证券日报网讯9月22日晚间，迈克生物（300463）发布公告称，公司已于近日办理完成减少注册资本的 工商变更登记手续。 ...

Core Points - A block trade of 5.45 million shares of Maike Bio was executed on September 22, with a transaction value of 54.55 million yuan and a trading price of 10.01 yuan, representing a 15.10% discount compared to the closing price of the day [2][3] - Over the past three months, Maike Bio has recorded a total of three block trades, amounting to a cumulative transaction value of 108 million yuan [2] - The closing price of Maike Bio on the day of the block trade was 11.79 yuan, with a slight increase of 0.08% and a turnover rate of 1.13% [2] - The stock experienced a net outflow of 3.11 million yuan in main funds throughout the day, and over the past five days, it has seen a cumulative decline of 3.20% with a total net outflow of 21.31 million yuan [2] - The latest margin financing balance for Maike Bio is 322 million yuan, reflecting an increase of 3.46 million yuan, or 1.09%, over the past five days [3] - Maike Bio was established on October 20, 1994, with a registered capital of 604.67 million yuan [3]

证券代码：300463 证券简称：迈克生物 公告编号：2025-079 迈克生物股份有限公司 关于公司变更注册资本并完成工商变更登记的公告 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、本次注册资本变更情况说明 迈克生物股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日召开第六届董事会第四 次会议、第六届监事会第四次会议，并于 2025 年 6 月 27 日召开 2025 年第二次临时股东大会， 会议均审议通过了《关于调整公司回购专用证券账户持有股份用途并注销的议案》《关于终止 实施 2024 年限制性股票激励计划暨回购注销第一类限制性股票及作废第二类限制性股票的议 案》《关于调整 2024 年限制性股票激励计划第一类限制性股票回购价格的议案》《关于减少注 册资本并修改<公司章程>的议案》，同意回购注销限制性股票事项及注销部分公司股票减少注 册资本，详见 2025 年 6 月 12 日、2025 年 6 月 27 日公司在巨潮资讯网上披露的公告。 经中国证券登记结算有限责任公司深圳分公司审核确认，公司限制性股票回购注销事项已 于 2025 ...

Group 1 - The core viewpoint of the news is that迈克生物 is addressing investor concerns regarding its production line installation speed, R&D focus, and the effectiveness of its Tianfu Industrial Park during an investor meeting [1] - The slowdown in the installation speed of equipment is attributed to industry policy changes, strategic adjustments, and increased market competition. The company aims to accelerate the deployment of high-end instruments and promote "smart laboratory" solutions to enhance customer loyalty, with expectations for stable growth in installation speed in the future [1] - The company has committed to investing no less than 25% of its annual net profit into R&D, with a cumulative investment exceeding 1.67 billion yuan over the past five years. It plans to continue prioritizing R&D to drive results [1] Group 2 - In terms of sales of instruments and equipment, the company follows a "instrument + reagent" sales model, accepting lower profit margins on instruments to boost reagent sales through the promotion of "smart laboratories" [2] - To counter potential revenue and net profit declines due to industry policy advancements, the company plans to accelerate product upgrades, expand terminal markets, and develop overseas business [2] - As of mid-2025, the company has signed contracts with 16 smart laboratories and delivered 7, indicating progress in this area [2]

Group 1: Company Performance and Strategy - The company has invested over 1.67 billion yuan in R&D over the past five years, accounting for 16.29% of its self-owned product revenue [3] - In the first half of 2025, R&D investment reached 195 million yuan, representing 22.38% of the current self-owned product revenue, an increase of 4.74% compared to the same period last year [3] - The company aims to maintain a stable growth trajectory in installation speed through strategic adjustments and channel improvements [2] Group 2: Market Challenges and Responses - The company faces challenges from industry policy changes, intensified market competition, and adjustments in its sales model, which have impacted short-term profitability [4][5] - The company is promoting "smart laboratory" solutions to enhance customer loyalty and mitigate the effects of price pressures from industry policies [5][6] - The impact of the unbundling of testing packages is expected to last for a considerable time, but the company believes it will not significantly affect its overall revenue [22] Group 3: Financial Management and Shareholder Value - The company has implemented a share buyback program, planning to repurchase and cancel approximately 1.28% of its shares [18] - The cash dividend payout ratio for 2024 is set to increase to 50% of net profit, reflecting the company's commitment to shareholder returns [18] - The company has established a market value management system to monitor performance and enhance investor relations [35] Group 4: Product Development and Innovation - The company is focusing on the development of smart laboratory solutions, which are expected to be a key growth area in the future [14][16] - The company has signed contracts for 16 smart laboratories, with 7 already delivered as of the first half of 2025 [21] - The company is enhancing its product line to include automated solutions across various diagnostic fields, aiming for comprehensive coverage of testing scenarios [27] Group 5: Competitive Positioning - The company is working to differentiate itself from competitors by focusing on a full product line and a comprehensive service approach [6][16] - The company recognizes the need for continuous innovation and improvement in product offerings to maintain a competitive edge in the IVD industry [20] - The company is leveraging AI technology in its operations, aiming to enhance efficiency and accuracy in diagnostics [43]

迈克生物股份有限公司 董事会 关于参加四川辖区 2025 年投资者网上集体接待日 及半年度报告业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，迈克生物股份有限公司（以下简称"公司"）将参加 由四川省上市公司协会、深圳市全景网络有限公司联合举办的"四川辖区 2025 年投资者网上 集体接待日及半年度报告业绩说明会"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"（https://rs.p5w.net）参 与本次互动交流，活动时间为 2025 年 9 月 12 日（周五）14:00-17:00。届时公司高管将在线就 公司 2024 年度及 2025 年半年度业绩、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，欢迎广大投资者踊跃参与！ 证券代码：300463 证券简称：迈克生物 公告编号：2025-078 特此公告！ 迈克生物股份有限公司 二〇二五年九月八日 第 1 页 共 1 页 ...

