博雅生物(300294) - 2020年2月14日投资者关系活动记录表

Group 1: Impact of COVID-19 on Blood Products - The COVID-19 pandemic poses a significant challenge to public health and has a major impact on the national economy, while also promoting the healthcare and wellness industry [1] - There is a substantial increase in the awareness and usage of immunoglobulin (IVIG) among healthcare workers aiding Wuhan, with most having received IVIG injections for COVID-19 prevention [3] - The pandemic is expected to lead to a long-term increase in the recognition of blood products, significantly enhancing their importance in the healthcare sector [3] Group 2: Supply and Demand Dynamics - As of the end of January 2020, the national inventory of IVIG was approximately 1.8 million bottles, with a significant consumption rate during the pandemic [3] - The total plasma collection in the industry was around 9,200 tons in 2019, but collection has been suspended due to the pandemic, with expectations of a year-on-year decline in 2020 [4] - The company is closely monitoring the pandemic situation to prepare for resuming plasma collection once conditions are favorable [4] Group 3: Pricing and Market Trends - Currently, there are two pricing structures: terminal price and factory price, with no adjustments made to terminal prices during the pandemic [6] - It is anticipated that prices will rise in the post-pandemic era due to supply-demand dynamics [6] - Long-term prospects for plasma collection are positive, with the potential for increased collection volumes as public awareness of blood products grows [6] Group 4: Company Operations and Future Plans - The company resumed production at its Guangdong facility in August 2019, with over 12,000 bottles of albumin sent to Wuhan by the end of 2019 [5] - The company is in the process of acquiring Luoyisheng Biotechnology, with the matter currently under review by the China Securities Regulatory Commission [6] - The company has invested significantly in R&D, with plans to submit applications for new products in the future [7]