美康生物:政策变革下的破局之道,精准诊断与海外市场双轮驱动新发展

Core Insights - The company is actively embracing policy changes and has implemented measures such as refined management, large-scale production, and supply chain optimization to maintain and enhance its market share in the biochemical immunology products sector [1][3] - The company has launched innovative products, including an "11-minute myocardial marker test" and VAP precision lipid testing technology, addressing critical clinical needs and filling gaps in the domestic market [2] - The company is accelerating its international market expansion by enhancing its international sales team and pursuing product registrations and certifications in strategic markets such as the Middle East, Southeast Asia, and South America [3] Summary by Sections Company Strategy - The company is focusing on refined management, large-scale production, and supply chain optimization to counteract the revenue and profit pressures from domestic policy changes in the in vitro diagnostic industry [1] - The company aims to maintain and enhance its market share and brand influence in the biochemical immunology products sector through these strategic measures [1] Product Innovation - The company introduced a groundbreaking "11-minute myocardial marker test" at its channel conference in October 2025, representing a significant technological advancement [2] - The VAP precision lipid testing technology targets high morbidity and mortality rates associated with atherosclerosis in China, providing critical diagnostic indicators [2] - The company has made significant progress in building its mass spectrometry testing platform, obtaining multiple registrations for various testing reagents by 2025 [2] International Expansion - The company is deepening its international strategy by enhancing the quality and capabilities of its international sales team and accelerating product registrations and certifications [3] - The strategic focus on international markets aims to mitigate risks associated with domestic policies and broaden the reach of its innovative products [3] - The company has identified several strategic markets for expansion and is committed to a "technology output + localized operation" model to facilitate overseas business growth [3]