证券代码：300406 证券简称：九强生物 债券代码：123150 债券简称：九强转债 北京九强生物技术股份有限公司 2024 年度业绩网上说明会记录表 编号：2025-01 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 √业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 ________ | | 参与单位名称 及人员姓名 | 参与公司 2024 年度业绩网上说明会的投资者 | | 时间 | 2025 年 4 月 16 日 15:00—17:00 | | 地点 | 公 司 通 过 全 景 网 " 投 资 者 关 系 互 动 平 台 " （https://ir.p5w.net）采用网络远程的方式召开业绩 | | | 说明会 | | | 董事长：邹左军 | | 上市公司 | 财务总监：刘伟 | | 接待人员姓名 | 董事会秘书：王建民 | | | 独立董事：陈永宏 | | 投资者关系活动 主要内容介绍 | 详见会议纪要 | | 附件清单（如有） | 无 | | 日期 | 2025 年 4 月 16 日 | 1 ...

Core Viewpoint - The company emphasizes balancing retained earnings for acquisitions and shareholder returns, with a focus on enhancing market confidence through share buybacks and increased dividends [2][3]. Financial Performance - In 2024, the company reported revenue of 1.659 billion RMB, a decrease of 4.75% year-on-year, while net profit reached 533 million RMB, an increase of 1.70% [12]. - Total assets grew to 5.575 billion RMB, up 7.71% from the previous year, and equity attributable to shareholders increased by 11.11% to 4.139 billion RMB [12]. Strategic Partnerships - The collaboration with China National Pharmaceutical Group (Sinopharm) has led to significant growth in procurement contracts, customer numbers, and product varieties [3][5]. - The company is leveraging Sinopharm's resources to enhance its market presence and operational synergy [3][5]. Market Challenges and Strategies - The IVD industry faces challenges due to intensified competition and price reductions from centralized procurement, with reagent prices dropping by 50-80% [4][11]. - The company plans to maintain its market position through marketing-driven strategies, refined management, and diversification [4][11]. Innovation and R&D - The company is focusing on expanding its product lines across various fields, including biochemistry, pathology, and immunology, while increasing R&D investments [9][10]. - AI technology is being integrated into pathology diagnostics, with ongoing collaborations with leading universities to enhance diagnostic efficiency and accuracy [6][19]. Export and International Market - The company's export business has seen a 36.57% increase in 2024, with a strong competitive edge in the immunohistochemistry sector [16][13]. - The company has established a research center with Xiamen University to develop AI-assisted diagnostic systems, indicating a commitment to innovation in the international market [19].

证券研究报告 2025 年 04 月 16 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3267.66 | 0.15 | | 深证成指 | 9858.10 | -0.27 | | 创业板指 | 1930.40 | -0.13 | | 科创 50 | 1006.34 | -0.78 | | 北证 50 | 1306.14 | -0.34 | | 沪深 300 | 3761.23 | 0.06 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 629069 | 489746 | 11.52 | 1.22 | | 深证成指 | 209990 | 177556 | 20.17 | 2.11 | | 创业板指 | 54361 | 42990 | 28.83 | 3.67 | | 科创 50 | 34892 | 22379 | 48.50 | 4.23 | | 北证 5 ...

TCL科技：拟7亿–8亿元回购公司股份 4月15日晚，TCL科技（000100）发布2024年年度报告，公司拟以7亿元至8亿元回购部分公司已发行股 份，用于公司员工持股计划或者股权激励，回购股份价格不超过6.7元/股。 资料显示，TCL科技成立于1982年3月，主要业务架构为半导体显示业务、新能源光伏及其他硅材料业 务。 所属行业：电子–光学光电子–面板 百隆东方：2024年净利润同比下降18.62% 拟10派2.6元 4月15日晚，百隆东方（601339）发布2024年年度报告，公司2024年实现营业收入79.41亿元，同比增长 14.86%；实现归属于上市公司股东的净利润4.10亿元，同比下降18.62%；基本每股收益为0.27元/股。公 司拟向全体股东每10股派发现金股利2.6元（含税）。 资料显示，百隆东方成立于2004年4月，主营业务是色纺纱的研发、生产和销售。 所属行业：纺织服饰–纺织制造–棉纺 宝丽迪：2024年净利润同比增长14.61% 拟10派3元 4月15日晚，宝丽迪（300905）发布2024年年度报告，公司2024年实现营业收入13.63亿元，同比增长 13.86%；实现归属于上市公司 ...

