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正海生物(300653) - 2025年2月24日投资者关系活动记录表
ZHBIOZHBIO(SZ:300653)2025-02-25 00:44

Group 1: Market Potential - The market for bone repair materials, particularly bone morphogenetic protein (BMP) products, is expected to grow steadily in China, benefiting the company's active biological bone products [4] - The aging population and cost reduction from centralized procurement policies are driving demand for dental implants, indicating significant growth potential in this sector [4] Group 2: Impact of Centralized Procurement - The company has been included in centralized procurement for its meninges products, with 24 provinces participating, leading to a decrease in prices but an increase in sales volume [5] - The upcoming "3+N Alliance" project in Tianjin for bulk procurement of medical consumables will be actively addressed by the company [5] Group 3: Technological Advantages and Future Directions - The company has developed three technological platforms based on decellularization technology: biomaterials with natural or biomimetic scaffold structures, regenerative factor technology, and stem cell technology [4] - Future plans include expanding the technological layout in regenerative medicine, incorporating additive manufacturing, genetic engineering, and synthetic biology [4] Group 4: Research and Development Progress - The company follows a product development strategy of "selling one generation, registering one generation, clinically testing one generation, and researching one generation" [4] - Recent advancements include the acceptance of the registration application for calcium silicate bioceramic bone repair materials and completion of clinical trial enrollment for breast patches and uterine repair membranes [4]