【私募调研记录】六禾投资调研纳微科技

Group 1 - The core viewpoint of the news is that Nanwei Technology is experiencing significant growth in its small molecule application sector, driven by the booming GLP-1 peptide drug market, leading to a notable increase in revenue from chromatography filler products [1] - The company's large molecule business is stabilizing, supported by phase III scaling application projects and changes in commercialized drug projects, despite no significant rise in early-stage R&D demand [1] - Nanwei Technology has enhanced its competitiveness in antibody applications by launching high-performance third-generation soft gel affinity products and optimizing its marketing system [1] Group 2 - In Q2, the company's net profit margin attributable to the parent company improved quarter-on-quarter, primarily due to the high gross margin and significant share of the chromatography filler business [1] - The acquisition of Saipuri Instruments and Fuli Instruments has completed the product line and strengthened the company's full industry chain coverage and service capabilities [1] - To address intense domestic competition, the company is focused on building an overall chromatography technology platform to provide comprehensive solutions and accelerate its overseas market expansion to enhance international competitiveness [1]