一、基本情况 深圳普门科技股份有限公司（以下简称"公司"）于2024年12月13日收到中 华人民共和国深圳海关颁发的《AEO高级认证企业证书》，公司被认证为AEO高 级认证企业，高级认证企业编码：AEOCN4453167272。 AEO是世界海关组织（WCO）在全球推行的全球企业供应链安全管理制度， 通过各国海关对外贸供应链上的生产商、进口商等各类型企业进行认证，授予 "Authorized Economic Operation 经认证的经营者"（即AEO）资格，再通过各 国海关开展互认合作，实现企业在全球海关的信用管理，享受全球海关提供的优 惠待遇。AEO高级认证为海关管理企业的最高级别，也是企业诚信度最高的等级。 二、对公司的影响 公司致力于体外诊断、临床医疗、皮肤医美和消费者健康产品的研发、制造、 全球营销和服务，目前公司产品已远销全球100多个国家和地区，覆盖俄语区、 欧洲、美洲、中东非、亚太和南亚六大区域。公司成为AEO高级认证企业后，国 际业务可以享受AEO互认国家或者地区的通关便利措施，优先办理进出口货物通 关及相关业务手续，可以在出口货物运抵海关监管区之前向海关申报，适用较低 的海关查验率、抽 ...

证券代码：688389 证券简称：普门科技 公告编号：2024-083 深圳普门科技股份有限公司 关于参加2024年度深圳辖区上市公司集体接待日 活动的公告 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、准确性和完整性依法承担法律责任。 为进一步加强与投资者的互动交流，深圳普门科技股份有限公司（以下简称 "公司"）将参加由深圳证监局和深圳证券交易所指导、深圳上市公司协会与深 圳市全景网络有限公司联合举办的"2024年度深圳辖区上市公司集体接待日"活 动，现将相关事项公告如下： 1 / 1 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参与 本次互动交流，活动时间为2024年12月12日（周四）14：30-17：00。 届时公司管理层将在线就公司业绩、公司治理、发展战略、经营状况、股权 激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 深圳普门科技股份有限公司董事会 2024年11月30日 ...

证券代码：688389 证券简称：普门科技 公告编号：2024-082 | 序号 | 产品名称 | 注册 | 注册证 | 注册证 | | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | | | | 分类 | 编号 | 有效期至 | | | | 1 | 光谱治疗仪 | Ⅱ类 | 渝械注准 | 2029 | 年 | 适用于治疗炎症性痤疮。 | | | | | 20242090466 | 月 日 11 | 18 | | 二、对公司的影响 上述取得注册证的光谱治疗仪适用于治疗炎症性痤疮，广泛应用于各类型医疗场所。本 次取得医疗器械注册证，有利于进一步扩充公司皮肤医美类产品矩阵，有助于提升公司在皮 肤医美市场的综合竞争力。 三、风险提示 上述注册证的取得仅代表公司相关产品获得国内市场准入资格，产品上市后的实际销售 情况取决于未来市场的推广效果，目前尚无法预测上述产品对公司未来业绩的具体影响。 深圳普门科技股份有限公司 关于自愿披露控股子公司取得医疗器械注册证的公告 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、 ...

