医药生物行业周报：安徽牵头IVD试剂集采，关注化学发光头部企业

Investment Rating - The industry investment rating is maintained as "Increase" [1] Core Viewpoints - The large-scale centralized procurement of in vitro diagnostic reagents led by Anhui province is expected to reshape the industry, with significant price reductions observed, averaging a decrease of approximately 53.9% [1][2] - The domestic immunodiagnostic market is substantial, with a market size of 37.59% of the overall in vitro diagnostic market, dominated by international companies [1][2] - The procurement initiative is anticipated to enhance the market share of leading domestic companies, particularly in the field of chemiluminescence [2][3] Summary by Relevant Sections Centralized Procurement - Anhui province is leading a centralized procurement initiative for in vitro diagnostic reagents across 27 provinces, covering 16 tumor markers and 9 thyroid function tests [1] - The procurement process has resulted in significant price reductions, with the maximum drop reaching 73% for certain products [1] Market Size and Competition - The global immunodiagnostic market reached USD 25.846 billion in 2023, accounting for 24.3% of the in vitro diagnostic market [1] - The domestic immunodiagnostic market size was approximately CNY 37.521 billion in 2023, making it the largest segment in the domestic in vitro diagnostic market [1] Company Focus - The report highlights three key companies to watch: - Mindray Medical, which reported a revenue of CNY 7.658 billion in H1 2024, a year-on-year increase of 28.16%, with chemiluminescence business growth exceeding 30% [2] - New Industries, achieving a revenue of CNY 2.211 billion in H1 2024, up 18.54% year-on-year, focusing on immunodiagnostic products [2] - Antu Bio, with a revenue of CNY 2.207 billion in H1 2024, a 4.70% increase year-on-year, emphasizing R&D and new product development [2][3]