Core Viewpoint - The diagnostic reagent industry in China is experiencing fluctuations in market size due to the impact of COVID-19, with a projected recovery and growth expected by 2025, reaching a market size of 140 billion yuan, an 8% increase year-on-year [6][7]. Industry Overview - Diagnostic reagents are essential tools in medicine and biology for detecting diseases, infections, and other medical conditions through interactions with biological samples [4][6]. - The market is primarily dominated by in vitro diagnostic reagents, while in vivo diagnostics remain relatively small [6]. Market Size and Trends - The market for in vitro diagnostic reagents in China has shown an upward trend since 2015, with rapid growth from 2020 to 2022 due to the pandemic, but a 14% decline in 2023 due to reduced demand for COVID-19 diagnostic reagents [6][7]. - The market is expected to recover in 2024, with projections indicating a market size of 140 billion yuan by 2025, reflecting an 8% year-on-year growth [6][7]. Competitive Landscape - The diagnostic reagent market includes both domestic companies like Mindray Medical, Antu Bio, and Wanfu Bio, and international firms such as Roche Diagnostics and Abbott, all competing for market share [8]. - Domestic companies are noted for their strong R&D capabilities and significant market presence [8]. Industry Development Stages - The diagnostic reagent industry in China has progressed through four stages: nascent, initial, extensive development, and rapid growth, with significant advancements in technology and regulatory improvements since the 21st century [5]. Industry Chain - The industry chain consists of upstream raw materials (diagnostic enzymes, antigens, antibodies, etc.), the midstream diagnostic reagent production, and downstream applications in medical institutions and third-party diagnostic organizations [6]. Market Segmentation - The in vitro diagnostic reagent market is segmented, with immunodiagnostic reagents holding a 32% market share, followed by molecular diagnostic reagents at 19%, and biochemical diagnostic reagents at 18% [7]. Future Trends - The industry is expected to focus on high-end product upgrades, with companies increasing R&D investments to enhance product value amidst price pressures from centralized procurement [9]. - There is a trend towards market penetration in lower-tier cities and global expansion, with domestic products entering emerging markets in Southeast Asia and Africa [10]. - The industry is evolving towards a model centered on clinical value and personalized medicine, integrating diagnostic solutions with treatment recommendations [11].

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 有投资者在互动平台向科华生物提问："近期中国国际医疗设备与器械交易（集采）平台在天津市揭牌 上线，将推动实现医疗设备与器械'全球买、全球卖'，贵司是否有关注，是否考虑通过该平台推广销售 公司产品。" 针对上述提问，科华生物回应称："尊敬的投资者，您好！公司会密切关注行业发展趋势和市场需求， 结合公司实际业务需要和发展战略，制定业务规划，积极把握业务机会。同时，公司会不断完善国内外 销售渠道和服务渠道，积极拓展国内外市场。感谢您的关注！" ...

证券日报网讯 2月9日，科华生物在互动平台回答投资者提问时表示，根据公司于2025年8月27日披露的 《2025年半年度报告》，截至2025年6月30日，合并资产负债表中在建工程期末余额为1640045.17元， 包括装修工程和零星工程，具体请详见公司《2025年半年度报告》。 （编辑 王雪儿） ...

内容概要：随着生物技术的飞速发展，数字PCR仪作为新一代的核酸检测技术，正逐渐在生命科学研 究、临床诊断、食品安全检测等领域崭露头角。数字PCR仪的出现，为核酸定量分析提供了更精确、更 灵敏的方法，弥补了传统PCR技术的一些局限性，被广泛认为是PCR技术发展的重要里程碑。在过去的 几年中，中国数字PCR仪市场规模呈现出稳健的增长态势。数据显示，2019-2025年中国数字PCR仪行 业市场规模从15.84亿元增长至88.15亿元，年复合增长率为33.1%。这一增长不仅得益于技术优势的驱 动，还得益于国家政策的支持。预计未来随着数字PCR仪的不断推广和应用，科研人员、临床医生以及 相关行业从业者对其优势和应用价值的认识逐渐加深，市场接受度不断提高，将进一步推动了市场需求 的增长。 相关上市企业：迈克生物（300463）、普门科技（688389）、科华生物（002022）、安图生物 （603658）、万孚生物（300482）、亚辉龙（688575）、美康生物（300439）、九强生物（300406）、 中源协和（600645）等。 相关企业：北京新羿生物科技有限公司、臻准生物科技（上海）有限公司、领航基因科技（杭 ...

