智通财经记者 | 张艺 "千吨级血制品俱乐部"阵营或再添一员。深圳市唯一血液制品企业、最新市值67亿元的卫光生物（002880.SZ）计划大扩产。 卫光生物日前公布的定增计划显示，公司拟定增募资不超过15亿元，其中12亿元投向卫光生物智能产业基地项目，3亿元用于补充流动资金。 卫光生物智能产业基地项目计划总投资金额23.08亿元，智通财经记者注意到，待项目建成，公司血液制品产能达1,200吨，是现有产能的1.85倍。 资金缺口怎么补、产能如何消化、采浆量能否同步增长是卫光生物扩产将面临的三大问题。 除募资外，项目需自筹11.08亿元，卫光生物自身货币资金不足，资产负债率远高出同行。如此一来，即便以3亿元募资补充流动性，待项目建成，公司资产 负债率或仍不降反升。 同时，行业扩产潮已先行启动。当前多家头部血制品企业已在建或建成千吨级生产基地，这些产能投建先于卫光生物。待巨头们的产能先后投产，行业产能 会否过剩？ "随着人口老龄化趋势的到来，国内血液制品人均使用量的提升，国内医疗条件的提升。我们认为，血液制品行业未来会有一个比较大的拓展空间。"卫光生 物回应智通财经记者。对于资金问题，该人士坦称，确实存在一定的缺口 ...

长江商报消息 ●长江商报记者 徐佳 实习生 骆佳慧 在国内血液制品行业集中度日益提高的背景下，卫光生物（002880.SZ）将借助资本市场力量再次扩充 产能，增强竞争力。 日前，卫光生物发布定增预案，拟非公开发行不超过4536万股股票，募集资金不超过15亿元，分别投入 到智能产业基地项目及补充流动资金。 长江商报记者注意到，近年来，血液制品上市公司通过对外并购、自建生产基地等方式提升产能，推动 行业集中度进一步提升。通过本次定增，卫光生物将建设1200吨/年血液制品智能工厂，以扩大生产规 模，提升市场占有率。 数据显示，2022年至2024年，卫光生物浆站采浆量从466.77吨增长到561.57吨，年复合增长率为 9.69%。随着采浆量的增长，通过本次募投项目的逐步实施，公司新产线可与原有生产车间有效衔接， 有利于公司突破现有产能瓶颈，实现可持续发展。 将投建智能产业基地 日前，卫光生物发布定增预案。公司拟向不超过35名特定对象非公开发行股票不超过4536万股（含本 数），募集资金总额不超过15亿元，扣除发行费用后，分别投入到卫光生物智能产业基地项目及补充流 动资金。 长江商报记者注意到，2022年3月，卫光 ...

时隔3年多，卫光生物再次启动非公开发行计划增加产能。近日，卫光生物抛出15亿元定增预案，拟向特定对 象发行不超过4536万股。其中，12亿元拟投向年处理1200吨血浆的血液制品智能工厂。卫光生物曾于2022年 启动11.5亿元的定增计划，总额减少后过审，但未能在一年有效期内实施，定增计划搁浅。 错失的时间窗口，恰是行业整合加速的关键阶段：天坛生物、上海莱士、泰邦生物、华兰生物、派林生物等 已组成千吨产能"第一梯队"，而卫光生物的生产线仍困在2013年建成的老厂区，技改空间几近耗尽。更严峻 的是，央企国药集团出手收购派林生物，也宣告了行业已进入"大鱼吃小鱼"的整合深水区。在千吨级产能成 为行业门槛的背景下，卫光生物的扩张计划带有一定紧迫性。 | 序号 | 项目名称 | 拟投资总额 | 拟使用募集资金投资金额 | | --- | --- | --- | --- | | 101 | 卫光生物智能产业基地项目 | 230,794.66 | 120,000.00 | | 2 | 补充流动资金 | 30,000.00 | 30,000.00 | | | 合计 | 260,794.66 | 150,000.00 | 这并非 ...

