证券代码：300832 证券简称：新产业 公告编号：2024-092 深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了广东省药品监督管理局颁发的 1 项《医疗器械注册证》。具体情况如下： 特此公告。 深圳市新产业生物医学工程股份有限公司 一、 获证产品的具体情况 环孢霉素也称为环孢素 A（CyclosporineA,CsA），是一种免疫抑制剂，主要 用于预防和治疗器官移植后的排斥反应，以及治疗某些自身免疫性疾病，在对炎 症性肠病或肾病综合征治疗中均占有重要位置。根据 2023 年版《免疫药物临床 药学专家共识》，免疫抑制剂药动学个体差异大、影响药物代谢因素复杂、治疗 窗窄、药物不良反应多，通过对监测 CsA 血药浓度，使治疗药物浓度保持在合 理的区间，制定最佳给药方案，从而提高药物疗效，尽量避免或减少毒副作用， 减少不良反应的发生。 此次公司在国内取得《医疗器械注册证》的产品环孢霉素测定试剂盒（磁微 粒化学发光法）创新性使用 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [2][4][6] Core Insights - The company has shown steady growth, with a 17.41% year-on-year increase in revenue for the first three quarters of 2024, reaching 3.414 billion yuan. The net profit attributable to shareholders increased by 16.59% to 1.384 billion yuan, while the net profit excluding non-recurring items grew by 20.80% to 1.331 billion yuan [4][5] - The domestic market revenue grew by 13.60%, while overseas market revenue surged by 25.16%. The sales of the MAGLUMI X8 automated chemiluminescence instrument reached 795 units in the first three quarters, with a cumulative total of 3,448 units sold by the end of Q3 2024 [5][6] - The company is well-positioned in the chemiluminescence market, with a competitive edge in R&D and sales channels. The earnings per share (EPS) forecasts for 2024-2026 are 2.51 yuan, 3.07 yuan, and 3.76 yuan, respectively, with corresponding price-to-earnings ratios of 26.7, 21.8, and 17.9 [6][7] Financial Summary - For 2024, the company is projected to achieve revenue of 4.715 billion yuan, a 20% increase from the previous year, and a net profit of 1.971 billion yuan, reflecting a 19.2% growth [7][8] - The gross margin is expected to remain stable at around 72.7%, with a return on equity (ROE) projected to increase to 22.6% by 2024 [7][8] - The company’s total assets are estimated to grow from 8,222 million yuan in 2023 to 9,504 million yuan in 2024, indicating a strong asset base [8][9]

深圳市新产业生物医学工程股份有限公司 关于持股 5%以上股东股份减持计划的预披露公告 持股 5%以上的股东天津红杉聚业股权投资合伙企业（有限合伙）保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证本公告内容与信息披露义务人提供的信息一 致。 证券代码：300832 证券简称：新产业 公告编号：2024-091 特别提示： 深圳市新产业生物医学工程股份有限公司（以下简称"公司"或"新产业"） 于近日收到公司持股 5%以上的股东天津红杉聚业股权投资合伙企业（有限合伙） （以下简称"红杉聚业"或"天津红杉"）出具的《关于新产业减持计划的告知 函》。 红杉聚业于 2011 年完成对公司的投资，是公司自设立以来首轮融资中唯一 的创投机构，投资期长达 13 年。红杉聚业持有本公司股份 99,168,437 股（占本 公司总股本的 12.6214%），该部分股份已于 2023 年 5 月 12 日解除限售并上市 流通。红杉聚业计划自本减持计划公告之日起 15 个交易日后的 2 个月内通过大 宗交易方式减持本公司股份不超过公司总股本的 1%（按公司截至告知函出具日 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase of over 15% compared to the CSI 300 index in the next six months [4][8]. Core Insights - The company reported a revenue of 34.14 billion yuan for the first three quarters of 2024, representing a year-on-year growth of 17.41%. The net profit attributable to shareholders was 13.84 billion yuan, up 16.59% year-on-year [1]. - The company’s domestic business generated 21.96 billion yuan in revenue, a 13.60% increase year-on-year, while the overseas business saw a revenue of 12.12 billion yuan, growing by 25.16% year-on-year [1]. - The report highlights that the company is facing short-term pressure in the domestic market due to external environmental factors, but the overseas market continues to grow rapidly [1][3]. Summary by Sections Financial Performance - For Q3 2024, the company achieved a revenue of 12.03 billion yuan, a 15.38% increase year-on-year, with a net profit of 4.80 billion yuan, up 10.02% year-on-year [1]. - The overall gross margin for the first three quarters of 2024 was 72.34%, a slight decrease of 0.06 percentage points compared to the previous year [1]. Revenue Projections - The company’s projected revenues for 2024, 2025, and 2026 are 47.21 billion yuan, 56.70 billion yuan, and 67.62 billion yuan, respectively, with expected growth rates of 20%, 20%, and 19% [4][5]. - The net profit projections for the same years are 20.08 billion yuan, 24.22 billion yuan, and 28.98 billion yuan, with growth rates of 21% for each year [4][5]. Cost Management - The report notes a decrease in the selling expense ratio by 1.33 percentage points to 15.30%, attributed to strict control over domestic sales expenses [3]. - The overall net profit margin for Q3 2024 was reported at 39.93%, reflecting a decrease of 1.95 percentage points year-on-year [3].

