北陆药业(300016) - 2025年1月21日投资者关系活动记录表

Group 1: Product Performance - The contrast agent products are the main source of revenue and profit for the company, significantly impacted by national drug centralized procurement in 2022 and 2023, leading to a recovery trend in 2024 [1] - The company has successfully completed centralized procurement for iodinated contrast agents and is working to expand the market share of iodixanol injection [1] - The company has diversified its gadolinium-based contrast agents, now offering four types, enhancing market competitiveness [1] Group 2: Marketing Strategies - The marketing strategy for Jiuwai Zhenxin Granules will be adjusted following changes in the national medical insurance drug list, aiming to boost sales [3] - The company is developing a series of health products related to Jiuwai Zhenxin Granules to address sleep disorders and memory issues, enhancing brand influence [3] - After acquiring Tianyuan Pharmaceutical, the company has empowered the marketing of Jinjianhua Granules through multiple channels, successfully participating in centralized procurement in several provinces [4] Group 3: International Expansion - The company has made significant progress in expanding its overseas market, achieving full product line sales of contrast agents [5] - The company’s production line has passed EU GMP and Brazil ANVISA GMP certifications, facilitating entry into international markets [5] - The company is accelerating the registration of contrast agent products for overseas markets, laying the groundwork for broader market expansion [5][6] Group 4: Capacity Utilization - The current production capacity can meet the company's business development needs for the next two to three years, with plans for expansion [7] - In 2023, the company added 50 tons of iodinated contrast agent raw material capacity and increased the production line for 100 tons of iodinated raw materials [7] - Ongoing construction of production facilities is expected to enhance production capabilities significantly [7]