中国经济网北京7月21日讯 卫光生物(002880.SZ)今日收报29.42元，跌幅0.24%。 卫光生物7月19日披露了2025年度向特定对象发行A股股票预案称，公司本次向特定对象发行A股股 票拟募集资金总额不超过150,000万元(含本数)，扣除发行费用后，募集资金拟投资于以下项目：卫光生 物智能产业基地项目、补充流动资金。 | | | | 单位:万元 | | --- | --- | --- | --- | | 序号 | 项目名称 | 拟投资总额 | 拟使用募集资金投资金额 | | | 卫光生物智能产业基地项目 | 230,794.66 | 120,000.00 | | 2 | 补充流动资金 | 30,000.00 | 30,000.00 | | | 合计 | 260,794.66 | 150,000.00 | 本次向特定对象发行A股股票的数量为募集资金总额除以本次向特定对象发行A股股票的发行价 格，计算公式为：本次向特定对象发行A股股票的的数量=本次募集资金总额/每股发行价格(小数点后位 数忽略不计)。本次拟发行的股份数量不超过本次发行前总股本的20%，即不超过45,360,000股(含本 数)，最终发 ...

近年来国内血液制品行业收并购事件持续落地，行业集中度有持续提升趋势。卫光生物本次定增完成 后，智能产业基地项目不仅能帮助公司实现产能瓶颈的突破，推动公司营收及利润规模再上一个台阶， 更有望帮助公司抓住行业发展机遇，在血液制品领域站稳头部企业位置，加快建设差异化血液制品先锋 企业，开启公司在"十五五"期间新的发展篇章。 新增产能1200吨，构建未来发展新基石 卫光生物智能产业基地项目无疑是此次定增的核心亮点。项目总投资为23.08亿元，其中新增建设投资 22.56亿元，建设期规划为4.5年，建成后将具备年处理血浆1200吨的强大产能。如此大规模的产能提 升，对于卫光生物而言意义非凡。 7月18日晚间，卫光生物（002880）（002880.SZ）发布2025年度向特定对象发行A股股票预案，拟向特 定对象发行不超过4536万股，募集资金不超过15亿元。其中，12亿元拟用于建设卫光生物智能产业基地 项目，扩建公司年处理血浆能力，3亿元拟用于补充流动资金。 政策层面，2022年，国务院办公厅印发了《"十四五"国民健康规划》，提出需提升血液供应保障能力， 完善采供血网络布局，健全巩固常态化全国血液库存监测制度和血液联动 ...

Core Viewpoint - The company, Weiguang Biological, has announced a plan to raise up to 1.5 billion yuan through a private placement to fund the construction of a new intelligent factory with an annual capacity of 1,200 tons for blood products, addressing the urgent need for capacity expansion in the context of increasing market demand and competition in the blood products industry [1][2]. Group 1: Company Overview - Weiguang Biological specializes in blood products and operates nine wholly-owned or controlled plasma collection stations, with its product range including human serum albumin, immunoglobulin, and coagulation factors [1]. - The company’s existing production line, established in 2013, has a design capacity of 400 tons per year, which has been upgraded to 650 tons, indicating limited potential for further expansion without new facilities [1]. Group 2: Investment Plan - The company plans to allocate 1.2 billion yuan of the raised funds to build a new factory capable of producing various blood products, including human serum albumin and immunoglobulin, which will help alleviate supply-demand imbalances in the industry and enhance market share [1]. - An additional 300 million yuan will be used to supplement working capital [1]. Group 3: Industry Context - The blood products industry is experiencing consolidation, with leading companies rapidly expanding their production capacities. Notable competitors include Tiantan Biological, Hualan Biological, and others, who have established or are in the process of establishing large-scale production bases [3]. - The industry is witnessing a "Matthew Effect," where stronger companies are becoming more dominant, making it crucial for Weiguang Biological to successfully implement its fundraising plan to maintain competitiveness [2][3].

