好了尊敬的各位投资者大家晚上好欢迎大家参加仁福医药2024年的中报业绩交流会今天晚上我们非常荣幸的邀请到了仁福医药董事长李总然后财务总监吴总还有董事会秘书全仁总以及证券事务代表吴总跟我一起主持的有我的同事罗尔斯跟源泉 今天晚上也有幸跟中信证券、开源证券、神万宏源、国宁证券、国坚证券以及海通证券的友商老师们一起主持《人非医药》的中报业绩交流会接下来的时间请钱正总就中报的一些数据以及拆分跟大家先做一个简单的介绍 钱正总 好的谢谢二位老师谢谢各位尊敬的各位投资者大家晚上好我是仁福医药的董力李乾伦公司今天公告了2024年度的半年半年度报告下面我就报告其内公司经营情况以及大家普遍关注的一些信息包括主要子公司的经营情况费用情况还有主要产品的销售情况以及其他公告的相关事项在这里给大家做个简单的汇报 呃一个的话是公司2024年半年度整体经营情况2024年1-6月份公司实现营业收入128.61亿元较上年同期增长3.86%实现归属于上市公司股东的净利润11.11亿元较上年同期减少16.07%主要是上年同期公司出入资产及债务同组实现的非经常性损益高于 总报告期所带来的影响实现归属于上市公司股东的扣除非竞争性损益的净利润是10.89 ...

5500亿美金的一个水平整个这个这个排名相对恒瑞是要靠前一些的就是10名左右的一个水平就从全球的市值排面这个其实也体现了中国药和械的一个特点就中国的器械就是从制造的成本优势工程师红利来说小收的更多一些所以恒瑞相对来说 它的国际化它的体量会做得更大更好一些然后如果我们来看如果要做到全球啊就是比较大一些的这个医药公司啊就如果以200亿美金啊这个这个微微标杆的话其实我们覆盘了下全球的医药公司要么就靠销售要么就靠技术平台啊销售的话典型过去我们的标杆是辉瑞啊辉瑞的 这个一度的收入啊也是到了这个一千多亿美金的一个水平啊就疫情的时候啊接触新冠的一些产品啊等等啊当然此后的话也是回落了啊但是整体来说的话这个收入在医药公司里面还是啊这个比较高的基本上五六百亿美金的收入啊他肯定是算是一个平台性的公司啊啊这个辉瑞啊默克尔阿伯韦啊这些等等我觉得都还是算平台性的 第二类的话就是有一些偏新贵类的吧啊就是主要就靠一个技术平台啊典型的话就是过去莫德纳和那个做RNA的阿里拉姆狼制药等等最近阿里拉姆狼制药也是比较火啊还有像这个整个其实你如果来看路赫勒德啊虽然它是一个很大赤字的公司啊路赫勒德其实也是一个呃类似于技术平台的公司它做的主要三大品种 无论 ...

Investment Rating - The report indicates a general decline in investment activities within the healthcare sector, with a focus on innovation drugs and medical devices as primary investment strategies [27]. Core Insights - The first half of 2024 saw a total of 630 investment events in China's healthcare sector, a year-on-year decrease of 27.8%, with total financing amounting to 42.16 billion RMB, down 1.1% [27]. - The innovation drug sector remains a focal point for investment, although there are signs of a conservative investment style emerging, particularly in the small molecule segment [27]. - The medical device sector experienced a decline in the number of investment events, but there are indications of a recovery in large strategic investments [27]. Summary by Sections 1. Overview of the Primary Market - The primary market for healthcare financing in China saw a total of 630 events, with a significant drop in early-stage investments [27]. - The innovation drug sector continues to attract substantial capital, with 12 out of the top 20 financing projects in this area [6][27]. 2. Financing Trends in the Innovation Drug Sector - In the first half of 2024, the global innovation drug sector experienced a 12.5% year-on-year decline in financing events, with a total of 412 events recorded [9]. - The total financing amount globally reached 15.161 billion USD, reflecting a 15.3% increase year-on-year [9]. 3. Medical Device Sector Insights - The medical device sector in China recorded 226 financing events, a decrease of 16.3% year-on-year, while the total financing amount reached 10.93 billion RMB, an increase of 6.32% [21]. - Investment interest in imaging devices and infusion care devices has surged, with significant year-on-year increases in both financing events and amounts [25]. 4. Notable Investment Events - The report highlights several major financing events, including a strategic investment of 6.26 billion RMB in China Resources Pharmaceutical Group and a 200 million USD investment in Shandong Blue Sail Health Technology [5][27]. - The top 20 financing projects predominantly focused on innovation drugs, with a total of 12 projects in this category [6]. 5. Market Dynamics and Future Outlook - The report suggests that while the domestic market is experiencing challenges, there is a gradual recovery in overseas investments, particularly in the innovation drug sector [27]. - The trend of mergers and acquisitions in the innovation drug sector remains strong, with multinational corporations actively seeking growth opportunities through strategic acquisitions [15][19].

