声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 针对上述提问，上海莱士回应称："您好！感谢您对我公司的关心和支持！公司的主营业务为生产和销 售血液制品，在经营过程中严格遵循国家药品管理相关法规及采购管理规定，通过合规渠道向国内各类 医疗机构供应符合国家标准的产品，以满足临床急救及常规医疗需求。若涉及重大采购合作事项，公司 将按照监管要求及信息披露相关规则履行披露义务。谢谢。" 有投资者在互动平台向上海莱士提问："世界局势补稳，请问军方是否曾采购过贵公司产品。" ...

派斯双林生物制药股份有限公司投资者关系活动记录表 编号：【2025】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 | □新闻发布会 路演活动 | □ | | 动类别 | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | 参与单位名称 | 易方达基金、泰康资产、工银瑞信、中欧基金、中信建投基金、广发 | | | 及人员姓名 | 基金、新华资产、幸福人寿、申万菱信、国联民生、长江证券、赢仕 | | | | 投资、汉央投资基金等 | | | 时间 | 2025 年 12 月 25 日-2026 年 1 月 4 | 日 | | 地点 | 广东、上海 | | | 上市公司接待 | 董事会秘书 赵玉林 | | | 人员姓名 | 主要问答记录如下： | | | | 1、血液制品行业发展预期？ 血液制品作为国家重要战略性储备物资及重大疾病急救药品， | | | | 具有极高的行业准入壁垒和稀缺性，虽然短期行业受药品集采及医 | | | 投资者关系活 | | | | 动主要内容介 | 保控费 ...

Group 1 - QYResearch is recognized for its authoritative industry analysis and customized reports, frequently cited by well-known domestic and international companies, securities firms, and media [1] - The global magnesium and magnesium alloy market is projected to reach $2.48 billion by 2030, with die-casting magnesium alloys accounting for over 77% of the market share [3] - The global rigging and webbing slings market is expected to reach $2.711 billion in sales by 2024, with a projected CAGR of 5.8% from 2025 to 2031, reaching $4.023 billion by 2031 [7] Group 2 - The global wireless lavalier microphone market is anticipated to reach $2.299 billion by 2030, with a CAGR of 6.94% from 2024 to 2030 [10] - The global laser cleaning machine market is expected to grow to $720 million by 2030, maintaining a CAGR of 12.2% [11] - The global desktop robot market is currently valued in the millions, with significant growth expected [12] Group 3 - The drone industry in China is projected to exceed 210 billion yuan by mid-2025, with a year-on-year growth of 39.5% [14] - The global insulin pen needle market is expected to see sales of 662 million, 753 million, and 1.175 billion units from 2022 to 2024, with market shares of 7.52%, 7.98%, and 11.78% respectively [15] - The global capacitive pen market is expected to have a market share of approximately 8.5% in 2024, ranking just behind Apple [17] Group 4 - The global maltitol market is projected to grow from $255 million in 2024 to $396 million by 2031, with a CAGR of 6.6% [22] - The global metal cutting tools market is expected to reach $43.3 billion by 2029, with China's market size reaching 53.8 billion yuan in 2023, a year-on-year growth of 5.12% [25] - The global zirconium oxychloride market is projected to reach $750 million by 2030 [26] Group 5 - The global 5G L-PAMiF module market is expected to grow from $1.633 billion in 2024 to $2.753 billion by 2031, with a CAGR of 7.3% [27] - The global hotel cleaning services market is expected to grow significantly, with small and medium enterprises facing pressure from rising costs [29] - The global laminated insulating film market is projected to grow from $471 million in 2023 to $685 million by 2029, with a CAGR of 6.5% [31] Group 6 - The global plant extract market is expected to grow from $42.245 billion in 2024 to $79.449 billion by 2031, with a CAGR of 9.24% [33] - The global household water purifier market is projected to reach $40.49 billion by 2031, with a CAGR of 6.4% [55] - The global blood products market is expected to reach $50.8 billion by 2030, with a CAGR of 7.6% from 2024 to 2030 [56]

