东亚药业(605177) - 投资者关系记录表-2024年半年度业绩说明会

Group 1: Company Growth Strategies - The company's future performance growth points include new product development, with ongoing investments in raw material drugs like Edaravone [3] - Capacity expansion is underway, with IPO fundraising projects completed in 2023 and production ramping up in 2024 [3] - The company is pursuing international certifications for raw materials to expand into high-end markets in Europe, the U.S., and Japan, as well as mid-to-low-end markets in Central Asia and the Middle East [3] - The completion of convertible bond fundraising projects is expected to significantly boost the growth of new formulation products [3] Group 2: Investment and Market Expansion - The establishment of a pharmaceutical investment fund aims to leverage raw material technology and capacity advantages to expand downstream formulation business [3] - In the first half of 2024, the company actively participated in international exhibitions and strengthened international registrations to enhance overseas market share [3] Group 3: Share Buyback and Financial Performance - As of July 31, 2024, the company completed its share buyback, acquiring 2.170103 million shares, representing 1.8911% of total share capital, with a total investment of 54.99217944 million yuan [3] Group 4: Production Capacity and Utilization - The company is progressing with capacity expansion, with high overall utilization rates and further growth potential as it expands into overseas markets [4] - The production facilities for the formulation segment are nearing completion, with ongoing expansion work for intermediates [4] Group 5: Future Development Strategy - The company plans to focus on raw materials while expanding into material chemistry and intermediates, as well as investing in generic drugs, improved new drugs, innovative drugs, and health products [4] - The goal is to achieve integrated development of specialty intermediates, high-end raw materials, and formulations, positioning the company as a comprehensive provider of health products [4] Group 6: Environmental Initiatives - The introduction of environmentally friendly biocatalytic processes aims to reduce costs and improve efficiency, with high acceptance rates among domestic and international customers [5]