格隆汇2月12日丨博雅生物(300294.SZ)在投资者互动平台表示，截至目前，公司暂无更名计划。 ...

经济观察网近期博雅生物（300294）热点事件集中在公司治理和业绩表现方面。2026年2月11日，有投 资者质疑公司在经营亏损背景下高管未减薪，董秘回应称薪酬结构包含浮动绩效部分，已参考行业情 况。2月10日，公司回应发展策略时强调聚焦血液制品主业，外延并购存在不确定性，同时披露控股股 东华润医药近期无新增持计划。2月9日，华润系医药公司业绩总结显示，博雅生物2025年净利润同比大 幅下降，在6家上市公司中表现未达预期。 股票近期走势 博雅生物股价近期呈现震荡下行趋势。截至2026年2月12日最新数据，股价报22.33元，当日下跌 0.76%，近5日累计跌幅0.53%，近20日跌幅扩大至4.08%。资金面上，当日主力资金净流出474.19万元， 散户资金流入占比34%，股价短期技术面支撑位关注22.01元，压力位位于23.75元。同期医药生物板块 下跌0.44%，公司股价表现弱于行业平均水平。 以上内容基于公开资料整理，不构成投资建议。 ...

证券日报网讯2月11日，博雅生物（300294）在互动平台回答投资者提问时表示，公司2026年2月10日含 信用账户合并名册的股东人数为31681户。 ...

（文章来源：证券日报） 证券日报网讯 2月11日，博雅生物在互动平台回答投资者提问时表示，公司二级市场股票价格受到宏观 环境、行业政策、投资者风险偏好等因素影响，敬请投资者理性投资，注意投资风险。 ...

证券日报网讯 2月9日，博雅生物在互动平台回答投资者提问时表示，公司坚定践行华润"1246"模式， 以"四个重塑"为抓手，在复杂多变的市场环境中攻坚克难。自2021年华润医药控股以来，公司在原料血 浆端拓展、终端掌控、研发创新、国际化等方面均保持稳健发展，具体经营情况及财务状况请参阅公司 公告。截至目前，公司暂无迁址至北京或上海计划。 （文章来源：证券日报） ...

格隆汇2月9日丨博雅生物(300294.SZ)在投资者互动平台表示，公司坚定践行华润"1246"模式，以"四个 重塑"为抓手，在复杂多变的市场环境中攻坚克难。自2021年华润医药控股以来，公司在原料血浆端拓 展、终端掌控、研发创新、国际化等方面均保持稳健发展，具体经营情况及财务状况请参阅公司公告。 截至目前，公司暂无迁址至北京或上海计划。 ...

Group 1: Company Overview and Strategy - The company aims to strengthen its position as the only blood product platform within the China Resources Health sector during the 14th Five-Year Plan, focusing on "doing strong, optimizing, and expanding" [3] - The strategy includes enhancing plasma collection, terminal control, R&D innovation, and exploring international markets [3][4] Group 2: Plasma Collection and Growth Projections - The total plasma collection for 2025 is projected to be approximately 662 tons, representing a year-on-year growth of about 5% [4] - The integration of Green Cross (China) is expected to yield a plasma collection growth rate exceeding 10%, with an absolute increase of over 10 tons [4] Group 3: Product Development and Regulatory Approvals - The company has received production approvals for 10% intravenous immunoglobulin and tetanus immunoglobulin, with clinical trials for 20% subcutaneous immunoglobulin progressing steadily [3][5] - High-concentration intravenous immunoglobulin (pH4) has been officially approved for sale as of May 2025 [5][6] Group 4: Market Dynamics and Pricing Strategy - Blood product prices are anticipated to face downward pressure due to market competition, with price adjustments expected in 2026 following the Guangdong alliance procurement [8] - The company plans to enhance terminal control and refine management of agents to improve market influence and brand recognition [8] Group 5: Expansion and Regulatory Challenges - The number of plasma collection stations has significantly increased during the 14th Five-Year Plan, but growth may slow during the 15th Five-Year Plan due to rising industry concentration [9] - The establishment of new plasma stations is subject to government approvals, which introduces uncertainty [9] Group 6: Business Focus and Divestitures - The company has decided to focus solely on blood product development, transferring 80% of the equity in Boya Xinhao, which will no longer be included in the consolidated financial statements [10][11]

证券日报网讯2月2日，博雅生物（300294）在互动平台回答投资者提问时表示，公司2026年1月30日含 信用账户合并名册的股东人数为32246户。 ...

华润医药(03320)跌近3%，截至发稿，跌1.98%，报4.46港元，成交2516.48万港元。 消息面上，华润医药发布公告，于2026年1月30日，华润博雅生物（300294）公布其截至2025年12月31 日止年度的业绩预告，其公告截至2025年12月31日止年度归属于华润博雅生物股东的净利润预计约人民 币1.05亿元至人民币1.365亿元(上年同期净利润约人民币3.97亿元)、扣除非经常性损益后归属于华润博 雅生物股东的净亏损预计约人民币750万元至人民币1500万元(上年同期净利润约人民币3.02亿元)(华润 博雅生物业绩预告)。 公告称，华润博雅生物的血液制品业务受到扩大集采、DRG/DIP改革、医疗保险费用控制及重点监管合 理用药等因素影响，导致临床处方减少以及需求下降，与此同时，市场竞争持续加剧，导致报告期内华 润博雅生物血液制品业务的毛利率同比下降。 ...

Core Viewpoint - China Resources Pharmaceutical (03320) experienced a nearly 3% decline in stock price, currently trading at HKD 4.46, with a transaction volume of HKD 25.16 million. The company announced a profit forecast for its subsidiary, China Resources Boya Biopharmaceutical, indicating a significant drop in net profit for the fiscal year ending December 31, 2025, compared to the previous year [1]. Group 1 - China Resources Boya Biopharmaceutical expects a net profit attributable to shareholders of approximately RMB 105 million to RMB 136.5 million for the fiscal year ending December 31, 2025, down from RMB 397 million in the previous year [1]. - The company anticipates a net loss attributable to shareholders, excluding non-recurring gains and losses, of approximately RMB 7.5 million to RMB 15 million, compared to a net profit of RMB 302 million in the previous year [1]. - The blood products business of China Resources Boya Biopharmaceutical is facing challenges due to factors such as expanded centralized procurement, DRG/DIP reforms, medical insurance cost control, and stringent regulation of reasonable drug use, leading to a decrease in clinical prescriptions and demand [1]. Group 2 - Increased market competition has resulted in a year-on-year decline in the gross profit margin of China Resources Boya Biopharmaceutical's blood products business during the reporting period [1].