Performance Overview - The company achieved a revenue of 491.14 million yuan in the first half of 2025, representing a year-on-year growth of 56.54% [12] - The net profit attributable to shareholders reached 38.01 million yuan, a significant increase of 1313.23% compared to the previous year [12][13] - Sales of the core product, "Te Yi" cough tablets, amounted to 331 million pieces, recovering to 61.29% of the sales volume from the same period in 2023 [11][14] Marketing and Brand Strategy - The company increased its marketing expenses to 172 million yuan in the first half of 2025, primarily for brand building [3][11] - Online sales channels have been expanded, with significant growth in e-commerce platforms: Alibaba saw a 260% increase, JD.com 652%, and Pinduoduo ranked among the top three bestsellers [4][11] - The marketing organization has been restructured, adding over 100 sales personnel to enhance operational efficiency [10][11] Future Growth Initiatives - The company plans to continue enhancing its channel layout, focusing on both online and offline sales, particularly in chain pharmacies [2][3] - There is an emphasis on strengthening the "1+N" product matrix, with a focus on core products like "Te Yi" cough tablets and potential growth products [3][11] - Ongoing investment in R&D and product development is aimed at supporting long-term growth, particularly in respiratory and traditional Chinese medicine sectors [8][10] Market Communication and Investor Relations - The management is committed to improving communication with the capital market through various channels, including performance briefings and investor interactions [3][14] - The company acknowledges the impact of macroeconomic factors on stock performance but remains focused on enhancing intrinsic value and shareholder returns [8][14]
特一药业(002728) - 002728特一药业投资者关系管理信息20250919