CMC(SH:603122) Zheng Quan Shi Bao Wang·2026-01-25 14:09Group 1 - The company, Hefei China, expects a net profit loss of between 25 million to 36 million yuan for 2025, compared to a net profit of 27.57 million yuan in the same period last year. The expected non-net profit loss is between 24 million to 35 million yuan [2] - The company's consolidated operating revenue for 2025 is projected to be 689 million yuan, a decrease of 26.67% compared to the previous year [2] - The anticipated losses are attributed to changes in the domestic macro environment and the impact of centralized procurement policies in the in vitro diagnostics industry, leading to reduced product procurement prices and fluctuations in order volumes [2] Group 2 - To address market and business changes, the company is actively adjusting its business layout and development strategy, focusing on the technological iteration and innovation of its "ACME" proprietary products, increasing R&D investment, and expanding its market development team [3] - The company signed a long-term procurement agreement with Nanjing Mingji Hospital and Suzhou Mingji Hospital, committing to a total procurement amount of no less than 600 million yuan over 96 months for in vitro diagnostic reagents and consumables [3] - This contract is expected to positively impact the company's performance in 2026 and beyond, enhancing its sustainable profitability and overall competitiveness [3] Group 3 - The company has indicated that if the procurement prices for in vitro diagnostic reagents and consumables are adjusted during the contract period, the supply prices will also be adjusted proportionally [4] - The contract is a routine operational contract with a long performance period, and the annual procurement amount from Mingji Hospital is expected to be less than 10% of the company's annual revenue, minimizing dependency on this single client [4]