证券代码：688389 证券简称：普门科技 编号：2024-018 深圳普门科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|--------------------------------------|--------------------------------------------------------| | | 特定对象调研 | □分析师会议 | | 投资者关系活动 | □媒体采访 | 业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | 现场参观 | | | | 其他 | | | 参与单位及人员 | 网络端投资者、山西证券股份有限公司（ | 2 人） | | 时间 | 2024 年 11 月 20 日、 21 | 日 | | 地点 | 部大厦 | 上海证券交易所上证路演中心（网络互动）、普门科技龙华总 | | | 董事长：刘先成 | | | | | | | | 总经理：胡明龙 | | | | 独立董事：蔡翘梧 | | | 上市公司接待人 员姓名 | 独立董事：杨光辉 | | | | 独立董事：邹海 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase of over 15% compared to the CSI 300 index in the next six months [5][6]. Core Views - The company's IVD (In Vitro Diagnostics) business shows steady growth, with a reported revenue of 857 million yuan for the first three quarters of 2024, representing a year-on-year increase of 5.89%. The net profit attributable to shareholders reached 257 million yuan, up 25.62% year-on-year [1][2]. - The company has launched a new round of stock option incentives aimed at attracting and retaining talent, reflecting long-term confidence in its operations. The incentive plan targets a revenue growth rate of 23% for 2024, 46% for 2025, and 69% for 2026 [1][2]. Financial Summary - For the first three quarters of 2024, the IVD business revenue was 678 million yuan, a 19% increase year-on-year, with domestic and international revenues growing by 15% and 26%, respectively [1][2]. - The comprehensive gross profit margin improved by 3.48 percentage points to 69.89% due to a higher proportion of IVD reagent sales [1][2]. - The company forecasts revenues of 1.243 billion yuan, 1.501 billion yuan, and 1.732 billion yuan for 2024, 2025, and 2026, respectively, with corresponding net profits of 405 million yuan, 489 million yuan, and 580 million yuan [2][3][4]. Key Financial Metrics - The report projects an EPS of 0.95, 1.14, and 1.35 for 2024, 2025, and 2026, respectively, with a PE ratio of 18 times based on the closing price on November 11, 2024 [2][3]. - The company's net profit margin is expected to increase to 32.57% in 2024, with a projected growth rate of 23.23% [4]. Market Position - The company is positioned to benefit from the ongoing trend of import substitution in the IVD sector, particularly in its glycosylated hemoglobin business, which is gaining market share due to strong competitiveness [1][2]. - The international IVD business is anticipated to expand further with the introduction of high-end glycosylated models and enhanced marketing efforts [1][2].

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、准确性和完整性依法承担法律责任。 重要风险提示： ● 深圳普门科技股份有限公司（以下简称"公司"或"普门科技"）中 国银行基本账户部分资金人民币 1,704,766.75 元被冻结，冻结金额占公司最近 一期经审计净资产的 0.09%，占公司最近一期经审计货币资金的 0.13%。 ● 除上述冻结金额外，以上银行账户内的其他资金可正常周转使用，公 司其他账户不存在使用受限制等异常情况。不会对公司正常生产经营造成重大 不利影响。 深圳普门科技股份有限公司于2024年11月8日收到广东省深圳市龙华区人民 法院作出的（2024）粤0309民诉前调20427号《民事裁定书》，普门科技中国银 行基本账户被冻结人民币1,704,766.75元，具体情况如下： | 一、银行账户部分资金被冻结的基本情况 | | --- | 证券代码：688389 证券简称：普门科技 公告编号：2024-081 深圳普门科技股份有限公司 关于银行账户部分资金被冻结的公告 公司将依法主张自身合法权益，采取相关法律措施，力争尽快处理该案纠 纷，尽早解 ...

Investment Rating - The report maintains a "Buy" rating for the company [3][5][11] Core Views - The company reported steady revenue growth with Q3 2024 revenue reaching 267 million (+6.4%) and net profit attributable to shareholders at 85.54 million (+21.51%) [1] - The gross margin improved to 70% in Q3 due to product mix optimization, while the selling expense ratio decreased to 14.3%, indicating potential for continued profitability improvement [1] - The in vitro diagnostics (IVD) business saw revenue of 678 million in the first three quarters of 2024, a year-on-year increase of 19%, with domestic and international segments growing by 15% and 26% respectively [2] - The launch of the luminescent assembly line is expected to enhance reagent sales, and international market efforts are being strengthened to improve competitiveness [2] Summary by Sections Financial Performance - For Q3 2024, the company achieved revenue of 267 million (+6.4%) and net profit of 85.54 million (+21.51%) [1] - For the first three quarters of 2024, total revenue was 857 million (+5.89%) and net profit was 257 million (+25.62%) [1] - The company adjusted its revenue forecasts for 2024-2026 to 1.33 billion, 1.71 billion, and 2.18 billion respectively, with growth rates of 16%, 28%, and 28% [3] Business Segments - The IVD segment's revenue for the first three quarters of 2024 was 678 million, with domestic revenue at 442 million (+15%) and international revenue at 237 million (+26%) [2] - The clinical medical business faced challenges due to a high base in 2023, resulting in a slight decline, while the skin aesthetics business grew by 8% [2] Market Outlook - The promotion of the luminescent assembly line and international market expansion are expected to create further growth opportunities for the company [2]

