博雅生物(300294) - 2022年5月24日投资者关系活动记录表

Group 1: Company Strategy and Goals - The company aims to double its plasma collection and production during the 14th Five-Year Plan period, focusing on blood products as its core business [2] - The strategic initiatives include continuous development of new products, with a goal of obtaining approval for one new product each year [2] - Marketing efforts will enhance product recognition in the terminal market, while capacity assurance will involve accelerating the construction of the smart factory [2] Group 2: Plasma Collection Plans - The company plans to increase plasma collection through two main approaches: optimizing existing plasma stations and establishing new ones [2] - By the end of the 14th Five-Year Plan, the annual collection volume is expected to reach 1,000 tons, with existing stations projected to collect 650-700 tons [2] - New plasma stations are targeted to achieve a collection volume of 400-1,100 tons by the end of the 14th Five-Year Plan [2] Group 3: Impact of COVID-19 - The pandemic has caused varying degrees of disruption to plasma collection at certain stations, with a total shortfall of approximately 6 tons from planned collection during January to April [3] - Despite localized outbreaks, the overall control of the pandemic is deemed effective, and the company aims to catch up on its collection targets [3] Group 4: Current Status of Danxia Biology - Danxia Biology has restored operations at 8 plasma stations, with ongoing efforts to improve product development and sales [3] - The company is also considering debt restructuring to enhance its financial situation and plans to initiate mergers and acquisitions in compliance with regulatory requirements [3] Group 5: Strategic Cooperation with Gaotie Group - A strategic cooperation agreement has been signed with Gaotie Group to continue collaboration in the blood products sector, focusing on plasma station investment, quality control, and production process optimization [3] - This partnership aims to leverage mutual strengths to accelerate the development of Huaren Boya's blood product business [3]