| 证券代码：300298 | 证券简称：三诺生物 | 公告编号：2024-065 | | --- | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | | 三诺生物传感股份有限公司 关于2024年第三季度可转换公司债券转股情况的公告 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。 特别提示： 1、三诺转债（债券代码：123090）转股期为2021年6月25日至2026年12月20 日；转股价格为人民币34.61元/股。 2、2024年第三季度，共有0张"三诺转债"完成转股（票面金额共计0元人 民币），合计转成0股"三诺生物"股票（股票代码：300298）。 3、截至2024年第三季度末，公司剩余可转债为4,984,224张，剩余可转债票 面总金额为498,422,400元人民币。 根据《深圳证券交易所创业板股票上市规则》、《深圳证券交易所上市公司 自律监管指引第15号——可转换公司债券》的有关规定，三诺生物传感股份有限 公司（以下简称"公司"或"三诺生物"）现将2024年第三季度可转换公司债券 （以下简称"可转债"）转股及公司股 ...

| 证券代码：300298 | 证券简称：三诺生物 公告编号：2024-063 | | --- | --- | | 债券代码：123090 | 债券简称：三诺转债 | 三诺生物传感股份有限公司 关于获得政府补助的公告 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。 | 获得补助 | 发放主体 | 获得补助的 | 收到补助 | 补助 | 补助金额（元） | 补助依据 | 是否与公司 日常经营活 | 是否具 有可持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 的主体 | | 原因或项目 | 的时间 | 形式 | | | | | | | | | | | | | 动相关 | 续性 | | 三诺生物 | 国家税务总 局湖南湘江 | 软件产品增 值税退税 | - | 现金 | 16,765,873.59 | 《财政部国家税务总 局关于软件产品增值 税政策的通知》（财税 | 是 | 是 | | | 新区税务局 | | | | | 【2011】100 号） | | | | | | 合计 | | | 1 ...

证券代码：300298 证券简称：三诺生物 公告编号：2024-064 债券代码：123090 债券简称：三诺转债 三诺生物传感股份有限公司 关于参加湖南辖区2024年度投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，使广大投资者能更深入全面地了解公司情 况，三诺生物传感股份有限公司（以下简称"公司"）将参加由中国证券监督管理 委员会湖南监管局、湖南省上市公司协会与深圳市全景网络有限公司联合举办的"湖 南辖区2024年度投资者网上集体接待日"活动，现将相关事项公告如下： 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10月10日（星期四）14:00-17:00。 届时公司副总经理、董事会秘书郑霁耘女士等相关人员将在线就公司业绩、公 司治理、发展战略、经营状况、融资计划、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 ...

华福证券 三诺生物（300298.SZ） 利润端核心受子公司信用减值影响，核心品种稳 健增长 投资要点： 事件：公司发布 2024 年半年报，2024H1 实现收入 21.3 亿（同比+6.3%）， 归母净利润 2.0 亿（同比+12.6%），扣非归母净利润 1.8 亿（同比-10.4%）； 2024Q2：实现收入 11.2 亿（同比-17%），归母净利润 1.2 亿（同比+8.3%）， 扣非归母净利润 1.0 亿（同比-25.2%）； 司财报 核心产品稳健增长，血脂、经营品拖累收入增速。分业务来看，24H1 血糖监测 15.5 亿（同比+12.7%），毛利率为 61.3%。一方面 23H2 公司推行 降本增效，美国子公司 Trividia 毛利实现较大改善；另一方面公司持续开 拓东南亚、非洲、中东等主要市场，国际收入显著提升。其他业务层面， 糖尿病营养基本持平；血脂检测 1.2 亿（同比-20.9%），经营品 3793 万 （-52.7%）。分区域，24H1 国内 12 亿（+5.7%），美国 6.9 亿（+2.4%）。控 股子公司心诺健康营业收入 5.4 亿元，对公司净利润影响为 2214 万元。 利润端 ...

