博雅生物(300294) - 2023年5月19日投资者关系活动记录表

Group 1: Company Strategy and Goals - The company aims to become a world-class blood product enterprise, focusing on blood product business development [1] - The strategic goal includes achieving a leading position in the domestic blood product market and expanding internationally [1] - The company plans to double the number of plasma stations and plasma collection volume during the 14th Five-Year Plan period [2] Group 2: Operational Progress - The intelligent factory is currently in the detailed design phase, with construction expected to be completed by the end of the year [2] - The company is actively advancing the expansion of plasma stations and plans to complete the divestment of non-blood product businesses by the end of 2023 [2] - The company has obtained several county and city-level approvals for new plasma stations, with ongoing applications in eligible regions [2] Group 3: Financial and Market Considerations - The company anticipates stable growth in plasma collection volume for 2023 [2] - The target for plasma collection by 2025 is set at 650-700 tons from existing stations, with new stations expected to collect no less than 300 tons per year [2] - Product prices are expected to remain stable, with adjustments based on market conditions [3] Group 4: Collaborations and Partnerships - The company has signed strategic cooperation agreements with partners to enhance collaboration in the pharmaceutical health sector [3] - Ongoing efforts are being made to integrate resources and improve the operational management of partners [3]