博雅生物(300294) - 2020年6月17日投资者关系活动记录表

Group 1: Market Impact and Pricing - In Q2 2020, the industry experienced price increases for certain products due to the impact of the pandemic, leading to questions about potential adjustments in product ex-factory prices [2] - The company reported stable ex-factory prices despite overall supply-demand tension in the market [3] - The average collection volume for single plasma stations in China is approximately 35 tons [3] Group 2: Production and Supply Expectations - The total plasma collection volume in 2019 was 370 tons, with expectations for a slight decrease in 2020 due to the pandemic [3] - The company will dynamically adjust its plasma supply based on collection conditions [3] - The maturation period for new plasma stations is typically 3-5 years, after which collection volumes stabilize [4] Group 3: Future Product Trends - The demand for products is expected to rise due to factors such as domestic medical advancements, market demand, and an aging population [4] - The introduction of import policies for albumin has not significantly impacted domestic products, with imports accounting for 50-60% of the market [4] Group 4: Research and Development - The company has submitted applications for PCC and factor VIII, with expected approvals within the year and by the end of next year, respectively [4] - There is ongoing work to supplement clinical data for factor VIII, with approval timelines subject to uncertainty [4] Group 5: Sales and Marketing Strategies - The increase in sales expenses is viewed as a normal strategic adjustment within the industry, reflecting a shift towards direct sales channels [4] - The company has made significant investments in academic promotion and market services in recent years [4] Group 6: Plasma Procurement Progress - The company is actively pursuing plasma procurement in Guangdong, with no definitive approvals yet, but will announce updates as they occur [5]