研报掘金丨国泰海通:维持天坛生物“增持”评级,新产能投放有望带来生产效率提升

格隆汇
22 Jul

国泰海通证券研报指出,天坛生物采浆量快速增长,新产能投放有望带来生产效率的提升,新产品获批有望带来血浆综合利用率的提升,维持“增持”评级。公司及各所属企业依托国药集团与各地战略合作背景,积极争取各级政府及卫生健康行政主管部门支持。截至目前公司下辖7 张牌照共有在营浆站达85家,在建浆站达22 家,2024年采浆量达2781吨。认为目前公司拥有7 张牌照,分布在全国多个区域,在即将到来的十五五期间仍有机会获取更多浆站。公司通过内部技术共享合理布局下属子公司科研品种,采用集中研发、分散注册的科研模式缩短研发时间,加速推进新产品研发。

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