Sales Performance - The pharmaceutical segment achieved a revenue of 4.069 billion CNY in H1 2024, a year-on-year growth of 9.6% [2] - Sales of Yunnan Baiyao aerosol exceeded 1.2 billion CNY, with a growth rate of over 30% [2] - The sales revenue of the herbal medicine product "Pudilan" surpassed 100 million CNY, with nearly double-digit growth [2] - The "Gongxue Ning" capsule saw a 36% increase in sales revenue year-on-year [2] - The "Qixue Kang" oral liquid achieved sales exceeding 100 million CNY, while "Sanjia Renfeng" oral liquid grew over 80% year-on-year [2] Marketing and Growth Strategies - The company implemented various growth strategies focusing on clinical research, marketing, channel development, and production efficiency [3][4] - A basketball event in collaboration with universities attracted 512 teams and generated over 290 million views on Douyin [4] - The online channel expansion resulted in approximately 350 million exposures and 2.96 million interactions, driving over 1.052 million visitors to e-commerce platforms [4] - The GMV for e-commerce grew by 47% year-on-year [4] Health Products Performance - Yunnan Baiyao toothpaste maintained its leading market share in the domestic oral care sector [5] - The "Yangyuanqing" hair care products generated 195 million CNY in sales, with a growth rate of 41% [5] - The brand achieved top rankings in the Tmall and Douyin platforms during the "618" shopping festival [5][6] Traditional Chinese Medicine Resources - The Chinese medicine resources segment reported an operating revenue of 894 million CNY in H1 2024, a year-on-year increase of approximately 22% [7] - The average order delivery rate was 99.36%, stabilizing raw material prices significantly below industry averages [7] - The natural plant extraction business saw a revenue growth of 47% [7] Channel Development - The marketing network covers over 40,000 retail pharmacies and 5,000 major chain stores nationwide [9] - The company collaborates with major e-commerce platforms like Alibaba, JD, and Douyin to enhance online sales channels [9] - Continuous optimization of both traditional and emerging sales channels has strengthened market competitiveness [9]
云南白药(000538) - 2025年1月23日调研活动附件之投资者调研会议记录