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每周股票复盘:楚天科技(300358)国际业务扩展与多肽领域发展

Core Viewpoint - The company is actively expanding its international market presence and has established localized sales and service networks in over ten key countries and regions, aiming to enhance its global competitiveness and brand influence in the pharmaceutical equipment sector [1][4]. Group 1: International Market Expansion - The company has strategically divided its global operations into five regional departments to strengthen its international sales and service capabilities [1]. - In 2024, the company expects to achieve over 1.2 billion in new export orders, with products entering high-end markets such as Europe [1][4]. - Major international pharmaceutical companies have initiated supplier audits for the company, indicating potential future collaborations [1]. Group 2: Order Delivery and Revenue Recognition - The manufacturing cycle for main products typically ranges from 3 to 9 months, with revenue recognition based on specific criteria for domestic and international orders [2]. - The impact of U.S. tariffs on the company's sales and supply chain is minimal, as exports to the U.S. constitute a small portion of overall revenue [2]. Group 3: Development in Specific Fields - The company has established a joint venture in the peptide synthesis equipment sector, with the subsidiary achieving sales and reporting total assets of approximately 15.61 million and a net loss of about 2.22 million for 2024 [3]. - The company is pioneering the development of smart pharmaceutical factories, focusing on integrating artificial intelligence into its production processes to enhance efficiency and user value [3].