Group 1: Plasma Source and Quality Control - The company implements a strategy of incremental cultivation and potential excavation for plasma source development, setting annual plasma collection targets based on previous year's data and company strategy [2] - A comprehensive blood plasma quality management system has been established, with a strong emphasis on digital regulatory system construction to ensure the safety of raw plasma quality [2] - The "Pingguo Experience" is a long-term accumulated work experience that optimizes the entire plasma collection process, which is promoted across other plasma stations to enhance service levels [2] Group 2: Plasma Collection Stations and Growth - The company currently operates 9 plasma collection stations, with a sustained growth in plasma collection scale in recent years [3] - The average plasma collection volume at the stations is leading in the industry, with the Pingguo station showing continuous growth [3] - The company holds 11 product varieties across 3 major categories, achieving a high comprehensive utilization rate of plasma [3] Group 3: Market Position and Strategic Response - The blood product market in China still has significant growth potential compared to mature markets in Europe and the U.S., despite challenges from recombinant products [4] - The company plans to enhance R&D capabilities to introduce more new products, maintaining a focus on traditional blood-derived products [4] - The company actively monitors industry dynamics to identify new profit growth points while solidifying its core blood product business [3] Group 4: Research and Development Projects - Recent achievements include obtaining registration certificates for human coagulation factor VIII and prothrombin complex, with ongoing key projects in various blood-related products [4] - R&D investment is determined based on strategic planning and project progress, ensuring effective allocation of resources [4] Group 5: Market Share and Brand Competitiveness - The company adopts market-oriented sales strategies tailored to different products, continuously improving its marketing system and building a professional sales team [4] - Efforts are made to expand new sales channels while deepening cooperation with relevant parties to enhance international visibility and brand influence [4]
卫光生物(002880) - 002880卫光生物投资者关系管理信息20250703