Group 1: Company Overview and Market Expansion - The company's overseas market expansion has seen an increase in product export ratio from 28.54% in 2024 to 38.6% in the first half of 2025, indicating a consistent upward trend in international sales [2] - The primary overseas markets include Europe, North America, South America, and India [3] Group 2: Product Development and Production - The joint venture with Huahai Pharmaceutical focuses on high-end steroid raw materials, with a total of 13 high-end steroid raw material products planned, and two production workshops have entered trial production [3][4] - The company aims to enhance production efficiency and product quality by applying synthetic biology and other technologies [5] Group 3: Market Applications and Trends - Steroid drugs are categorized into sex hormones, progestogens, corticosteroids, and others, with applications in hormone replacement therapy, immune response treatment, and chronic disease management [4] - The restructuring of the global pharmaceutical supply chain presents new opportunities, particularly in reproductive health and chronic disease management for the aging population [5] Group 4: Competitive Strategy - The company emphasizes full supply chain collaboration as a core competitive advantage, focusing on optimizing raw material sourcing, intermediate production, and raw material drug development [5] - Plans to extend into high-value areas such as high-end intermediates and specialty raw materials are underway, supported by a complete industrial chain from steroid drug raw materials to intermediates and APIs [5]
共同药业(300966) - 共同药业2025年10月16日投资者关系活动记录表