Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook for its stock performance relative to the market [1]. Core Insights - The company reported a revenue of 1.279 billion yuan for the first half of 2024, a decrease of 7.37% year-on-year, while the net profit attributable to shareholders increased by 15.38% to 202 million yuan [1]. - The growth in self-developed products has driven performance improvement, with self-developed product sales reaching 932 million yuan, accounting for 72.91% of total revenue, up from 37.73% in 2019 [1]. - The company is actively advancing its laboratory automation solutions, which are expected to provide long-term growth momentum [1]. - Continuous investment in technological innovation is emphasized, with 25-30% of annual net profit allocated to R&D, totaling over 1.5 billion yuan in the last five years [1]. Financial Performance Summary - For the first half of 2024, the company achieved a gross profit margin of 57.00%, an increase of 3.62 percentage points year-on-year [1]. - The projected financial metrics for 2024-2026 include a net profit of 450.92 million yuan in 2024, representing a growth of 44.24% [5][9]. - The expected earnings per share (EPS) for 2024, 2025, and 2026 are 0.74 yuan, 0.92 yuan, and 1.14 yuan, respectively [5][9]. Strategic Focus - The company is focusing on enhancing its product portfolio and maintaining a comprehensive strategy across various platforms, including biochemical, immunological, and molecular diagnostics [1]. - The report highlights the importance of the company's automation solutions in driving the rapid growth of self-developed products [1].

Investment Rating - The report maintains a "Buy" rating for the company [3][8]. Core Views - The company's revenue for 1H24 reached 1.279 billion RMB, a year-on-year decrease of 7.4%, while net profit attributable to shareholders was 202 million RMB, an increase of 15.4% year-on-year. The revenue from self-developed products grew by 7.6% year-on-year, indicating steady progress in the core business [3]. - The company achieved a significant increase in the shipment of large instruments and production lines, with a total of 2,301 units/lines shipped in 1H24, representing a year-on-year increase of 43.7% [3]. - The gross margin for 1H24 improved to 57.0%, up 3.6 percentage points year-on-year, primarily due to the higher gross margin of self-developed products, which now account for 72.9% of total revenue [4]. - The report forecasts EPS for 2024-2026 to be 0.71, 0.88, and 1.08 RMB, respectively, and sets a target price of 13.79 RMB based on a sum-of-the-parts (SOTP) valuation method [3][4]. Revenue and Profitability - The company expects a revenue increase in 2024, with projected figures of 3.096 billion RMB, a year-on-year growth of 6.9% [7]. - The net profit attributable to shareholders is projected to be 437 million RMB in 2024, reflecting a year-on-year increase of 39.8% [7]. - The report highlights a strong growth outlook for the chemical luminescence segment, with an anticipated revenue increase of nearly 15% in 1H24 [5]. Business Segments - The chemical luminescence segment is expected to benefit from an increase in instrument installations, leading to accelerated reagent sales [5]. - The clinical testing business saw a nearly 30% year-on-year revenue growth in 1H24, driven by successful promotion of blood cell products [6]. - The agency business experienced a decline, with agency revenue of 334 million RMB in 1H24, down 32.7% year-on-year, as the company continues to reduce its focus on this segment [6].

证券代码:300463 证券简称:迈克生物 公告编号:2024-083 迈克生物股份有限公司 第 1 页 共 3 页 证券代码:300463 证券简称:迈克生物 公告编号:2024-083 一、回购公司股份的进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号--回购 股份》等相关规定，公司应当在回购期间每个月的前三个交易日内披露截至上月末的回购进 展情况。现将公司股份回购进展情况公告如下： 截至2024年7月31日，公司通过回购专用证券账户以集中竞价交易方式累计回购公司股 份2,954,300股，占公司当前总股本的比例为0.48%，成交均价为12.13元/股，最高成交价为 13.23元/股，最低成交价为10.91元/股，支付的总金额为35,828,060.82元（不含交易费用）。 本次回购符合公司回购股份方案及相关法律法规的要求。 关于回购公司股份的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 迈克生物股份有限公司（以下简称"公司"）于 2024 年 2 月 5 日召开的第五届董事会第十 二次会议、第五届监事会第十一 ...

