好的 谢谢靳总那现在的话就由我来代表公司管理层跟各位关心新产业的投资者做三级道的业绩的一个交流 因为财务数据的话昨天也已经公告了那么从我们整个业绩的一个趋势来看的话其实单三季度还是国内面临了一定的压力从我们的报表专页能反映出来 但是我们一到九月份就前三个季度依然还是实现了17%的收入和17%的利润的这样一个增速那么单三季度我们自己也做了一下简单的测算因为确实面临单三季度当时是人民币升值美元减值的压力所以对于公司来讲 汇兑还是一部分影响到了公司 如果汇兑的影响很远的话大概是三个点左右对于单季度的一个利润影响那么我们的整个收入跟利润的增速还是符合整体的一个今年的整体预期是同步在双位数的一个增长我们也希望四季度有更好的这样的一个增速 那么具体到收入结构的拆分来看的话世纪的一个占比的话还是稳定在72%的这样的一个水平那么海外的话还是比较明显因为今年增速是明显快于国内所以海外前三个季度的一个占比已经去到了36% 那么单季度的话也去到了35%跟去年同期相比的话都还是有了一个比较稳定的一个提升那我们将近四季度目前来看海外的一个增速还是会明显快于国内所以今年整体的话海外占整个公司收入占比的话有望去到36-7这样的一个比例水平 ...

[Table_Profit] [Table_StockNameRptType] 新产业（300832） 公司点评 海外市场增速亮眼，高速机占比持续提升 | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company continues to achieve breakthroughs in both domestic and international markets, with steady growth in mid-to-high-end installations [1] - The company reported a revenue of 3,414 million yuan for the first three quarters of 2024, representing a year-on-year growth of 17.41% [1] - The net profit attributable to the parent company for the same period was 1,384 million yuan, with a year-on-year increase of 16.59% [1] Financial Performance Summary - **Revenue Forecasts**: - 2022A: 3,047 million yuan - 2023A: 3,930 million yuan - 2024E: 4,719 million yuan - 2025E: 6,017 million yuan - 2026E: 7,675 million yuan - Year-on-year growth rates: 20% (2022A), 29% (2023A), 20% (2024E), 27% (2025E), 28% (2026E) [1] - **Net Profit Forecasts**: - 2022A: 1,328 million yuan - 2023A: 1,654 million yuan - 2024E: 1,990 million yuan - 2025E: 2,515 million yuan - 2026E: 3,186 million yuan - Year-on-year growth rates: 36% (2022A), 25% (2023A), 20% (2024E), 26% (2025E), 27% (2026E) [1] - **Earnings Per Share (EPS)**: - 2022A: 1.69 yuan - 2023A: 2.10 yuan - 2024E: 2.53 yuan - 2025E: 3.20 yuan - 2026E: 4.05 yuan [1] - **Cash Flow and Profitability**: - Cash flow per share: 1.22 yuan (2022A), 1.81 yuan (2023A), 2.71 yuan (2024E), 3.00 yuan (2025E), 3.76 yuan (2026E) [1] - Return on equity (ROE): 21% (2022A), 22% (2023A), 21% (2024E), 22% (2025E), 22% (2026E) [1] - **Valuation Ratios**: - Price-to-earnings (P/E) ratio: 43.7 (2022A), 35.1 (2023A), 29.2 (2024E), 23.1 (2025E), 18.2 (2026E) [1] - Price-to-book (P/B) ratio: 9.1 (2022A), 7.7 (2023A), 6.2 (2024E), 5.0 (2025E), 3.9 (2026E) [1] Market and Business Outlook - The company is expected to maintain good growth momentum despite short-term policy disruptions in the domestic market, with a projected recovery in domestic business and continued expansion in overseas markets [1] - The company has successfully completed installations and sales of high-end medical equipment, with strong revenue growth in both reagents and instruments [1] - The introduction of new products is anticipated to further enhance the company's market position and financial performance [1]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 73.93 yuan [4][6] Core Views - The company achieved steady revenue growth in Q3 2024, with total revenue reaching 1.203 billion yuan, a year-on-year increase of 15.38% [1][2] - Net profit attributable to the parent company in Q3 2024 was 480 million yuan, up 10.02% year-on-year, while non-GAAP net profit was 463 million yuan, up 11.62% year-on-year [1][2] - Overseas market expansion has been rapid, with overseas business revenue growing 25.16% year-on-year in the first three quarters of 2024 [3] Financial Performance - In the first three quarters of 2024, the company's total revenue was 3.414 billion yuan, a year-on-year increase of 17.41%, with reagent revenue growing 17.93% and instrument revenue growing 16.27% [2] - Gross margin in Q3 2024 was 71.85%, down 2.51 percentage points year-on-year, but management and financial expense ratios decreased by 0.58 and 1.42 percentage points respectively, showing effective cost control [2] - R&D investment in Q3 2024 was 123 million yuan, accounting for 10.23% of revenue, a year-on-year increase of 23.96% [3] Product Development and Market Expansion - The company obtained 15 new medical device registration certificates in Q3 2024, including 12 for chemiluminescence reagents and 3 for biochemical reagents [3] - The company launched two new products in August 2024: the GADA liver cancer early screening diagnostic system and the iXLAB intelligent laboratory solution [3] - The company's HIV test kit obtained IVDR CE certification, enhancing its competitiveness in the EU market [3] Valuation and Forecast - The report forecasts EPS for 2024-2026 at 2.64/3.34/4.19 yuan, with corresponding P/E ratios of 28/22/18 times [4] - The company's ROE is expected to grow from 20.75% in 2022 to 26.07% in 2026 [5] - The company's market capitalization is 58.088 billion yuan, with a total share capital of 786 million shares [6] Industry and Market Position - The company's overseas business continues to grow rapidly, with significant progress in intellectual property protection, obtaining 7 patents from the Russian Federal Intellectual Property Office and 1 from the German Patent and Trademark Office [3] - The company's product line is continuously enriched, with a focus on intelligent diagnostic systems and laboratory solutions, indicating a strong position in the medical diagnostics industry [3]

