成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-002 | --- | --- | --- | |------------------------|------------------------|--------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | | 1 、中泰证券 江琦 | | | | 2 、中泰证券 赵磊 | | | | 3 、国泰基金 杨钟男 | | | | 4 、富国基金 娄圣睿 | | | | 5 、农银汇理基金 赵伟 | | | 参与人员姓名及单位名称 | 6 、华安基金 裘倩倩 | | | | 7 、易方达基金 许征 | | | | 8 、华宝基金 杨钊 | | | | 9 、富国基金 姜恩铸 | | | | 10 、东方证券 李峰 | | | --- | --- | |----------------------- ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-004 | --- | --- | --- | |------------------------|------------------------|---------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | 参与人员姓名及单位名称 | 1 、海通证券 余文心 | | | | 2 、海通证券 朱赵明 | | | | 3 、海通证券 张思宇 | | | | | 4、Green Court Yisha Zhou | | | 5 、富国基金 孙笑悦 | | | | 6 、华安基金 裘倩倩 | | | | 7 、广发基金 吴兴武 | | | | 8 、广发基金 姜冬青 | | | | 9 、华泰柏瑞 谢峰 | | | | 10 、华夏基金 李平祝 | | | --- | --- | --- | -- ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-003 | --- | --- | --- | |------------------------|----------------------------------------|-------| | | | | | | ■ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | | 1 、川财证券 黄心如 | | | | 2 、国金证券 王安松 | | | | 3 、中信建投 潘成 | | | 参与人员姓名及单位名称 | 4 、宏信证券 潘霞 | | | | 5 、朋锦仲阳 谢洪燕 | | | | 6 、细水资本 王伟 | | | 时间 | 2020 年 7 月 15 日（星期三） | 14:00 | | 地点 | 成都康华生物制品股份有限公司三楼会议室 | | | 公司接待人员姓名 | 董事、总经理：王清瀚 | | | | 副总经理、董事会秘书兼财务总监：唐名太 | ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-009 | --- | --- | --- | |------------------------|------------------------|----------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ | 新闻发布会 □路演活动 | | | □ | 现场参观 □其他 | | | 1 | 、国信证券 张爱娟 | | | 2 | 、国信证券 陈建丰 | | | 3 、国信证券 常磊 | | | 参与人员姓名及单位名称 | 4 | 、国信证券 李锐伟 | | | 5 | 、国信证券 邱冠鑫 | | 时间 | 2020 年 9 月 7 | 日（星期一） 16:00-17:00 | | 地点 | | 成都康华生物制品股份有限公司会议室 | | 公司接待人员姓名 | | 副总经理、董事会秘书兼财务总监：唐名太 | | --- | --- | ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-010 | --- | --- | --- | |------------------------|-------------------------|----------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | | 1 、新华基金 孙明达 | | | | 2 、新华基金 王浩 | | | 参与人员姓名及单位名称 | 3 、工银瑞信 李善欣 | | | | 4 、煜德投资 蔡建军 | | | | 5 、长盛基金 郝征 | | | 时间 | 2020 年 9 月 10 | 日（星期四） | | 地点 | 北京泛太平洋酒店会议室 | | | 公司接待人员姓名 | | 副总经理、董事会秘书兼财务总监：唐名太 | | --- | --- | |---------------- ...

Group 1: Vaccine Supply and Demand - The shortage of rabies vaccines has largely disappeared, with a significant increase in the batch issuance volume in the first half of 2020, reaching 1.793 million doses, accounting for 5.25% of the total, up from 4.04% in the previous year [2] - The price increase in regions with shortages was not significant, as prices are determined annually through bidding [2] Group 2: Impact of COVID-19 - The demand for rabies vaccines remained stable during the pandemic, with normal sales in most regions, except for temporary disruptions in Hubei due to strict control measures [3] Group 3: Market Expansion and Client Base - The company has expanded its sales coverage to 31 provinces and over 1,500 disease control centers, with a decreasing concentration of revenue from the top five clients [4] - Future marketing efforts will focus on enhancing networks in first and second-tier cities to better capture market information [4] Group 4: Competitive Landscape - The entry of other companies' rabies vaccines may increase competition but will also provide more options for patients, with a growing demand for high-quality vaccines as public awareness increases [6] Group 5: Production Capacity and Efficiency - The company aims to reach a production capacity of 11 million doses by 2023, with a significant increase in production efficiency from a utilization rate of 79.26% in 2019 [7] - Production efficiency improvements are attributed to upgrades in production facilities and processes [7] Group 6: Long-term Product Development Strategy - The company is committed to product innovation and filling domestic gaps in the vaccine market, focusing on R&D investments and collaborations with research institutions [10]

