博雅生物(300294) - 2021年3月18日投资者关系活动记录表

Group 1: Company Overview and Operations - The company, Boya Biological, has a focus on blood plasma collection and product development, with a goal to maintain a double-digit growth in plasma collection over the next three years, aiming to exceed 600 tons by 2023 [4] - In 2020, despite a 9% decrease in plasma collection due to the pandemic, Boya Biological managed to achieve slight growth in collection volume through improved donor culture and service levels [4] - The company plans to establish at least 20 new plasma collection stations by the end of the 14th Five-Year Plan, targeting a collection volume of over 800 tons [4] Group 2: Financial Performance and Debt Management - Boya Biological's major shareholder, Gaotejia Group, is actively working to resolve its debt crisis, having repaid 794 million yuan (including principal and interest) to Citic Bank as of March 15, 2021 [3] - The company is also set to receive a repayment of 723 million yuan from Suzhou Delai by April 3, 2021, which is part of a commitment to settle debts owed to Boya Biological [3] - The net profit for Tianan Pharmaceutical is expected to remain no less than 40 million yuan annually, while Nanjing Xinbai is projected to maintain a net profit of at least 60 million yuan [4] Group 3: Product Development and Market Strategy - Boya Biological has received production approval for its new product, PCC, in December 2020, with plans to launch a new product each year for the next three years [4] - The company is enhancing its marketing strategies to improve brand image and market share, particularly in the non-blood product sector [4] - The company is also focusing on internationalization as a key part of its strategic planning, with exports dependent on domestic market supply and demand [6] Group 4: Challenges and Future Outlook - The company faces challenges due to the impact of the pandemic on plasma collection and the need for regulatory compliance in its operations [5] - Despite these challenges, Boya Biological remains optimistic about future growth and is committed to supporting the development of the company [3] - The company is actively addressing the potential impacts of changes in control due to Gaotejia Group's debt restructuring [5]