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亿帆医药(002019) - 2015年12月28日投资者关系活动记录表

Group 1: Product Pricing and Market Trends - The price of calcium pantothenate is expected to rise due to a general upward trend in vitamin product prices globally [2] - In 2015, the price of vitamin B5 (calcium pantothenate) was at a low level, indicating potential for upward movement [2] - Strict domestic environmental regulations may have limited production capacity for some manufacturers, leading to a tight supply and increased production costs [2] - The company's total production capacity for pantothenic acid series products is 12,000 tons per year [2] Group 2: Biodegradable Materials - The company launched a fully biodegradable materials project in 2007, featuring proprietary technology and the first continuous production facility in China with a capacity of 10,000 tons [3] - The biodegradable products have gained recognition from customers in Europe and the United States, and the company is the drafting unit for national standards [3] - The products are primarily exported, but domestic demand is expected to grow as environmental regulations become stricter [3] Group 3: Healthcare Development Strategy - The company aims to establish a hospital management system in Anhui within 3-5 years, starting with the management of county-level hospitals [3] - The strategy includes building high-end hospitals and a national chain for specialized treatments, focusing on chronic disease management [3] - The company has initiated its healthcare business by partnering with top medical institutions in Anhui and successfully managing a county hospital [4] Group 4: Future Business Strategy - The company’s strategic focus post-restructuring includes pharmaceutical raw materials, drug formulations, and healthcare sectors [4] - Plans for domestic integration of product lines and international expansion through local manufacturing in underdeveloped regions and acquisitions in developed markets are outlined [4]