盘龙药业(002864) - 002864盘龙药业投资者关系管理信息20251121

Group 1: Company Overview and Strategy - The company focuses on innovation in pharmaceuticals, adhering to a strategic framework of "one body, two wings, and three depths" to enhance its core competitiveness [2][4] - It has established a complete industrial chain covering standardized planting, production, research and development, sales, and logistics [3][4] Group 2: Research and Development Progress - In 2025, the company accelerated its R&D efforts, with key products like the improved traditional Chinese medicine "Panlong Qining Gel Patch" receiving clinical trial approval [3] - The company aims to achieve a "21355" target for major product cultivation, developing a diverse product ecosystem that includes both oral and external applications [3] Group 3: Main Products and Market Position - The leading product, "Panlong Qipian," has a market share of 7.73% in the traditional Chinese medicine market for musculoskeletal diseases [6] - "Panlong Qipian" is recognized as a unique patented product and has been included in multiple national clinical guidelines and expert consensus [5][6] Group 4: Marketing and Sales Strategy - The company has built a comprehensive marketing network across 30 provincial administrative regions, collaborating with over 650 commercial partners [6] - It has expanded its reach to over 30,000 retail pharmacies and 20,000 grassroots medical units, creating a dual-channel sales strategy [6] - The digital marketing strategy has improved user lifecycle management efficiency by 40% and marketing response speed by 60% [6]