Workflow
昆药集团(600422) - 昆药集团投资者关系活动记录表
KPCKPC(SH:600422)2023-12-26 10:18

Group 1: Company Strategy and Vision - The company focuses on the "Silver Economy" and aims to become a leader in elderly health, targeting the "1381" goal for comprehensive high-quality development [2] - The strategic core is to establish a benchmark for the "Sanqi" industry chain and a premium traditional Chinese medicine platform [2][4] Group 2: Business Development Plans - The "777" division will concentrate on the elderly health sector, enhancing the academic value of the Sanqi industry chain and providing specialized solutions [2][3] - The "1381" division aims to transition from a B-end model to a C-end model, focusing on brand and academic-driven development [3] Group 3: Channel and Marketing Improvements - Following the acquisition by China Resources Sanjiu, the company has optimized its channel integration and expansion, enhancing its business model [3][4] - The company is leveraging the Sanjiu business model to improve its commercial channels and increase profitability in outpatient services [3] Group 4: Organizational Changes and Efficiency - The establishment of three divisions ("1381", "1951", and "777") aims to support the company's focus on premium traditional Chinese medicine and chronic disease management [4] - Management efficiency has improved, with reductions in management and financial expenses due to the integration with Sanjiu's management systems [4] Group 5: Research and Development Focus - R&D expenses have decreased due to a strategic focus on core therapeutic areas and dynamic adjustments to ongoing projects [4][5] - Future R&D investments will increase, supported by national policies promoting traditional Chinese medicine innovation [5]