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上海莱士:公司需储备相应的战略资金,以支撑未来“脱浆战略”的稳步落地
(编辑 袁冠琳) 证券日报网讯 上海莱士10月24日在互动平台回答投资者提问时表示,公司非常重视全体股东的合理投 资回报,制定分红方案时,既会考量股东合理回报,也兼顾公司发展规划、财务状况等因素。目前,公 司需储备相应的战略资金,以支撑未来"脱浆战略"的稳步落地,助力公司实现关键阶段的战略转型,为 长期发展奠定坚实基础。后续公司将持续优化经营,在平衡公司发展与股东回报的基础上,合理规划分 红政策。 ...
上海莱士控股股东持续增持,彰显未来发展信心与投资价值认可
Sou Hu Wang· 2025-09-01 10:06
Core Viewpoint - Shanghai Laishi is actively enhancing its market position through strategic share buybacks, continuous growth in plasma collection, and acquisitions, aiming to become a world-class biopharmaceutical company. Group 1: Share Buyback and Investor Confidence - As of August 22, 2025, Shanghai Laishi's controlling shareholder, Haiyingkang, has increased its stake by 2,644.08 shares, representing 0.40% of the total share capital, with an investment of 181 million yuan [1] - This buyback plan reflects Haiyingkang's confidence in Shanghai Laishi's future development and long-term investment value, which is expected to bolster investor confidence [1] Group 2: Plasma Collection and Industry Position - Shanghai Laishi leads the domestic blood products industry, with plasma collection exceeding 1,600 tons in 2024, supported by six production bases and 55 plasma collection stations across 11 provinces [2] - In the first half of 2025, plasma collection increased by over 12% year-on-year, with significant growth in the issuance of various blood products, including a 9% increase in domestic albumin and an 18% increase in human coagulation factor VIII [2] Group 3: Strategic Acquisitions - The acquisition of Nanyue Biological, completed in June 2025, marks a significant step in Shanghai Laishi's "expansion" strategy, enhancing its production capacity and market presence [3] - Nanyue Biological, the only blood product manufacturer in Hunan with GMP certification, adds nine plasma collection stations and a potential increase in plasma collection volume to Shanghai Laishi's operations [3] Group 4: Research and Development Focus - Shanghai Laishi emphasizes R&D as a core development strategy, achieving breakthroughs in key therapeutic areas, including the first virus-inactivated human coagulation factor product [4] - The company is advancing multiple R&D pipelines, with a focus on high-value products and expanding existing product indications, supported by a research investment of 101 million yuan in the first half of 2025 [5] Group 5: Future Growth Strategy - Shanghai Laishi aims to balance its "expansion" and "de-expansion" strategies, focusing on becoming a world-class biopharmaceutical enterprise while contributing to the vision of "health for all" in China [5]