三诺生物传感股份有限公司（以下简称"公司"）于近日收到湖南省药品监 督管理局颁发的八项《医疗器械变更注册（备案）文件》。现将具体情况公告如 下： | 序 | 产品名称 | 注册证编号 | 注册证 | 注册 | 主要变更内容 | | --- | --- | --- | --- | --- | --- | | 号 | | | 有效期 | 分类 | | | 1 | 血糖试条（葡萄 | 湘械注准 | 2021.12.28 | | （1）变更产品名称：由血糖 试条（葡萄糖脱氢酶法)变 更为血糖试条（葡萄糖脱氢 | | | 糖脱氢酶法/干 | 20212402336 | 至 | II类 | 酶法/干化学法)； | | | 化学法) | | 2026.12.27 | | （2）变更产品技术要求； | | | | | | | （3）变更产品说明书。 | | | 血糖试条（葡萄 | | 2021.12.28 | | （1）变更产品名称：由血糖 试条（葡萄糖脱氢酶法)变 | | 2 | 糖脱氢酶法/干 | 湘械注准 | 至 | II类 | 更为血糖试条（葡萄糖脱氢 | | | | 20212402337 | | | 酶法/干化学 ...

Investment Rating - The investment rating for Sanofi Bio is "Buy" (maintained) [1] Core Views - The report highlights steady growth in the core business of blood glucose monitoring, with expectations for significant market potential in both domestic and European markets for continuous glucose monitoring (CGM) products [2][3] - The company achieved a revenue of 2.133 billion yuan in the first half of 2024, representing a year-on-year increase of 6.26%, and a net profit of 197 million yuan, up 12.61% [2] - The CGM business is expected to see rapid growth domestically, with ongoing progress in overseas certifications [3] Financial Performance Summary - For the first half of 2024, the company reported a revenue of 2.133 billion yuan, with a net profit of 197 million yuan and a non-recurring net profit of 178 million yuan [2] - The blood glucose monitoring system generated revenue of 1.552 billion yuan, up 12.74%, while the iPOCT system brought in 88 million yuan, up 5.89% [2] - The company forecasts net profits of 434 million yuan, 531 million yuan, and 643 million yuan for 2024, 2025, and 2026 respectively, with corresponding price-to-earnings ratios of 32, 26, and 22 times [3][4] Market and Product Development - The CGM product "Sanofi Aikan" has received regulatory approvals in multiple countries, including China and various regions in Europe, indicating strong market entry potential [3] - The second-generation CGM product is expected to enhance user experience and expand the product line, contributing to future revenue growth [3] Valuation Metrics - The report provides projected revenue growth rates of 12.6% for 2024, 12.4% for 2025, and 13.6% for 2026 [5] - The gross margin is expected to improve from 54.1% in 2023 to 56.6% by 2026 [5] - The company's total market capitalization is approximately 13.98 billion yuan [4]

Investment Rating - The report maintains a "Recommended" rating for the company with a target price of 32 yuan, compared to the current price of 23.05 yuan [1]. Core Insights - The company reported a revenue of 2.133 billion yuan for the first half of 2024, representing a year-on-year increase of 6.26%, and a net profit attributable to shareholders of 197 million yuan, up 12.61% [1]. - The Continuous Glucose Monitoring (CGM) products are experiencing significant growth, with sales surpassing 300,000 units during the "618" shopping festival, ranking first in sales [1]. - The company's gross margin improved to 55.15%, with the CGM system's gross margin reaching 61.32%, indicating a positive shift in product mix and operational efficiency [1]. Summary by Sections Financial Performance - For H1 2024, the company's revenue from blood glucose monitoring systems was 1.552 billion yuan, up 12.74%, while the iPOCT monitoring system generated 88 million yuan, up 5.89% [1]. - The company expects net profits for 2024-2026 to be 440 million, 540 million, and 650 million yuan, respectively, with corresponding EPS of 0.78, 0.95, and 1.16 yuan [1][2]. Regional Performance - Domestic revenue for H1 2024 was 1.201 billion yuan, up 5.73%, while revenue from the U.S. was 695 million yuan, up 2.35%. Other regions saw a revenue increase of 23.19%, totaling 237 million yuan [1]. Subsidiary Performance - The U.S. subsidiary Trividia reported revenues of 31.22 million yuan, with its parent company, Xinnuo Health, achieving a net profit of 22.14 million yuan [1]. Cost and Expenses - The company's selling expense ratio was 26.08%, an increase of 2.30 percentage points, while the management expense ratio decreased to 9.58% [1]. Future Outlook - The report anticipates continued growth in the CGM market, with new product registrations underway in China, indicating a strong pipeline for future sales [1].

