格隆汇1月27日丨凯普生物(300639.SZ)公布，预计2025年归属于上市公司股东的净利润-19,500万元 ～-12,000万元，扣除非经常性损益后的净利润-21,800万元～-14,300万元。分子诊断产品方面，虽然公 司报告期内加大了个体化精准用药、肿瘤甲基化等系列产品的拓展力度，相关产品收入取得一定的增 长，但因HPV-DNA检测系列产品实施集采，部分产品出厂价降幅较大，相关产品使用量占公司所有自 产产品使用量比重较大，影响公司分子诊断产品整体收入规模和毛利率，且自2025年1月1日起，公司销 售自产检测试剂的增值税率由3%调整至13%，以上因素对报告期内公司分子诊断试剂的整体收入和利 润带来不利影响。 ...

人民财讯1月27日电，凯普生物（300639）1月27日发布业绩预告，预计2025年归母净利亏损1.2亿元— 1.95亿元，上年同期为亏损6.55亿元，同比减亏。报告期内，分子诊断产品方面，虽然公司报告期内加 大了个体化精准用药、肿瘤甲基化等系列产品的拓展力度，相关产品收入取得一定的增长，但因HPV- DNA检测系列产品实施集采，部分产品出厂价降幅较大，相关产品使用量占公司所有自产产品使用量 比重较大，影响公司分子诊断产品整体收入规模和毛利率，且自2025年1月1日起，公司销售自产检测试 剂的增值税率由3%调整至13%，以上因素对报告期内公司分子诊断试剂的整体收入和利润带来不利影 响。 ...

格隆汇1月27日丨凯普生物(300639.SZ)公布，预计2025年归属于上市公司股东的净利润-19,500万元 ～-12,000万元，扣除非经常性损益后的净利润-21,800万元～-14,300万元。分子诊断产品方面，虽然公 司报告期内加大了个体化精准用药、肿瘤甲基化等系列产品的拓展力度，相关产品收入取得一定的增 长，但因HPV-DNA检测系列产品实施集采，部分产品出厂价降幅较大，相关产品使用量占公司所有自 产产品使用量比重较大，影响公司分子诊断产品整体收入规模和毛利率，且自2025年1月1日起，公司销 售自产检测试剂的增值税率由3%调整至13%，以上因素对报告期内公司分子诊断试剂的整体收入和利 润带来不利影响。 ...

凯普生物公告称，2025年预计归属于上市公司股东的净利润为-1.95亿元至-1.2亿元，上年同期为-6.55亿 元，同比增长70.22% - 81.68%；扣非后净利润为-2.18亿元至-1.43亿元，上年同期为-6.60亿元，同比增 长66.96% - 78.32%。业绩变动主要因HPV - DNA检测系列产品集采、增值税率调整、检验服务收入减 少、新医院运营亏损及资产减值等。此次业绩预告未经审计，具体数据将在年报披露。 ...

证券代码：300639 证券简称：凯普生物 公告编号：2026-007 广东凯普生物科技股份有限公司 2025年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为负值 单位：万元 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | -19,500 | ～ | -12,000 | -65,488.20 | | 东的净利润 | 比上年同期增长 | 70.22% | ～ | 81.68% | | | 扣除非经常性损益 | | -21,800 | ～ | -14,300 | -65,973.48 | | 后的净利润 | 比上年同期增长 | 66.96% | ～ | 78.32% | | 注: 因上年同期金额为负，增减比例计算采用公式：(本期-上期)/(上期的绝对值)。 二、与会计师事务所沟通情况 公司就业绩预告有关事项与立信会计师事务所（ ...

Core Viewpoint - The Nipah virus outbreak in India has prompted several A-share listed companies, including BGI Innovation, Capbio, and Antu Biology, to announce their capabilities in Nipah virus testing, although they have not yet achieved significant revenue from these products [1] Group 1: Company Responses - Antu Biology stated that the demand for its Nipah virus testing products cannot be estimated at this early stage of the outbreak in India, and its overseas market presence is relatively small [1] - Capbio acknowledged its technical capability to detect the Nipah virus, but indicated that commercialization is not yet underway and will require time to implement outside of emergency situations [1]

Core Viewpoint - The stock of Capbio has experienced a consecutive two-day limit-up, indicating strong market interest, particularly due to recent Nipah virus infection cases in Eastern India, which aligns with the company's product offerings in virus detection [1] Group 1: Stock Performance - Capbio's stock reached a limit-up at 13:08 today, with a trading volume of 1.275 billion yuan and a turnover rate of 24.53% [1] Group 2: Product and Market Position - The company possesses Nipah virus nucleic acid test kits, which are relevant for epidemic monitoring and border control [1] - As a leading integrated supplier of molecular diagnostic products and services in China, Capbio has developed products for infectious disease testing, covering clinical diagnosis in hospitals and public health prevention [1] Group 3: Research and Development - Capbio is advancing clinical research on HPV infection treatment, with international product deployment across multiple countries and regions [1] - The diversification of the company's business may enhance market attention and support its operations [1] Group 4: Market Trends - The virus prevention concept sector is gaining market attention, and changes in related demand may provide support for the company's business [1]

Core Viewpoint - The article highlights the outbreak of Nipah virus in West Bengal, India, and emphasizes the critical role of rapid and accurate testing in epidemic prevention and monitoring, given the virus's high mortality rate of 40%-75% and the absence of effective vaccines or treatments [3]. Group 1: Industry Response - Companies such as Capbio, Shuoshi Bio, and Zhongke Shengyi have quickly responded to the Nipah virus outbreak by providing testing kits to aid in epidemic monitoring and prevention [4]. - The Nipah virus is classified as a newly emerging zoonotic virus, causing severe diseases characterized by encephalitis or respiratory illnesses in infected individuals [6]. Group 2: Product Offerings - Capbio offers a range of Nipah virus nucleic acid testing kits using fluorescence PCR methods, with various packaging options available [11]. - The testing kits include specifications for different sample types such as serum, plasma, throat swabs, whole blood, urine, and viral cultures, with a detection limit of 500 copies/mL and a report time of 70 minutes [18].

Group 1 - The Nipah virus, classified as a high-priority pathogen by the World Health Organization, has recently caused a new outbreak in eastern India, with a mortality rate ranging from 40% to 75% [1][4] - As of now, West Bengal, India, has reported 5 confirmed cases, with nearly 100 individuals under home quarantine [1][4] - Initial investigations suggest that the first patient, a nurse, may have contracted the virus from contaminated fresh date palm juice [1][4] Group 2 - The outbreak has affected travel plans, with some Chinese tourists canceling trips to Southeast Asia due to concerns over the Nipah virus [3][6] - Health monitoring measures have been intensified at Phuket International Airport for Indian tourists, reflecting the potential impact on tourism [3][4] - Experts indicate that while the risk of the Nipah virus entering China exists, it is currently considered manageable [7][10] Group 3 - Several companies in China have developed domestic testing kits for the Nipah virus, which can assist in monitoring and controlling the outbreak [11] - Companies like Shuoshi Biological and Cap Bio have introduced nucleic acid testing kits to support public health efforts [11] - The development of targeted drugs and vaccines for the Nipah virus is challenging due to the virus's high danger level and the lack of sufficient clinical trial cases [12]

凯普生物20cm涨停，智飞生物、万孚生物涨超10%，之江生物、华兰疫苗此前涨停，康希诺、硕世生 物、科华生物涨幅居前。 (本文来自第一财经) ...