Group 1: Market Overview - The market share of the human diploid cell rabies vaccine was approximately 4% in 2018 and 2019, increasing to 5%-6% in 2020 [3] - Factors contributing to the growth of the rabies vaccine market include the expansion of pet ownership, increased public awareness of vaccine safety, and rising income levels [3] Group 2: Sales Performance - The company expects a sales growth rate exceeding 100% in 2020 compared to 2019, despite a slight decrease in Q4 sales compared to the previous year [4][6] - The sales expense ratio has significantly decreased in 2020 compared to previous years due to increased public awareness and market expansion [5] Group 3: Production Capacity - The company anticipates a production capacity of 2 million doses to be validated by the regulatory authority by the end of 2020, with a target of reaching 5 million doses in 2021 [4][6] - The production cycle involves multiple quality checks and regulatory approvals, which can introduce uncertainties in the sales timeline [4] Group 4: Research and Development - The company has eight major research projects, with two expected to enter clinical trials by the end of next year [5] - Future vaccine development includes genetic engineering vaccines for diphtheria and rotavirus, as well as bacterial vaccines for tetanus and pneumonia [5] Group 5: Distribution and Coverage - As of Q3 2020, the company has expanded its business to cover 1,600 disease control centers across 31 provinces in China [5] - The company aims to further extend its marketing channels to vaccine administration points [5]

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-014 | --- | --- | --- | --- | |------------------------|--------------------------|----------------------------|--------| | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | | □ 现场参观 □其他 | | | | 参与人员姓名及单位名称 | 前海人寿 | | 王安艺 | | | 天风资管 | | 夏天宇 | | | 国泰君安 | | 张祝源 | | | 国泰君安 | | 赵峻峰 | | | | 深圳市惠通基金管理有限公司 | 马飞 | | | 中庚基金 | | 郑宁 | | | 上海汐泰投资管理有限公司 | | 冯时 | | | 国投瑞银 | | 吴默村 | | | 国泰君安 | | 陆佳舢 | | | 浙江中大投资 | | 曲芳 | | --- | --- ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2020-015 | --- | --- | --- | |------------------------|----------------------------|-----------| | | | | | | | | | | ■ 特定对象调研 □分析师会议 | | | 投资者关系活动类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | 参与人员姓名及单位名称 | 汇添富 中投建设集团 | 王钢 李莉 | | | 浦发银行 | 姜华 | | | | | | | 浦发银行 | 杨首江 | | | 浦发银行 | 董自力 | | | 浦发银行 | 周思瑶 | | | 浦发银行 | 杨行满 | | | 浦发银行 | 杨卫 | | | 浦发银行 | 郭彩萍 | | | 浦发银行 | 罗晓莉 | | --- | --- | --- | |-------|----------|--------| | | | | | | 浦发银行 | 缪秋霞 ...

成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2021-004 | --- | --- | --- | --- | --- | |------------------------|-------------------------|----------------------------------------|-------|-------| | | | | | | | | ■ 特定对象调研 | □ 分析师会议 | | | | | □ 媒体采访 | □ 业绩说明会 | | | | 投资者关系活动类别 | □ 新闻发布会 | □ 路演活动 | | | | | □ 现场参观 | □ 其他 | | | | | 1. 光大证券 | 王明瑞 | | | | | 2. 兴业基金 | 裘若桑 | | | | | 3. 润达盛安 | 胡健东 | | | | | 4. 东证资管 | 解婕 | | | | | 5. 东兴证券 | 王敏杰 | | | | | 6. 天风证券 | 徐晓欣 | | | | | | | | | | 参与人员姓名及单位名称 | 7. 鑫元基金 | ...