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云南白药(000538) - 2025年7月9日调研活动附件之投资者调研会议记录
2025-07-10 09:12
云南白药集团股份有限公司 2、药品事业群 2024 年经营情况如何? 答:2024 年药品事业群主营业务收入 69.24 亿元,同比增长 11.8%, 单品销售过亿产品达 10 个。核心系列产品中,云南白药气雾剂销售 收入突破 21 亿元,同比增长超 26%;云南白药膏、云南白药胶囊、 云南白药创可贴、云南白药(散剂)均在上年销售收入基础上,实现 显著增长。其他品牌中药类产品增长亮眼,蒲地蓝消炎片销售收入近 2 亿元,同比大幅增长超 22%,血塞通胶囊、小儿宝泰康颗粒、参苓 健脾胃颗粒产品收入均破亿。植物补益类产品,气血康口服液销售收 入继续保持增长态势,同口径下同比增长约 14%。 投资者调研会议记录 时间:2025 年 7 月 9 日 地点:集团总部办公大楼 召开方式:现场调研 投资者:平安基金-王华、丁琳,信达证券-章钟涛、王留阳 参加人员:投资者关系管理-张昱、杨可欣 会议内容 1、请问公司 2025 年一季度业绩情况如何? 答:2025 年第一季度,公司实现营业收入 108.41 亿元,同比增 长 0.62%;归母净利润 19.35 亿元,同比增长 13.67%;扣非归母净利 润 18.87 亿元, ...
夏日三大过敏“元凶”伤身扰人
Ke Ji Ri Bao· 2025-07-08 01:29
Group 1: Sun Exposure and Skin Conditions - The article discusses the risk of sun exposure leading to solar dermatitis, characterized by redness and itching on exposed skin areas after excessive UV exposure [2] - Symptoms of solar dermatitis peak within 24-48 hours and can lead to severe conditions like blisters and increased skin cancer risk if not managed properly [2][4] - Recommendations for prevention include using physical barriers like UV protective clothing and chemical sunscreens with SPF over 30, applied 15-30 minutes before sun exposure [3] Group 2: Allergies Related to Air Conditioning - The article highlights that dust mites in air conditioning systems can trigger allergic rhinitis, causing symptoms like sneezing and itchy eyes [5] - Dust mites thrive in warm, humid environments, and air conditioning can create ideal conditions for their proliferation [5] - Preventive measures include regular cleaning of bedding and air conditioning filters, maintaining indoor humidity below 50%, and ensuring proper ventilation [6] Group 3: Insect Bites and Allergic Reactions - The article explains that insect bites can lead to urticarial reactions, known as papular urticaria, which is an immune response characterized by red, itchy welts [7] - Recommendations for managing symptoms include avoiding scratching, applying cold compresses, and using topical treatments like calamine lotion or corticosteroids under medical guidance [7] - Preventive strategies include wearing light-colored, tightly woven clothing outdoors and using insect repellent products effectively [8]
新华调查丨起底新型保健品电话销售诈骗
Xin Hua She· 2025-05-06 10:51
新华社南京5月6日电 题:起底新型保健品电话销售诈骗 新华社记者朱国亮 警惕一种新型保健品电话销售诈骗——诈骗犯罪嫌疑人冒充正规保健品公司客服、医疗专家,通过电话 为购买过保健品的中老年人诊疗,一番忽悠后高价推销药品。 江苏省无锡市滨湖区人民检察院正在办理的一起案件,揭开了该类诈骗黑色链条。 众多中老年人被骗 "您好!是徐大爷吗?"2022年5月,无锡市滨湖区85岁的徐大爷接到一家保健品销售企业"健康指导老 师"的电话。因为买过该企业的药酒,效果还不错,加之对方能报出自己的姓名、住址,徐大爷便放松 了警惕。 对方主动询问徐大爷使用药酒效果如何、满意与否,继而通知徐大爷一个"好消息":知名专家"李老 师"当天将抽时间给全国20名患者电话会诊,若徐大爷同意,她可替徐大爷报名。徐大爷同意后,对方 便告知他,稍后"李老师"会给徐大爷打电话。 过了一会儿,"李老师"打来电话,很热情地关心徐大爷的病情。一阵"电话会诊"之后,"李老师"向徐大 爷推销三种药,称可治疗高血压和关节问题,保证药到病除。 "我常收看电视台这位中医专家的节目,一听'老师'声音很熟悉也就没有怀疑,最后还价到2500元成 交。药是用货到付款寄递过来的。 ...