Investment Rating - The investment rating for the company is "Buy" (maintained) [3] Core Views - The company reported a stable performance in its mid-2024 results, achieving a revenue of 2.13 billion yuan (up 6.26% year-on-year) and a net profit of 200 million yuan (up 12.61% year-on-year) [3] - The core blood glucose monitoring business showed steady growth, with revenue of 1.55 billion yuan (up 12.7% year-on-year), while other segments experienced significant declines [4] - The company is poised for growth in the Continuous Glucose Monitoring (CGM) market, with ongoing overseas registrations and clinical trials expected to complete in the second half of 2024 [4] - Gross margin improved significantly to 55.2% (up 4 percentage points), indicating better operational efficiency [4] - Profit forecasts for the company suggest net profits of 450 million yuan, 570 million yuan, and 740 million yuan for 2024, 2025, and 2026 respectively, with growth rates of 59.2%, 25.8%, and 30.2% [4][5] Summary by Relevant Sections Financial Performance - For the first half of 2024, the company achieved a revenue of 2.13 billion yuan, with a net profit of 200 million yuan [3] - The blood glucose monitoring segment generated 1.55 billion yuan in revenue, while the iPOCT monitoring segment brought in 90 million yuan [4] Business Segments - Blood glucose monitoring revenue increased by 12.7% year-on-year, while blood lipid revenue decreased by 20.9% [4] - The company’s subsidiary, Xinnuo Health, reported a revenue of 540 million yuan, turning a profit, while another subsidiary, Sannuo Health, saw a revenue decline of 27.1% [4] Market Outlook - The CGM segment is expected to tap into a global market worth billions, with new product registrations progressing in multiple countries [4] - The company is focusing on third-generation technology with proprietary patents, enhancing its competitive edge [4]

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Insights - The company reported a revenue of 2.133 billion yuan for H1 2024, representing a year-on-year growth of 6.26%. The net profit attributable to the parent company was 197 million yuan, up 12.61% year-on-year, while the net profit excluding non-recurring items decreased by 10.38% to 178 million yuan [2][6] - The core business showed steady growth, with the blood glucose monitoring segment generating 1.552 billion yuan in revenue, a year-on-year increase of 12.74%. The overseas subsidiaries also improved significantly, with Trividia achieving a revenue of 31.22 million yuan, marking a turnaround from a loss [2][6] - The company is continuously upgrading its products in the Continuous Glucose Monitoring (CGM) field, with new products being registered and approved in various countries, indicating a positive outlook for overseas business operations [6] Financial Performance Summary - For H1 2024, the company achieved a gross margin of 55.2%, an increase of 3.97 percentage points year-on-year. The net profit margin was 9.26%, up 2.43 percentage points year-on-year [6] - The company expects revenues for 2024-2026 to be 4.632 billion, 5.238 billion, and 5.912 billion yuan, with year-on-year growth rates of 14.11%, 13.08%, and 12.88% respectively. The net profit for the same period is projected to be 415 million, 528 million, and 680 million yuan, with growth rates of 46.05%, 27.15%, and 28.77% respectively [6][7]

Investment Rating - The report maintains a "Buy" rating for the company [1][3] Core Insights - The company achieved a revenue of 2,133.04 million yuan in H1 2024, representing a year-on-year increase of 6.26%. The net profit attributable to shareholders was 197.49 million yuan, up 12.61% year-on-year [2] - The company's product "Sanofi Aikan" has become the first third-generation continuous glucose monitoring system (CGM) approved for sale in China, with ongoing registrations and sales in multiple countries [2] - The company is expected to obtain FDA certification for its CGM products by Q3 2025, which could lead to significant growth in both domestic and international markets [2] - The overseas subsidiaries, Trividia and PTS, have shown continuous improvement, contributing to the company's position as the fourth largest blood glucose meter manufacturer globally [2][3] Financial Performance Summary - Total revenue is projected to reach 46.30 billion yuan in 2024, with net profit expected to be 4.12 billion yuan, corresponding to a P/E ratio of 31 times [3] - The company forecasts revenue growth rates of 14.06%, 14.22%, and 15.23% for 2024, 2025, and 2026 respectively, with net profit growth rates of 44.96%, 27.05%, and 18.68% for the same years [1][3] - The latest diluted EPS is expected to be 0.73 yuan in 2024, increasing to 1.10 yuan by 2026 [1][3]