证券日报网讯 2月24日，上海莱士（002252）在互动平台回答投资者提问时表示，依据国家增值税新 政，血液制品中的罕见病药物仍适用3%简易征收，其他血液制品业务不再适用3%简易征收，该调整属 于行业统一政策。若实行，对行业有一定影响。公司将通过优化采购管理、增强进项抵扣管理力度等合 规方式降低政策变动带来的影响。 ...

来源：市场资讯 针对上述提问，上海莱士回应称："您好！感谢您对我公司的关心和支持！依据国家增值税新政，血液 制品中的罕见病药物仍适用3%简易征收，其他血液制品业务不再适用3%简易征收，该调整属于行业统 一政策。若实行，对行业有一定影响。公司将通过优化采购管理、增强进项抵扣管理力度等合规方式降 低政策变动带来的影响。谢谢。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向上海莱士提问："请问公司增值税征收方式是否从 3% 简易征收调整为 13% 一般 征收？本次税率调整预计增加的税收成本是多少？对公司利润影响金额为多少，是否构成重大影响？" ...

Investment Rating - The report maintains a positive outlook on the blood products industry, suggesting that the supply-demand relationship will gradually improve, leading to performance recovery for companies in this sector [10][34]. Core Insights - The blood products industry is characterized by a clear long-term growth trajectory, supported by a favorable regulatory environment for plasma collection and an expanding product range among companies [12][34]. - Short-term performance has been impacted by supply-demand mismatches, with a notable decline in profitability observed in 2025 due to excess supply and price reductions [19][36]. - The report highlights the importance of white albumin and immunoglobulin (IVIG) as core products, with a stable demand expected despite recent price pressures [33][34]. Summary by Sections Market Review - The report notes a decline of 0.85% in the medical index, underperforming the CSI 300 index by 1.22 percentage points, ranking 21st among 30 sectors [6]. - The top-performing stocks in the medical sector include Aidi Te, Zhendai Medical, and Olin Bio, while the worst performers include Beixin Life and Huayuan Bio [6]. Industry and Stock Events - The report emphasizes the recovery of plasma collection activities post-pandemic, which has led to increased supply and a shift in the market dynamics for blood products [19][26]. - The report identifies key companies to watch, including Tian Tan Biological and Bo Ya Biological, as they are expected to benefit from the industry's growth [12][34]. Overall Perspective and Investment Themes - The report suggests focusing on innovative drugs, medical devices, and the blood products sector, highlighting the potential for significant growth driven by domestic differentiation and international expansion [10][12]. - The report also discusses the ongoing consolidation in the industry, particularly among state-owned enterprises, which may enhance market concentration and operational efficiencies [46]. Supply and Demand Dynamics - The report indicates that the supply of blood products is expected to tighten in 2026 due to a slowdown in plasma collection growth and a decrease in imported white albumin supply [30][34]. - Demand for white albumin remains robust, with sales showing signs of stabilization despite recent challenges [33][34]. Future Outlook - The report anticipates a gradual return to a balanced supply-demand relationship in the blood products industry, which could lead to improved financial performance for key players [34][36]. - The potential for new product introductions and market expansions is highlighted as a significant driver for future growth in the sector [12][34].

证券日报网讯2月10日，上海莱士（002252）在互动平台回答投资者提问时表示，公司正围绕"拓浆""脱 浆"战略，扎实构建产业生态，持续提升核心竞争力与抗风险能力。在深化产业协同赋能的同时，公司 将按照"战略契合、协同显著、风险可控"原则，审慎评估、把握优质并购机会，推动内生增长与外延拓 展有机结合，稳步提升经营效率，释放长期价值。公司始终以股东价值为核心，动态优化发展布局，相 关重大战略举措将严格按照监管要求及时披露。 ...

证券日报网讯2月9日，上海莱士（002252）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数为115163户。 ...

