证券代码：603658 证券简称：安图生物 公告编号：2024-064 | 回购方案首次披露日 | 2024/1/30 | | --- | --- | | 回购方案实施期限 | 2024/2/20~2025/2/19 | | 预计回购金额 | 万元 25,000 万元~50,000 | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 8,012,200 股 | | 累计已回购股数占总股本比例 | 1.38% | | 累计已回购金额 | 379,800,027.78 元 | | 实际回购价格区间 | 元/股~59.99 元/股 38.10 | 一、 回购股份的基本情况 郑州安图生物工程股份有限公司（以下简称"公司"）于 2024 年 2 月 20 日召开 2024 年第一次临时股东大会，审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》，同意公司自股东大会审议通过之日起 12 个月内，使用不低于人 民币 25,000 万元、不超过人民币 50,000 万元的自有资金通过集中竞价交易方式 ...

Group 1: Business Performance and Financial Metrics - The company's gross margin improved due to a shift in product structure, with an increase in self-produced products and a decrease in agency products [2] - The gross margin is expected to remain stable or increase as the proportion of self-produced products continues to rise [2] - In the first half of the year, the proportion of chemiluminescence detection projects was 56%, with rapid growth in myocardial, respiratory, and thyroid function detection projects [3] Group 2: Market and Product Development - The company has adjusted prices for relevant products following the implementation of centralized procurement in Jiangxi [1] - The new NGS instruments are expected to obtain medical device registration by the end of this year, with supporting reagent registration taking additional time [1] - The company plans to focus on molecular projects related to respiratory diseases, infectious diseases, personalized medicine, and gastrointestinal series, with over 40 projects expected to be certified in the coming years [3] Group 3: Impact of Policies and Market Trends - The execution of centralized procurement policies may affect gross margins, depending on whether the volume gained from price reductions outweighs the impact of price adjustments [2] - The company’s overseas pricing system differs from domestic pricing, with chemiluminescence products priced lower in the Asia-Pacific region and microbiological products priced similarly to domestic products [2] - The demand for autoimmune testing and allergen detection is expected to grow, indicating potential market expansion [3]

郑州安图生物工程股份有限公司 关于全资子公司完成工商变更登记的公告 证券代码：603658 证券简称：安图生物 公告编号：2024-063 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 郑州安图生物工程股份有限公司近日收到全资子公司安图实验仪器（郑州） 有限公司（以下简称"安图仪器"）通知，根据河南省市场监督管理局《关于开展 市场主体经营范围登记规范化工作的通知》要求及公司实际生产经营需要，安图 仪器对其经营范围进行了变更，目前已完成工商变更登记，并取得了郑州经济技 术开发区市场监督管理局换发的新《营业执照》，主要信息如下： 1. 统一社会信用代码：914101007991755210 9. 经营范围：许可项目：第三类医疗器械生产；第三类医疗器械经营；第二 类医疗器械生产；道路货物运输（不含危险货物）；国际道路货物运输；医疗器 械互联网信息服务。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准） 一般项目：第二类医疗器械销售；第一类医疗器械生产；第一类医疗器械销 售；工程 ...

2024 年 8 月 27 日，郑州安图生物工程股份有限公司（以下简称"公司"） 收到控股股东郑州安图实业集团股份有限公司（以下简称"安图实业"）通知， 安图实业于 2024 年 8 月 21 日至 2024 年 8 月 27 日通过上海证券交易所交易系统 增持公司股份 3,025,500 股，结合公司于 2024 年 7 月注销回购股份导致股东持股 比例被动增加的情形，安图实业持有公司股份的比例累计变动达 1.02%。现将控 股股东安图实业本次权益变动相关情况公告如下： 一、本次权益变动情况 郑州安图生物工程股份有限公司 关于控股股东权益变动超 1%的提示性公告 | 信息披露 | 名称 | 郑州安图实业集团股份有限公司 | | | | --- | --- | --- | --- | --- | | 义务人基 本信息 | 住所 | 河南自贸试验区郑州片区（经开）经北一路 126 | | 号 | | | 权益变动时间 | 年 月 日至 年 月 日 2024 7 2 2024 8 27 | | | | | 变动方式 | 变动日期 | 变动股数 | 变动比例 | | 权益变动 明细 | 被动增加 | 公司注销 20 ...

