卫信康(603676) - 卫信康投资者关系活动记录表（2024-05-31）

Group 1: Company Overview - The company, Tibet Weixin Kang Pharmaceutical Co., Ltd., is involved in the production of injectable multivitamins [2] - The company has a strong market presence, holding over 80% market share in the injectable multivitamin (12) segment [3][4] Group 2: Product Selection and Market Execution - The injectable multivitamin (12) has been selected in the Henan 19 Province Alliance procurement and Zhejiang's fourth batch procurement [3] - As of now, 15 provinces in the Henan alliance are officially executing the selected results, with the remaining provinces expected to follow in the coming months [3] - The Zhejiang procurement started executing selected results on March 25, 2024 [3] Group 3: Competitive Landscape - Currently, only two manufacturers, Weixin Kang and Baxter International, are in the injectable multivitamin (12) market, with two more companies in the application process [3][4] - The injectable multivitamin (12) is listed in the medical insurance directory and essential drug directory, providing it with a competitive edge [4] Group 4: Market Performance and Trends - In 2023, the terminal sales of intravenous composite vitamin products reached approximately 4.3 billion yuan, with injectable multivitamin (12) accounting for about 46%, an increase of 7 percentage points from the previous year [4] - The company has successfully won five local procurement projects for sucrose iron injection, covering 12 provinces, which will enhance market penetration [5] Group 5: Regulatory and Clinical Insights - The company is adapting to DRG/DIP implementations, which standardize clinical practices and support the promotion of its parenteral nutrition products [5] - The injectable multivitamin (12) is designed to meet the needs of patients requiring parenteral nutrition, particularly in critical care and oncology settings [4]