovative research results and the internationalization of the raw materials business [6] - Digital management and efficiency improvements are also seen as positive factors for driving performance growth [6]

● 本报记者 宋维东 东北制药相关负责人日前在接受中国证券报记者采访时表示，面对行业调整、市场竞争加剧等多重挑 战，公司将锚定"一体两翼"发展战略，坚持稳健经营与创新突破并举，深耕医药核心主业，拓展多元赛 道，打造更多盈利增长点，持续增强发展韧性。 运营质效持续提升 "在药品集采常态化、医保改革持续深化、行业竞争日趋激烈的背景下，东北制药紧扣'变、干、实'工 作总要求，主动适应行业变革，在经营提质、市场拓展、生产增效、研发创新等方面协同发力，发展质 效稳步提升，核心业务根基持续夯实。"该负责人说。 2025年，公司市场布局多点突破，营销效能持续释放。其中，制剂板块聚焦核心产品，深耕终端市场， 渠道覆盖与市场渗透力不断增强，多款主导产品销量创历史新高，新开发终端与主要品种覆盖率均同比 增长，品牌影响力稳步提升。此外，原料药板块积极应对国内外市场波动，通过优化产品销售结构、拓 展新兴领域等举措，核心产品市场地位不断稳固，海外市场持续拓展。该负责人表示，公司各子公司协 同发力，部分子公司成功扭亏为盈，构筑起多元协同、稳健向好的发展格局。 在生产运营方面，东北制药实现降本增效与质量管控双线提升。公司构建了"产销协同、 ...

Core Viewpoint - L-Carnitine is increasingly recognized as a crucial "conditional nutrient" that aids in fat metabolism and energy production, leading to a growing demand in the health and fitness market [1][4][11] Industry Definition and Production Process - L-Carnitine is a naturally occurring amino acid that transports long-chain fatty acids into mitochondria for energy production, playing a vital role in energy metabolism [2][3] - The main production methods include direct extraction, chemical synthesis, enzymatic conversion, and bacterial fermentation [3][6] Current Industry Status - The demand for L-Carnitine in China is projected to grow from 1,343 tons in 2018 to 3,171 tons in 2024, with the market size increasing from 21.165 billion yuan to 39.060 million yuan [5] - China has become the largest producer and exporter of L-Carnitine globally, with production expected to reach 10,043 tons and exports to 6,872 tons in 2024 [5][6] Industry Supply Chain - Early production methods relied on animal sources, which were inefficient and costly, leading to the adoption of more effective methods [6] - L-Carnitine can be synthesized in the body but is often supplemented in specific populations such as athletes, vegetarians, and the elderly [6] Competitive Landscape - Major players in the Chinese L-Carnitine market include Guangzhou Longsha Pharmaceutical Co., Northeast Pharmaceutical Group, and Chengda Pharmaceutical Co., with Chengda being the largest producer [7][9] - Chengda Pharmaceutical's production capacity is around 4,000 tons annually, making it a significant global supplier [9] Industry Development Trends - The market for L-Carnitine is expected to grow steadily due to increasing health awareness and an aging population [11] - Future trends indicate a diversification of L-Carnitine products to cater to personalized health management and a broader range of applications [11]