森萱医药(830946) - 关于投资者关系活动记录表的公告

Group 1: Company Overview and Market Position - Jiangsu Senxuan Pharmaceutical Co., Ltd. has a securities code of 830946 and is publicly listed [1] - The company is focusing on a dual market strategy, targeting both domestic and international markets with a goal of 50% market share in each [6] Group 2: Product Development and Market Trends - The company has completed the construction phase of its 40 tons of Lopinavir and 60 tons of Rufinamide raw material projects, with market approval expected by 2025 [6] - The company plans to launch 1 to 2 new raw material drug varieties each year, focusing on high-value and low-investment products in the antiviral and anti-tumor fields [8] Group 3: Competitive Advantages and Challenges - Senxuan's core competitive advantage lies in its comprehensive quality system and regulatory registration, which helps it navigate the competitive landscape of raw materials [6] - The company faces increased competition in the raw material market, particularly for Lopinavir, due to new entrants following the COVID-19 pandemic [6] Group 4: Pricing and Market Strategy - The company does not directly participate in centralized procurement but is affected by pricing pressures from downstream formulation products [7] - The company anticipates a downward trend in raw material prices, but aims to stabilize performance by enhancing product quality and expanding market share [7] Group 5: International Market Presence - Senxuan has successfully registered six raw materials in Europe, including Fluorouracil and Rufinamide, with stable commercial orders expected to grow [8] - The company positions itself in high-end markets, leveraging product quality and efficient registration support to compete against lower-priced Indian products [9] Group 6: Financial Performance and Profit Margins - The gross margin for raw materials is lower in overseas markets compared to domestic markets due to a mixed sales approach and competition [13] - The company aims to optimize existing products and increase R&D investment to maintain stable growth in performance [14]