Core Viewpoint - Shanghai Laishi Blood Products Co., Ltd. has announced its profit distribution plan for the first three quarters of 2025, which includes a cash dividend of 0.153 RMB per 10 shares for all shareholders, excluding shares held in the company's repurchase account [2][3][7]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the third extraordinary general meeting of shareholders held on December 15, 2025 [3][5]. - The cash dividend will be distributed based on the total share capital excluding the 69,081,952 shares held in the repurchase account, resulting in a total of 6,568,902,885 shares eligible for the dividend [2][7]. - The total cash dividend amount is calculated to be 100,504,214.14 RMB, with an adjusted per-share dividend of 0.0151407 RMB [2][11]. Group 2: Dividend Payment Details - The record date for the dividend distribution is set for February 9, 2026, and the ex-dividend date is February 10, 2026 [7][8]. - Cash dividends will be directly credited to shareholders' accounts through their securities companies on the ex-dividend date [9]. - The company will not issue bonus shares or convert reserves into share capital as part of this distribution [4][5]. Group 3: Tax Implications - Different tax rates will apply to various categories of shareholders, with specific provisions for Hong Kong investors and domestic investors holding different types of shares [7]. - The tax implications for individual shareholders will depend on their holding period, with specific amounts to be paid based on the duration of their shareholding [7].

证券代码：002252 证券简称：上海莱士 公告编号：2026-002 上海莱士血液制品股份有限公司 2025 年前三季度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、根据《公司法》《深圳证券交易所上市公司自律监管指引第9号——回购 股份》等相关规定，公司通过回购专用证券账户持有的本公司股份69,081,952股 不享有参与本次权益分派的权利。公司2025年度1~9月权益分派方案为：以分红 派息股权登记日总股本（扣除公司回购专用证券账户持有公司股票）为基数，向 全体股东每10股派发现金股利0.153元人民币（含税），本次利润分配公司不送 红股，不以公积金转增股本。 2、本次权益分派实施后，按公司总股本折算每10股现金分红比例及除权除 息参考价如下：考虑到公司回购专用证券账户上的股份不参与2025前三季度权益 分派，公司本次实际现金分红的总金额=实际参与分配的总股本*分配比例= 6,568,902,885股*0.0153元/股=100,504,214.14元；折算每10股现金红利=本次实际 现金分红的总金额÷总股本（含公司回购 ...

格隆汇1月30日丨上海莱士(002252.SZ)公布，全资子公司同路生物制药有限公司（"同路生物"）于近期 收到国家药品监督管理局签发的《药品注册证书》，药品名称：人纤维蛋白原。人纤维蛋白原系由健康 人血浆，经分离、提纯，并经病毒去除和灭活处理、冻干制成。同路生物本产品适应症为先天性纤维蛋 白原减少或缺乏症。 ...

格隆汇1月30日丨上海莱士(002252.SZ)公布，全资子公司同路生物制药有限公司（"同路生物"）于近期 收到国家药品监督管理局签发的《药品注册证书》，药品名称：人纤维蛋白原。人纤维蛋白原系由健康 人血浆，经分离、提纯，并经病毒去除和灭活处理、冻干制成。同路生物本产品适应症为先天性纤维蛋 白原减少或缺乏症。 ...

药品名称：人纤维蛋白原； 剂型：注射剂； 注册分类：治疗用生物制品； 规格：0.5g/瓶； 证券代码：002252 证券简称：上海莱士 公告编号：2026-001 上海莱士血液制品股份有限公司 关于全资子公司获得《药品注册证书》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 上海莱士血液制品股份有限公司（"公司"）全资子公司同路生物制药有限公 司（"同路生物"）于近期收到国家药品监督管理局签发的《药品注册证书》，具 体情况如下： 一、药品注册证书主要内容 人纤维蛋白原系由健康人血浆，经分离、提纯，并经病毒去除和灭活处理、 冻干制成。同路生物本产品适应症为先天性纤维蛋白原减少或缺乏症。 三、对公司的影响及风险提示 本次同路生物获得人纤维蛋白原《药品注册证书》，进一步丰富了公司的产 1 品布局，提高公司血浆的综合利用率，有利于增强公司的核心竞争力和市场地位。 同路生物将加快推进该产品的相关生产安排，积极促使其早日上市。 药品注册标准编号：YBS00012026； 药品批准文号：国药准字 S20260007； 上市许可持有人：同路生物制药有限公司； 生产企业 ...