Yunnan Baiyao Group Co.Ltd(000538)
Minutes of investor research meeting
Time: March 31, 2022
Location: group headquarters office building
Holding method: teleconference
Investors: 25 institutional investors
Participants: Investor Relations Management – GUI Boxiang
Meeting content
1. How to plan the company’s strategic layout?
A: in terms of strategic output, the company will do a good job in development and transformation around the “1 + 4 + 1” strategy. “1” in the first 1 + 4 + 1 strategy refers to the development of deep cultivation in the field of traditional Chinese medicine, making contributions to the traditional Chinese medicine industry with scientific methods, and realizing the take-off of a number of products. The second “4” includes the field of oral cavity, skin, bone injury and female care. We will make a comprehensive layout of the product matrix, focusing on drugs, including various forms of drugs, traditional Chinese medicine, innovative drugs, biological drugs, etc., as well as equipment and food. We will make the corresponding product layout from prevention to detection, treatment to rehabilitation. Do more scientific exploration around these four areas, and use the spirit of real science and scientific methods to drive the building of core competence. In the last “1” index technology, the company will introduce new technologies, including artificial intelligence, into all links of R & D and operation, so as to have a higher starting point for development.
2. Has the company raised the price of any products?
A: affected by many objective factors, the price of traditional Chinese medicine is generally rising. In addition, in view of the increasing costs of various energy consumption and packaging materials, the company has recently raised the ex factory price of Yunnan Baiyao Group Co.Ltd(000538) (powder) products after careful study of various factors, and the other prices have not been adjusted yet.
3. What are the business highlights of the company’s health products division in 2021?
A: under the circumstance that the growth rate of the toothpaste industry is slowing down, the toothpaste category will still gain more than 23% of the market share in 2021 and maintain the first position in the market share of the industry; The scalp care product group includes yangyuanqing brand shampoo, hair lotion and other products. With the scientific concept of oil control and anti stripping, it can quickly occupy the minds of the younger generation of consumers, increase consumer experience offline and explore a variety of operation modes through online integration and layout; The beauty skin product group has developed its mask, daily skin care products, and private customized skin care products. At the same time, caizhiji online app (application) was officially launched in 2021. Through the touch of app, it can output personalized customized skin problem solutions and care solutions, continuously strengthen brand penetration, focus on people with personalized demands for skin management, and let customers experience caizhiji’s “skin science level” AI (artificial Intelligence) skin detection, care and other private experience services.
March 31, 2022
