西藏药业(600211) - 西藏药业投资者关系活动记录表（5月）

Group 1: New Product Growth and Market Position - The growth rate of the new product "Xinhansu" is influenced by industry environment, policies, and competitive landscape. It is currently exclusively produced and sold in China, with a good competitive position [2][3] - "Xinhansu" has basic coverage in top-tier hospitals and is expanding into secondary channels and departments, focusing on perioperative cardiac function protection academic concepts [2] Group 2: Product Transition and Financial Implications - The transition of "Yimuduo" has been completed in the domestic market, with a change in the marketing authorization holder and production being outsourced to qualified manufacturers. The company is also working on adding new raw material suppliers [3] - The intangible asset impairment of "Yimuduo" is approximately 160 million, with a remaining amortization period of over 12 years, amortizing more than 10 million annually. Future impairment will depend on impairment testing results [3] Group 3: Marketing and Promotion Strategies - The promotion fee rate with Kangzhe Pharmaceutical has decreased from 61% to the current 53% plus a 0.5% bonus fund, indicating a downward trend. The board and shareholders review and disclose the promotion fee payment ratio annually [3] - The promotion agreement includes provisions for minimum sales and compensation mechanisms [3] Group 4: Shareholder Actions - The company has not received any notification regarding the major shareholder's intention to reduce their holdings [3]