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研報掘金丨國泰海通:維持天壇生物“增持”評級,新產能投放有望帶來生產效率提升
國泰海通證券研報指出,天壇生物採漿量快速增長,新產能投放有望帶來生產效率的提升,新產品獲批有望帶來血漿綜合利用率的提升,維持“增持”評級。公司及各所屬企業依託國藥集團與各地戰略合作背景,積極爭取各級政府及衛生健康行政主管部門支持。截至目前公司下轄7 張牌照共有在營漿站達85家,在建漿站達22 家,2024年採漿量達2781噸。認爲目前公司擁有7 張牌照,分佈在全國多個區域,在即將到來的十五五期間仍有機會獲取更多漿站。公司通過內部技術共享合理佈局下屬子公司科研品種,採用集中研發、分散註冊的科研模式縮短研發時間,加速推進新產品研發。
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