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陇神戎发(300534) - 300534陇神戎发投资者关系管理信息20250723
2025-07-23 09:00
问题 2:公司目前已推出多款大健康产品,未来在大健康 领域有什么发展规划? 回复:您好!公司坚定看好大健康领域前景并积极布局, 目前已推出黄芪当归胶囊、"7°啡得乐"植物饮料、薄荷爽口 片、固体饮品黄芪当归饮等大健康产品并有序开展市场推广工 作。未来,公司将坚持以市场需求为导向,依托控股股东作为 甘肃省中医药产业链、医药大健康产业链"链主"的平台优势 以及公司自身的产品优势、资源优势,积极开发药食同源等大 健康产品,加大市场销售网络建设,培育差异化竞争优势,不 断提升公司在专业领域及大健康领域的市场影响力。 证券代码:300534 证券简称:陇神戎发 甘肃陇神戎发药业股份有限公司 投资者关系活动记录表 编号:2025-002 | | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 投资者关系活 | | | 动类别 | □新闻发布会 □路演活动 | | | ☑现场参观 ☑其他(投资者走进上市公司活动) | | 参与单位名称 | 国信证券甘肃分公司及个人投资者代表共 45 人 | | 及人员姓名 | | | 时间 | 2025 年 7 月 23 日 10:00-12:0 ...
陇神戎发深化宣肺止嗽合剂战略布局,中药保护期延至2030年构筑市场壁垒
Zheng Quan Shi Bao Wang· 2025-06-07 14:34
为解决产能瓶颈对市场销售的制约,公司于2024年5月成功完成宣肺止嗽合剂等液体制剂生产线升级改 造项目(一期)工程,该项目实现了年产5000万盒(折合3亿支)的先进产能,顺利通过药品GMP符合 性检查并正式投产运营。此次升级显著提升了生产线的自动化、智能化水平,优化了生产工艺标准,全 面增强了质量管控和技术保障能力,为产品的市场放量和稳定供应提供了坚实后盾。 围绕宣肺止嗽合剂这一核心资产,普安制药正多维度推进战略升级。公司持续加大研发投入,聚焦产品 的二次开发与价值深挖。系统性地开展了工艺优化研究、大品种培育循证医学证据体系构建、真实世界 安全性再评价及随机对照临床试验(RCT)等关键项目。目前已产出《治疗咳嗽临床应用专家共识》等 7项重要研究成果及药品临床综合评价报告。未来研发方向明确:积极拓展适应症范围,针对"新冠后咳 嗽"、"慢性阻塞性肺疾病(COPD)"等细分领域开展深入研究,旨在明确其在缩短病程、减少并发症等 方面的独特优势,相关成果将持续发表于国内核心期刊,以提升学术公信力,为市场推广提供强力支 撑。 6月6日,陇神戎发(300534)在回复投资者提问时表示,宣肺止嗽合剂在新冠防治和流感防治中发挥 ...
陇神戎发多维发力 持续提升主打产品宣肺止嗽合剂核心竞争力
Zheng Quan Ri Bao· 2025-06-06 08:38
市场拓展与产能保障是支撑产品发展的另一基石。陇神戎发坚持"临床与OTC同步,临床带动OTC"的策 略,一方面积极通过学术会议、专业期刊等渠道向医疗专业人士传递产品的核心临床价值,提升等级医 院覆盖率;另一方面则加大空白市场开发和零售药店等OTC渠道的拓展力度。尤为关键的是,公司于 2024年5月成功完成宣肺止嗽合剂等液体制剂生产线升级改造项目(一期)工程,年产能跃升至5000万 盒(3亿支),并顺利通过药品GMP符合性检查后正式投产。这一重大升级全面提升了生产线的自动化 水平、工艺标准和质量技术水平,有效解决了长期困扰市场的产能瓶颈问题,为未来的销售增长和稳定 供应提供了坚实保障。 宣肺止嗽合剂是陇神戎发的主打产品之一,为国家级六类新药、中药二类保护品种、国家医保品种,属 于镇咳类药物,适用于疏风宣肺,止咳化痰。其先后获得甘肃省科技进步三等奖、甘肃省药学会发展奖 一等奖、甘肃省新产品新技术奖等奖项,先后入选2018年中药大品种科技竞争力排行榜、2021年中国公 立医疗机构终端止咳祛痰平喘中成药TOP20、2022年全国100个疗效独特的"国字号"中药品种目录等权 威榜单。2024年8月份,宣肺止嗽合剂中药保护 ...
重要信号!A股又到关键节点
天天基金网· 2025-05-28 05:50
以下文章来源于东方财富网 ,作者辣笔小强 东方财富网 . 东方财富网,中国财经门户,提供7*24小时财经资讯及全球金融市场报价,汇聚全方位的综合财经新闻 和金融市场资讯。 周二A股三大指数集体下跌,创业板指以0.68%领跌,且三大指数均4连跌。沪深两市成交额9989.26万 亿元,较上一交易日缩量110.34亿元。盘面上,新消费股集体走强;农药、化工股午后爆发;医药股一 度冲高。相反,有色金属、CPO、消费电子、人形机器人等板块跌幅居前。 (图片来源:东方财富APP,统计截至2025/5/27,不作投资推荐) A股又到重要节点? 01 周二成交额再次跌破万亿,在市场上引起了较多的讨论。数据显示,A股由4月初至今的反弹行情中, 单日成交额降至1万亿元上下的情况有四次,前三次"地量"持续1到3天后,市场均迎来放量。 具体而言,第一次是4月2日,即大跌发生前;第二次是4月17日、18日和21日;第三次是4月28日和29 日。从上证指数来看,除4月2日后市场遭遇利空大跌,后两次"地量"出现后,市场均继续向上修复。 东吴证券研报则认为,新一轮"东升西落"的交易时点将要来临。美元指数自5月中旬再度转跌,当前已 经回落至9 ...