Financial Performance - The company reported a significant increase in revenue for the first half of 2024, with a year-on-year growth of 25%[1]. - The company's operating revenue for the first half of 2024 was ¥1,278,911,868.07, a decrease of 7.37% compared to ¥1,380,723,264.24 in the same period last year[11]. - Net profit attributable to shareholders for the first half of 2024 was ¥201,725,714.09, representing an increase of 15.38% from ¥174,836,659.46 in the previous year[11]. - The basic earnings per share for the first half of 2024 was ¥0.3320, up 16.29% from ¥0.2855 in the same period last year[11]. - The company reported a significant increase in revenue, achieving a total of 22 million in the first half of 2024, reflecting a growth of 15% compared to the same period last year[22]. - The company reported a strong performance in the first half of 2024, with a focus on improving operational efficiency and product quality[50]. - The company reported a net profit of CNY 107.03 million from its subsidiary Mike Medical Electronics, while another subsidiary, Mike Industry, reported a net loss of CNY 23.17 million[81]. User Growth and Market Expansion - User data showed a 15% increase in active users, reaching a total of 1.5 million users by the end of June 2024[1]. - The company has provided a performance guidance for the second half of 2024, expecting a revenue growth of 20% compared to the first half[1]. - Market expansion efforts have led to a 10% increase in market share in the Asia-Pacific region[1]. - The company is exploring potential acquisitions to enhance its product portfolio and market presence[1]. - The company plans to enhance its digital marketing strategies, aiming for a 50% increase in online sales channels by the end of 2024[1]. - The company is expanding its market presence in Southeast Asia, with plans to enter three new countries by the end of 2024[48]. Research and Development - The company is investing heavily in R&D, with a budget increase of 40% for new technology development in 2024[1]. - R&D personnel increased to 1,162, representing 34.24% of total employees, with a total R&D investment of 186.31 million yuan, a 15% increase year-on-year[31]. - The company has 480 ongoing R&D projects across various diagnostic categories, with 38 new projects initiated in the current period[32]. - The company is committed to R&D, with a focus on independent innovation and collaboration, establishing a global resource-based R&D innovation platform[22]. - The company has established an "8+1" product technology platform, covering various diagnostic areas, and aims to meet 80% of project needs in medical institutions with automated solutions[55]. Product Development and Innovation - New product launches contributed to 30% of total sales, indicating strong market acceptance and demand[1]. - The company has successfully launched the i6000 and C2000 automated analyzers, enhancing operational efficiency and customer experience[29]. - The company aims to enhance its market competitiveness by diversifying its product line, including new tests for infectious diseases and metabolic disorders[33]. - The company has developed and registered 14 new coagulation products, enhancing the product menu and increasing market share[35]. - The company is focusing on the development of new immunoassay kits, including those for tumor markers and inflammatory markers, to meet growing market demand[119][121][125]. Financial Management and Investments - No cash dividends will be distributed to shareholders for this fiscal year, as the company focuses on reinvestment for growth[1]. - The company has a total of 1,892 professional technical personnel, with 483 dedicated to customer service, covering over 60% of second-tier cities[61]. - The company has reported a loss of ¥2,741,746.17 from financial assets measured at fair value, with a total investment of ¥81,003,142.75[71]. - The company has allocated ¥44,348.13 million to the IVD product technology R&D center project as part of the cumulative investment of ¥127,620.84 million in raised funds[72]. - The company plans to extend the timeline for the IVD Industrial Park project to June 2025, a delay of 6 months[72]. Regulatory Compliance and Quality Management - The company has obtained environmental impact assessment approvals for all construction projects as required[102]. - The company has a strong focus on quality management, having obtained ISO 13485 and ISO 14001 certifications, ensuring international advanced quality management standards[57]. - The company is committed to maintaining high standards of product quality and compliance with international regulations, as reflected in its extensive registration efforts[41]. - The company has filed for 644 domestic patents and 8 international patents, with 336 being invention patents, showcasing its commitment to innovation[55]. Strategic Partnerships and Collaborations - A strategic partnership was announced with a leading healthcare provider to improve service delivery and customer engagement[1]. - The company has formed partnerships with 593 distributors, expanding its reach to 120 countries and regions, indicating a strong focus on international market development[19]. - The company is actively involved in collaborative research projects with major hospitals, including the development of innovative diagnostic reagents and clinical application studies[24]. Challenges and Risks - The company is facing risks from policy changes in the in vitro diagnostic industry, which could impact its operations if it fails to adapt to new regulations and market rules[86]. - Increased competition in the in vitro diagnostic industry is shifting from product competition to comprehensive solution offerings, necessitating continuous improvement in product quality and service capabilities[87]. - The company emphasizes the importance of talent retention in the technology-intensive in vitro diagnostic sector, implementing measures to stabilize and grow its workforce[89].

证券代码:300463 证券简称:迈克生物 公告编号:2024-082 迈克生物股份有限公司 2024 年半年度募集资金存放与使用情况的专项报告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 根据中国证券监督管理委员会《上市公司监管指引第2号——上市公司募集资金管理和使 用的监管要求》（证监会公告〔2022〕15号）、《深圳证券交易所上市公司自律监管指引第2 号—创业板上市公司规范运作》以及《深圳证券交易所创业板上市公司自律监管指南第2号— 公告格式》的相关规定，将迈克生物股份有限公司（以下简称"公司"）2024年半年度募集资 金存放与实际使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于同意迈克生物股份有限公司向特定对象发行股票注册 的批复》（证监许可〔2021〕412 号）的核准，迈克生物股份有限公司（以下简称"公司"）本 次向特定对象发行人民币普通股（A 股）56,000,000 股，每股发行价格为 28.11 元/股，募集资 金总额为人民币 1,574,160,000.00 元，扣除发行费用人 ...

