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云南白药(000538) - 2025年4月11日调研活动附件之投资者调研会议记录(二)
YUNNAN BAIYAOYUNNAN BAIYAO(SZ:000538)2025-04-15 08:58

Group 1: Pharmaceutical Business Performance - The pharmaceutical business group achieved a main business revenue of 6.924 billion yuan in 2024, representing a year-on-year growth of 11.8% [2] - Sales revenue of the core product, Yunnan Baiyao aerosol, exceeded 2.1 billion yuan, with a growth rate of over 26% [2] - Other traditional Chinese medicine products, such as Pudilan anti-inflammatory tablets, saw significant growth, with sales nearing 200 million yuan, up over 22% [2] Group 2: Supply Chain and Customer Service Enhancements - The provincial pharmaceutical company improved its supply chain operations and customer service capabilities in response to major healthcare policy changes [3][4] - Initiatives included multi-warehouse operations and a drug management platform to enhance efficiency and integration across procurement, supply, and distribution [4] Group 3: Health Products Channel Development - The company has established a comprehensive national sales team for health products, maintaining a leading market share in Yunnan Baiyao toothpaste [5] - Continuous optimization of distribution channels has strengthened market competitiveness and laid the groundwork for new product commercialization [5] Group 4: Dividend Distribution - The company plans to distribute a cash dividend of 11.85 yuan per 10 shares, with a total cash dividend amounting to approximately 4.278 billion yuan, representing 90.09% of the net profit attributable to shareholders for 2024 [7]