Investment Rating - The investment rating for the company is "Outperform the Market" [2] Core Views - The company reported a steady revenue growth with Q3 2024 revenue at 1.203 billion yuan, a year-on-year increase of 15.38%, and a net profit of 480 million yuan, up 10.02% year-on-year [5] - For the first three quarters of 2024, the company achieved a revenue of 3.414 billion yuan, reflecting a year-on-year growth of 17.41%, and a net profit of 1.384 billion yuan, which is a 16.59% increase year-on-year [5] - The company has optimized its installation structure, with 75% of the automated chemical luminescence instruments installed being large machines [6] - The overseas market saw a significant revenue increase of 25% year-on-year, with reagent business revenue growing by 32% in the first three quarters of 2024 [6] Financial Performance Summary - The company’s Q3 2024 gross margin was 71.85%, down 2.51 percentage points year-on-year, while the net profit margin was 39.93%, down 1.94 percentage points year-on-year [5] - The projected earnings per share (EPS) for 2024, 2025, and 2026 are 2.56 yuan, 3.18 yuan, and 3.86 yuan respectively, with net profit growth rates of 21.4%, 24.4%, and 21.2% [7] - The company’s total revenue is expected to reach 4.739 billion yuan in 2024, with a year-on-year growth of 20.6% [8] Market Position and Growth Potential - The company is positioned in a high-growth medical device sector, with a focus on expanding its influence in the overseas market, particularly with its SNIBE brand [6][7] - The company is expected to maintain a strong growth trajectory, supported by its product offerings and market expansion strategies [6][7]

Investment Rating - The report maintains a "Recommended" investment rating for the company with a target price of 77 CNY, compared to the current price of 67.06 CNY [1]. Core Insights - The company has shown steady growth in both domestic and overseas markets, with a significant increase in revenue and net profit for the first three quarters of 2024 [1]. - The overseas market revenue has grown by 25.16% year-on-year, while domestic market revenue has also seen a positive trend [1]. - The company continues to focus on research and development, with a notable increase in the number of registered chemical luminescence reagents [1]. Financial Performance Summary - For the first three quarters of 2024, the company reported a net profit of 1.384 billion CNY, representing a 16.59% increase from the previous year [1]. - The total operating revenue for the same period was 3.414 billion CNY, with a year-on-year growth of 17.41% [1]. - The gross profit margin for Q3 2024 was recorded at 71.85%, slightly down due to the higher growth rate of overseas revenue compared to domestic revenue [1]. Revenue Breakdown - The revenue from reagents increased by 17.93%, while the revenue from instruments grew by 16.27% [1]. - The company has sold a total of 3,448 units of its MAGLUMI X8 product by the end of Q3 2024, with a steady installation rate [1]. Future Projections - The company is projected to achieve net profits of 1.986 billion CNY, 2.421 billion CNY, and 2.983 billion CNY for the years 2024, 2025, and 2026 respectively, indicating a consistent growth trajectory [3]. - The expected earnings per share (EPS) for 2024, 2025, and 2026 are 2.53 CNY, 3.08 CNY, and 3.80 CNY respectively [3].

