证券代码：300294 证券简称：博雅生物 公告编号：2026-002 华润博雅生物制药集团股份有限公司 | 是否为 | 是 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股 | 是否为 | 否 | 质 | 股 | 质 | | | | | | | | | | | | 东或第 | 本次质 | 占其所 | 占公司 | 限售股 | 为 | 质押 | 押 | 东 | 质权 | 押 | | | | | | | 一大股 | 押数量 | 持股份 | 总股本 | （如是， | 补 | 起始 | 到 | 名 | 人 | 用 | | | | | | | 东及其 | (股) | 比例 | 比例 | 注明限 | 充 | 日 | 期 | 称 | 途 | | | | | | | | 一致行 | 售类型） | 质 | 日 | | | | | | | | | | | | | | 动人 | 押 | 苏州 | | | | | | ...

Core Viewpoint - The company, Boya Biological, emphasizes its position as a cash-intensive blood product manufacturer with a long production cycle, highlighting the importance of inventory management strategies in response to various influencing factors [1] Group 1: Company Operations - The company acknowledges that inventory turnover is affected by multiple factors including industry characteristics, market supply and demand, and regulatory policies [1] - The company plans to align its product production schedule with its raw plasma supply scale to ensure adequate market supply and maintain reasonable inventory levels [1] Group 2: Inventory Management Strategy - The company intends to develop a comprehensive inventory management strategy that considers the aforementioned factors to optimize its operations [1]

Core Viewpoint - The company is implementing a "one product, one strategy" sales approach to enhance business and organizational restructuring, aiming to improve operational efficiency and solidify its academic brand management system [1] Group 1 - The company is advancing business and organizational restructuring [1] - The company is exploring a refined招商模式 (refined recruitment model) to enhance operational efficiency [1] - The company aims to strengthen and solidify its academic brand through a closed-loop management system [1] Group 2 - The company is ensuring reasonable inventory levels for its products [1]

Group 1 - The company, Boya Bio-Pharmaceutical, is characterized as a blood product enterprise with high cash payment requirements and long production cycles [1] - The company plans to strictly regulate its product production schedule based on its raw plasma scale to ensure market supply and maintain reasonable inventory levels [1]

（文章来源：证券日报） 证券日报网讯 1月13日，博雅生物在互动平台回答投资者提问时表示，公司2026年1月9日含信用账户合 并名册的股东人数为30763户。 ...

Group 1 - The core viewpoint of the news is that Boya Bio's stock performance and financing activities indicate a mixed outlook, with significant financing activity but a decline in net profit year-over-year [1][2]. - On January 9, Boya Bio's stock rose by 0.82%, with a trading volume of 110 million yuan. The financing buy-in amount was 17.34 million yuan, while the financing repayment was 35.24 million yuan, resulting in a net financing outflow of 17.89 million yuan [1]. - As of January 9, the total balance of margin trading for Boya Bio was 685 million yuan, with a financing balance of 683 million yuan, accounting for 5.76% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of December 31, Boya Bio had 30,100 shareholders, a slight decrease of 0.03% from the previous period, while the average circulating shares per person increased by 0.03% to 16,737 shares [2]. - For the period from January to September 2025, Boya Bio reported a revenue of 1.474 billion yuan, representing a year-over-year growth of 18.38%. However, the net profit attributable to the parent company was 343 million yuan, reflecting a year-over-year decrease of 16.90% [2]. - Boya Bio has distributed a total of 1.007 billion yuan in dividends since its A-share listing, with 489 million yuan distributed over the past three years [3].

证券日报网讯1月8日，博雅生物（300294）在互动平台回答投资者提问时表示，公司始终关注行业发展 趋势，并聚焦有利于提升公司核心竞争力、创造长期价值的战略机会。目前无应披露而未披露的信息， 请投资者以公司公告为准。 ...

证券日报网讯1月6日，博雅生物（300294）在互动平台回答投资者提问时表示，公司经理层的薪酬由基 本年薪、年度绩效奖金、任期激励、津贴补贴和福利等组成，其中年度绩效奖金、任期激励为浮动薪 酬。薪酬水平已参考行业、实际经营情况等因素。关于公司经理层的薪酬机制及薪酬结构等请参阅《公 司经理层成员薪酬管理办法》。 ...

Market Performance - The biopharmaceutical sector increased by 0.55% on January 6, with Liaoning Chengda leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Liaoning Chengda (600739) closed at 12.27, with a rise of 7.16% and a trading volume of 530,500 shares, amounting to a transaction value of 633 million yuan [1] - Dongbao Biological (300239) closed at 6.18, up by 5.64%, with a trading volume of 454,500 shares and a transaction value of 278 million yuan [1] - Olin Biological (616889) closed at 27.66, increasing by 3.83%, with a trading volume of 74,400 shares and a transaction value of 204 million yuan [1] - Kanghong Pharmaceutical (002773) closed at 33.75, up by 2.37%, with a trading volume of 249,700 shares and a transaction value of 838 million yuan [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 426 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - The net inflow from speculative funds was 104 million yuan [2] Detailed Capital Flow for Selected Stocks - Liaoning Chengda had a net inflow of 34.37 million yuan from institutional investors, while it faced a net outflow of 18.32 million yuan from retail investors [3] - Dongbao Biological saw a net inflow of 21.29 million yuan from institutional investors, with a net outflow of 13.16 million yuan from retail investors [3] - Tian Tan Biological (600161) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow of 10.02 million yuan from retail investors [3]

Group 1 - The core point of the article is that Boya Bio (300294) reported the number of shareholders as of December 31, 2025, which is 30,126 accounts [1]