圣湘生物前三季营收增超两成 备战四季度需求高峰

Core Viewpoint - Shengxiang Bio reported a revenue of 1.244 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 20.49%, while net profit remained stable compared to the previous year [1] Group 1: Financial Performance - The company achieved a revenue of 1.244 billion yuan from January to September, marking a 20.49% increase year-on-year [1] - The net profit attributable to shareholders was 191 million yuan, with a non-recurring net profit of 157 million yuan, both remaining roughly unchanged from the same period last year [1] Group 2: Strategic Initiatives - Shengxiang Bio is implementing a "diagnosis and treatment integration" strategy, focusing on both external acquisitions and internal innovations to enhance product matrix and technical platform synergies [2] - The company has seen a rise in demand for respiratory products as the flu season approaches, with increased shipments and adequate preparations for testing needs [2] Group 3: Product Development - Multiple small joint detection products in the respiratory field have been approved this year, enriching the "6/3+X respiratory infection nucleic acid rapid detection scheme" [2] - The launch of the SUREXEVO 16A molecular POCT device in September aims to improve the efficiency and experience of respiratory pathogen detection [2] Group 4: Equipment and Automation - Shengxiang Bio has installed over 200 integrated machines this year, enhancing automation in the testing process [3] - The respiratory integrated machines have seen an addition of over 40 units, catering to the market demand during the flu season [3] Group 5: Expansion and Investment - The company is building a full-chain service capability, having acquired 100% of Zhongshan Haiji, which complements its pediatric infection diagnosis business [4] - Shengxiang Bio plans to establish a fund with partners to invest in AI medical applications and innovative medical technologies, with a target fundraising scale of 1 billion yuan [5] - The company intends to contribute 370 million yuan to the fund, representing a 37% stake, while other partners include state-owned entities [5]