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets announced significant updates, including stock issuance terminations, share transfers, acquisitions, and financial performance reports, which may present investment opportunities and risks for investors [2]. Major Events - Jinbo Co., Ltd. announced the termination of its plan to issue A-shares to specific investors for the year 2025 [3]. - Cross-Border Communication's largest shareholder successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4]. - Shanghai Shimao Development's subsidiary plans to sell part of its Quanzhou project for 2.053 billion yuan, expecting a net profit of approximately 163 million yuan [6]. - Prit Group's subsidiary introduced a strategic investor, Guangzhou Guoyan No. 1, through a capital increase [7]. - Caesar Travel's subsidiary intends to acquire 51% of Guotour Fujian for 16.83 million yuan [8]. - Dongfang Fortune's shareholder plans to transfer 159 million shares, representing 1% of the total share capital [9]. - Changhong High-Tech plans to acquire 100% of Guangxi Changke's equity, with shares resuming trading on July 21 [10]. - Weifu High-Tech intends to convert its B-shares to be listed on the Hong Kong Stock Exchange [11][12]. - ST Yazhen's stock will resume trading on July 21 after completing a verification process [13]. - ChipLink Integration plans to acquire 72.33% of ChipLink Yuezhou for 5.897 billion yuan [14]. - Notai Bio will be subject to risk warnings, changing its A-share abbreviation to ST Notai due to previous financial misreporting [15]. - Delisted Jinguang's stock will cease trading on July 25 [16]. - Bohui Co. plans to purchase servers and related assets for intelligent computing services, with a total expenditure not exceeding 390 million yuan [17]. Financial Performance - CICC's subsidiary reported a net profit of 987 million yuan for the first half of the year [21]. - Great Wall Motors reported a net profit of 6.337 billion yuan, a decrease of 10.22% year-on-year [22]. - Shuangjie Electric expects a net profit of 100 million to 120 million yuan, an increase of 16.03% to 39.23% year-on-year [23]. - Shentong Technology reported a net profit of 64.278 million yuan, a year-on-year increase of 111.09% [24]. - Sanhuan Group anticipates a net profit of 1.128 billion to 1.333 billion yuan, a growth of 10% to 30% year-on-year [25][26]. - Nanjing Gaoke's contract sales reached 820 million yuan, a year-on-year increase of 824.68% [27]. - Kaierda expects a net profit of 1.97 million to 2.56 million yuan, a decrease of 89.11% to 91.62% year-on-year [28]. Major Contracts - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [29]. - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of its last year's revenue [30]. - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [31]. Shareholding Changes - Hongbaoli's major shareholder plans to reduce its stake by up to 2% [33]. - Yaopi Glass's shareholder plans to reduce its stake by up to 2% [34]. - Dingsheng New Materials' shareholders plan to reduce their stake by up to 3% [35]. - Huiyun Titanium's controlling shareholder plans to reduce its stake by up to 3% [36]. - MediX's shareholder plans to reduce its stake by up to 1.49% [37]. - Aopu Optoelectronics' controlling shareholder plans to reduce its stake by up to 1% [38]. - Huada Jiutian's major shareholders plan to reduce their stakes by up to 1.5% [39][40]. Financing Activities - Zhengyu Industrial plans to raise up to 450 million yuan through a private placement [41]. - Dongwu Securities plans to raise up to 6 billion yuan through a private placement, with specific subscriptions from major investors [42]. - Weiguang Bio plans to raise up to 1.5 billion yuan for its smart industrial base project [43].

Core Viewpoint - Shenzhen Weiguang Biological Products Co., Ltd. plans to issue A-shares to specific investors, which may dilute immediate shareholder returns and impact key financial metrics [1][5][10] Financial Impact of the Issuance - The issuance will involve up to 45,360,000 shares, not exceeding 20% of the total shares before the issuance, raising a maximum of 1.5 billion yuan [1][4] - The company's net profit for 2025, excluding non-recurring gains and losses, is projected to be approximately 263.51 million yuan [2][4] - Under different scenarios, the basic earnings per share (EPS) and return on equity (ROE) are expected to decline post-issuance, with EPS potentially dropping from 1.12 yuan to 0.93 yuan in a flat profit scenario [4][5] Necessity and Feasibility of the Issuance - The board believes the fundraising aligns with national industrial policies and the company's strategic needs, enhancing operational scale and profitability [5][6] - The funds will primarily support the Weiguang Biological Smart Industrial Base project, aimed at increasing production capacity and automation [6][8] Company’s Preparedness for the Project - The company has a strong team of qualified personnel in biological product production and R&D, ensuring technical expertise for project implementation [7][8] - The company has established a solid market presence with around 200 distributors, enhancing brand influence and customer loyalty [7][8] Measures to Mitigate Dilution of Returns - The company plans to manage the raised funds strictly according to regulatory requirements, ensuring proper usage and compliance [9][10] - It aims to enhance profitability through the successful execution of the fundraising projects, thereby increasing market share and operational efficiency [9][10] - A profit distribution plan for 2025-2027 has been established to ensure stable returns for shareholders [9][10] Commitments from Stakeholders - The controlling shareholder and management have committed to ensuring the effectiveness of the measures to mitigate the dilution of returns [10][11]