Industry Overview - The fully automated blood cell analyzer is an essential diagnostic tool in healthcare institutions, playing a crucial role in disease diagnosis, treatment monitoring, and health check-ups. Its rapid detection speed and accurate results meet the growing demand for medical testing, providing strong support for clinical diagnosis [1][7] - The market size of China's fully automated blood cell analyzer industry is projected to reach 2.15 billion yuan in 2024, with a year-on-year growth of 9.69% [1][7] - Recent technological innovations have enhanced the detection parameters, precision, and speed of these devices. High-end models now feature intelligent functions such as automatic sampling, dilution, and retesting, significantly improving testing efficiency and accuracy [1][7] Industry Chain - The upstream of the fully automated blood cell analyzer industry includes electronic components like sensors, integrated circuits, and displays, as well as optical components such as lasers and lenses, mechanical parts, reagents, consumables, and software systems. The midstream involves the manufacturing of the analyzers, while the downstream applications are found in hospitals, clinics, health check centers, and research institutions [3] Market Demand - With rising living standards and increased health awareness, there is a growing willingness among people to undergo health checks. In 2023, the number of outpatient health checks in China reached 525 million, a year-on-year increase of 4.37%. This increase directly drives the demand for blood testing, expanding the market for fully automated blood cell analyzers [4] Relevant Policies - The Chinese medical device industry is experiencing rapid development driven by policy support and technological innovation. The National Health Commission issued a quality standard for clinical blood testing projects in November 2024, providing systematic requirements for fully automated blood cell analyzers in terms of detection accuracy, quality control, and equipment performance [6] Key Enterprises - The industry is dominated by domestic companies, with a high market concentration. Technological iteration and policy support are key competitive factors. Major players include Mindray Medical, which occupies the high-end market with its BC-7500 series, and companies like Dymind and YuliTech that penetrate the grassroots market with cost-effective solutions [7][9] Industry Development Trends 1. **Technological Integration**: The future of fully automated blood cell analyzers will focus on higher precision, faster speeds, and greater intelligence. The integration of AI, big data, and IoT will enhance data analysis and processing capabilities, enabling features like automatic anomaly detection and remote diagnostics [10] 2. **Market Expansion**: The continuous growth of the Chinese medical market and supportive policies will sustain the demand for fully automated blood cell analyzers, particularly in grassroots medical institutions and central-western regions. Domestic products are increasingly replacing imports due to improved performance and cost-effectiveness [11][12] 3. **Intensified Competition**: The industry will face heightened competition, leading to consolidation through mergers and acquisitions. This will optimize resource allocation and promote technological innovation. Additionally, international expansion will become a significant focus as domestic companies enhance their technical capabilities and brand influence [13]

Group 1 - The company announced the cancellation of 3,958,000 shares held in the repurchase special securities account, which accounts for 0.65% of the total share capital before cancellation [2] - After the cancellation, the company's total share capital decreased from 608,624,624 shares to 604,666,624 shares [2] - The company received a notification from China Securities Depository and Clearing Corporation Limited Shenzhen Branch confirming the completion of the share cancellation on September 5, 2025 [2]

证券代码:300463 证券简称:迈克生物 公告编号:2025-077 关于回购专用证券账户持有股份注销完成暨股份变动的公告 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 1、本次注销回购专用证券账户持有股份数量为 3,958,000 股，占注销前公司总股本 608,624,624 股的 0.65%，本次注销完成后，公司总股本由 608,624,624 股减少至 604,666,624 股。 2、公司于 2025 年 9 月 5 日收到中国证券登记结算有限责任公司深圳分公司关于回购专用 证券账户持有股份注销已办理完成的通知。 迈克生物股份有限公司（以下简称"迈克生物"或"公司"）因注销回购专用证券账户持有股 份导致公司总股本、无限售条件股份数量发生变化，依据《中华人民共和国公司法》《中华人 民共和国证券法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份（2025 年修 订）》等相关规定，现就本次回购专用证券账户持有股份注销完成暨股份变动情况公告如下： 一、回购股份审批及实施情况 公司于 2024 年 2 月 5 日召开的第五届 ...

Core Viewpoint - The company, Maike Biological (300463.SZ), is advancing its Tianfu International Biological City IVD Industry Park project, which is currently in the specialized facility equipment validation, debugging, and calibration phase [1] Company Focus - The company is dedicated to in-depth development of clinical in vitro diagnostic platforms, emphasizing the importance of self-developed products [1] - The company is also promoting the development of smart laboratories as a core focus area [1]