Group 1: Market Performance - In the first half of 2024, Yunnan Baiyao toothpaste maintained a leading market share in the oral care sector in China, ranking as the top oral health brand during the "618" shopping festival [2] - The sales revenue of Yangyuanqing personal care products reached 195 million yuan, with a year-on-year growth rate of 41% [2] - The herbal medicine sector achieved an operating income of 894 million yuan, with a year-on-year growth of approximately 22% [6] - The pharmaceutical business group realized a main business income of 4.069 billion yuan, with a year-on-year increase of 9.6% [11] Group 2: Product Development and Innovation - The company has established four major research centers to enhance R&D capabilities, focusing on traditional Chinese medicine and innovative drug development [3] - Yangyuanqing successfully positioned itself as the top brand for anti-hair loss shampoo on Tmall during the "618" period, with a cumulative GMV exceeding 100 million yuan on Douyin [2] - The company is developing a digital management and operation ecosystem for traditional Chinese medicine, aiming to leverage Yunnan's medicinal resources for sustainable development [9] Group 3: Marketing and Sales Strategies - The company launched a campus basketball event with 512 teams participating, generating over 290 million views on Douyin [8] - The online channel expansion achieved approximately 350 million exposures and 2.96 million interactions, driving over 1.1 million consumers to e-commerce platforms [8] - The average order delivery rate for medicinal materials was 99.36%, stabilizing prices and ensuring supply [6] Group 4: Future Development Plans - The company aims to enhance its role as a leading enterprise in the high-quality development of Yunnan's medicinal resources, focusing on integrating production, research, and sales [9] - Plans to strengthen the digital infrastructure and expand the service network for traditional Chinese medicine, including the establishment of a large-scale decoction center [6]
云南白药(000538) - 2024年12月24日调研活动附件之投资者调研会议记录