Jinbo Biotech (832982.)BJ) announced on January 29, 2024 that on January 25, 2024, Jinbo Biotech accepted the investigation of CPE Yuanfeng and other institutions, and the secretary of the board of directors of the company: Tang Menghua; The company's ** affairs representative: Meng Honggang participated in the reception and answered the questions raised by the research institution.
The details of the research institutions are as follows: CPE Yuanfeng; IFC**; Soochow**; League of Nations**; First**; Panyao Assets; Ping An Asset Management; CICC; Yangtze**; Gaoteng Assets; China Life Security; Westward**; Shen Wanlingxin; Shen Wan Hongyuan**; Open source**; Shanxi**; Cinda **; CCB Trust; Danyi Investment; Hua Fu**; Tianfeng**; Northeast**; prudent knowledge of assets; Livelihood**; Founder**; E Fund**; Guohai**; Caitong**; Tian Ansheng, Gong Shengchao Individual investors.
The main contents of the survey:
1. What is the core competitiveness of the company's recombinant humanized collagen freeze-dried fiber products in the market? How to strengthen the company's competitive advantage in the future?
Answer: As the first recombinant humanized collagen implant product, the company's recombinant humanized collagen lyophilized fiber product has unique product advantages: (1) the amino acid sequence repeat unit is consistent with the core functional area of human collagen, does not contain non-human collagen amino acid sequence, and has no immunogenicity; It does not initiate the cellular pathway, supports the synthesis of collagen and hyaluronic acid by fibroblasts through the extracellular environment, and is highly safe; (2) has 16488° flexible triple helix fiber network structure (which is the basic structure of collagen), and at the same time has high water solubility; (3) It can self-assemble into a collagen fiber network, which plays a role in connecting and supporting damaged tissues and cells, and provides a good extracellular matrix environment, so that damaged tissues can be repaired and remodeled, and the biological activity is nearly 2 times that of human collagen.
In the future, the company will adopt the following ways to strengthen its competitive advantage: (1) strengthen brand investment and improve channel construction; (2) Enrich the product system and launch more products with competitive advantages; (3) Continue to invest in R&D to maintain the first-mover advantage in the field of recombinant humanized collagen.
2. What is the impact of the company's cooperation with L'Oréal on the raw material side and the product side? And how is it expected to empower the company's raw materials business?
A: The company's cooperation with L'Oréal in 2023 is a major breakthrough, which may attract more big brands to cooperate with the company and improve the company's raw material sales capacity.
3. For recombinant humanized collagen freeze-dried fiber products, how will the company empower medical institutions at the terminal?
A: On the one hand, the company will continue to invest in product promotion to strengthen consumers' awareness of products; On the other hand, medical institutions will be empowered through professional training services and other means.
4. The company's fundraising and investment projects have been changed to focus on the R&D and brand building of three-type projects.
Answer: Since recombinant humanized collagen is the core raw material that the company has industrialized, and all parties have a more mature understanding of recombinant humanized collagen, compared with other types of recombinant humanized collagen that have not yet been industrialized, recombinant humanized collagen has higher efficiency and certainty in R&D and industrialization, and it is necessary for the company to focus on the research of recombinant humanized collagen.
With the increasingly fierce competition in the collagen market, in order to protect the market position of the company's products, the company needs to strengthen its own brand building and increase investment in marketing, and plans to increase the amount of funds raised for "brand building and marketing projects".
5. What is the situation of the company's ODM? Will the ODM ratio be controlled within a specific range in the future?
Answer: ODM is a relatively important sector, and the company does not take the initiative to control the ODM ratio within a specific range.
6. Does the company have any plans to go overseas in terms of raw materials and Weiyimei products?
A: Going overseas is an important strategy for the company, but it takes a certain amount of time.
7. The company has raw material business dealings with Hangzhou Dejin, what is the specific situation?
Answer: Hangzhou Dejin Biotechnology Co., Ltd. is the company's shareholding company, mainly engaged in the application and product research of recombinant humanized collagen in the cardiovascular direction, and currently Hangzhou Dejin Biotechnology Co., Ltd. purchases raw materials from the company according to R&D needs.
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