智通财经APP讯，安图生物(603658.SH)发布公告，公司及全资子公司郑州思昆生物工程有限公司(简 称"思昆生物")、二级子公司郑州标源生物科技有限公司(简称"郑州标源")分别于近日收到国家药品监督 管理局、河南省药品监督管理局颁发的医疗器械注册证。 上述医疗器械注册证的取得进一步丰富了公司产品菜单，不断满足市场需求，是对公司现有检测产品的 有效补充，可以逐步提高公司产品的整体竞争力，短期内对公司的经营业绩影响较小。 ...

证券代码：603658 证券简称：安图生物 公告编号：2025-080 郑州安图生物工程股份有限公司 关于公司及子公司获得医疗器械注册证的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 郑州安图生物工程股份有限公司（以下简称"公司"或"安图生物"）及全 资子公司郑州思昆生物工程有限公司（以下简称"思昆生物"）、二级子公司郑 州标源生物科技有限公司（以下简称"郑州标源"）分别于近日收到国家药品监 督管理局、河南省药品监督管理局颁发的医疗器械注册证，具体如下： | 编号 | 产品名称 | 注册证编号 | 注册证 | 预期用途 | 所属 | | --- | --- | --- | --- | --- | --- | | | | | 有效期 | | 公司 | | | 基因测序仪（型号： | 国械注准 | | 该产品采用可逆末端终止测序法，用 于对来源于人体样本中人的脱氧核 | 思昆 生物 | | | | | | 糖核酸（DNA）进行测序，以检测 | | | | | | | 基因序列，这些基因序列可用于辅助 | | | 1 | S ...

Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics (IVD) industry [6][54]. Core Viewpoints - The IVD market is expected to benefit from a recent policy initiative aimed at enhancing the adaptability of supply and demand for consumer goods, with a focus on high-end medical devices and efficient IVD equipment [5][53]. - The domestic biochemical diagnostics sector has largely overcome reliance on foreign technologies, indicating a completed process of localization [6][54]. - The report emphasizes the shift towards home health management, moving from a treatment-centered to a prevention-centered approach, which is expected to create a trillion-yuan integrated market [5][53]. Summary by Sections Industry Performance - The pharmaceutical and biological sector rose by 2.67%, with the IVD sector increasing by 2.63% during the week [2][12]. - The IVD sector's current PE ratio is 39.84X, with a PB ratio of 1.85X, reflecting a slight increase from the previous week [4][33]. Company Performance - Notable performers in the medical services sector include Haobio (+14.3%), Shuoshi Biological (+13.6%), and Innotech (+13.3%) [3][29]. - Underperformers include *ST Dongyang (-7.2%) and New Industry (-5.7%) [3][29]. Investment Recommendations - The report suggests focusing on companies in the IVD sector that cater to home consumption scenarios, such as Shengxiang Biological and Sannuo Biological [5][54]. - It highlights the importance of monitoring the growth potential in immunodiagnostics, particularly in chemiluminescence and molecular diagnostics like PCR [6][54].

Investment Rating - The report does not explicitly provide an investment rating for the blood purification device industry Core Insights - The report highlights the increasing prevalence of End-Stage Renal Disease (ESRD) globally and in China, with the number of patients expected to rise significantly by 2030, indicating a growing market for blood purification devices [13][15] - Blood purification is identified as the most widely used treatment method for ESRD, with a higher survival rate compared to other treatments like kidney transplantation and conservative treatment [19] - The Chinese blood purification device market is projected to grow rapidly, driven by an increase in ESRD patients, improved reimbursement policies, and advancements in dialysis infrastructure [26] Market Overview - The global ESRD patient population increased from 9.13 million in 2019 to 11.14 million in 2023, with a CAGR of 5.1%, and is expected to reach 14.85 million by 2030 [13][14] - In China, the ESRD patient population grew from 3.03 million in 2019 to 4.13 million in 2023, with a CAGR of 8.1%, projected to reach 6.13 million by 2030 [15] - The number of patients receiving blood purification treatment in China rose from 736,000 in 2019 to 1.07 million in 2023, with a CAGR of 9.8%, expected to reach 3.79 million by 2030 [19][18] Treatment Methods - Blood purification methods include hemodialysis, peritoneal dialysis, blood perfusion, and blood filtration, with hemodialysis being the most common and effective method for ESRD patients [23] - Hemodialysis is noted for its effectiveness in removing toxins and excess fluid, while peritoneal dialysis is gaining traction due to its home treatment capabilities [21][23] Market Size and Growth - The Chinese blood purification device market size increased from 116.3 billion yuan in 2019 to 145.0 billion yuan in 2023, with a CAGR of 5.7%, and is expected to reach 515.2 billion yuan by 2030, with a projected CAGR of 19.9% from 2023 to 2030 [26] - The market for blood purification devices is segmented into blood purification machines, blood purification consumables, and other related equipment, with significant growth expected across all segments [26] Competitive Landscape - Domestic companies are rapidly catching up to international competitors in the blood purification consumables market, achieving nearly 50% market share in key areas [27] - The report indicates that the domestic market for blood purification machines still has room for growth, as these products have historically relied on imports due to high technical barriers [27][34] - The report emphasizes that domestic manufacturers are improving their technology and performance, positioning themselves to capture a larger market share [29][34]

