上海莱士(002252) - 2024年8月28日投资者关系活动记录表

Group 1: Company Overview - Shanghai Laishi Blood Products Co., Ltd. is now under the control of Haier Group as of July 2024, which will provide comprehensive support for the company's long-term and stable development [3] - The company emphasizes research and development, achieving several domestic "firsts" in innovative breakthroughs, including the first virus-inactivated human coagulation factor product [3] - The company is advancing the clinical trial of the world's first monoclonal antibody treatment for hemophilia, SR604 injection, which received clinical approval in March 2024 [3] Group 2: Financial Performance - In the first half of 2024, the company reported an investment income of 158 million yuan from GDS, calculated at a 45% investment ratio [5] - The gross profit margin for self-produced albumin was 46.21%, an increase of 1.63% compared to the same period last year; for self-produced immunoglobulin, it was 58.73%, up by 2.15% [5] - Other self-produced products had a gross profit margin of 83.31%, which decreased by 1.64% year-on-year [5] Group 3: Market and Product Insights - The growth of plasma collection is influenced by various factors, including the operational management capabilities of plasma stations and local population characteristics [4] - The company is focusing on both existing and new plasma sources, enhancing management for internal growth while also pursuing acquisitions and new plasma station constructions [4] - The pricing of blood products is primarily affected by procurement policies in hospitals and supply-demand relationships in the external market [4] Group 4: Strategic Partnerships - A new exclusive strategic cooperation agreement has been established with Kliber, covering all current and future business operations in the fields of bioscience and diagnostics in China [3] - Kliber has committed to ensuring that GDS's cumulative EBITDA during the evaluation period from January 1, 2024, to December 31, 2028, will not be less than 850 million USD [4]