永安药业(002365) - 002365永安药业投资者关系管理信息20250417

Group 1: Financial Performance and Market Strategy - The company is focusing on stabilizing existing European and American clients while exploring emerging markets to mitigate risks from international market fluctuations and exchange rate volatility [3]. - The company plans to disclose its Q1 2025 report on April 29, 2025, and is closely monitoring the impact of increasing tariffs on its U.S. market operations [3]. - Recent revenue declines are attributed to the termination of partnerships and a downturn in the construction industry, prompting the company to develop new products to stabilize revenue growth [5]. Group 2: Competitive Position and Industry Outlook - The company maintains a leading position in the taurine industry and is committed to enhancing its core competitiveness through market expansion, technological optimization, and cost reduction [3]. - The taurine market is expected to grow steadily due to its unique functions and increasing consumer health awareness, with applications expanding in food, beverages, and health products [8]. - The company is actively seeking diversification opportunities, including new product developments in creatine and phenoxyethanol [5]. Group 3: Legal and Regulatory Matters - The company is involved in a patent lawsuit in the U.S., with a favorable ruling received in February 2024, although the opposing party has appealed [6][7]. - The company is monitoring the bankruptcy proceedings of the opposing party in the patent case, which has temporarily halted the appeal process [7]. Group 4: Future Development Plans - The company aims to enhance energy efficiency and environmental sustainability while advancing its taurine business over the next five years, with a focus on carbon neutrality and smart technology [11]. - The expansion project for taurine production is nearing completion and will soon enter the acceptance phase [13]. - The sub-brand "Yijianeng" is making progress in both online and offline channels, with sales increasing through major e-commerce platforms and pharmacy chains [12].