证券代码：300206 证券简称：理邦仪器 编号：2020-004 深圳市理邦精密仪器股份有限公司 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 | □媒体采访 | □业绩说明会 | | 系活动类 别 | □新闻发布会 □路演活动 | | ...

1 证券代码：300206 证券简称：理邦仪器 编号：2020-005 深圳市理邦精密仪器股份有限公司 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 | □媒体采访 □业绩说明会 | | | 系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | ■其他 电话会议 | | | | 华西证券、百年人寿、中融汇信期货、 ...

Company Overview - Shenzhen Libang Precision Instrument Co., Ltd. operates in the biomedical industry, with a focus on ultrasound and in vitro diagnostics [2] - The company relocated to a new facility in Pingshan, Shenzhen, covering approximately 40,000 square meters, to enhance operational efficiency and employee stability [2] Financial Performance - In Q1 2018, the company reported total revenue of CNY 269.75 million, a year-on-year increase of 15.60% [3] - Net profit attributable to shareholders was CNY 36.82 million, up 43.94% year-on-year, driven by market opportunities and increased operational efficiency [3] R&D Investment - R&D expenditure for 2018 was CNY 178 million, representing 17.92% of total revenue, with a 0.66% increase from the previous year [3] - The company is focusing on ultrasound and in vitro diagnostics, with a dedicated R&D center in Silicon Valley [3] Sales System Adjustments - The domestic sales system underwent significant reforms in 2018, integrating internal and external sales teams to improve overall efficiency [4] - The sales team consists of over 600 members, with approximately 100 in external sales and 400-500 in internal sales [4] Product Development and Market Strategy - The company aims to expand its POCT (Point of Care Testing) platforms, particularly in obstetrics and other critical care areas [4] - In 2018, the company sold around 3.5 million blood gas test cards, with a target of 5 million for the current year [4] International Market Performance - In 2018, overseas revenue accounted for 57.33%, with North America contributing less than 10% [4] - The European market is expected to maintain steady growth, contributing about one-third of total foreign sales [4] Profitability and Cost Management - The company aims to maintain a profit growth rate in 2019 that exceeds the previous year's performance, with a focus on cost control and budget management [5] - The overall gross margin in 2018 was 54.60%, lower than competitors due to scale and product line maturity [6] Government Subsidies - The company received significant government subsidies in 2018, which are expected to decrease in 2019 but will still support R&D expenses [5] Competitive Landscape - The company faces competition in the ultrasound market, where it aims to enhance its brand influence and product offerings to gain market share [5] - The impact of the US-China trade war on pricing and margins is being managed through shared cost burdens with distributors [5]

证券代码：300206 证券简称：理邦仪器 深圳市理邦精密仪器股份有限公司 投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |----------------|------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | □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 | | | | | 超赢资本 李仁钧；华泰证券 舒嘉维；锦上投资 蔡建军、张祺；华西证 | | 参与单位名称及 | | 券 林国裕；兆丰禾投资 李权兵；上海六禾投资 周山人；国海证券 王 安艺；华金证券 ...

1 证券代码：300206 证券简称：理邦仪器 编号：2021-003 深圳市理邦精密仪器股份有限公司 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 | □媒体采访 | □业绩说明会 | | 系活动类 别 | | □新闻发布会 □路演活动 | | | □现场参观 | ■其他 电话会议 | | 参与单位 | 华西证券、 UBS | 、大成基金、东海证券、东吴证券、华宸未来基金管理、华 | | 名称及人 | | 美国际投资集团、阶石资本、前海百川基金、上海盘京投资管理、深圳岭南 | | 员姓名 | | 资本、深圳茂源财富管理、深圳前海天成时代资产管理、盛宇投资、西南证 券、英大证券、新华资产管理 ...

