博雅生物(300294) - 2022年2月18日投资者关系活动记录表

Group 1: Company Expansion and Development - The company currently owns 14 plasma stations, with the latest approval received in early December 2021 for the Yangcheng station in Shanxi [2] - The company is actively promoting the expansion of plasma stations, although the application and approval process face uncertainties due to various factors [2] - The construction plan for the smart factory is under internal discussion and will be submitted for board and shareholder approval once finalized, which is crucial for the company's future rapid development [2] Group 2: Product Development and Market Impact - The company received production approval for PCC at the end of last year, with a focus on terminal development and market promotion for this product in 2022, which is expected to positively impact revenue and profit as market promotion deepens [2] - The company is currently applying for production approval for coagulation factor VIII, which is anticipated to have a positive impact on revenue once approved [3] Group 3: Policy and Market Environment - The impact of the Guangdong Alliance procurement policy on the company's blood products is limited, as the pricing method favors the lowest bid among competitors, ensuring basic hospital entry quantities and reducing secondary development difficulties [3] - The company is actively working on the renewal of plasma stations and has plans for potential acquisitions, with a focus on improving financial conditions through product development and supply chain enhancements [3] Group 4: Operational Performance - The performance of Tianan Pharmaceutical and Xinbai Pharmaceutical has declined in the past two years due to changes in the pharmaceutical environment, but the management is striving to stabilize operations through product structure optimization and cost reduction measures [3]