万孚生物:坚持“AI创新+国际化”战略 推动业务转型升级

Core Viewpoint - Wanfu Bio expects a net profit of 46 million to 69 million yuan for the year 2025, facing challenges in the IVD sector due to market adjustments, but plans to drive growth through innovation and AI in 2026 [1][2] Group 1: Financial Performance - The company anticipates a net profit of 46 million to 69 million yuan for 2025 [1] - The revenue from the domestic market, particularly in the grassroots medical sector, has declined, impacting profitability [1] - The terminal pure sales in the new thrombus six-item project have increased by 40% year-on-year [1] Group 2: Market Strategy - In 2026, the company aims to expand its business from point-of-care testing to in vitro diagnostics and enhance its international presence [1] - The overseas revenue has surpassed domestic revenue for the first time, providing significant support for sustainable growth [2] - The company has signed a long-term supply agreement for respiratory products with a major client in the U.S., establishing a solid foundation for its strategic layout in respiratory infectious diseases [2] Group 3: Innovation and Product Development - The company is entering a new product harvest phase by the end of 2025, with several key products obtaining registration certificates [2] - The AI-assisted diagnostic software for coagulation disorders has been selected for a national initiative, marking a significant breakthrough in the AI-assisted diagnosis field [2] - The company plans to leverage favorable policies and existing AI developments to achieve commercialization in pathology and clinical diagnostics [2]