证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0920 | --- | --- | --- | |-----------------------|------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 华福证券 魏征宇 | | | 人员姓名 | 中银基金 刘文祥 | 李建 | | | 方正富邦 刘宇希 | | | | 富荣基金 杨皓童 | | | | 东方阿尔法 程可 | | | | 西部利得基金 刘毅 | | | | 富国基金 曾新杰 | | | | 诺安基金 赵森 | | | | 中泰证券 王华炳 | | | 时间 2022 | 年 9 月 20 日 | | | 地点 ...

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0922 | --- | --- | --- | |-----------------------|---------------------------------|--------------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 广发证券:吴鑫然 | | | 人员姓名 | 国寿安保基金:祝淼、宋易潞、刘兵 | | | 时间 2022 | 年 9 月 22 日 | | | 地点 线上交流 | | | | 上市公司接待人 员姓名 | 邢小亮 | | | | 1、PVP 回复：公司 PVP | 产能情况，扩产情况 产能现在约为 1.3 万吨，正在焦作中站区 | | | 建设 ...

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0922 | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------|------------|-----------|-------------|----------------------------------------------------------| | | | | | | | | 投资者关系活动 | 特定对象调研 | | | □分析师会议 | | | 类别 | 媒体采访 | | | 业绩说明会 | | | | □新闻发布会 □路演活动 | | | | | | | □现场参观 | | | | | | | □其他 （请文字说明其他活动内容） | | | | | | 参与单位名称及 | 华福证券 魏征宇 | | | | | | 人员姓名 | 财通基金 唐家伟 沈犁 张胤 | | | 夏钦 | 朱宝国 | | 时间 2022 | 年 9 月 2 ...

Group 1: Shareholder Actions - Shareholders remain confident in the company's future despite recent announcements of share reductions by major stakeholders due to personal financial needs [3] - Yang Haijiang's share reduction is attributed to resolving historical debt issues, while Ren Dalong's reduction is linked to personal income tax obligations following asset acquisitions [3] Group 2: Product Pricing and Profitability - The average price of PVP has increased from approximately CNY 50,000 in previous years to CNY 70,000-80,000 per ton in the first half of the current year, with a gross profit margin rising from about 35% to approximately 47% [3] - Recent adjustments to the price of industrial-grade K-30 have been made, reflecting a 5-8% increase based on supply and demand dynamics [3] Group 3: Medical Sector Developments - The opening of the new medical headquarters in Songjiang is delayed until Q1 of next year due to pandemic-related factors, with ongoing investments in innovative drugs and diagnostic services [3] - The medical business is currently operating at a loss, but efforts are underway to restructure the management platform and form a new marketing team to achieve profitability by year-end [3] Group 4: Abcam Transaction and Dispute - The company completed a 100% equity transfer to Abcam US, receiving USD 32.21 million after deducting a USD 27.20 million transaction deposit [4] - Abcam has raised concerns regarding undisclosed agreements during due diligence, which the company disputes, asserting that it provided necessary access for the investigation [4]

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0926 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|------------------------|--------------------------------------------------------|----------------------------|-------|-------|------------------| | | | | | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | | | | | 类别 | 媒体采访 | 业绩说明会 | | | | | | | | □新闻发布会 □路演活动 | | | | | | | □现场参观 | | | | | | | | □其他 | （请文字说明其他活动内容） | | | | | | 参与单位名称及 | 国盛证券： 杨义韬、 | 尹乐川 | | | | | | 人员姓名 | 中银基金： | 基金经理：张响东 ...

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0831 | --- | --- | --- | |-------------------------|--------------------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 博时基金管理有限公司 | 贾宇博等 | | 时间 2022 | 年 8 月 31 日 | | | 地点 线上交流 | | | | 上市公司接待人 员姓名 | 邢小亮 | | | | 1 、 PVP 应用领域 回复： PVP | 系列产品是三大新型药用辅料之一，应用领域 | | | 广阔，在传统制药行业以外， | PVP 系列产品还被应用于多 ...

