阿斯利康三季度业绩会关于国内情况摘要

阿斯利康11月12日召开三季报电话会，投资者非常关注高管相关调查进展，多个机构进行追问。

公司回应要点：目前针对个人，公司未有被问询或接触，运营正常，比如国谈进展顺利，未受影响；关于涉案员工数，解释了案件背景及调查逻辑，无法充分掌握；沟通了合规体系改变，比如销售总监轮岗等，确保不在一个区域待太久。整体来讲，公司掌握信息有限且较早期，很难具体评估；由于明年达格列净潜在集采，中国区增速预估比今年低；目前国际区域包括中国市场由Ruud Dobber负责。

内容来自三季报会议纪要，中文为机翻，请以英文为准。

一、CEO 开场白摘录：

Taking a closer look at our total revenue performance in the first nine months of the year, we continue to benefit from our global -- broad global presence. Our company is growing across all regions and we continue to strengthen our capabilities in many markets around the world, most notably in the emerging markets outside of China, where for another quarter of our performance is standing out from our peers with 30% growth in the year to date.

细看我们今年前九个月的总收入表现，我们继续受益于我们的广泛全球存在。公司在所有地区都在增长，我们在世界各地的许多市场中不断加强能力，尤其是在中国以外的新兴市场，我们在本季度的表现再次超越同行，截至今年为止实现了30%的增长。

And you can see now the very good distribution of our revenue across the world, 43% in the U.S., 21% in Europe, 13% in China. It's very pleasing to see the emerging markets outside of China are now bigger than China, with 14% of our revenue and 9% for the established rest of the world. So very strong distribution. But we want to see even more growth in the U.S. over the next few years as part of our 2030 ambition.

现在你可以看到我们收入在全球分布非常良好，美国占43%，欧洲占21%，中国占13%。令人高兴的是，中国以外的新兴市场的份额现在超过了中国，占我们收入的14%，而成熟市场的其他部分则占9%。所以分布非常强劲。但我们希望在接下来的几年里在美国实现更快的增长，作为我们2030愿景的一部分。

And this is why we decided today here in New York to announce this $3.5 billion investment in the U.S. in manufacturing and R&D. The U.S. is, of course, a very important market that supports innovation, and we will continue to invest to grow fast in this part of the world. But very, very good growth across the world in the emerging markets in China, but also very much outside of China.

这就是为什么我们今天在纽约宣布了这项35亿美元的投资计划，用于在美国的制造和研发。美国当然是一个支持创新的重要市场，我们将继续投资以在这个地区快速成长。但是，全球各地的增长都非常好，不仅在中国的新兴市场，在中国以外的市场也是如此。

With this chart, I'd like to take a moment to address recent developments in China, which, of course, have been the subject of a lot of speculation. We are actually not privy to the details of any of these investigations. If requested, we'll cooperate fully as we have in the past. As you can imagine, I personally take these matters very seriously, and the whole company also takes it, of course, very, very seriously.

我想花一点时间来讨论中国最近的发展情况，这当然一直是很多猜测的主题。实际上，我们并不了解这些调查的任何细节。如果需要，我们将像过去一样全力合作。可以想象，我个人对这些问题非常重视，整个公司也同样非常重视。

It's important to realize we don't have many details. We haven't been approached as a company. We will, of course, collaborate with the authorities if requested to do this, but we have very limited information, and today we would like to focus on Q3 to the extent possible, unless there are questions relating to China that haven't been answered before by Aradhana last week when she organized the call.

重要的是要意识到我们没有很多细节。我们作为公司尚未被接触过。当然，如果我们被要求这样做，我们将与当局合作，但我们掌握的信息非常有限，今天我们希望能够尽可能地专注于第三季度，除非有之前Aradhana上周组织的电话会议上未回答的关于中国的问题。

Importantly, we remain committed to our presence in China and we will continue to invest in the country to support the discovery and the delivery of our life-changing medicines. And finally, we're doing what we can to support our employees in China. They're all hard at work. They're all very focused and continuing to develop our pipeline, but also our portfolio of marketed products.

重要的是，我们仍然致力于在中国的存在，并将继续投资于该国，以支持我们改变生命药物的发现和交付。最后，我们正在尽我们所能支持我们在中国的员工。他们都在努力工作，非常专注，继续开发我们的产品线，同时也发展我们已上市的产品组合。

I just want to take a moment to thank all these employees for their continued dedication to our purpose. We have 17,000 employees in China and all these employees are working very hard and making us all happy with how they have developed our presence in China over the last few years. 

我想借此机会感谢所有这些员工对我们目标的持续奉献。我们在中国有17,000名员工，所有这些员工都在非常努力地工作，使我们在过去几年中在中国的存在得到了很好的发展。

二、问答环节：