控股股东再发减持计划 易瑞生物缘何频遭减持？

Core Viewpoint - The company, EasyReel Bio, is undergoing significant changes due to frequent shareholder reductions and a strategic shift away from its in vitro diagnostic business, which has seen a drastic decline in demand, particularly for respiratory infectious disease testing products [2][7]. Shareholder Reduction - EasyReel Bio's controlling shareholder, EasyReel (Hainan) Venture Capital Co., Ltd., plans to reduce its holdings by up to 11,521,758 shares, representing 2.84% of the total share capital [3] - Other shareholders, EasyDarui and EasyKairui, also plan to reduce their holdings by 288,500 shares (0.07%) and 341,800 shares (0.08%), respectively [3] - If the maximum reduction occurs, the total cash outflow for the shareholders could reach approximately 1.23 million yuan based on the closing price of 10.12 yuan per share on October 13 [3] Business Performance and Strategy Shift - EasyReel Bio's revenue has significantly declined in 2023, with total revenue of 253 million yuan, a year-on-year decrease of 63.01%, and a net loss of 185 million yuan [7] - The in vitro diagnostic business, which once contributed up to 70% of revenue, has seen a drastic reduction in income, dropping to 47.7 million yuan in 2023, a 90.45% decline [7][8] - The company has shifted its focus back to food safety rapid testing and animal diagnostics, with food safety revenue showing a slight increase of 5.29% in 2024 [8] Historical Financial Performance - From 2020 to 2022, EasyReel Bio's revenue grew significantly due to the COVID-19 pandemic, with total revenues of 259 million yuan, 598 million yuan, and 687 million yuan, respectively [6] - The in vitro diagnostic business revenue during this period surged, reaching 499 million yuan in 2022, accounting for 72.71% of total revenue [6] Future Outlook - The company plans to completely phase out its in vitro diagnostic products by 2025, focusing solely on food safety and animal diagnostics [7][8] - Despite a strategic pivot, the company has faced challenges, with non-recurring net profits remaining negative for two and a half years [8][9]