证券日报网讯 9月24日晚间，迈克生物发布公告称，2025年9月23日，公司持股5%以上股东郭雷先生将 其已质押的股份3，968，000股办理了解除质押手续。 （文章来源：证券日报） ...

迈克生物股份有限公司 证券代码:300463 证券简称:迈克生物 公告编号:2025-080 关于持股 5%以上股东部分股份解除质押的公告 股东郭雷先生及其一致行动人上海阿杏投资管理有限公司-阿杏延安 20 号私募证券投资基 金、上海阿杏投资管理有限公司-阿杏延安 22 号私募证券投资基金计划保证向公司提供的信息 内容真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 迈克生物股份有限公司（以下简称"公司"）于近日收到持股 5%以上股东郭雷先生的通 知，获悉郭雷先生将其持有的部分公司股份办理了解除质押手续，现将具体情况公告如下： 一、股东股份解除质押的基本情况 （一）股东股份解除质押的基本情况 2025 年 9 月 23 日，公司持股 5%以上股东郭雷先生将其已质押的股份 3,968,000 股办理了 解除质押手续，情况如下： | 股东 | 是否为第一 | 解除质押 | 本次解除质 | 占公司 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

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。 ...

据天眼查APP显示，迈克生物股份有限公司成立于1994年10月20日。注册资本60466.6624万人民币。 （数据宝） 迈克生物9月22日大宗交易平台出现一笔成交，成交量545.00万股，成交金额5455.45万元，大宗交易成 交价为10.01元，相对今日收盘价折价15.10%。该笔交易的买方营业部为招商证券股份有限公司烟台长 江路证券营业部，卖方营业部为中国银河证券股份有限公司重庆渝中证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1.08亿元。 证券时报·数据宝统计显示，迈克生物今日收盘价为11.79元，上涨0.08%，日换手率为1.13%，成交额为 6529.06万元，全天主力资金净流出311.24万元，近5日该股累计下跌3.20%，近5日资金合计净流出 2131.41万元。 两融数据显示，该股最新融资余额为3.22亿元，近5日增加346.25万元，增幅为1.09%。 9月22日迈克生物大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 ...

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]