陇神戎发(300534) - 300534陇神戎发投资者关系管理信息20250418

Group 1: Company Overview and Recent Developments - Gansu Longshen Rongfa Pharmaceutical Co., Ltd. held an online performance briefing on April 18, 2025, attended by key executives including Chairman Kang Yonghong and CFO Zhao Zhengcai [2][5]. - The company recently acquired a 70% stake in the Gansu Pharmaceutical Group Innovation Research Institute, which focuses on integrating research resources and enhancing technological innovation [3][4]. Group 2: Research Institute Achievements - The Innovation Research Institute has established a collaborative network with 50 units, focusing on major common technology research in traditional Chinese medicine, resulting in 6 major projects and 19 sub-projects approved [3]. - The institute has filed 12 patents, published 5 papers, and developed 28 new products, showcasing its significant contributions to the industry [3]. Group 3: Market and Product Development - The company is actively promoting its new herbal beverage "7° Feidele" across 15 provinces, including Shanghai and Sichuan, with a focus on expanding its market presence [5][6]. - The "Huangqi Danggui Capsules," a health product targeting radiation damage, is based on traditional formulations and aims to enhance immunity [6][7]. Group 4: Financial Performance - In 2024, the company achieved a revenue of CNY 1.039 billion and a net profit of CNY 25.8046 million, with a net profit excluding non-recurring items of CNY 49.1272 million [5][8]. - The company plans to distribute a cash dividend of CNY 0.20 per share for the 2024 fiscal year, totaling CNY 6,066,900 [17]. Group 5: Future Growth Strategies - The company aims to enhance its pharmaceutical research, strengthen its industrial capabilities, and integrate resources to drive high-quality development [8][9]. - Key growth drivers include expanding market sales of proprietary products and enhancing production efficiency through technological upgrades [9][10]. Group 6: Competitive Advantages - The company holds unique proprietary products, including "Yuanhu Zhitong Dripping Pills" and "Xuanfei Zhike Mixture," with significant market coverage of 19.3% and 15.3% in hospitals, respectively [12]. - The company benefits from advanced production technologies and a strong management team, which enhances its market competitiveness [10][11]. Group 7: Industry Outlook - The Chinese pharmaceutical industry is expected to grow due to increasing health awareness and an aging population, despite challenges such as price pressures from government policies [14][15]. - Recent government initiatives to improve the quality of traditional Chinese medicine are aligned with the company's strategic goals, providing a supportive environment for growth [15][16].