最新一期业绩显示，2024年年报，公司实现营业收入16.59亿元，同比-4.75%；净利润5.33亿元，同比 1.70%，销售毛利率78.50%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)35九强生物16.6516.652.2488.66亿行业平均 46.4449.384.75102.60亿行业中值30.3929.672.3746.63亿1天益医疗-2730.40-2730.401.7120.31亿2硕世生 物-1866.14-1866.141.1738.55亿3诺唯赞-558.56-558.562.56101.06亿4博晖创新-352.86-217.263.8954.16亿5 康泰医学-269.6131.632.7552.44亿6华大基因-201.20220.082.08204.46亿7奥精医疗-110.28-110.281.4119.98 亿8睿昂基因-81.33-81.331.2611.76亿9热景生物-62.30-62.303.43111.65亿10华大智造-53.01- 53.013.98317.59亿11中红医疗-49.41-33.620.7843.99亿 来源：金融界 4月15日， ...

Group 1: Automotive Industry - The price range of 100,000 to 200,000 yuan is identified as a key segment for the breakthrough of urban intelligent driving in China, with various automakers adopting different cost-reduction strategies [4] - Long-term cost reduction in the automotive sector is expected to focus on self-developed chips and multi-domain integration, while DeepSeek aims to optimize intelligent driving models through innovative thinking [4] Group 2: Robotics Industry - UBTECH (9880.HK) is positioned as a rare "technology + scenario" dual-driven player in the humanoid robot sector, entering a phase of accelerated commercialization due to its comprehensive technology layout and first-mover advantage in industrial scenarios [5] - Major companies are increasingly entering the robotics industry, with VIVO announcing the establishment of "vivo Robot Lab" to venture into the home robotics field, and other companies like Yijia and Wolong Electric Drive making strategic upgrades and partnerships [6] Group 3: Company Financial Performance - Cloud Road Co., Ltd. (688190.SH) reported a revenue of 1.9 billion yuan in 2024, a year-on-year increase of 7.24%, with a net profit of 361 million yuan, up 8.73% year-on-year [6] - Hangyang Co., Ltd. (002430.SZ) achieved an operating income of 13.716 billion yuan in 2024, a growth of 3.06%, but experienced a decline in net profit by 24.15% [7] - Huaron Co., Ltd. (603855.SH) reported a net profit of 462 million yuan in 2024, a slight increase of 0.26%, while facing challenges in the traditional oil and gas market [8] - Nine Strong Bio (300406.SZ) recorded a revenue of 1.659 billion yuan in 2024, a decrease of 4.75%, but saw a net profit increase of 1.70% [9]

Core Viewpoint - The company reported a decline in revenue for 2024, primarily due to price reductions in biochemical reagents resulting from domestic IVD centralized procurement, but managed to achieve a slight increase in net profit, indicating effective cost control [3][4]. Financial Performance - In 2024, the company achieved total revenue of 1.659 billion yuan, a year-on-year decrease of 4.75% - The net profit attributable to shareholders was 533 million yuan, reflecting a year-on-year increase of 1.70% - The net profit excluding non-recurring items was 521 million yuan, up 1.93% year-on-year - In Q4 2024, the company reported a single-quarter revenue of 422 million yuan, down 17.01% year-on-year, while the net profit attributable to shareholders was 159 million yuan, an increase of 4.48% [3][4]. Operational Insights - The company's revenue decline was mainly influenced by the significant drop in biochemical reagent prices due to centralized procurement, which exerted pressure on the biochemical business line - Despite the revenue decline, the net profit showed a quarter-on-quarter increase of 29.5% in Q4, indicating improving profitability [4]. R&D and Product Development - The company has increased its R&D investment, with a research and development expense ratio of 11.36% in 2024, up 2.01 percentage points year-on-year - By the end of 2024, the company obtained 379 medical device registration certificates, up from 294 at the end of 2023, covering various fields including biochemistry, coagulation, chemiluminescence, blood typing, and POCT - The company also added 19 new patents and received approvals for multiple pathology, biochemistry, coagulation, and chemiluminescence reagent products, enhancing its product portfolio [5]. Strategic Initiatives - The subsidiary, Mai Xin Bio, is focusing on core technologies in pathological diagnosis and is expanding into areas such as companion diagnostics and pathology AI - Mai Xin Bio is also actively pursuing international markets, working on product qualification in mature markets like Europe and the US, as well as emerging markets in the Middle East and Southeast Asia, thereby entering a new phase of internationalization [6].

