300294.SZ said in a survey that it planned to collect 490 tons of plasma this year, 230tons in the first half of the year, and 218 tons in the first half of the year, Zhitong Financial APP learned. Due to the influence of the epidemic, the actual collection did not reach the planned budget target, with a difference of 12 tons, mainly due to the outbreak of the epidemic in Jiangxi and Sichuan in the first half of the year, resulting in the suspension of mining at local pulp stations. At present, the production capacity of the company's albumin and JingC is 600-660 tons, and that of factor products is nearly one thousand tons. In terms of calculating the collection scale, the collection capacity of the existing 14 pulp stations is expected to reach 600 tons by 2024. The intelligent plant is expected to be put into production by the end of 2026, and it is expected that there will be a mismatch between the production capacity of albumin and JingC and the amount of plasma in 2026.
Burson Biology stressed that the prices of blood products were relatively stable, rising slightly in the first half of the year compared with the same period last year. The company's main varieties of albumin, JingC, fibrinogen inventory to maintain a relatively tight level, can basically meet the market demand in the second half of the year; PCC, crazy-free inventory is relatively sufficient, is the company's next stage of sales force of the main direction.
Boya Bio said that in August, Danxia's Longchuan pulp station was granted a pulp mining license, so far Danxia has nine stations to mine, and the resumption of collection work at the other eight pulp stations is under way. In the future, under the condition that Danxia's production and operation and financial situation have been improved, and on the premise of meeting the regulatory requirements of listed companies, the company will start M & An integration in a timely manner.
Boya Biology pointed out that the price collected in Guangdong has not yet been formally implemented. After the implementation of the original price of fiber collection in Guangdong, it is expected that in the next 2-3 years, it will gradually affect the prices in other regions and have a certain impact on the contribution of the product to the company's performance. the company will enhance the sustained and steady growth of the company's overall performance through a variety of measures, such as scale growth, strengthening the listing and promotion of new products and adjusting related product marketing policies.
The Guangdong Union has included blood products in collection for the first time, which is in line with the policy trend. The consumption of blood products in Guangdong Union area accounts for a large proportion of the whole country.It is expected that in the next 2-3 years, the product price of the alliance will have a strong benchmarking effect on the whole country.In the future, protein products will be affected by the growth of demand and imports, while immune products, especially Jing C, will be affected by export growth, and the prices of these two types of products are expected to be relatively strong. Factor products, the industry supply is gradually increasing, price competition will be relatively fierce. The background of collection and acquisition policy will accelerate the structural adjustment and industrial integration of the industry, which will provide new development opportunities for enterprises with the advantages of production capacity, rich product pipelines, high comprehensive utilization of plasma, strong academic marketing ability and high management efficiency.
Looking to the future, Boya Biology said: first of all, according to the economic level, population, traffic conditions, pulp extraction environment and other factors of county-level regions across the country, the resources of national pulp stations are combed and analyzed comprehensively and systematically. the collection potential of pulp stations is classified in detail. Secondly, based on the analysis of the opening potential of pulp stations, combined with the cooperation between China Resources Group and strategic provinces, identify the key areas of pulp station expansion during the 14th five-year Plan period. Third, through the support of China Resources Group and strategic cooperation with partners, we will strive to achieve most of the tasks set for the number of new pulp stations during the 14th five-year Plan period this year and next year, with a total of more than 30 pulp stations by the end of the 14th five-year Plan. Pulp station as an important strategic resource, promoting the establishment of new pulp station is the key work of China Resources Group and the company in the future.
The company's future development strategy has clearly and further focused on the blood products business, and strive to become a world-class blood products enterprises. In order to achieve this strategic goal, endogenous growth and extension are both important measures. There is a competitive relationship between the company and its controlling shareholder, China Resources Pharmaceutical, in some of its existing business: (1) blood products distributors Guangdong Fuda Medicine and China Resources Medicine (2) diabetes business Tianan Pharmaceutical and China Resources Shuanghe. China Resources Pharmaceutical is committed to solving the problem of inter-industry competition within 2 years after the completion of the share issue (that is, by the end of 2023).