Core Viewpoint - The audit committee of Shenzhen Weiguang Biological Products Co., Ltd. has reviewed and approved the plan for the company to issue A-shares to specific targets in 2025, confirming compliance with relevant laws and regulations [2][3][4]. Compliance and Feasibility - The company meets the qualifications and conditions for issuing shares to specific targets as per the Company Law, Securities Law, and relevant regulations [2]. - The proposed issuance plan is deemed fair, reasonable, and feasible, aligning with the company's industry status, operational needs, and funding requirements [3]. Strategic Alignment - The issuance is expected to enhance the company's operational performance and aligns with its development strategy, benefiting all shareholders [3]. - The fundraising projects are closely related to the company's main business and comply with national industrial policies, promising good market prospects and economic benefits [4]. Financial Impact and Measures - The company has conducted a thorough analysis of the impact on immediate returns due to share dilution and has proposed specific measures to mitigate this effect, in line with regulatory requirements [4]. - The company has not raised funds through other means in the last five accounting years, thus exempting it from preparing a report on the use of previous fundraising [5]. Dividend Policy - The company has established a shareholder dividend return plan for 2025-2027, which supports sustainable development and aligns with legal and regulatory requirements [5]. Procedural Compliance - The preparation and review processes for the issuance documents comply with all relevant laws, regulations, and internal management systems, pending approval from the shareholders' meeting and regulatory bodies [5].

Fundraising Plan - The company plans to raise a total of 1.5 billion yuan through a targeted stock issuance, with a net amount of 1.5 billion yuan allocated for specific projects [2][9] - The total investment for the projects is estimated at 2.6079466 billion yuan, with 1.5 billion yuan from the fundraising [2][18] Project Details - The main project is the establishment of the Weiguang Biological Intelligent Industrial Base, with a total investment of 2.3079466 billion yuan, of which 1.2 billion yuan will be funded through the raised capital [3][4] - The project aims to construct various facilities to meet the operational needs of blood product production, with a designed capacity to process 1,200 tons of plasma annually [3][4] Market Context - The blood product industry in China is experiencing rapid growth, with a significant increase in demand leading to a supply-demand imbalance [3][4] - The import ratio of human serum albumin has risen from 48% in 2012, indicating a need for domestic production capacity expansion [3][4] Capacity Expansion - The company aims to build a 1,200 tons/year intelligent blood product factory to enhance production capacity and market share [4][5] - Current plasma collection is projected to grow from 466.77 tons in 2022 to 561.57 tons in 2024, with a compound annual growth rate of 9.69% [4][5] Financial Structure - 300 million yuan of the raised funds will be used to supplement working capital, reducing financial costs and improving the company's financial structure [9][14] - The company's debt ratio was reported at 31.94% as of December 31, 2024, indicating a need for improved capital management [14][19] Economic Benefits - The financial internal rate of return for the investment project is estimated at 18.39%, with a payback period of 9.12 years [15] - The project is expected to enhance the company's production capacity, product structure, and overall market competitiveness [19] Implementation Capability - The company has a strong team of professionals in biological product production and R&D, ensuring the project's successful implementation [15][16] - The company has established a comprehensive marketing network with approximately 200 distributors, enhancing its market presence [16][17]