Hansen Pharmaceutical(SZ:002412)2022-12-06 08:36Group 1: Company Development and Strategy - The future direction of Hansen Health Industry includes standardized planting of traditional Chinese medicinal materials and integration of medical and health services [4] - The company is focusing on investing in unique traditional Chinese medicine formulation enterprises and seeking good hospital platforms, as well as considering retail pharmacy chain investments [4][5] - The company will not abandon its investment plans in women's and children's hospitals, despite current policy restrictions [5] Group 2: Sales and Marketing - The company has shifted from a product-centric division system to a market-oriented marketing channel system, enhancing clarity in responsibilities and stability in organizational structure [5] - The acquisition of Yongzitang was aimed at diversifying product offerings and mitigating risks associated with a limited product range [6] Group 3: Financial Performance and Challenges - The company's 2016 performance forecast is cautious due to increased depreciation, reduced bank interest income, rising marketing expenses, and adverse macroeconomic factors such as national medical insurance cost control and declining tender prices [6] - The company is facing challenges in the bidding process due to declining local tender prices, but maintains a price floor for its products [6][7] Group 4: Investment and Banking - The company is actively involved in the establishment of Sanxiang Bank, which is expected to provide new profit growth points and funding support for future investments [7]