永安药业(002365) - 002365永安药业投资者关系管理信息20250613

Group 1: Company Strategy and Market Position - The company has a strong foundation in taurine production, with over 20 years of experience in R&D, production, and sales, making it difficult for competitors to disrupt its position quickly [2] - Taurine has a wide range of applications, and the company is well-prepared to capitalize on the macro policy of expanding domestic demand [2] - The company aims to maintain its traditional taurine supplier status while also focusing on developing its own brand products in the health and consumer market [2] Group 2: Product Development and Marketing - The company has registered numerous trademarks and developed various health products, focusing on taurine as the core of its health industry chain [3] - The marketing strategy for the "Yijianeng" brand includes leveraging online platforms and offline channels, with a focus on differentiated competition [3][5] - The company is actively promoting "Yijianeng" through various channels, including pharmacies, convenience stores, and gas stations [5] Group 3: Financial Performance and Projections - In 2024, the company produced 51,200 tons of taurine, with sales of 49,700 tons, indicating a domestic and international sales ratio of approximately 20% to 80% [9] - The company plans to support its C-end business development with the new taurine production capacity, which is expected to enhance revenue and profit [9] Group 4: Future Plans and Innovations - The company is exploring the introduction of customized functional products targeting different consumer groups, such as fitness enthusiasts and the elderly [12] - Future product development will focus on creating a series of products based on taurine's physiological functions, including fatigue relief and immune enhancement [12] - The company is committed to continuous R&D investment and has developed several patents related to taurine production, which will strengthen its competitive edge [18] Group 5: Marketing and Brand Awareness - The company recognizes the importance of market presence and investor engagement, aiming to enhance brand visibility and consumer loyalty [10] - Plans to collaborate with influencers and celebrities for marketing campaigns are being considered to boost brand recognition [26] - The company is open to suggestions for improving marketing strategies and product positioning to better connect with consumers [24]