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關於藥明生物被美商務部列入“未覈實名單”公司交流紀要
uSMART盈立智投 02-08 16:28

交流要點:

1、UVL未覈實名單)主要是美國的出口管制:從美國進口生物反應器硬件和少數過濾器,是出口管制的,過去十年都要美國商務部批準。商務部要覈查用途,是否自用,有無轉賣。

跟實體清單不是一回事。

2、受影響的是公司上海和無錫的產線,但產能都已建成,不用再購買新的反應器,濾器也有全球供應鏈,沒有影響。

3、公司目前正在跟美國商談。回顧歷史:2019年也有中國在UVL裏,但是過了幾個月也拿了出來;

4、對策:①公司會同美商務部聲明、擔保,所有採購均爲自用,不會轉賣,可能解決問題;②後續等待商務部覈查

5、全球找兩個半供應商:美國、歐洲、和中國(中國算半個)。反應器和過濾器供應商有4個

6、備貨情況?國產供應商的可替代性如何?

反應器硬件(holder+controller)是固定資產投資的問題,建新廠的時候買的,2-3年之內國內供應商沒問題。

其他子公司新產能建設沒影響,不在清單中。

檢查這個事情跟商務部討論了2年,疫情有delay。

超濾膜包有其他供應商。

7、UVL清單的去除很簡單,只需要對方來一次現場覈查就行。

8、目前藥明大多數產能建設基本已經完成,新建產能佔比不大,兩個被列入清單的子公司短期(一到兩年內)對固定投入的設備需求不大。

9、additional的paper work可能需要3-6個月至少,但上海和無錫公司產能建設完成,不需要進口生物反應器了。

10、其他子公司沒有影響,歷史上也沒有上海和無錫子公司買生物反應器給其他子公司用的情況。(美國也主要查這個購買出口管制的設備,要符合申報時候的最終用途,追蹤到點);

11、公司美國律師團目前在準備資料,明天跟美國商務部談判。

12、超濾膜包:全球有4家供應商,至少6個月以上的存貨,供應鏈很穩定。

13、藥明生物的客戶:客戶更關注的是能不能把項目做好,不關心政治問題;第三方機構調研,其他海外CDMO表示沒有受益於地緣政治的波動。目前沒變化(包括去年地緣整治的一些波動過程中客戶也沒變化)

14、生物反應器的controller,國產化進度:基本可以用國產的,國產技術相對已經比較成熟。有4家全球供應商(膜包);兩個硬件的國產替代情況:反應器架子半年到一年能出來,膜包一到兩年;

 

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