葵花药业(002737) - 葵花药业调研活动信息

Group 1: Market Performance and Strategy - The company's OTC segment accounts for approximately 80% of total revenue, indicating a strong market presence and competitive advantage in this area [46]. - The company is optimistic about the children's medication market due to increasing consumer spending and the rise of non-traditional diseases among children [46]. - The company has a dedicated BD team focused on product acquisition, employing a strategy of "buy, modify, connect, research, and代" [46]. Group 2: Product Development and Future Outlook - The company is expanding its product line by introducing new OTC products, particularly in children's medicine and health supplements, with a focus on rare diseases and mental health products [46]. - The gross margin for health products is expected to be lower than that of pharmaceuticals initially, but it is anticipated to improve as the business scales [46]. - The company is actively investing in probiotics and aims to establish a core category in the health sector [46].