Group 1: China Telecom Performance - China Telecom reported a net profit of RMB 33.01 billion for 2024, representing a year-on-year growth of 8.4% [3] - The company's total revenue for 2024 was RMB 529.4 billion, an increase of 3.1% compared to the previous year [3] - Service revenue reached RMB 482 billion, up 3.7% year-on-year, while EBITDA was RMB 140.8 billion, growing by 2.9% [3] - The board proposed a cash dividend distribution of 72% of the net profit, with a final dividend of RMB 0.0927 per share [3] Group 2: Rongsheng Development Debt Restructuring - Rongsheng Development announced plans to restructure its debt to mitigate financial risks and promote healthy development [3] - The company aims to implement a debt-for-equity swap by leveraging its quality assets, including stakes in light-asset subsidiaries [3] - The restructuring will address both financial and operational debts, with a focus on enhancing light-asset operational capabilities [3] Group 3: Dual杰 Electric Major Contract - Dual杰 Electric signed two significant contracts with a total value of RMB 1.555 billion, accounting for approximately 44.35% of its audited revenue for 2023 [4] - The contracts involve the procurement of 35kV box substations and the EPC general contracting for a 3 million kW photovoltaic base project [4] - The execution of these contracts is expected to positively impact the company's future operating performance [4] Group 4: Heng Rui Pharmaceutical Licensing Agreement - Heng Rui Pharmaceutical entered into a licensing agreement with Merck for its Lp(a) oral small molecule project, including the lead compound HRS-5346 [4] - The agreement includes an upfront payment of USD 200 million and potential milestone payments up to USD 1.77 billion, along with sales royalties based on performance outside Greater China [4] - This deal is anticipated to expand the overseas market for HRS-5346 and enhance the company's innovative brand and international performance [4] Group 5: Hongbao Li Project Update - Hongbao Li's epoxy propylene comprehensive technology renovation project is expected to enter trial production by the end of 2025 [5] - The project has received necessary approvals and completed various design and construction phases, with equipment procurement underway [6] Group 6: Yongding Co. Clarification - Yongding Co. clarified that it does not directly manufacture controllable nuclear fusion devices but provides materials for the winding of magnetic coils [7] - The production of high-temperature superconducting tapes is limited, with expected revenue contribution of less than 1% to the overall income in 2024 [7]

| 序号 | 专利号 | 专利名称 | 专利权人 专利类型 申请日期 | 授权日期 | 证书号 | | --- | --- | --- | --- | --- | --- | | | | 用于确定待 | | | | | 1 | ZL202210 862925.1 | 测物质浓度 的定标模型 | 九强生物 发明 2022.07.21 | 2025.02.18第 | 7737213 号 | | | | 和方法 | | | | 注：发明专利权期限为自申请日起二十年。 发明专利摘要： 本发明涉及用于确定待测物质浓度的定标模型和方法。一种用于确定待测物 质浓度的定标模型包括采集单元和定标曲线函数确定单元。采集单元配置为采集 关于待测物质的吸光值和浓度值，从而形成多个定标点配置为基于采集到的待测 物质的吸光值和浓度值来确定定标曲线函数，从而拟合出关于待测物质的吸光值 和浓度值的定标曲线。本发明能够准确地表达待测物质光信号与浓度之间函数关 系，并且结合检测到的光信号，从而准确地确定待测物质的浓度值，提供了一种 能够准确地表达待测物质光信号与浓度之间函数关系的定标模型和方法的选择， 在某些系统中能够产生更好的拟合效果。 二、 ...

| 证券代码：300406 | 证券简称：九强生物 | 公告编号：2024-073 | | --- | --- | --- | | 债券代码：123150 | 债券简称：九强转债 | | 北京九强生物技术股份有限公司 关于拟与国药集团财务有限公司继续签署《金融服务协议》 暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 北京九强生物技术股份有限公司（以下简称"公司"）分别于 2024 年 9 月 4 日召 开第五届董事会第十一次会议、第五届监事会第九次会议决议审议通过了《关于拟与国 药集团财务有限公司继续签署<金融服务协议>暨关联交易的议案》等相关议案，该交易 构成关联交易，关联董事、关联监事对本议案回避表决，公司第五届董事会独立董事第 三次专门会议已审议通过该议案并同意将其提交董事会审议。本议案尚需提交股东大 会审议。 一、 关联交易概述 （一）本次关联交易基本情况 1、为优化财务管理，提高资金使用效率，降低融资成本和风险，公司与国药集团 财务有限公司（以下简称"国药财务公司"）双方协商一致，本着"平等、自愿、互利、 互惠、诚信"的原则，拟继 ...