Group 1: Company Progress and Strategy - The company has established a digital infrastructure for the Sanqi industry chain, enhancing quality stability and traceability of raw materials, thereby promoting industry upgrades [2] - The "Digital Sanqi Industry Platform" experience is being replicated across other traditional Chinese medicine supply chains, including various local medicinal materials [2] Group 2: Provincial Pharmaceutical Company Performance - In 2023, the Provincial Pharmaceutical Company achieved a main business revenue of CNY 24.49 billion, a year-on-year increase of 5.63% [3] - The company improved operational efficiency, with order fulfillment rates increasing by 7.4%, response speed by 22%, and delivery speed by 19% [4] Group 3: Core Product Sales Performance - The core product line, including Yunnan Baiyao aerosol, generated over CNY 1.7 billion in sales, a growth of 15.27% [5] - Other products like Yunnan Baiyao plaster and capsules also saw significant sales, with revenues exceeding CNY 900 million and CNY 600 million respectively [5] Group 4: Health Products Division Marketing Strategies - The Health Products Division focused on oral health and personal care, enhancing brand exposure through online and offline campaigns, including over 14,700 promotional events across 1,465 cities [7] - The division aims to become an integrated provider of oral health and personal care solutions, leveraging data platforms for sustainable growth [8] Group 5: Secondary Development Projects - The "Gongxue Ning Capsule" project has made progress, with 1,791 cases enrolled for clinical observation, expected to complete by the end of 2024 [8] - Ongoing clinical studies for Yunnan Baiyao capsules and other products are advancing, with preliminary results indicating positive effects on vascular health [8]
云南白药(000538) - 2024年6月4日调研活动附件之投资者调研会议记录