博拓生物(688767)：POCT主业稳健发展 战略布局微流控、脑机接口开创全新增长曲线

Group 1 - The company has been deeply engaged in the POCT (Point-of-Care Testing) sector since its establishment in 2008, offering a comprehensive range of products across five major testing fields: drug abuse detection, infectious disease detection, reproductive health detection, tumor marker detection, and myocardial marker detection [1] - The core product series, including drug detection and infectious disease detection, accounted for approximately 80% of total revenue in the first three quarters of 2023, driven by stable market growth and a well-established product layout [1] - The company has obtained a total of 743 certifications, including 50 domestic NMPA product registration certificates, 622 EU CE certifications, 3 US FDA 510(k) certificates, and 68 certifications from other countries and regions [1] Group 2 - The self-developed microfluidic immunofluorescence analysis system offers high sensitivity, simultaneous multi-item detection, ease of operation, and cost-effectiveness, filling market gaps and partially replacing the immunofluorescence detection market [2] - The strategic investment in the brain-computer interface company, Qingstone Yongjun, aims to leverage the company's financial reserves, targeting treatment for treatment-resistant severe depression, which affects about 30% of global depression patients, indicating significant market potential [2] - Revenue projections for the company are estimated at 602 million, 752 million, and 916 million yuan for 2025-2027, with corresponding net profits of 147 million, 183 million, and 224 million yuan, reflecting a favorable growth outlook [2]