Investment Rating - The report maintains a "Buy" rating for the company [2] Core Views - The company has shown rapid expansion in overseas markets and successful promotion of high-end models [2] - The company achieved a revenue of 3.414 billion RMB in the first three quarters of 2024, representing a year-on-year increase of 17% [2] - The net profit attributable to shareholders for the same period was 1.384 billion RMB, also up 17% year-on-year [2] - The company’s high-end model, MAGLUMI X8, has set a global benchmark with a testing speed of 600 tests per hour [2] - The company has a strong focus on innovation, with continuous increases in R&D investment [2] Summary by Sections Performance Overview - In Q3 2024, the company reported a revenue of 1.203 billion RMB, a 15% increase year-on-year, and a net profit of 480 million RMB, up 10% year-on-year [2] - Domestic market revenue grew by 13.6%, while overseas market revenue surged by 25.16% [2] Product Analysis - The company’s reagent revenue increased by 17.93%, and instrument product revenue rose by 16.27% in the first three quarters [2] - The MAGLUMI X8 has seen sales/installations of 795 units, with a total of 3,448 units sold/installed by the end of Q3 [2] Innovation and R&D - The company has developed multiple models of the MAGLUMI series and has a comprehensive reagent menu with 202 items available globally [2] - The MAGLUMI X10, a higher throughput model, was launched in February 2024, enhancing user experience [2] Profit Forecast and Valuation - The forecasted net profits for 2024, 2025, and 2026 are 2.051 billion RMB, 2.618 billion RMB, and 3.314 billion RMB, respectively, with growth rates of 24%, 28%, and 27% [2] - The current price corresponds to a PE ratio of 28, 22, and 18 for the years 2024, 2025, and 2026 [2]

Investment Rating - The report maintains a "Recommended" rating for the company, indicating an expectation of stock performance that exceeds the market by 10% to 20% over the next six months [4][8]. Core Views - The company has demonstrated steady domestic revenue growth and rapid overseas revenue growth, with a year-on-year increase of 13.60% in domestic market revenue and 25.16% in overseas market revenue [6][8]. - The company is focused on the in vitro diagnostics sector and is actively expanding both domestic and international markets, which is expected to drive sustainable growth [8]. - The report adjusts the earnings per share (EPS) forecasts for 2024-2026 to 2.53, 3.25, and 4.09 yuan, respectively, reflecting strong installation numbers and an increasing proportion of large and medium-sized machines [8]. Financial Performance Summary - For the first three quarters, the company achieved operating revenue of 34.14 billion yuan, a year-on-year increase of 17.41%, and a net profit attributable to the parent company of 13.84 billion yuan, up 16.59% year-on-year [5]. - In Q3 alone, the company reported operating revenue of 12.03 billion yuan, a 15.38% increase year-on-year, and a net profit of 4.80 billion yuan, a 10.02% increase year-on-year [5]. - The gross profit margin for Q3 was 71.85%, slightly down by 2.51 percentage points year-on-year, attributed to changes in product mix [7]. Market and Product Insights - The company has successfully increased its market share in response to centralized procurement opportunities, particularly in the infectious disease and hormone testing segments [6][8]. - The sales and installation of the MAGLUMI X8 fully automated luminescence instrument reached 795 units in the first three quarters, with a cumulative total of 3,448 units sold/installed by the end of Q3 [6][8]. - The company has established 11 overseas subsidiaries to enhance localized operations and optimize sales structures, contributing to improved profitability [8].

