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鹭燕医药(002788) - 2016年12月8日投资者关系活动记录表
LUYAN PHARMALUYAN PHARMA(SZ:002788)2022-12-06 08:28

Group 1: Market Position and Strategy - The company is one of the 11 enterprises responsible for the distribution of essential drugs in public medical institutions across Fujian Province, which is expected to enhance its market share due to increased market concentration from the new bidding process [2][3]. - The new bidding policy, effective from March 2016, limits the number of pharmaceutical companies to a maximum of 10 per region for drug distribution, compared to over 170 companies previously involved [3]. - The company aims to optimize resource allocation and enhance its distribution network across Fujian Province through improved coordination, business collaboration, and modern logistics [3]. Group 2: Third-Party Logistics Development - The company is the first in Fujian Province to obtain third-party logistics distribution qualifications, positioning itself advantageously in the market [4]. - It has begun to undertake logistics services for pharmaceutical and vaccine manufacturers, indicating a positive growth trend in this business segment [4]. Group 3: Retail Business Expansion - The retail module is a key business area, with the company having established 149 direct retail stores across 9 cities in Fujian Province by 2015 [4]. - Plans are in place to accelerate the establishment of 80 additional retail stores throughout Fujian Province, enhancing distribution and retail support for upstream suppliers [4]. Group 4: Impact of Policy Changes - The "Two-Invoice System" has been implemented in Fujian Province for several years, significantly contributing to the concentration of the pharmaceutical distribution market [5]. - The company plans to leverage the opportunities presented by the "Two-Invoice System" to expand its market presence outside Fujian Province when conditions are favorable [5]. Group 5: Compliance and Disclosure - The company adheres strictly to information disclosure regulations, ensuring that all disclosed information is accurate, complete, and timely, with no significant undisclosed information leaks [5].