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佐力药业(300181) - 2025年5月19日-2025年5月21日投资者关系活动记录表
ZUO LI YAO YEZUO LI YAO YE(SZ:300181)2025-05-22 08:04

Group 1: OTC Sales Strategy - The company is implementing a strategy to enhance C-end sales through various reforms in the OTC sector, including restructuring the sales and marketing teams to improve efficiency [1] - Initiatives include promoting large packaging of products, enhancing staff and consumer education, and strengthening partnerships with chain pharmacies to boost OTC sales [2] - The company is focusing on O2O online operations and collaborating with platforms like Meituan to cater to the trend of online medication purchases among younger consumers [2] Group 2: Development Strategy for 2025 - The company maintains a strategic focus on finished medicines, with traditional Chinese medicine as a complementary aspect, aiming for steady growth through targeted marketing and research [3] - There is an active exploration of the health product sector, particularly in the research of Wuling mushroom powder liquid, while keeping an eye on overseas registration policies to seize market opportunities [3] Group 3: Product Development and Market Position - The development of Polycabophil Calcium Tablets was driven by significant market demand in the digestive field and its synergy with Wuling Capsules, positioning it as a competitive product with a clear market advantage [4] - The product is the first in China to pass the consistency evaluation for generic drugs, which enhances its competitive barrier and is included in the national medical insurance list [5] - Sales of Polycabophil Calcium Tablets have been growing rapidly, with a focus on establishing model markets in regions like Zhejiang to enhance brand image and market share [5] Group 4: Financial Management and Inventory - The company has reduced inventory turnover significantly compared to the beginning of the year, with approximately 170 million RMB in acceptance bills maturing in the second quarter to improve cash flow [6] - As of the first quarter, the company had around 470 million RMB in inventory, which is aligned with production needs and market demand, ensuring a reasonable inventory level [7]