医药生物 2024 年 08 月 23 日 安图生物 (603658) ——业绩符合预期，产品结构优化带来盈利能力提升 | --- | |---------------------| | 2024 年 08 月 23 日 | | 39.37 | | 66.36/37.94 | | 2.8 | | 2.67 | | 22,874 | | 2,854.37/8,181.92 | | | | --- | --- | |--------------------------|----------------| | 基础数据: | 年 06 月 30 日 | | 每股净资产（元） | 14.13 | | 资产负债率% | 24.22 | | 总股本/流通 A 股（百万） | 581/581 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-2309-2310-2311-2312-2301-2302-2303-2304-2305-2306-2307-2308-23 -20% 0% 20% 40% 60% 安图生物 沪深300指数 (收益率) 相关研究 《安图生物（603658）点评：常 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [7] Core Views - The company reported a revenue of 2.207 billion yuan for the first half of 2024, representing a year-on-year growth of 4.70%. The net profit attributable to shareholders was 620 million yuan, up 13.49% year-on-year, while the net profit after deducting non-recurring gains and losses was 599 million yuan, an increase of 13.69% year-on-year [11][12] - The core business remains stable, with reagent revenue of 1.857 billion yuan (up 4.33% year-on-year) and instrument revenue of 275 million yuan (up 10.84% year-on-year) in the first half of 2024. The company is actively expanding its overseas business, achieving overseas revenue of 130 million yuan, which is a significant increase of 42% year-on-year [11][12] - The company emphasizes R&D investment, with R&D expenses of 333 million yuan in the first half of 2024, reflecting a year-on-year increase of 7.18%. The R&D expense ratio was 15.10%, up 0.35 percentage points [11][12] Financial Summary - For the forecast period from 2024 to 2026, the company is expected to achieve revenues of 4.886 billion yuan, 5.640 billion yuan, and 6.664 billion yuan, with year-on-year growth rates of 10%, 15%, and 18% respectively. The net profit attributable to shareholders is projected to be 1.391 billion yuan, 1.654 billion yuan, and 1.990 billion yuan, with growth rates of 14%, 19%, and 20% respectively [12][15] - The earnings per share (EPS) are forecasted to be 2.39 yuan, 2.85 yuan, and 3.43 yuan for the years 2024, 2025, and 2026 respectively [12][15] - The company maintains a gross margin of 65.37% and a net margin of 28.41% for the first half of 2024, with expectations for improvement in profitability as one-time expenses decrease [11][12]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its long-term development [3][7]. Core Insights - The company reported stable overall performance with a 4.70% year-over-year increase in revenue to CNY 2.207 billion for the first half of 2024, and a 13.49% increase in net profit to CNY 620 million [1]. - The company is increasing its R&D investment, which reached CNY 333 million in H1 2024, a 7.18% increase year-over-year, accounting for 15.10% of its revenue [1]. - The company is actively launching new products internationally, showcasing innovations at major global exhibitions [2]. Summary by Sections Financial Performance - In H1 2024, the company achieved revenue of CNY 2.207 billion, with a breakdown showing reagent revenue at CNY 1.857 billion (up 4.33% YoY) and instrument revenue at CNY 275 million (up 10.84% YoY) [1]. - Domestic revenue was CNY 2.076 billion (up 2.99% YoY), while international revenue surged to CNY 131 million (up 42.21% YoY) [1]. - The company’s net profit for H1 2024 was CNY 620 million, with a non-recurring net profit of CNY 599 million, both reflecting strong growth [1]. R&D and Product Development - The company has a total of 1,575 patents, including 60 international patents, and 774 product registration certificates, with 474 products receiving EU CE certification [1]. - New product developments include a next-generation fully automated microbial mass spectrometry detection system and a nucleic acid mass spectrometry device that has received medical device registration and production licenses [1]. Market Position and Valuation - The company is projected to achieve net profits of CNY 1.518 billion, CNY 1.855 billion, and CNY 2.255 billion for 2024, 2025, and 2026 respectively, with corresponding P/E ratios of 15, 12, and 10 [3][4]. - The report highlights the company as a leading player in the domestic chemiluminescence sector with a diversified product portfolio, supporting a positive long-term outlook [3].

公司点评报告 ·医药行业 2 利润略低于预期,高研发投入着眼未来 2024 年中报业绩点评 事件:公司发布 2024年半年度报告,2024年 1~6 月实现营业收入 22.07 亿 元(+4.70%),归母净利润 6.20 亿元(+13.49%),扣非净利润 5.99 亿元 (+13.69%),经营性现金流 4.95亿元(-7.63%)。2024Q2 实现营业收入 11.18 亿元(+4.33%),归母净利润 2.95亿元(-2.80%),扣非净利润 2.85 亿元(-2.08%),经营性现金流 1.67 亿元(-49.78%)。 ● Q2 利润略低于此前预期,收入结构优化促进毛利改善:2024Q2公司净利 润同比路有下降,预计一方面 DRG 推行初期对院端检验消耗量产生阶段性影 响,使得短期内化学发光业务增长承压;另一方面,公司24Q2研发费用有所 增加(环比24Q1增加 0.31 亿元),且产生一定资产减值计提(24Q2 损失 870 万元 vs. 23Q2正向收益 607万元),若剔除相关影响预计经营层面净利润增 速仍为正向。2024H1 公司毛利率为 65.37%(+1.72pct),预计主要是化学 ...

——2024 年半年报点评 业绩稳健增长，装机进展顺利 安图生物(603658) [Table_Industry] 医药/必需消费 | --- | --- | --- | |-----------------------------|-----------|-------| | [Table_Invest] 评级： | | 增持 | | | 上次评级: | 增持 | | [Table_Target] 目标价格： | | 52.58 | | | 上次预测: | 61.84 | | [当前价格： Table_CurPrice] | | 39.09 | | --- | --- | |-------------------|-----------------------| | 丁丹(分析师) | 赵峻峰(分析师) | | 0755-23976735 | 0755-23976629 | | dingdan@gtjas.com | zhaojunfeng@gtjas.com | | S0880514030001 | S0880519080017 | 本报告导读： 公司试剂增长平稳，装机顺利带动仪器收入较快增长，为后续试剂 ...

证 券 研 究 报 告 2024年08月22日 医药 推荐 ( 维持) 事项： 股价:39.09元 平安观点： 行情走势图 证券分析师 主要数据 | --- | --- | |-------------------|----------------------------| | 行业 | 医药 | | 公司网址 | www.autobio.com.cn | | 大股东/持股 | 郑州安图实业集团股份有限公 | | | 司/55.97% | | 实际控制人 | 苗拥军 | | 总股本(百万股) | 581 | | 流通A股(百万股) | 581 | | 流通B/H股(百万股) | | | 总市值(亿元) | 227 | | 流通A股市值(亿元) | 227 | | 每股净资产(元) | 14.26 | | 资产负债率(%) | 24.2 | 叶寅 投资咨询资格编号 倪亦道 投资咨询资格编号 裴晓鹏 投资咨询资格编号 S1060523090002 PEIXIAOPENG719@pingan.com.cn S1060514100001 BOT335 YEYIN757@pingan.com.cn S106051807 ...