300463迈克生物投资者关系管理信息20250912

Group 1 - The core viewpoint of the news is that迈克生物 is addressing investor concerns regarding its production line installation speed, R&D focus, and the effectiveness of its Tianfu Industrial Park during an investor meeting [1] - The slowdown in the installation speed of equipment is attributed to industry policy changes, strategic adjustments, and increased market competition. The company aims to accelerate the deployment of high-end instruments and promote "smart laboratory" solutions to enhance customer loyalty, with expectations for stable growth in installation speed in the future [1] - The company has committed to investing no less than 25% of its annual net profit into R&D, with a cumulative investment exceeding 1.67 billion yuan over the past five years. It plans to continue prioritizing R&D to drive results [1] Group 2 - In terms of sales of instruments and equipment, the company follows a "instrument + reagent" sales model, accepting lower profit margins on instruments to boost reagent sales through the promotion of "smart laboratories" [2] - To counter potential revenue and net profit declines due to industry policy advancements, the company plans to accelerate product upgrades, expand terminal markets, and develop overseas business [2] - As of mid-2025, the company has signed contracts with 16 smart laboratories and delivered 7, indicating progress in this area [2]