Bohui Innovation(SZ:300318)2024-07-15 09:47Group 1: Supply and Demand of Blood Products - The overall supply of albumin is stable, with a slight decline in terminal demand due to seasonal factors, particularly from June to September [1] - The demand for immunoglobulin is relatively high compared to other blood products, influenced by a decrease in industry batch approvals [1] Group 2: Plasma Collection Stations and Volume - The company currently operates 9 plasma collection stations, with 3 in Yunnan and 6 in Hebei; Guangdong Weilin holds 7 stations, all located in Guangdong [2] - In 2023, the total plasma collection volume was 414.88 tons, with plans to increase this through improved management and expansion of new stations [2] Group 3: Production Capacity of Blood Products - The designed production capacity of the Yunnan blood product factory is 1,500 tons of raw plasma per year, with construction completed and production qualification transfer underway [2] - The Inner Mongolia blood product factory is planned to have a capacity of 800-1,000 tons per year, while the Shijiazhuang factory is also set for 1,500 tons per year, currently in preparatory stages [2] Group 4: Market Dynamics and Pricing - Price comparison policies in pharmacies have increased market transparency but have minimal direct impact on blood product pricing, which is primarily determined by supply and demand [2] Group 5: Research and Development - Research on human fibrinogen is ongoing, focusing on stability and preclinical studies, while preparations for production registration of human coagulation factor VIII are underway [2] Group 6: Future Plans and Financials - Any future financing plans, including potential private placements, will be disclosed in accordance with relevant procedures [3]