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-0831 | --- | --- | --- | --- | --- | --- | |----------------|--------------------------|-------------------|---------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | | | | 类别 | 媒体采访 | 业绩说明会 | | | | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | | □其他 | | （请文字说明其他活动内容） | | | | 参与单位名称及 | 汇华理财有限公司 | 于宏杰 | | | | | 人员姓名 | | | 杭州翼融资产管理有限公司 宋进 | | | | | 北京永瑞财富投资管理公司 | 张聪 | | | | ...

Financial Performance - In the first half of 2022, the company achieved operating revenue of 67,842.79 million yuan, a year-on-year increase of 26.48% [2] - Operating profit reached 18,392.35 million yuan, up 66.91% compared to the same period last year [2] - Net profit attributable to the parent company was 14,610.75 million yuan, reflecting a growth of 75.05% year-on-year [2] - The primary reason for this growth is attributed to the increase in the chemical segment's business compared to the previous year [2] Product Overview - The company's product, Euriz, is a linear molecular structure, water-soluble electrolyte polymer with excellent chemical stability and non-toxicity, widely used in various fields [3] - As of June 30, 2022, Euriz sales increased by over 300 tons compared to the same period last year, with an expected total sales of over 1,000 tons in 2022, indicating significant growth potential [3] Chemical Business Insights - The PVP series products are recognized as one of the three major new pharmaceutical excipients, with applications extending beyond traditional pharmaceuticals to various industrial sectors [3][4] - The company has established a production capacity of 10,000 tons of PVP, with plans to increase annual production to 13,000 tons through technological upgrades and research investments [4] - The company has a market share of approximately 50% in the domestic PVP segment, serving over 1,000 clients across 30 different downstream sectors [4] Market Position and Competition - The company has been deeply engaged in the PVP niche market for nearly 20 years and is one of the earliest domestic manufacturers to obtain cGMP certification [4] - There are no recent expansion plans from foreign competitors, while some domestic competitors have announced expansion plans [4] - The company is set to launch a PVP expansion project in the Qiaozao Zhongzhan area, expected to be operational by Q2 2023, which will increase its production capacity to 30,000 tons [4]

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2022-1028 | --- | --- | --- | |----------------|------------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □分析师会议 | | 类别 | 媒体采访 | 业绩说明会 | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | | | | | 参与单位名称及 | 海通证券研究所：孙维容； | | | 人员姓名 | 北大方正人寿保险有限公司：叶宇泽； | | | | 景泰利丰基金有限公司：吕伟志； | | | | 百年保险资管：王泳； | | | | 上海盘京投资管理中心 | ( 有限合伙 ) ：陈勤； | | | 国泰基金管理有限公司：叶嘉元； | | | | 九泰基金管理有限公司：黄浩翔； | | | | 尚 ...

Group 1: PVP in New Energy Sector - The company uses industrial-grade K30 PVP in the new energy sector, with a consumption of approximately 15 tons per 1 GWh. It is expected that PVP sales in this sector will reach 2,000 tons this year, with a projected growth of 2-3 times in 2023 as battery production capacity increases and customer engagement improves [2][3]. Group 2: Future Pricing Strategy - The company plans to adjust product prices based on domestic and international customer demand while maintaining customer interests and ensuring stable market development [2]. Group 3: Product Development and Market Presence - The company has been developing the product since 2008, achieving sales of over 1,000 tons in the first three quarters of 2022. The market is primarily in developed countries in Europe and America, with significant growth potential in China due to rising living standards and health awareness [3]. Group 4: PVP Production Capacity - The company has over 1,000 customers in the PVP market, holding approximately 50% of the domestic market share. The production capacity reached 13,000 tons by 2021, with an additional 20,000 tons of NVP capacity under construction, expected to be operational by Q2 of the following year [3]. Group 5: Medical Sector Performance - The medical sector experienced some losses in Q3, but the company has optimized its management structure and marketing efforts. Future investments will focus on innovative drugs and medical diagnostic services, with confidence in the potential of precision medicine [3].