Workflow
云南白药(000538) - 2025年5月19日调研活动附件之投资者调研会议记录(一)
YUNNAN BAIYAOYUNNAN BAIYAO(SZ:000538)2025-05-21 09:30

Group 1: Pharmaceutical Business Performance - In 2024, the pharmaceutical segment achieved a revenue of 6.924 billion CNY, a year-on-year increase of 11.8% [2] - The sales revenue of Yunnan Baiyao aerosol exceeded 2.1 billion CNY, growing over 26% [2] - The sales of other traditional Chinese medicine products, such as Pudilan's anti-inflammatory tablets, reached nearly 200 million CNY, with a significant growth of over 22% [4] Group 2: Traditional Chinese Medicine Supply Chain Development - Yunnan Baiyao is committed to being the "chain leader" in the traditional Chinese medicine supply chain in Yunnan Province [3] - The company established a specialized traditional Chinese medicine seed company to control genetic resources [4] - The "Shuzhi Cloud Medicine" platform was launched, facilitating transactions exceeding 100 million CNY [4] Group 3: Oral Care Product Sales and Market Strategy - The health product segment generated 6.526 billion CNY in revenue, with a year-on-year growth of 1.6% [5] - Yunnan Baiyao toothpaste maintained the top market share in the domestic oral care sector [5] - The company is enhancing its channel strategy by optimizing traditional offline channels and exploring new retail formats [5] Group 4: Q1 2025 Financial Performance - In Q1 2025, the company reported a revenue of 10.841 billion CNY, a year-on-year increase of 0.62% [7] - The net profit attributable to shareholders was 1.935 billion CNY, growing by 13.67% [7] - The cash flow from operating activities reached 714 million CNY, up 35.39% year-on-year [7] Group 5: Nuclear Medicine Research Progress - The INR101 diagnostic nuclear medicine project received clinical approval in May 2024 and completed its I/IIa phase clinical summary report in November [8] - The company’s subsidiary received approval for the clinical trial of INR102, aimed at treating metastatic castration-resistant prostate cancer [9]