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：2016-002 | --- | --- | --- | --- | |-----------------------------|---------------------------------|----------------------|-------------------------------| | | ■特定对象调研 □分析师会议 | | | | | □媒体采访 □业绩说明会 | | | | 投资者关系活动 类别 | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | □其他 | | （请文字说明其他活动内容） | | | 兴业证券 周诗刚；恒信盈创 | | 龙华明；方正证券 周小刚；泽 | | 参与单位名称及 | 元投资 黄恒超；汇添富基金 | | 林小伟；万家基金 王霄音；和 | | 人员姓名 | 沣资产 肖光；阳和投资 霞。 | 刘臻；中投证券 | 王安艺；伟时资本 | | 时间 | 2016 年 5 月 6 日上午 | | 10:00-11:50 | | 地 ...

证券代码：300206 证券简称：理邦仪器 编号：2017-001 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 | | | | □媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 | （请文字 ...

1 证券代码：300206 证券简称：理邦仪器 编号：2020-007 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 | | | | 信达证券、川财证券、富国基金、观富资产、和煦投资、华诚资本、 | | 参与单位 | | 华富基金、华诚资本、华城资产、金鹰基金、君重资本、明世伙伴、 | | 名称及人 | | 人保资产、泰信基金、天治基金、新华基金、源盛基金、招商基金、 | | 员姓名 | | 中国人寿养老保险、中科沃土基金、中融基金、中沃基金、中信保诚 基金、重 ...

Financial Performance - In the first half of 2017, the company achieved revenue of 419.13 million yuan, a year-on-year increase of 29.05% [3] - Net profit attributable to shareholders was 48.84 million yuan, up 116.35% compared to the same period last year [3] - The i15 blood gas analysis instrument drove a 48.03% growth in the in vitro diagnostic product line [3] Product Line Growth - The maternal and child health product line grew by 35.01%, multi-parameter monitoring product line by 28.01%, and ECG product line by 23.17% [3] - Digital ultrasound diagnostic systems saw a growth of 13.97% [3] Market and Sales Insights - Domestic sales growth is attributed to external market conditions and an increase in the internal sales team, which now exceeds 100 personnel in the IVD team [4] - The IVD segment experienced a sales growth of 48% in the first half of the year, with the i15 instrument's sales increasing by 70-80% compared to last year [6][7] R&D and Innovation - R&D expenses in the U.S. account for a significant portion of total R&D investment, with costs in Silicon Valley being 30-40% higher than other regions [9] - The company plans to maintain R&D investment at 10-15% of revenue to enhance core competitiveness [13] Future Strategies - The company is actively pursuing mergers and acquisitions, focusing on in vitro diagnostic targets [11] - Plans to integrate artificial intelligence and internet technologies into healthcare services are underway, particularly in remote and network medical services [14] Employee Engagement - The company has initiated an employee stock ownership plan, allocating 5% of shares to employees, which has positively impacted employee retention [10]

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 | | ...

Group 1: Financial Performance - The company expects a net profit of approximately 80.99 million to 84.67 million yuan for Q1 2020, representing a year-on-year growth of about 120%-130% [2] - The overall sales in the domestic market doubled in January and February compared to the same period last year due to the impact of the pandemic [3] - The company's sales orders have returned to the level of March 2019, with a year-on-year growth of around 40% for the parent company in Q1 2020 [3][4] Group 2: International Market Performance - In 2019, the company's overseas revenue exceeded 90 million USD, with a continued growth of about 10% in January and February 2020 [3] - The international business saw a 50% year-on-year increase in sales in March 2020, driven by a surge in demand for related products due to the rapid spread of the pandemic [3] - The company has established a strong international brand image and has local teams in major overseas markets [5][6] Group 3: Product Demand and Supply Chain - The company has seen a significant increase in orders for monitoring and blood gas products, particularly in countries severely affected by the pandemic, such as Italy, Spain, and the UK [4][5] - Approximately 60%-70% of international sales are made on a cash-on-delivery basis, while 30%-40% are through letters of credit and credit sales [3] - The company has expanded its production lines to 18 and increased its workforce by over 300 to meet the rising demand [5][6] Group 4: Future Outlook - The company anticipates that the profit growth rate will significantly exceed revenue growth as it has passed the basic cost balance point [8] - The sales forecast for monitoring and blood gas products remains positive, with expectations of strong performance in 2020 [6][8] - The company plans to increase the production capacity of testing cards from 5 million to 8 million pieces per year by the end of 2020 [6][8] Group 5: Challenges and Risks - The global supply chain remains a challenge, with potential delays in the delivery of components affecting overall order fulfillment [5][6] - The company is facing rising costs for some components due to the pandemic, with price increases of around 10%-15% being accepted by customers [8] - The company is closely monitoring the situation in overseas markets, particularly in regions where the pandemic is still ongoing [6][8]

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]

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 | | | | ...