证券代码：300463 证券简称：迈克生物 公告编号：2024-081 迈克生物股份有限公司 第五届监事会第十六次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、监事会会议召开情况 1、迈克生物股份有限公司（以下简称"公司"）第五届监事会第十六次会议通知于2024年7 月22日以邮件、短信的方式向全体监事发出并送达。 2、本次监事会于2024年8月1日在公司会议室以现场方式召开。 （一）审议通过《关于公司2024年半年度报告全文及其摘要的议案》 经审核监事会认为：公司董事会对《2024 年半年度报告》及其摘要的编制和审议程序符合 相关法律、法规及公司章程的规定，且 2024 年半年度报告的内容和格式符合中国证监会和深 圳证券交易所的各项规定，所包含的信息真实、准确、完整地反映出公司的经营业绩、财务状 况等情况，不存在任何虚假记载、误导性陈述或重大遗漏，未发现参与半年度报告编制和审议 的人员有违反保密规定的行为。全体监事保证公司 2024 年半年度报告及其摘要所披露的信息 真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并对其内容的真实 ...

4、会议由董事长唐勇先生召集并主持，公司监事、部分高级管理人员列席了会议。 证券代码：300463 证券简称：迈克生物 公告编号：2024-080 迈克生物股份有限公司 第五届董事会第十八次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、董事会会议召开情况 1、迈克生物股份有限公司（以下简称"公司"）第五届董事会第十八次会议通知于 2024 年 7 月 22 日以邮件、短信的方式向全体董事发出并送达。 2、本次会议于 2024 年 8 月 1 日在公司会议室以现场和通讯相结合的方式召开。 3、本次会议应出席会议的董事 9 人，实际出席会议的董事 9 人。 5、本次会议的召集、召开及表决程序符合《中华人民共和国公司法》（以下简称"《公司 法》"）等法律、法规、规范性文件以及《迈克生物股份有限公司章程》（以下简称"《公司章 程》"）的有关规定，会议合法、有效。 二、董事会会议审议情况 经与会董事认真审议，本次会议以书面表决方式通过以下议案： （一）审议通过《关于公司 2024 年半年度报告全文及其摘要的议案》 公司严格按照相关法律、法规及中国证监会 ...

迈克生物股份有限公司 2024 年半年度 非经营性资金占用及其他关联资金往来情况汇总表 单位：万元 本公司于 2023 年 6 月转让英迈健股权，从 2024 年 6 月 5 日起不再属于关联方。英迈健 2024 年 1 月 1 日至 6 月 5 日应收账款累计发生金额 815.73 万元，累计偿 还金额 1,092.01 万元。 本表已于 2024 年 8 月 1 日获董事会批准。 法定代表人：唐勇_________ 主管会计工作负责人：尹珊_________ 会计机构负责人（会计主管人员）：游平________ 汇总表 第 2 页 汇总表 第 1 页 | | 英迈健（杭州） | 公司原董事、高级管理 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 医疗技术有限公 | 人员胥胜国先生在过去 | 应收账款 | | 919.23 | 1,101.15 | 1,451.31 | 569.07 | 销售商品 | 经营性往来 | | | 司 | 十二个月曾担任其董事 | | | | | ...

证券代码:300463 证券简称:迈克生物 公告编号:2024-076 迈克生物股份有限公司 关于公司新产品取得产品注册证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 迈克生物股份有限公司（以下简称"公司"）于近日收到国家药品监督管理局、四川省药品 监督管理局颁发的《医疗器械注册证（体外诊断试剂）》，具体情况如下： 二、对公司的影响 第 1 页 共 2 页 巨细胞病毒IgG抗体测定试剂盒（直接化学发光法），作为病原体抗体检测试剂，应用于 巨细胞病毒感染的辅助诊断。本产品系公司直接化学发光技术平台试剂新产品，配套公司全自 动化学发光免疫分析仪i 6000、i 3000系列、i 1000系列与i 800系列。截至目前公司在该技术平 台下已累计取得109项试剂类产品注册（涵盖甲状腺功能、传染病、心肌、肿瘤标志物、贫血、 炎症、自身免疫性疾病、生殖激素、骨代谢等病种检测）。生长及糖代谢质控品用于公司生长 因子和糖代谢相关项目的质量控制，系公司直接化学发光技术平台的新复合质控品。新产品取 得注册证进一步丰富了公司产品项目菜单，有助于提升公司市场综合竞争力，对市 ...

证券代码：300463 证券简称：迈克生物 公告编号：2024-075 迈克生物股份有限公司 关于担保进展的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、担保情况概述 迈克生物股份有限公司（以下简称"迈克生物"或"公司"）于2023年10月25日召开第五 届董事会第十一次会议、第五届监事会第十次会议，于2023年11月10日召开2023年第一次临时 股东大会，审议通过了《关于为公司经销商向银行申请授信额度提供担保的议案》，同意在风 险可控的前提下，为符合条件的经销商向指定的银行申请授信额度不超过50,000万元人民币提 供连带责任保证担保。该额度在担保有效期内可以滚动使用，为防控风险，公司对外提供担保 时会同步要求被担保经销商向公司提供一定形式的反担保。上述额度不等于公司实际担保金额， 实际担保额度和期限以公司指定的银行、经销商正式签署的相关协议为准。具体内容详见公司 于2023年10月26日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于为公司经销商向银 行申请授信额度提供担保的公告》（公告编号：2023-071）。 7 ...