证券代码：300832 证券简称：新产业 公告编号：2024-089 深圳市新产业生物医学工程股份有限公司 第五届监事会第二次会议决议公告 一、监事会会议召开情况 1.本次监事会会议通知已于 2024 年 10 月 25 日以电子邮件方式送达各位 监事。 2.本次监事会于 2024 年 10 月 28 日上午 10:00 以现场结合通讯表决的方式 召开，现场会议地址为：深圳市坪山区坑梓街道锦绣东路 23 号新产业生物大 厦 21 楼 2104 会议室。 3.本次监事会应出席监事 3 名，实际出席监事 3 名，其中监事刘登科以通 讯表决方式出席会议；没有监事委托其他监事代为出席或缺席本次会议，与会 监事以记名投票表决方式对会议审议议案进行了表决。 4.本次会议由监事会主席刘登科主持。 5.经全体与会监事确认，本次会议的召集、召开以及审议程序符合《公司 法》《公司章程》和《监事会议事规则》等有关规定，会议形成的决议合法、 有效。 二、监事会会议审议情况 经全体与会监事认真审议、充分讨论，会议审议并通过了以下议案： 本公司及监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。 经 ...

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、董事会会议召开情况 1.本次董事会会议通知已于 2024 年 10 月 25 日以电子邮件方式送达各位董 事。 2.本次董事会于 2024 年 10 月 28 日上午 9:30 以现场结合通讯表决的方式召 开，现场会议地址为：深圳市坪山区坑梓街道锦绣东路 23 号新产业生物大厦 21 楼董事会议室。 证券代码：300832 证券简称：新产业 公告编号：2024-088 深圳市新产业生物医学工程股份有限公司 第五届董事会第二次会议决议公告 本议案已经董事会审计委员会审议通过。 1 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn）上的《2024 年第三季度报告》。 表决结果：同意7票，反对0票，弃权0票，本议案获得通过。 3.本次董事会应出席董事 7 名，实际出席董事 7 名，其中董事翁鹤鸣、李旭、 伍前辉、张敏、支毅以通讯表决方式出席会议；没有董事委托其他董事代为出席 或缺席本次会议，与会董事以记名投票表决方式对会议审议议案进行了表决。 4.本次会议由董事长饶微主持，部分公司监事和高级 ...