公司积极承担包括国家"863"计划等在内的国家、省、市各类科研及技术攻关项目共40余项，多个重大 课题成功通过验收，荣获深圳市科技创新奖、国家级专精特新"小巨人"企业等荣誉，不仅填补了深圳市 血液制品行业的空白，更助力深圳市生物医药产业的蓬勃发展。2022年公司与白俄罗斯有关政府机构达 成生产许可及技术转移服务相关合作协议，成为国内首个实现血液制品技术输出的企业。 从深圳市卫武光明生物制品厂的技术员起步，2025年是我在卫光生物（002880）的第31年。30多年来， 我始终奋斗在血液制品生产科研一线，见证并引领着卫光生物从最初的一家地方小厂，历经改制、更 名、敲钟上市，成为国内研发实力雄厚的血液制品领先企业。 我始终坚信，血液制品行业是守护生命健康的朝阳产业，而创新则是这个产业的核心生命力。如今的卫 光生物，已构建起涵盖人血白蛋白、静注人免疫球蛋白、凝血因子三大类11个品种23个规格的产品体 系，血浆综合利用率和产品品种数量均位于国内血液制品行业前列。 站在"十五五"开局的历史节点，卫光生物也正牢牢抓住光明区建设综合性国家科学中心先行启动区这一 历史性发展机遇，与光明科学城建设同频共振。未来，卫光生物将围绕 ...

从深圳市卫武光明生物制品厂的技术员起步，2025年是我在卫光生物的第31年。30多年来，我始终奋斗 在血液制品生产科研一线，见证并引领着卫光生物从最初的一家地方小厂，历经改制、更名、敲钟上 市，成为国内研发实力雄厚的血液制品领先企业。 （文章来源：证券时报） 我始终坚信，血液制品行业是守护生命健康的朝阳产业，而创新则是这个产业的核心生命力。如今的卫 光生物，已构建起涵盖人血白蛋白、静注人免疫球蛋白、凝血因子三大类11个品种23个规格的产品体 系，血浆综合利用率和产品品种数量均位于国内血液制品行业前列。 站在"十五五"开局的历史节点，卫光生物也正牢牢抓住光明区建设综合性国家科学中心先行启动区这一 历史性发展机遇，与光明科学城建设同频共振。未来，卫光生物将围绕"规模提升、效率提升、效益提 升、市值提升"四大行动，通过战略、组织、管理、文化、业务和模式的全方位创新，加快重点项目建 设，持续提升核心竞争力。公司将聚焦血液制品及其相关业务赛道，推进新型静注人免疫球蛋白、人纤 维蛋白粘合剂等重点在研项目落地，同时以卫光生命科学园为抓手，加快生物医药产业的布局，努力实 现血液制品与生物医药"双轨"并进。 公司积极承担包括国 ...

格隆汇12月16日丨上海莱士(002252.SZ)在投资者关系中表示，有被问到:广西莱士进展？ 答:：：血液制品行业具有特殊属性，产量主要受采浆能力以及药品监管审批等诸多因素影响。目前， 广西莱士处于试生产阶段，待完成试生产及药品注册审批后，将逐步提升产量。公司将尽快推动广西莱 士产品获批上市，实现稳定运营。 ...

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ 2025年1至6月份，上海莱士的营业收入构成为：血液制品生产及销售占比99.21%，检测设备及试剂占 比0.76%，其他业务占比0.03%。 （记者 曾健辉） 每经AI快讯，上海莱士（SZ 002252，收盘价：6.39元）发布公告称，2025年12月16日，上海莱士接受 重阳投资调研，公司副总经理、董事会秘书刘峥，财务负责人陈乐奇参与接待，并回答了投资者提出的 问题。 截至发稿，上海莱士市值为424亿元。 ...

