永安药业(002365) - 2015年5月25日投资者关系活动记录表

Group 1: Sales and Marketing Strategy - The main sales model for Yong'an Kangjian is primarily online, with products sold through platforms like Tmall, JD.com, Taobao, and Amazon [2][3] - The company has established a partnership with Jamieson, a leading Canadian health food brand, acquiring exclusive agency rights in China [3][4] - The company is actively enhancing its cross-border e-commerce channels to expand the market for Jamieson products domestically [3][4] Group 2: Production Capacity and Pricing - The current production capacity for taurine is 34,000 tons, with a utilization rate that is linked to market prices [4][5] - The price of taurine has seen a slight recovery, influenced by raw material costs [4][5] - The fluctuation in the price of ethylene oxide has a certain impact on taurine pricing, with approximately one-third of ethylene oxide being used for in-house production [4][5] Group 3: Environmental and Regulatory Compliance - The company is increasing investments in environmental protection, with stable operation of waste treatment facilities [5] - Two environmental penalty issues are being addressed, including the relocation of a 10,000 tons/year taurine project, which is now ready for acceptance [5] - The government has initiated relocation work for residents affected by the expansion of a 40,000 tons/year ethylene oxide project, with property evaluations currently underway [5] Group 4: Employee Incentives and Corporate Governance - After going public, the company has not implemented new equity incentive plans, relying instead on performance bonuses linked to company goals to motivate employees [5]