Zuoli Pharma: Organized on-site visit activity on March 10, with participation from Yongxing Securities and Huaxi Securities

Securities Star News, March 12, 2026: Zoli Pharmaceutical (300181) announced that on March 10, 2026, the company organized an on-site visit event, with participation from Yongxing Securities’ Peng Bo and Xu Xin, and Huaxi Securities’ Zhang Weijie.

Details are as follows:

Q: What are the sales strategies for the Bailing series over the next three years?

A: The company is confident in the future development of the Bailing series. The market strategy is “strong development, set benchmarks, build brands, go to grassroots, and utilize all channels.” First, through the nationwide traditional Chinese medicine procurement alliance for Bailing series products, accelerate hospital coverage, especially focusing on quickly expanding into county markets, building county medical community cooperation platforms, strengthening the development of county medical centers, and covering subordinate units to increase market share; second, enhance development of urban community health service centers; third, strengthen brand promotion and building through multi-channel marketing of OTC and internet platforms, using public welfare projects to establish the brand and empower outside hospitals; fourth, focus on nephrology, respiratory, and other departments (chronic disease immune regulation), opening long-term growth space, aiming to develop the Bailing series into a billion-level major product.

Q: Who are the competitors of the Jukabo non-calcium tablets?

A: Jukabo non-calcium tablets are volumetric laxatives (bulking laxatives), recommended as first-line drugs in many guidelines. Main competitors include lactulose and polyethylene glycol, which are osmotic laxatives. Our company’s Jukabo non-calcium tablets are the first domestically approved generic through consistency evaluation. Sales grew rapidly in 2025, and we are actively expanding indications for “diarrhea caused by irritable bowel syndrome” and researching new formulations. If approved later, this will enhance product differentiation and further improve market position.

Q: When will the procurement for Wuling capsules continue? Will there be price reductions?

A: The provincial alliance procurement of Guangdong Lianmeng Jinlianhua capsules and other traditional Chinese medicines selected for Wuling capsules began in the first half of 2025, with implementation until the end of 2026; the Beijing-Tianjin-Hebei “3+N” alliance procurement started sequentially in December 2025, with a two-year cycle. Currently, no secondary price reductions have occurred in provincial or inter-provincial alliance procurements; prices remain stable overall.

Q: Besides existing products, are there other strategic directions the company is considering?

A: The company adheres to the “one body, two wings” strategy, focusing on core businesses. While strengthening existing key products like Wuling and Bailing series, we are also advancing innovative drug R&D around Wuling, aiming to build Wuling into a family of 10 products. The company is planning to enter the big health consumer sector, collaborating with Zhejiang University, leveraging I technology to deeply develop Wuling bacteria and fermentation liquids, exploring their unique health benefits, and developing innovative health products. By the end of 2025, the company acquired Future Medical’s multi-micro assets, entering the nutrition product track, laying the foundation for a comprehensive “children-to-elderly” health product and service chain, and enhancing strategic layout. Additionally, the company is actively seeking targets that can synergize with its main business to empower development.

Q: The company launched a new Wuling brand at the 30th anniversary celebration. Can you explain its strategic significance and new initiatives for C-end development in 2026?

A: The 30th anniversary celebration and new Wuling brand launch centered on officially unveiling the “super symbol” of the Wuling brand, marking the company’s “一路向C” (all the way to C) strategy entering a brand-driven new stage. New C-end initiatives include strengthening brand building through online media advertising to increase Wuling’s visibility; forming strategic partnerships with chain pharmacies, creating Wuling sleep zones, expanding community health education, and training store staff; managing customer sleep health; hosting the “Wuling Sleep Health Manager Competition” to build professional service barriers; and launching public welfare activities like the “3.2.1 Sleep! Wuling Sleep King Challenge” to protect national sleep health.

Zoli Pharmaceutical (300181) mainly engages in the research, production, and sales of medicines.

According to Zoli Pharmaceutical’s 2025 Q3 report, the company’s main business revenue for the first three quarters was 2.28 billion yuan, up 11.48% year-over-year; net profit attributable to shareholders was 510 million yuan, up 21.0%; non-recurring net profit was 509 million yuan, up 22.51%. In Q3 2025, quarterly revenue was 680 million yuan, up 10.32%; net profit was 136 million yuan, up 8.81%; non-recurring net profit was 137 million yuan, up 11.28%. The debt ratio is 31.46%, investment income was -2.1841 million yuan, financial expenses 6.6037 million yuan, and gross profit margin 62.03%.

In the past 90 days, 9 institutions have given buy ratings; the average target price among institutions is 23.12 yuan.

Detailed earnings forecasts are as follows:

Margin financing and securities lending data show that in the past 3 months, net financing inflow was 39.99 million yuan, with an increase in financing balance; net securities lending inflow was 454,500 yuan, with an increase in securities lending balance.

This content is compiled from public information by Securities Star, generated by AI algorithm (Network Credit Calculation No. 310104345710301240019), and does not constitute investment advice.