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金石亚药(300434) - 2025年5月16日投资者关系活动记录表
2025-05-16 09:36
Group 1: Company Strategy and Development - The company adheres to a dual strategy of independent and collaborative research and development, enhancing its long-term development through strategic investments and internal resource integration [1] - The company aims to become a trusted and preferred provider of professional healthcare products, focusing on a unified operational system across R&D, marketing, and production [2] - The company plans to implement a four-pronged growth model encompassing OTC, prescription drugs, traditional Chinese medicine, and health products to support high-quality development [2] Group 2: Marketing and Sales Achievements - The company has established a comprehensive marketing system, covering over 3,000 chain pharmacies and approximately 240,000 cooperative chain stores, reaching over 90% of cities and 70% of districts nationwide [2] - The company’s online channel strategy includes partnerships with e-commerce platforms to enhance product accessibility and consumer engagement [2] Group 3: Financial Performance - In 2024, the pharmaceutical segment generated revenue of 915 million yuan, accounting for 82.96% of total revenue, with the "Kuaike" series contributing 612 million yuan, representing 55.49% of total revenue [3] - The company’s cold and flu medications account for approximately 56% of total revenue [4] Group 4: Product Development and Market Position - The "Kuaike" cold medicine has ranked first in the annual comprehensive statistics of non-prescription drugs in China for three consecutive years from 2021 to 2023 [3] - The company has successfully launched the "Kuaike Qing" oseltamivir capsules and has received re-listing permits for other products [1] Group 5: Future Plans and Challenges - The company is actively preparing for the flu season by optimizing production capacity and ensuring smooth supply channels [5] - The company is exploring opportunities in traditional Chinese medicine, developing high-quality products to enhance market share in this sector [5]