可以听到接近因为整个维生素板块的这个时候维生素E这边的价格其实涨得比较不乱您能先帮我们跟说一下咱们现在在这个维生素E这边的这个业务的一个基本情况比如说咱们的大概的一个产能的一个情况还有产品的一个情况吗好的那维生素板块基本上 我们上一年的营收是32亿那么其中应该大部分是维生素E那么剩下是维生素A和一些其他的类维生素产品维生素系列是差不多是28亿那么今年的话就是说从上半年上半年 整个的维生素A和E的价格情况都比较好那么我们的总体的出货和产量和去年上半年也比较类似吧那么我们的总体产能产量这一块呢大家也可以参考我们年报里面对应的披露今年这个总体上半年的业绩情况呢随着维生素 E和A的这个价格复苏吧然后呃这个需求也也对应了进有了一个复苏那么呃总体的业绩情况较去年上半年应该还是有有一个上涨的呃基本就是就是这样哦那明白然后另外一个情况就是咱们现在主要的产品的话主要还是这个就是E和A然后像这些第三啊这些产品 现在的一个运营情况你们大概的介绍一下E和A还是我们的主导产品那么E的话对E是占就是说占比较主要的从产量和销售额到整个今年的营利情况维生素E是一个占主要的一个比重那么A是其次但是刚才提到的 第三啊维生素第三虽然也在我们的管线 ...

Summary of Conference Call Company/Industry Involved - The conference call is related to Tianfeng Securities, focusing on the investment banking sector. Core Points and Arguments - The meeting was a closed-door session, emphasizing confidentiality and legal rights against unauthorized dissemination of the meeting content [1]. Other Important but Possibly Overlooked Content - The call included a greeting to investors, indicating a formal engagement with stakeholders [1].

Summary of the Conference Call Industry Overview - The conference call pertains to the pharmaceutical industry, specifically focusing on the analysis of Q2 fund participation and the semi-annual strategy update by Minsheng Pharmaceutical [1] Core Insights and Arguments - The call indicates that the current state of the pharmaceutical industry is under review, with a focus on investment strategies and market participation [1] Other Important Content - A disclaimer was read at the beginning of the call, indicating the importance of the information being discussed and its implications for stakeholders [1]

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Summary of Conference Call Company or Industry Involved - The conference call was conducted by Guojin Securities, targeting professional investment institutions and invited clients Core Points and Arguments - The content of the meeting was focused on exchanging research views among experts, with the statements made representing personal opinions rather than investment advice [1] Other Important but Possibly Overlooked Content - The meeting was exclusive to a select audience, indicating a specialized discussion aimed at informed investors [1]

Summary of Conference Call Company or Industry Involved - The document does not specify a particular company or industry involved in the conference call [1] Core Points and Arguments - No core points or arguments are provided in the document [1] Other Important but Possibly Overlooked Content - The document contains only a brief instruction to remain on the line, lacking substantive content [1]

Summary of Conference Call Transcript Company or Industry Involved - The transcript does not specify a particular company or industry, focusing instead on a personal conversation. Core Points and Arguments - The conversation includes a discussion about the pronunciation of a name, specifically whether it is pronounced as "Che" or "Zhi" [1] - There is a mention of Korean surnames and a question about the individual's ethnic background, specifically whether they belong to the Korean ethnic group [1] Other Important but Possibly Overlooked Content - The dialogue reflects a casual interaction rather than a formal business discussion, indicating a personal connection or familiarity between the participants [1]