Core Points - Tailin Bio announced that its wholly-owned subsidiary, Tailin Medical Devices, has recently obtained a patent for an "automated equipment for microbial limit testing" [2] Company Summary - Tailin Bio's subsidiary, Tailin Medical Devices, has secured a new patent, indicating ongoing innovation and development in the field of medical devices [2]

Core Viewpoint - The company has recently obtained a utility model patent for an automated microbial limit testing device, which will enhance its intellectual property protection and core competitiveness in the long term [1] Group 1: Patent Acquisition - The patent is titled "An Automated Device for Microbial Limit Testing" with application number 2024218453749 [1] - The patent was officially announced on September 5, 2025 [1] Group 2: Impact on Business - The acquisition of this patent is not expected to have a significant impact on the company's short-term production and operations [1] - The patent will contribute to the company's ongoing innovation mechanism and strengthen its independent intellectual property advantages [1]

证券代码：300813 证券简称：泰林生物 公告编号：2025-070 浙江泰林生物技术股份有限公司（以下简称"公司"）全资子公司浙江泰林 医疗器械有限公司（以下简称"泰林医疗器械"）于近期共取得了 1 项专利证书， 具体情况如下： | 序号 | 专利名称 | 专利类型 | 申请号 | 授权公告日 | 专利权人 | | --- | --- | --- | --- | --- | --- | | 1 | 一种微生物限度检验自 | 实用新型 | 2024218453749 | 2025/9/5 | 泰林医疗器械 | | | 动化设备 | | | | | 浙江泰林生物技术股份有限公司 关于取得专利证书的公告 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。 上述专利的取得不会对公司及全资子公司泰林医疗器械近期生产经营产生 重大影响，但有利于公司及全资子公司泰林医疗器械进一步完善知识产权保护体 系，发挥自主知识产权优势，并形成持续创新机制，保持技术领先地位，提升核 心竞争力。 特此公告。 浙江泰林生物技术股份有限公司董事会 2025 年 9 月 12 日 ...

Group 1 - The core viewpoint of the news is that Tailin Bio has seen a stock price increase of 5.07%, reaching 33.15 CNY per share, with a total market capitalization of 4.018 billion CNY [1] - Tailin Bio, established on January 8, 2002, and listed on January 14, 2020, specializes in the research, manufacturing, and sales of microbial detection and control technology systems, as well as organic analysis instruments [1] - The main revenue composition of Tailin Bio includes 41.12% from microbial detection technology products, 40.78% from sterile production and contamination control equipment, 11.15% from organic analysis technology products, and 6.95% from other sources [1] Group 2 - The fund "Noan Multi-Strategy Mixed A" (320016) has entered the top ten circulating shareholders of Tailin Bio, holding 511,200 shares, which is 0.67% of the circulating shares [2] - The fund has achieved a year-to-date return of 61.81%, ranking 429 out of 8,174 in its category, and a one-year return of 121.96%, ranking 230 out of 7,981 [2] - The fund manager, Kong Xianzheng, has a tenure of 4 years and 291 days, with a best fund return of 76.44% during his management [3] Group 3 - The fund "Noan Multi-Strategy Mixed A" increased its holdings in Tailin Bio by 286,000 shares in the second quarter, making it the fourth-largest holding in the fund [4] - The current floating profit from the investment in Tailin Bio is approximately 817,900 CNY [4]

Company Overview - Zhejiang Tailin Biological Technology Co., Ltd. was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in January 2020, focusing on life science system solutions [2] - The company provides a one-stop series of complete equipment, precision instruments, and supporting consumables for life science research and industry [2] Research and Development Focus - Current R&D investments are concentrated in three main areas: 1. Microbial detection and control, specifically in industrial microbiology and water ecological monitoring [4] 2. Quality control in pharmaceutical health products, innovative drug production assurance, and safety of major disease treatment drugs [4] 3. Advanced technologies such as cavity ring-down spectroscopy and particle laser imaging [4] Semiconductor Industry Engagement - The company’s subsidiary hosted a seminar on TOC analysis technology for semiconductor water, showcasing breakthroughs in this area [4] - Products like the GM200e and DC200e TOC analyzers are being utilized in ultra-pure water and wastewater applications within the semiconductor industry, with the DC200e achieving a detection limit of 0.030 ppb and an accuracy of ±0.1 ppb [4] - The semiconductor sector remains a small portion of the company's overall business, but it is a key development direction for the year [4] Financial Performance and Market Expansion - International business grew significantly, with a 36% increase in volume compared to the same period last year, accounting for 17% of total business [6] - The company’s overseas revenue for the first half of 2025 reached 22 million, with a growth rate of 43% [6] - Major growth markets include Asia, Africa, and the Americas, focusing on integrity testing instruments, organic analysis series, and microbial detection products [6] Cost and Expenses - Share-based payment expenses for the first half of 2025 were 107.7 thousand yuan (unaudited), with an estimated 323.11 thousand yuan for the second half [6]