证券代码：688389 证券简称：普门科技 编号：2024-017 深圳普门科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------|----------------------------------------------------------| | | 特定对象调研 | □分析师会议 | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他 (电话会议 ) | | | 参与单位及人员 | 共 8 家机构， 9 位参与人员 | | | 时间 | 2024 年 11 月 5 日、 6 日、 | 7 日 | | 地点 | 线上电话会议、深圳南山 | | | 上市公司接待人 员姓名 | 董事会秘书：路曼 | | | | | 除前期已披露的投资者关系活动交流内容外，本次新增主要 | | | 互动交流内容如下： | | | | 1 | 、大发光仪器在海外市场的拓展情况 ...

证券代码：688389 证券简称：普门科技 公告编号：2024-080 深圳普门科技股份有限公司 关于 2024 年股票期权激励计划授予登记完成的公告 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。 重要内容提示： 根据 2024 年 9 月 26 日召开的深圳普门科技股份有限公司（以下简称"公司" 或"普门科技"）2024 年第一次临时股东大会的授权，公司于 2024 年 9 月 26 日召开第三届董事会第十一次会议、第三届监事会第十次会议，审议通过了《关 于向激励对象授予股票期权的议案》。根据中国证监会《上市公司股权激励管理 办法》以及上海证券交易所、中国证券登记结算有限责任公司上海分公司有关规 定，公司完成了 2024 年股票期权激励计划（以下简称"本激励计划"）的授予 登记工作，现将有关情况公告如下： 一、本激励计划已履行的相关审批程序 1、2024 年 9 月 9 日，公司召开了第三届董事会第十次会议，审议通过了《关 于〈公司 2024 年股票期权激励计划（草案）〉及其摘要的议案》《关于〈公司 2024 年股票期权激 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The report highlights that Pumen Technology (688389.SH) has shown strong performance in its overseas and IVD (in vitro diagnostics) business, with a net profit margin improvement [1] - The company reported a revenue of 857 million yuan for the first three quarters of 2024, representing a year-over-year increase of 5.89%, and a net profit of 257 million yuan, up 25.62% year-over-year [4] - The international business has seen significant growth, with a year-over-year revenue increase of 19.11% in the first three quarters, while the domestic revenue grew by 1.19% [4] - The IVD segment has performed particularly well, with domestic revenue growth of 15.17% and international revenue growth of 25.74% [4] - The company has maintained strong profitability, with a gross margin of 69.89% and a net profit margin of 29.89% for the first three quarters of 2024 [4] Financial Performance Summary - The company achieved a revenue of 2.67 billion yuan in Q3 2024, a year-over-year increase of 6.45%, and a net profit of 860 million yuan, up 21.51% year-over-year [4] - The projected revenues for 2024-2026 are 1.294 billion yuan, 1.498 billion yuan, and 1.736 billion yuan, respectively, with corresponding net profits of 406 million yuan, 484 million yuan, and 580 million yuan [5][6] - The company’s gross margin is expected to improve from 68.4% in 2024 to 69.8% in 2026, while the net profit margin is projected to increase from 31.3% to 33.3% over the same period [8] Growth and Development - The company has launched its fourth consecutive stock incentive plan, indicating confidence in long-term growth, with revenue and net profit growth targets set at 23% and 19% for 2024-2026, respectively [5] - The report emphasizes the company's commitment to R&D innovation and product line expansion, particularly in the chemical luminescence and rehabilitation sectors, which are expected to drive continued growth [5]