博晖创新(300318) - 2024年6月4日投资者关系活动记录表

Group 1: Company Operations - The company currently operates 16 plasma stations, with 9 owned by Hebei Bohui, including 3 in Yunnan and 6 in Hebei; Guangdong Weilen owns 7 stations, all located in Guangdong [2] - There are 7 additional plasma stations awaiting operational permits or acceptance, with 5 owned by Hebei Bohui, 3 of which have completed acceptance and are awaiting permits [2] - In 2023, the company's plasma collection volume was 414.88 tons, with plans to improve management and increase collection volume at operational stations [2][3] Group 2: Production and Inventory - The company has a low single-station plasma collection volume, with new stations typically experiencing a 3-year ramp-up period; measures to increase collection include enhancing service quality and frequency [3] - The inventory of albumin, immunoglobulin, and small products is within normal controllable limits, with over 60% of domestic albumin still needing to be imported [3] - The market for blood products remains favorable, with stable growth in domestic demand for albumin and increasing awareness of immunoglobulin [3] Group 3: Financial Performance - In Q1 2024, the company achieved a revenue of 262 million yuan and a net profit of 42.02 million yuan, with a net profit attributable to shareholders of 19.86 million yuan [4] - The net profit after deducting non-recurring gains and losses was 18.37 million yuan; full-year profit details will be available in regular reports [4] Group 4: Future Plans and Projects - The company has signed a framework agreement for a biopharmaceutical industrial base project in Shijiazhuang, planning to invest in a 1,500-ton intelligent blood product production base and supporting plasma stations [3] - There are no current plans for external mergers and acquisitions, with any future matters to be disclosed as required [4] - The company aims to enhance its in vitro diagnostic business by developing reagents based on microfluidic technology and expanding applications in mass spectrometry [4]