甘李药业20240622

Summary of Conference Call Notes Industry Overview - The industry is experiencing significant growth in the third generation of pre-control and pre-export products, indicating a positive trend in demand [1] - In 2024, the total demand from domestic enterprises in the context of centralized procurement is projected to reach 45%, which represents a 14 percentage point increase compared to previous centralized procurement periods [1] - There is an accelerating trend of domestic substitution within the industry, highlighting a shift towards local products [1]