Core Insights - TaiLin Bio experienced a decline of 5.05% on September 9, with a stock price of 31.77 CNY per share and a total market capitalization of 3.85 billion CNY [1] Company Overview - TaiLin Bio, established on January 8, 2002, and listed on January 14, 2020, is located in Hangzhou, Zhejiang Province. The company specializes in the research, manufacturing, and sales of microbial detection and control technology systems, as well as organic analysis instruments [1] - The revenue composition of TaiLin Bio includes: 47.03% from sterile production and contamination control equipment, 35.70% from microbial detection technology products, 9.96% from other supplementary products, and 7.32% from organic analysis technology products [1] Shareholder Analysis - The top circulating shareholder of TaiLin Bio includes a fund from NuAn Fund, specifically NuAn Multi-Strategy Mixed A (320016), which entered the top ten circulating shareholders in the second quarter with 511,200 shares, representing 0.67% of circulating shares. The estimated floating loss today is approximately 863,900 CNY [2][4] - NuAn Multi-Strategy Mixed A was established on August 9, 2011, with a latest scale of 1.399 billion CNY. Year-to-date returns are 61.14%, ranking 335 out of 8,179 in its category, while the one-year return is 123.1%, ranking 161 out of 7,984 [2] Fund Manager Performance - The fund managers of NuAn Multi-Strategy Mixed A are Kong Xianzheng and Wang Haichang. Kong has a tenure of 4 years and 288 days, with a total fund asset size of 4.607 billion CNY, achieving a best return of 72.32% and a worst return of -16.74% during his tenure [3] - Wang has a tenure of 3 years and 50 days, managing a total fund asset size of 2.529 billion CNY, with a best return of 60.19% and a worst return of -18.8% during his tenure [3] Fund Holdings - NuAn Multi-Strategy Mixed A increased its holdings in TaiLin Bio by 286,000 shares in the second quarter, bringing its total to 511,200 shares, which constitutes 0.44% of the fund's net value, making it the fourth-largest holding. The estimated floating loss today is approximately 863,900 CNY [4]

Core Viewpoint - TaiLin Bio's financial performance shows a mixed picture with a decline in total revenue but a significant increase in net profit and profitability metrics [1] Financial Performance Summary - Total revenue for the first half of 2025 was 146 million yuan, a decrease of 6.69% year-on-year [1] - Net profit attributable to shareholders reached 13.54 million yuan, an increase of 105.76% year-on-year [1] - In Q2 2025, total revenue was 78.89 million yuan, up 3.42% year-on-year, while net profit was 10.01 million yuan, up 1312.58% year-on-year [1] - Gross margin improved to 51.92%, a year-on-year increase of 12.08%, and net margin rose to 9.15%, up 143.76% year-on-year [1] - Total operating expenses (selling, administrative, and financial) amounted to 30.20 million yuan, accounting for 20.71% of revenue, a decrease of 7.81% year-on-year [1] - Earnings per share increased to 0.11 yuan, a rise of 83.33% year-on-year, while operating cash flow per share improved to 0.03 yuan, up 110.38% year-on-year [1] Asset and Liability Overview - Cash and cash equivalents decreased to 198 million yuan, down 34.03% year-on-year [1] - Accounts receivable increased to 46.92 million yuan, a rise of 4.47% year-on-year [1] - The company reported a return on invested capital (ROIC) of 2.12% for the previous year, indicating weak capital returns [1] Investment Insights - The company’s business model relies heavily on research and marketing efforts, necessitating a deeper analysis of these driving factors [1] - The largest fund holding TaiLin Bio is the Nuoan Multi-Strategy Mixed A fund, which has increased its holdings [2]

Group 1 - The company held meetings on August 27, 2025, to review and approve the profit distribution plan for the first half of 2025, which will be submitted to the third extraordinary general meeting of shareholders for approval [1][2] - The proposed profit distribution plan includes a cash dividend of 1 yuan (including tax) for every 10 shares, with no stock dividends or capital reserve transfers [2][3] - The company's net profit for the first half of 2025 was -6,744,251.38 yuan, and the actual distributable profit as of June 30, 2025, was 96,821,547.99 yuan [2][3] Group 2 - The independent directors believe the profit distribution plan considers the company's operational status, future development, and reasonable shareholder returns, aligning with the company's articles of association and legal regulations [1][2] - The supervisory board agrees that the profit distribution plan takes into account the company's profitability and funding needs, ensuring it does not harm the overall interests of the company and its shareholders [2][3] - The cash dividend plan is deemed reasonable and aligns with the company's growth and operational scale, ensuring that it will not adversely affect the company's liquidity or long-term development [4]

Group 1 - The company, Tailin Biotech, announced the approval of several proposals during the ninth meeting of its fourth board of directors, including the profit distribution plan for the first half of 2025 [2]

Group 1 - The company announced the approval of the full text and summary of the 2025 semi-annual report during the eighth meeting of the fourth supervisory board [2]