Core Viewpoint - The article analyzes the 2025 performance forecasts of 22 domestic listed instrument companies, highlighting the divergence in performance and the impact of various market factors on the industry [2]. Group 1: Industry Overview - The overall operating conditions of the domestic instrument industry are gradually becoming clearer as companies disclose their 2025 performance forecasts [2]. - Among the 22 companies, 11 reported profits while 11 incurred losses; 8 of the profitable companies experienced year-on-year growth, while 3 saw stable or slightly fluctuating profits [2]. - The performance divergence is attributed to factors such as fluctuations in downstream demand, intensified industry competition, policy changes, and global supply chain instability [2]. Group 2: Performance Statistics - The net profit statistics for the listed instrument companies indicate significant growth for several firms, with some achieving over 190% year-on-year increases [3][8]. - Notable performers include: - Aiko Optoelectronics: Net profit of 0.57-0.7 billion, up 262.52-345.20% from 0.1572 billion [3]. - Haineng Technology: Net profit of 0.41-0.44 billion, up 213.65-236.61% from 0.1307 billion [3]. - Wan Yi Technology: Net profit of 0.42-0.62 billion, up 191.52-330.34% from 0.1441 billion [3]. Group 3: Industry Trends - The industry is witnessing increased performance divergence, with a trend towards higher concentration as companies with core technologies and strategic layouts capture more market share [5]. - The ongoing domestic substitution is deepening, with high-end instruments becoming a key growth driver, supported by policy incentives for high-end scientific instruments and equipment upgrades [5]. - Companies focusing on high-end sectors, such as high-end industrial imaging and clinical diagnostics, are expected to benefit from these trends [5]. Group 4: Operational Strategies - Companies facing operational pressures are likely to improve performance by divesting loss-making businesses, optimizing asset structures, and enhancing management of receivables and inventory [6]. - Profit-making companies will continue to pursue refined management practices to consolidate their advantages and enhance risk resilience [6]. Group 5: Performance Categories - Companies achieving profit growth or turning losses into profits are primarily benefiting from asset impairment improvements and business structure optimizations [18]. - The companies in this category include: - Gaode Infrared: Successfully turned around from a loss to a profit [18]. - Xianhe Environmental: Achieved profitability through structural optimization [21]. - Zhengye Technology: Also turned from loss to profit due to similar improvements [22]. Group 6: Challenges Faced - Companies experiencing expanded losses or transitioning from profit to loss share common challenges, including reliance on single business lines and significant asset impairment pressures [30]. - The need for transformation is evident, as some companies are in the process of adjusting their business models, which may not yet yield sufficient revenue to offset declines in traditional business areas [30].

受上海科华生物工程股份有限公司（以下简称"公司"）委托，联合资信评估股份有限公司（以 下简称"联合资信"）对公司及其发行的相关债项进行了信用评级。除评级委托关系外，联合资信、 评级人员与公司不存在任何影响评级行为独立、客观、公正的关联关系。 联合〔2026〕847 号 根据联合资信最近的评级结果，公司个体信用等级为 a +，公司主体长期信用等级为 A+，评级展 望为稳定；公司委托联合资信评级的相关公开发行债项评级结果详见下表，评级有效期为相关债项存 续期。 联合资信评估股份有限公司 表 1 截至本公告出具日公司委托联合资信进行信用评级的存续期内公开发行债券情况 关于上海科华生物工程股份有限公司 2025 年度业绩预告 | 债券代码 | 债券简称 | 上次主体评级结果上次债项评级结果 | | | | 上次评级时间 | 债券余额 | 兑付日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 128124.SZ | 科华转债 | A+ | /稳定 | A+ | /稳定 | 2025/09/05 | 2.25 亿元 | 2026/07/28 | | ...

上海科华生物工程股份有限公司 2025 年度业绩预告 | 证券代码：002022 | 证券简称：科华生物 | | | --- | --- | --- | | 债券代码：128124 | 债券简称：科华转债 | 公告编号：2026-004 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、预计的经营业绩：☑ 预计净利润为负值 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：58,000万元–74,000万元 | 亏损：64,060.19万元 | | 扣除非经常性损益后的净利润 | 亏损：59,000万元–75,000万元 | 亏损：66,872.09万元 | | 基本每股收益 | 亏损：1.1276元/股–1.4387元/股 | 亏损：1.2687元/股 | 二、与会计师事务所沟通情况 1、公司就本次业绩预告与会计师事务所进行了预沟通，公司与会计师事务所在 本次业绩预告方面不 ...

证券日报网讯2月5日，科华生物（002022）在互动平台回答投资者提问时表示，面对行业政策与市场环 境的双重挑战，公司将坚守"全而精""融合创新"战略定位，以国民健康需求为核心导向，多措并举推动 企业稳健发展：(1)强化研销协同，挖掘增长新动能。公司持续保持研发投入，研发端聚焦多方法学技 术突破，构建覆盖全场景的整体解决方案，不断增强公司核心竞争力；营销端持续完善国内外销售与服 务网络，加速拓展海外市场，提升产品国际市场渗透率，培育新的业绩增长曲线。(2)深化精益管理， 推进数智化升级。公司将持续推进全价值链降本增效，通过精益管理优化资源配置效率，推动经营管理 数智化转型，充分释放提质增效潜力，提升整体运营效能，筑牢高质量发展根基。 ...

Group 1 - The company Kewah Bio expects a net loss attributable to shareholders of 580 million to 740 million yuan for 2025, with basic earnings per share loss estimated at 1.1276 to 1.4387 yuan [1] - In the same period last year, the company reported a net loss of approximately 641 million yuan, with a basic earnings per share loss of 1.2687 yuan [1] - The primary reason for the performance change is significant adverse impact from asset impairment provisions, which the company plans to assess and test comprehensively based on industry trends and actual operating conditions [1] Group 2 - The IVD industry is facing intensified competition due to policy changes and market pressures, leading to a decline in both revenue scale and product gross margins year-on-year [1] - Factors such as medical procurement policies, DRG payment reform, mutual recognition of test results, adjustments in testing service fees, and unbundling of testing packages are reshaping the competitive landscape of the industry [1] - The demand for certain routine testing projects is contracting, coupled with downward pressure on product prices, which directly affects the company's profitability [1]

格隆汇1月30日丨科华生物(002022.SZ)公布，预计2025年亏损58,000万元–74,000万元，上年同期亏损 64,060.19万元，扣非亏损59,000万元–75,000万元。资产减值计提对利润产生较大不利影响。根据《企业 会计准则》及公司会计政策，结合行业发展趋势与公司实际经营情况，基于审慎性原则，公司对存在减 值迹象的资产进行了全面评估与测试，并拟计提相应资产减值准备，将对公司当期利润产生较大影响。 ...