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云南白药(000538) - 2025年4月8日调研活动附件之投资者调研会议记录(二)
YUNNAN BAIYAOYUNNAN BAIYAO(SZ:000538)2025-04-09 09:16

Group 1: Future Development Plans - The pharmaceutical business group aims to be a model for the inheritance and innovative development of traditional Chinese medicine, focusing on major disease treatment areas such as cardiovascular, respiratory, and pediatrics [2] - The strategy includes optimizing the existing product system and providing comprehensive operational plans to achieve strategic growth [2] Group 2: Health Products Business Performance - In 2024, the health products business achieved revenue of CNY 6.526 billion, a year-on-year increase of 1.6%, and profit of CNY 2.191 billion, up 8.36% [3] - The oral care segment maintained the top market share in China, while the anti-hair loss product line saw a revenue increase of 30.3% [4] Group 3: Traditional Chinese Medicine Supply Chain Development - The company is committed to developing Yunnan's traditional Chinese medicine industry, establishing a specialized seed company and applying for GAP certification for 7 varieties covering 4,593 acres [5] - The production of medicinal materials increased significantly, with a 180% rise in output and a 182% increase in food and health product production [6] Group 4: Dividend Distribution - The company plans to distribute a cash dividend of CNY 11.85 per 10 shares, with a total cash dividend amounting to CNY 4.278 billion, representing 90.09% of the net profit attributable to shareholders for 2024 [7]