云南白药质效提升扣非45亿创新高 手握现金超百亿三年派现107亿
Chang Jiang Shang Bao· 2025-04-29 23:44
Core Viewpoint - Yunnan Baiyao has shifted focus from stock trading to its core business, resulting in improved operational efficiency and growth in performance despite industry challenges [1][3]. Financial Performance - In Q1 2025, Yunnan Baiyao reported revenue of approximately 10.8 billion yuan, showing slight growth year-on-year, with net profit attributable to shareholders exceeding 1.9 billion yuan, a year-on-year increase of about 13% [1]. - For the year 2024, the company achieved a record revenue of 40.03 billion yuan, a year-on-year growth of 2.36%, and a net profit of 4.75 billion yuan, up 16.02% [3][4]. - The company's net profit excluding non-recurring items reached 4.52 billion yuan in 2024, reflecting a 20.18% increase year-on-year [3][5]. Cash Flow and Financial Health - Yunnan Baiyao's operating cash flow for 2024 was 4.297 billion yuan, a 22.68% increase from the previous year, with Q1 2025 cash flow at 714 million yuan, up 35.39% [2][5]. - As of the end of Q1 2025, the company had cash and cash equivalents of 11.062 billion yuan, indicating a strong financial position [10]. Dividend Policy - The company has consistently maintained a high dividend payout, distributing a total of 10.7 billion yuan in cash dividends over the past three years, with a payout ratio exceeding 90% each year [10][12]. Operational Efficiency - Yunnan Baiyao's gross margin and net margin improved in 2024, with gross margin at 27.90% and net margin at 11.91%, reflecting a year-on-year increase of 1.39 percentage points and 1.37 percentage points, respectively [6][10]. - The company has optimized its business structure, with industrial revenue reaching 14.468 billion yuan in 2024, accounting for 36.14% of total revenue, and an industrial gross margin of 65.93% [8][10]. Strategic Focus - The company has exited all secondary market securities investments as of Q3 2023 and plans to focus on its core pharmaceutical business moving forward [8].
乱象!“网红医生”挂羊头卖狗肉
Jing Ji Wang· 2025-04-24 02:59
然而记者调查发现,该产品实为普通食品,进入其"康复医生小店",里面还卖护手霜、爆炸盐、内裤等。 本刊记者 宋杰 "我是一名从业18年的康复医师,分享心脑血管的预防,中风后的居家康复锻炼,感谢大家关注。"一位认证为"神经康复科曹医生"的主播在科普时,右下 角随即弹出的购买链接标注"曹医生推荐款"——某品牌维生素胶囊,售价99.9元/3瓶。 "曹医生"的直播间折射出医生短视频生态的双面性。当医务人员通过动画演示、情景剧等创新形式拆解医学知识时,却有部分从业人员将医疗科普异化为 牟利工具,滥用专业权威为商业利益背书。 针对此类乱象,3月底,上海推出全国首个"互联网健康科普负面行为清单"。 明确适用对象为上海市各级医疗卫生机构及其工作人员,划定九类负面行为,涵盖禁止以健康科普形式变相带货、与不良记录 MCN 机构合作等内容,为 互联网健康科普行为立规。 科普 "种草" 背后的商业暗线 记者在近期调查中发现,有博主试图"钻空子"。 部分博主通过在个人简介标注 "医院医师"、使用"王院长""刘医生"等职业暗示昵称,或身着白大褂出镜等方式伪装专业身份。 此外,部分直播间认证信息标注的"执业医师"与实际出镜人员明显不符。 部 ...