云南白药(000538) - 2026年1月22日调研活动附件之投资者调研会议记录(一)
YUNNAN BAIYAOYUNNAN BAIYAO(SZ:000538)2026-01-23 10:14

Group 1: Online Expansion of Pharmaceutical Business - The pharmaceutical business group has integrated marketing strategies focusing on sports, music, and O2O transaction scenarios, enhancing brand engagement and sales [2] - O2O sales have increased by over 20% year-on-year, supported by online content marketing [2] - The online sales achieved significant results, with e-commerce platforms attracting 48.45 million visitors, generating a GMV of 254 million yuan [3] Group 2: Health Products Sales Performance - The Yangyuanqing hair care products generated sales revenue of 217 million yuan in the first half of 2025, reflecting an 11% year-on-year growth [4] - Yangyuanqing won the "ICIC Technology Innovation Hair Care Product Award" and ranked first in Tmall's domestic anti-hair loss shampoo category during the 2025 "618" shopping festival [4] Group 3: Research and Development Progress - The clinical trials for the product "All Sanqi Tablets" have completed Phase II with 704 participants [5] - The "Fuguben Ointment" has initiated Phase III clinical trials across 15 research centers, enrolling 180 participants [5] - The INR101 diagnostic nuclear medicine project has started Phase III trials with 32 research centers, enrolling 60 participants [5] Group 4: Dividend Distribution - In 2024, the company will distribute a cash dividend of 11.85 yuan per 10 shares, totaling 2.16 billion yuan, which is 90.09% of the net profit attributable to shareholders [6][7] - For the first half of 2025, a cash dividend of 10.19 yuan per 10 shares will be distributed, amounting to 1.82 billion yuan, with special dividends accounting for 50.05% of the net profit for the same period [7]

YUNNAN BAIYAO-云南白药(000538) - 2026年1月22日调研活动附件之投资者调研会议记录(一) - Reportify