证券研究报告 医药生物 | 医疗器械 非金融|公司点评报告 hyzqdatemark 2024 年 11 月 02 日 | --- | |------------------------------------------------| | | | | | | | 证券分析师 | | 刘闯 | | SAC：S1350524030002 liuchuang@huayuanstock.com | | 林海霖 | | SAC：S1350524050002 | | | linhailin@huayuanstock.com 市场表现： | --- | --- | |----------------------------------------|----------------| | 基本数据 2024 | 年 11 月 01 日 | | 收盘价（元） | 67.39 | | 一 年 内 最 高 / 最 低 （元） | 97.20/58.31 | | 总市值（百万元） | 52,949.59 | | | | | 流通市值（百万元） | 45,839.19 | | 总股本（百万股） | 785.72 | | 资产负债率（ ...

股 票 研 究 公 司 更 新 报 告 证 券 研 究 报 告 国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 股票研究 /[Table_Date] 2024.10.31 ——2024 年三季报点评 海外快速增长，大型机和流水线推广顺利 新产业(300832) [Table_Industry] 医药/必需消费 | --- | --- | --- | --- | --- | |----------|-----------------------------------|-----------------------|-------|-------| | | [table_Authors] 丁丹 ( 分析师 ) | 赵峻峰 ( 分析师 ) | | | | | 0755-23976735 | 0755-23976629 | | | | | dingdan@gtjas.com | zhaojunfeng@gtjas.com | | | | 登记编号 | S0880514030001 | S0880519080017 | | | 本报告导读 ...

证券研究报告 | 2024年10月31日 新产业（300832.SZ） 优于大市 单三季度收入同比增长 15%，海外业务保持快速增长 单三季度营收同比增长 15%，业绩表现稳健。2024 年前三季度公司实现收入 34.14 亿（+17.41%），归母净利 13.84 亿（+16.59%），扣非归母净利润 13.31 亿（+20.80%）。单三季度实现收入 12.03 亿（+15.38%），归母净利 4.80 亿（+10.02%），扣非归母净利 4.63 亿（+11.62%），业绩增长稳健。 海外业务保持优异成长性，T8 流水线实现快速装机。前三季度国内收入同比 增长 13.60%，其中第三季度在化学发光试剂集采落地之际，国内试剂销售面 临短期调整，收入增速较上半年有所放缓；海外收入同比增长 25.16%，在高 基数及美元兑人民币贬值的背景下，试剂类收入在第三季度仍实现高增长。 前三季度试剂类收入同比增长 17.93%，仪器类收入同比增长 16.27%。装机 方面，前三季度国内外 X8 实现销售/装机 795 台，国内外的装机结构持续优 化；T8 流水线产品已完成装机/销售 30 条，6 月实现量产以来进展迅速 ...

深圳市新产业生物医学工程股份有限公司 投资者关系活动记录表 1 证券代码：300832 证券简称：新产业 编号：2024-011 投资者关系活动记录表 | --- | --- | --- | --- | |--------------------------|-----------------------------------------|---------------------------------------------|----------------------------------------------------------| | | | | | | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | | □ 媒体采访 | □ 业绩说明会 | | | 投资者关系 活动类别 | □ 新闻发布会 | □ 路演活动 | | | | □ 现场参观 | | | | | 其他 线上 / | 线下交流 | | | 参与单位名 称及人员姓 名 | 共计 228 家机构， | 312 | 名参会人员，详见附件《与会机构名单》。 | | 时间 | | 2024 年 10 月 29 日 ...