重药控股(000950) - 2023年9月19日投资者关系活动记录表
CQPCQP(SZ:000950)2023-09-19 10:04

Group 1: Company Overview and Business Segmentation - The main business of Chongqing Pharmaceutical Holdings is drug distribution, accounting for approximately 60-70 billion [1] - Retail, traditional Chinese medicine, and emerging businesses contribute around 20 billion and 10 billion respectively [1] Group 2: Strategic Development and Mergers - The company aims to establish or acquire enterprises in over 300 prefecture-level cities across the country, in line with its "Three Hundred Cities" strategy [1] - The focus will be on leveraging scale, network, and service advantages to enhance acquisitions and strategic partnerships in medical devices, retail chains, and traditional Chinese medicine [1] Group 3: Industry Trends and Digital Transformation - The company is positioned fifth in the pharmaceutical distribution industry, with ongoing reforms in bulk purchasing and regional centralized procurement accelerating industry consolidation [2] - Significant investments in digital infrastructure include the development of various management systems and an e-commerce platform, enhancing operational efficiency and customer service [2] Group 4: Logistics and Supply Chain Development - The company operates leading modern pharmaceutical logistics centers, with distribution centers established in 25 provinces and over 810 compliant delivery vehicles [2] - Collaborations with major logistics partners ensure nationwide pharmaceutical logistics service capabilities [2]