Financial Performance - The company's revenue for Q3 2024 reached ¥1,203,339,153.65, representing a 15.38% increase compared to the same period last year[3] - Net profit attributable to shareholders for Q3 2024 was ¥480,442,239.12, up 10.02% year-over-year[3] - The net profit after deducting non-recurring gains and losses was ¥463,458,873.10, reflecting an 11.62% increase from the previous year[3] - In the first three quarters of 2024, the company achieved operating revenue of CNY 3,414.28 million, a year-on-year increase of 17.41%[16] - The total profit for the same period was CNY 1,583.98 million, reflecting a growth of 15.99% year-on-year[16] - The net profit attributable to shareholders was CNY 1,383.59 million, up 16.59% compared to the previous year[16] - The net profit for Q3 2024 reached CNY 1,383,591,276.93, an increase of 16.6% compared to CNY 1,186,704,020.83 in the same period last year[21] - Operating profit for the quarter was CNY 1,601,772,633.01, representing a growth of 17.1% from CNY 1,366,958,518.34 in Q3 2023[21] - The company reported a total comprehensive income of CNY 1,360,509,568.22 for the quarter, compared to CNY 1,248,308,230.92 in Q3 2023, reflecting a growth of 8.9%[22] - Basic earnings per share increased to CNY 1.7609 from CNY 1.5108 in the same quarter last year, marking a rise of 16.5%[22] Assets and Liabilities - Total assets at the end of Q3 2024 amounted to ¥8,836,313,022.27, a 7.47% increase from the end of the previous year[3] - The company's cash and cash equivalents decreased to CNY 568.70 million from CNY 1,048.27 million at the beginning of the period[18] - Total assets increased to CNY 8,836.31 million from CNY 8,222.49 million at the beginning of the period[20] - The total liabilities increased to CNY 717.12 million from CNY 678.09 million at the beginning of the period[20] Cash Flow - The company's cash flow from operating activities for the year-to-date was ¥958,084,817.39, showing a 3.35% increase compared to the same period last year[3] - Cash flow from operating activities generated a net amount of CNY 958,084,817.39, slightly up from CNY 927,065,681.24 in the previous year[24] - The net increase in cash and cash equivalents for Q3 2024 was -477,075,709.51, compared to an increase of 328,709,685.18 in the same period last year[25] - The beginning balance of cash and cash equivalents was 1,045,777,126.56, while the ending balance was 568,701,417.05, indicating a significant decrease[25] - The cash and cash equivalents at the end of the period decreased by approximately 29.5% compared to the previous year's ending balance of 806,830,415.09[25] Shareholder Information - The total number of common shareholders at the end of the reporting period is 11,629[10] - The largest shareholder, Tibet New Industry Investment Management Co., Ltd., holds 26.88% of shares, totaling 211,177,400 shares[10] - The second-largest shareholder, Rao Wei, holds 13.77% of shares, totaling 108,205,000 shares[10] - The company has a total of 105,511,259 restricted shares at the end of the reporting period, with 18,804,600 shares added during the period[15] - The shareholder Rao Jie has 18,800,025 newly restricted shares[15] - The top ten shareholders collectively hold 99% of the shares[11] - The report indicates that there are no changes in the status of pledged shares among the top shareholders[10] Investment Activities - The company’s investment activities generated a net cash outflow of ¥653,576,032.58, a 1749.50% increase compared to the previous year, primarily due to longer-term financial products purchased[9] - The total cash inflow from investment activities was CNY 5,444,209,003.00, down from CNY 6,233,547,788.78 in the previous year[24] - The company incurred a net cash outflow from investment activities of CNY 653,576,032.58, compared to a smaller outflow of CNY 35,337,954.72 in Q3 2023[24] Research and Development - Research and development expenses amounted to CNY 327,397,980.58, up 20.7% from CNY 271,264,732.85 in the previous year[21] Market Performance - Domestic market main business revenue grew by 13.60%, while overseas market main business revenue increased by 25.16%[16] - Revenue from reagents increased by 17.93%, and revenue from instrument products rose by 16.27% in the first three quarters[16] - The company sold and installed 795 units of the MAGLUMI X8 automated chemiluminescence instrument, with a cumulative total of 3,448 units sold and installed by the end of the reporting period[16] - The new product SATLARS T8 has completed sales and installations of 30 units, indicating market acceptance[16] Other Information - The company has not disclosed any new product or technology developments in this report[15] - There are no significant mergers or acquisitions reported in this quarter[15] - The company has not provided specific future guidance or market expansion strategies in this report[15] - The Q3 2024 report has not been audited, which may affect the reliability of the financial data presented[25]

数据来源：国家能源局、盐城市发展改革委等来自国家能源局的最新数据显示，截至9月底，全国风电 装机容量约4.8亿千瓦，同比增长19.8%。 风机如何制造、安装？ 风电场如何维护？ 风电怎样传送并网，并用于生产新的风机？ 为了对风电产业有更多了解，让我们跟随记者走进江苏盐城，我国海上风机整机约四成产自这里。 ——编 者电，从海上来。 海风以每秒7.6米的速度驰骋向黄海之滨的风电场，百米多高的"大风车"转动不停。 风机将机械能转化为电能，瞬时，"绿电"经海底电缆送至陆地，汇入电网。 机，从陆上来。 距离风电场70多公里的风机总装厂，"绿电"源源不断，设备忙碌运转，工人们组装好机舱、叶轮等部 件，等待运往海上与叶片、塔筒一起组装成海上"大风车"。 海风吹来新产业，江苏盐城有全国最大规模的海上风电产业集群、装机容量巨大的海上风电场，形成了 集研发设计、装备制造、资源开发、运维服务等环节于一体的海上风电产业链，实现用"绿电"造"绿 机"。 "大风车"这样造上万零部件，3小时供应走进位于盐城的大丰经济开发区风电产业园的江苏金风科技有 限公司总装厂实验室，一台10兆瓦样机正在接受测试。 千余个温度、振动、载荷等传感器遍布机身 ...