Group 1: Product Applications and Regulatory Status - The main applications of active biological bone include treatment for bone defects, bone necrosis, delayed healing, and non-union, as per the approved scope by the drug regulatory authority [2] - Active biological bone is currently in the technical approval stage, with the company actively supplementing necessary data and information [2] - The impact of volume-based procurement on the company's existing products is not yet clear, as current products are high-value medical consumables [2] Group 2: Market Performance and Revenue - In 2019, the company achieved revenue of 136.76 million CNY from oral repair membranes, representing a year-on-year growth of 30.11%, with approximately 50% of this revenue coming from private dental channels [3] - The company aims to continuously disclose information related to private channels in future reports as these channels are growing faster than public ones [3] Group 3: Competitive Landscape and Industry Position - The industry has high entry barriers, and new entrants face a long market development cycle, with competition primarily among established companies with technological advantages [3] - The company is focused on upgrading its products, such as the new generation of biological hard brain (spinal) membrane patches, to maintain its competitive edge in the neurosurgery field [3] Group 4: Talent Management and Incentives - The company emphasizes talent development and management, considering equity incentive plans based on various developmental needs [4] - The company ensures compliance with information disclosure regulations, maintaining the accuracy and timeliness of disclosed information [4]
正海生物(300653) - 2020年06月09日投资者关系活动记录表