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楚天科技(300358) - 2015年3月6日投资者关系活动记录表
TrukingTruking(SZ:300358)2022-12-07 08:54

Group 1: Industry Trends and Market Dynamics - The pharmaceutical equipment industry is experiencing a slowdown in growth due to the end of GMP certification, with a market contraction expected as a result of policy changes and the transition to a new normal in China's economy [3][4] - Despite the apparent downturn, the pharmaceutical industry maintained a 20% growth rate over the past year, indicating that the absolute market size has not decreased [4] - The Chinese pharmaceutical equipment production remains the largest globally, but the overall technology quality is still at a mid to lower level, suggesting room for improvement and innovation [4] Group 2: Company Strategy and Product Development - The company anticipates that traditional linked line product sales have reached their lowest point, with a return to normalcy expected in approximately three years [5] - Intelligent manufacturing is identified as a key development direction, with specific applications in self-detection and self-correction capabilities for machines [5][6] - The company is focusing on upgrading traditional linked line products, with initial implementations in areas such as ampoule bottles and oral solutions [6] Group 3: Financial Projections and Sales Goals - For 2015, the company aims to maintain traditional linked line product sales while achieving new product sales targets: approximately 70-80 million for liquid preparation systems, 50 million for intelligent post-packaging, and 150 million for intelligent inspection machines [9] - The company plans to achieve a sales target of 20 billion through both organic growth and acquisitions, supported by a significant increase in technical personnel across its research institutes [10] Group 4: Workforce and Talent Management - The company has streamlined its management structure, reducing the number of management personnel while increasing sales and R&D staff, with plans to recruit 50-100 R&D talents annually from top universities [8]