证券代码： 002252 证券简称：上海莱士 上海莱士血液制品股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活动 类别 √特定对象调研 □ 分析师会议 □ 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 重阳投资 胡敏 贺建青 时间 2025 年 12 月 16 日 14:00—16:00 地点 公司会议室 上市公司接待人 员姓名 刘 峥 副总经理、董事会秘书 陈乐奇 财务负责人 投资者关系活动 主要内容介绍 问题 1：血液制品行业情况？ 回复：血液制品行业是生物制品行业的细分行业，血液制品 关系人民群众的身体健康与生命安全，具有较高的技术门槛与严 格的监管要求。国家自 2001 年起没有批准新的血液制品生产企 业，目前国内正常经营的血液制品企业不足 30 家，行业进入壁 垒高。 血液制品作为医疗领域不可或缺的特殊药品，凭借其临床不 可替代性、需求刚性以及与人口结构变化的强关联性，其需求长 期以来保持着稳定增长的良好态势。随着供给增加及政策影响给 血液制品行业带来一定挑战，行业竞争从资源竞争转向"营销 ...

Group 1 - The report highlights a significant divergence in the performance of various sub-sectors within the pharmaceutical industry in 2025, with the CXO and innovative drug-related sectors showing substantial growth, while the medical service sector is expected to gradually recover in 2026 due to a low base effect from 2025 [2][6][58] - The overall performance of the A-share market was positive in 2025, with the pharmaceutical and biological sector ranking 10th with a growth of 34.95%, while the CXO sector led with a growth of 58.71% [6][15] - The report emphasizes the importance of "product-driven" companies, which are expected to enter a profitability cycle as they recover from the impacts of centralized procurement and increase their R&D investments [2][29] Group 2 - The innovative drug sector is projected to continue its upward trend, with business development (BD) opportunities abroad being a key focus, indicating the global competitiveness of Chinese innovative drugs [30][34] - The medical device sector is also expected to follow a similar recovery path as innovative drugs, with increasing R&D investments and a growing number of approved innovative medical devices [43][45] - The medical service sector, despite facing short-term pressures, is anticipated to gradually recover in 2026, supported by an aging population and increasing demand for healthcare services [58] Group 3 - The report suggests specific companies to watch in various sectors, including medical devices (e.g., Sanyou Medical, Aikang Medical), innovative drugs (e.g., Innovent Biologics, Kintor Pharmaceutical), and medical services (e.g., Aier Eye Hospital, Tongce Medical) [2][29] - The report notes that the pharmaceutical sector's overall valuation remains at a historical low, with a price-to-earnings ratio of 30.82 times as of October 31, 2025, indicating potential for upward adjustment [19][20] - The report highlights the importance of key product advancements and performance realization in the innovative drug sector, particularly for products like PD-1/VEGF, which have shown promising clinical data and significant market interest [39][40]

Group 1: International Medicine - International Medicine plans to raise up to approximately 1.008 billion yuan through a private placement of A-shares to no more than 35 specific investors [1] - The raised funds will be allocated to three main projects: Smart Health and Elderly Care project (total investment of about 751 million yuan, with approximately 638 million yuan from the raised funds), Phase II of the Proton Therapy Center (total investment of 99.93 million yuan, with 99.93 million yuan from the raised funds), and working capital (total investment of 270 million yuan, with 270 million yuan from the raised funds) [1] Group 2: Zhongtai Securities - Zhongtai Securities reports that the innovative drug sector remains the most important theme in the pharmaceutical industry, with recent adjustments leading to a more reasonable valuation and increased safety margins [2] - The report suggests that the innovative drug sector has entered a favorable allocation window following a correction, and highlights structural rotation opportunities within the sector [2] Group 3: Zhongsheng Pharmaceutical - Zhongsheng Pharmaceutical's subsidiary has received approval for clinical trials of the innovative peptide drug RAY1225 for the treatment of Metabolic Associated Steatotic Hepatitis (MASH) [3] - The approval is significant as there are currently no approved drugs for this condition in the domestic market, indicating a clear market demand and considerable potential [3] Group 4: Tiantan Biological - Tiantan Biological's "Human Prothrombin Complex" has completed Phase III clinical trials, showing significant improvement in coagulation factor levels and bleeding symptoms in patients with Hemophilia B [4] - The positive results from the clinical trials provide a critical foundation for the product's market application, marking an important advancement in the field of blood products [4]