博雅生物净利预增超60% 血液制品收入增长

Group 1 - The company expects a net profit attributable to shareholders of 380 million to 480 million yuan for 2024, representing a year-on-year growth of 60.03% to 102.14% [1] - The increase in performance is primarily due to the growth in blood product revenue and a low base from the previous year due to goodwill impairment and other asset impairment [1] - The company achieved a plasma collection volume of 522.04 tons in 2024, an increase of 11.71% year-on-year [1] Group 2 - The company is part of China Resources Pharmaceutical, a well-established state-owned enterprise in the pharmaceutical sector, focusing on the strategic area of blood products [2] - The company is actively expanding its plasma collection stations and has a clear plan for station expansion, aiming to enhance its raw plasma supply capacity [2] - In July 2024, the company announced a horizontal acquisition worth 1.82 billion yuan, adding four operational plasma collection stations and expanding into two new provincial regions [2] Group 3 - The blood product industry has high entry barriers, with strict requirements for new plasma stations and a decreasing number of production licenses [3] - The demand for blood products is expected to grow due to the aging population in China, leading to increased clinical needs [3] - As a leading company in the blood product sector, the company is expected to accelerate its station expansion, product development, and merger integration after entering the China Resources system, positioning itself among the top global blood product companies [3]