陇神戎发召开2024年度业绩说明会,全力推动公司高质量发展,主打产品覆盖率逼近20%
Zheng Quan Shi Bao Wang· 2025-04-18 12:52
Core Viewpoint - The company is focused on enhancing its market competitiveness through innovative product development, resource integration, and expansion into the health industry, while also ensuring investor returns through a stable dividend policy. Group 1: Product Competitiveness - The main product, Yuanhu Zhitong Diban, has covered 2,769 grade hospitals, achieving a coverage rate of 19.3%, while Xuanfei Zhiso Heji has covered 2,291 grade hospitals with a coverage rate of 15.3% [3] - Yuanhu Zhitong Diban is recognized for its effectiveness in treating various types of pain and ranked 15th in the "Top 20 Chinese Patent Medicine Brands" for H1 2024 [3] - Xuanfei Zhiso Heji, a national-level new drug, has received multiple awards and was ranked 8th in the "Top 20 Cough and Phlegm Relief Chinese Patent Medicine Brands" for H1 2024 [3] - The protection period for Xuanfei Zhiso Heji has been successfully extended to July 20, 2030, enhancing its market competitiveness [3] Group 2: Resource Integration and R&D Innovation - The company completed the acquisition of 70% of the Gansu Pharmaceutical Group's Innovation Research Institute by March 2025, enhancing its R&D capabilities [4] - This acquisition aligns with national policies aimed at improving traditional Chinese medicine quality and promoting industry development through strategic mergers and resource integration [4] Group 3: Health Industry Expansion - The company is actively expanding into the health industry with products like "7° Feidele" herbal beverage and mint candy, focusing on both online and offline sales channels [5][6] - The "Huangqi Danggui Capsule," made from traditional Chinese medicinal materials, targets individuals exposed to radiation, addressing market demand for health products [6] Group 4: Investor Returns - For the fiscal year 2024, the company plans to distribute a cash dividend of 0.20 yuan per 10 shares, totaling 6.0669 million yuan, which represents 47.02% of the net profit attributable to shareholders [7] Group 5: R&D Focus and Competitive Strength - The company has established a diverse innovation R&D system and is exploring clinical advantages of its main products in various medical fields [8] - New product investments include the clinical trial approval for a new drug and the launch of health products, with both "7° Feidele" and mint candy officially launched [8] Group 6: Future Development Strategy - The company aims to leverage national and provincial policies to enhance its position in the traditional Chinese medicine industry, focusing on R&D, product integration, and international market expansion [9]
陇神戎发(300534) - 300534陇神戎发投资者关系管理信息20250418
2025-04-18 09:18
Group 1: Company Overview and Recent Developments - Gansu Longshen Rongfa Pharmaceutical Co., Ltd. held an online performance briefing on April 18, 2025, attended by key executives including Chairman Kang Yonghong and CFO Zhao Zhengcai [2][5]. - The company recently acquired a 70% stake in the Gansu Pharmaceutical Group Innovation Research Institute, which focuses on integrating research resources and enhancing technological innovation [3][4]. Group 2: Research Institute Achievements - The Innovation Research Institute has established a collaborative network with 50 units, focusing on major common technology research in traditional Chinese medicine, resulting in 6 major projects and 19 sub-projects approved [3]. - The institute has filed 12 patents, published 5 papers, and developed 28 new products, showcasing its significant contributions to the industry [3]. Group 3: Market and Product Development - The company is actively promoting its new herbal beverage "7° Feidele" across 15 provinces, including Shanghai and Sichuan, with a focus on expanding its market presence [5][6]. - The "Huangqi Danggui Capsules," a health product targeting radiation damage, is based on traditional formulations and aims to enhance immunity [6][7]. Group 4: Financial Performance - In 2024, the company achieved a revenue of CNY 1.039 billion and a net profit of CNY 25.8046 million, with a net profit excluding non-recurring items of CNY 49.1272 million [5][8]. - The company plans to distribute a cash dividend of CNY 0.20 per share for the 2024 fiscal year, totaling CNY 6,066,900 [17]. Group 5: Future Growth Strategies - The company aims to enhance its pharmaceutical research, strengthen its industrial capabilities, and integrate resources to drive high-quality development [8][9]. - Key growth drivers include expanding market sales of proprietary products and enhancing production efficiency through technological upgrades [9][10]. Group 6: Competitive Advantages - The company holds unique proprietary products, including "Yuanhu Zhitong Dripping Pills" and "Xuanfei Zhike Mixture," with significant market coverage of 19.3% and 15.3% in hospitals, respectively [12]. - The company benefits from advanced production technologies and a strong management team, which enhances its market competitiveness [10][11]. Group 7: Industry Outlook - The Chinese pharmaceutical industry is expected to grow due to increasing health awareness and an aging population, despite challenges such as price pressures from government policies [14][15]. - Recent government initiatives to improve the quality of traditional Chinese medicine are aligned with the company's strategic goals, providing a supportive environment for growth [15][16].