Group 1: Financial Performance - The company's revenue for 2020 increased by 104.6%, while net profit grew by 395.37%, indicating a significant disparity between revenue and profit growth rates [6] - The first quarter of 2021 is crucial, with a target revenue of between 550 million to 600 million RMB, as the second quarter is not expected to match the exceptional sales figures of the previous year [4] - The company aims to maintain or slightly increase sales compared to the previous year, focusing on delivering satisfactory results to shareholders [3] Group 2: Market and Sales Strategy - The demand for non-epidemic products in overseas markets is gradually recovering, with customer orders returning to normal levels [3] - The company has established a comprehensive risk management mechanism to address the impact of exchange rate fluctuations on exports [3] - The company plans to expand its domestic market efforts while continuing to monitor and adjust strategies based on international market conditions [3] Group 3: Product Development and Innovation - The new blood gas testing product, i20, is expected to be launched within the next two years, with production capacity projected to reach 6 to 8 million units this year [4] - The company is focusing on developing innovative ultrasound products that incorporate advanced technologies like AI to address clinical needs [6] - Continuous investment in R&D is emphasized, with plans for future product development and potential acquisitions to enhance market presence [5] Group 4: Corporate Governance and Shareholder Relations - The company has a stable shareholding structure and has not received any acquisition offers recently, ensuring robust corporate governance [2] - Management acknowledges the current stock price is undervalued compared to the company's capabilities and market position [8] - The company is committed to enhancing communication with institutional investors to improve market perception and shareholder value [8] Group 5: Regulatory and Compliance - The company is currently undergoing clinical trials for its magnetic-sensitive immune detection tumor markers, with progress being monitored [7] - Recent changes in tax regulations regarding R&D expenses are expected to positively impact the company's net profit, although specific amounts will be determined post-audit [7]

1 证券代码：300206 证券简称：理邦仪器 编号：2021-001 深圳市理邦精密仪器股份有限公司 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 | □媒体采访 | □业绩说明会 | | 系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | ...

1 证券代码：300206 证券简称：理邦仪器 编号：2021-002 深圳市理邦精密仪器股份有限公司 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 | □媒体采访 | □业绩说明会 | | 系活动类 别 | □新闻发布会 □路演活动 | | | | □现场参观 | ■其他 电话会议 | | | | ...

东吴证券、深圳国银资本、九泰基金、明亚基金、福建匹克投资、Greencourt 碧云资本、新华资产、上汽颀臻（上海）资产管理、Oasis 绿洲资本、广东恒昇 基金、招银理财、北京齐济合创投资、WillingCap、展博投资、太平基金、中信 参与单位 保诚基金、菁英时代、长城基金、兴银理财、长盛基金、强英投资、前海开源基 名称及人 金、国联人寿、NTF Asset 新同方资管、川财证券、上海允文资产管理、深圳宏 员姓名 鼎财富管理、民生证券、国海资管、富安达基金、博远基金、福建鑫诺嘉誉投资、 杭州羲和资产管理、上海复杉投资管理、时代麦伯(厦门)企业管理、太平基金、 海通资管、睿扬投资、合正普惠投资、深圳探索投资俱乐部、一塔资本、上海聚 鸣投资管理、中信证券、其他个人投资者 投资者关 一、2021 年上半年经营情况介绍： 系活动主 2021 年上半年，公司预计实现营业收入 86,873.39 万元-91,983.59 万元， 要内容介 同比下降 28%-32%；预计实现归属于上市公司股东的净利润为 17,493.47 万元 绍 -19,857.46 万元，同比下降 58%-63%；预计实现扣除非经常性损益的净利润 ...

东吴证券、华安证券、德邦证券、银华基金、华夏久盈基金、大成基金、汇添富 基金、华富基金、大宇资本、泰聚资本、辰翔投资、通用投资、碧云资本、兴业 基金、国联安、中欧基金、中加基金、上海磐耀资产、东吴国际、象舆行投资、 参与单位 招商证券自营、中信保诚、民生医药、深圳前海铭鼎资产、深圳正德泰投资、凯 名称及人 石基金、上银基金、华宝基金、蜂巢基金、兴业基金、创金合信基金、东吴基金、 员姓名 中金基金、国融基金、长盛基金、Blackrock、前海天成时代、第一北京& First Manhattan、环懿投资、深圳思加资本、华泰自营、西部利得、格林基金、北京 九颂山河投资基金、凯石基金、恒越基金、深圳正德泰投资、平安养老、中泰资 管、浦银安盛、东证资管、深圳大道至诚投资、天治基金、融通基金、华泰柏瑞 其证券代码：300206 证券简称：理邦仪器 编号：2022-001 深圳市理邦精密仪器股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-------------|-------------|---------------------------|-------| | | | ■ ...