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2024 03 01*20240219*20231216*20240114 S1060514100001 BOT335 YEYIN S1060519060002 2019-2021 CDE 2023 6 2022 3.49 730%0.49 62%2023 2023 4 H1 2022 2380 40%476 4.27 2023-2025 5.40 5.91 6.34 2/23 1.2.1 2 3 ZXBYuNqNpMrQrPmPrMtMnMaQdN8OsQnNpNrNfQmMtQfQrRtN8OrRwOxNrMoQvPtQrO 3/23.2 1.1.2 1.2.2 1.3.3 1.4.4 1.5.6.7 2.1.7 2.2.8 2.3.10.10 3.1.10 3.2.11 3.3.13 3.4.13 3.5.16 3.6.17.17.17 4/23 1 2017-2030E().2 2 2017-2030E().2 3.3 4.3 5.4 6.4 7.4 8.5 9.5 10 2021 TOP5.6 11 2009 2019.6 12 2007 CDE.6 13 2013 2019 2023Q3.7 14.8 15 2023 6.8 16 2023 6.8 17 2020-2022.9 18 2020-2022.9 19 2020-2022.9 20 2020-2022.9 21.10 22.11 23 2017-2030E.11 24 2021.11 25 2021.12 26 2017-2030E.12 27 2018-2022.13 28.13 29.13 30.13 31.14 32 2021.14 33 2022.15 34 2022.15 5/23 35.15 36 COPD.16 37 Sunovion.17 38.17 2/23 1.1 Frost&Sullivan 2017 275 2020 212 2021 239 2025 2030 293 337 Frost&Sullivan 2017-2021 125 195 12%2025 2030 239 276 1 2017-2030E()2 2017-2030E()Frost&Sullivan Frost&Sullivan 1.2 COPD ICS 2 ICS COPD 3/23 3 5 ICS 2(LABA)ICS 2 SABA(LAMA)4 2020 1.3 4/23 2-5um 5 2021 95 92 35 17 39.6%38.4%14.7%7.2%80%2021 45 111 24 15 23.3%57.2%12.1%7.5%AZ 6 7 Frost&Sullivan Frost&Sullivan 1.4 5/23 pMDI 1 2 7 m 1 0 m 0.5 m 3 4 pMDI 3-4 10s 3min 3-4-8 9(pMDI)2009 TOP3 GSK(AZ)(BI)40%15%13%7 2019 36%23%11%2009 2021 10 5 GSK AZ BI 3 AZ/27.3 6/23 10 2021 TOP5 11 2009 2019 Frost&Sullivan 1.5 2019-2021 PK BE PK BE CDE 2020 12 FDA PK-BE PD-BE III 12 2007 CDE CDE PDB 2013 AZ GSK Maruishi BI TOP5 90%AZ 39%2019 AZ Zambon 5 90%AZ Zambon 52%2019-2021 7/23 2023Q3 AZ 25%TOP5 61%PDB 60 2019 50 5%8%4%Maruishi BI 4%3%3%3%1%13 2013 2019 2023Q3 PDB 2.1 2023 6 A23103.SH 2023 6 2007 2010-2020 A-F 2021 CDE 2022 2023 8/23 14 2022 12 31 141 26%6 28 132 94%15 2023 6 16 2023 6 2.2 9/23 2022 3.49 730%0.49 62%2023 17 2020-2022 18 2020-2022 2021 5 2022 0.27 2020-2022 46.17%52.90%76.63%2022 1.36 161%38.83%2020 1.97 2.02 1.35 1.34 2022 1.08 30.97%IPO 2022 1.07 30.71%19 2020-2022 20 2020-2022 10/23 2.3 12 19 2023 PK-BE 2025 2026 2027 21 2023.6.8 3.1 2023 4 COPD 11/23 22 3.2 2021 6590 2025 7150 2030 7800 2021 2025 2025 2030 2.1%1.8%45.7%28.8%28.3%46.7%40.0%23 2017-2030E 24 2021 Frost&Sullivan ICS 2 12/23 2021 7 90%74 38.2%18 9.5%2021 2020 2021 74 2021 6 2022 2025 63 2030 78 25 2021 26 2017-2030E Frost&Sullivan Frost&Sullivan 2020 2020 2021 6 3 50%8 2022 1.53 3.36 200%13/23 27 2018-2022 28 3.3 2013 GSK 10 2026 29 30 3.4 IgE 14/23 20%2021 2.4 2025 2.5 2030 2.6 37.3%45.0%49.6%85.0%31 32 2021 Frost&Sullivan ICS ICS H1-12 2022 McNeil GSK 2.86 5.72 1.47 PDB 120 554 587 102 47%62%40%1179 946 255 2022 2379 15/23 33 2022 PDB 2019 1 III 679 4 2020 7 MEDA 2023 30%40%50%120 MEDA 2 50%357 476 595 2023 89.6/3.20 4.27 5.33 34 2022 35 16/23 3.5 COPD WHO 2016 COPD 2.51 2015 317 COPD 2020 GOLD COPD GroupA/B/C/D COPD 2 2 ICS 36 COPD 2020GOLD 2(COPD)Sunovion Brovana 2006 FDA PDB GSK Advair 2016 2017-2020 Brovana 3 2021 Brovana Cipla State Run TEVA Lupin 2022 7254 2024 17/23 37 Sunovion 38 PDB PDB 3.6 1 2023 2023-2025 4.83 5.25 5.01 44%9%-5%2 2023 2023-2025 0.02 0.55 1.04 3 2023-2025 5.40 5.91 6.34 1.2.18/23 3.:6 20%6 10%20%6 10%6 10%:6 5%6 5%6 5%2024 4008866338 5023 B 25 1333 26 4 1 B 25
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