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 摘要 ： 行至年末，各家今年业绩如何？"国产替代"等政策红利是否转化为了企业业绩增长的实际动能？面对不确定性，各大企业又是如何通过战略调整寻求破 局？ 在近期北京高端科学仪器与传感器大会投融资论坛上，几组公开披露的核心数据直观印证了这一趋势： 82%的用户在政策风向变化后开始认 真考虑国产替代，61%的单位在采购环节已经写进了"国产比例要求" ，需求侧的"替代共识"正在快速转化为实际的采购行动。 行至年末，各家今年业绩如何？在充满机遇又遍布风险的2025年，科学仪器上市企业也交出了各自第三季度的答卷："国产替代"等政策红利 是否转化为了企业业绩增长的实际动能？面对不确定性，各大企业又是如何通过战略调整寻求破局？ 带着这些问题，仪器信息网特别统计了44家国内上市仪器企业2025年前三季度财报，试图透过这些数据，一窥行业正在经历的变迁。 营收：26家增长，18家下滑 2025年即将接近尾声，回望这一年的科学仪器行业，"承压"与"突围"无疑是贯穿始终的主线。 所谓"行业寒冬"早已不是停留在口头的感慨 ...

投资者可于 2025 年 12 月 1 日（星期一）至 12 月 5 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 autobio@autobio.com.cn 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 郑州安图生物工程股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 8 日下午 15:00-16:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 证券代码：603658 证券简称：安图生物 公告编号：2025-079 郑州安图生物工程股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 ...

Group 1 - Baidu's Biotech Company, Bai'ao Saitou, is set to launch its IPO on the Sci-Tech Innovation Board, aiming to raise 1.185 billion yuan for early drug development services, antibody drug research, and working capital [1] - Changchun High-tech's subsidiary received approval for its clinical trial application for GenSci142 capsules, marking the first approval under the new 30-day review channel for innovative drugs [2] - Antu Bio announced it received 18 medical device registration certificates, enhancing its product offerings and competitiveness in the market [3] Group 2 - Yidu Tech reported a revenue of 358 million yuan for the six months ending September 30, 2025, reflecting an 8.7% year-on-year growth, with a narrowed loss of 15.76 million yuan [4] - Baiyunshan's subsidiary, Guanghua Pharmaceutical, will receive a total compensation of approximately 449 million yuan for land and fixed assets included in a land reserve program, which aligns with the company's long-term development goals [5]

Core Viewpoint - Antu Biology has received a medical device registration certificate from the Henan Provincial Drug Administration for products including the "Interleukin-4 Test Kit" [1] Company Summary - Antu Biology's revenue composition for the year 2024 is projected to be 98.17% from in vitro diagnostics and 1.83% from other businesses [1] - As of the report, Antu Biology has a market capitalization of 21 billion yuan [1]

Core Viewpoint - The report from Guotai Junan Securities indicates that Antu Biology's domestic business is under short-term pressure, while the overseas market is experiencing rapid growth. The company is expected to stabilize its domestic business and achieve significant growth in international markets due to ongoing product registration and market expansion efforts [1]. Group 1: Business Performance - Antu Biology's domestic business is currently facing short-term challenges, but there is potential for recovery as industry policies are gradually implemented and the ecosystem becomes more rational [1]. - The company is projected to see a steady advancement in the installation of chemical luminescence instruments and assembly lines, which will support the recovery of its domestic business [1]. Group 2: Market Opportunities - The overseas market is expected to grow rapidly as the company progresses with product registrations and market development [1]. - The recent acquisition of medical device registration certificates for 14 new products, including various antigen test kits and nucleic acid test kits, enhances the company's product line and lays a foundation for future growth [1]. Group 3: Valuation and Rating - Based on comparable company valuations, Antu Biology is assigned a target price of 44.94 yuan with a 2026 PE of 21X, maintaining a "Buy" rating [1].

证券代码：603658 证券简称：安图生物 公告编号：2025-078 郑州安图生物工程股份有限公司 关于公司及全资子公司获得医疗器械注册证的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 郑州安图生物工程股份有限公司（以下简称"公司"或"安图生物"）及全 资子公司安图实验仪器（郑州）有限公司（以下简称"安图仪器"）于近日收到 河南省药品监督管理局颁发的医疗器械注册证，具体如下： 根据国家药品监督管理局官网数据查询信息，截至公告日，国内外同行业部 分厂家已取得上述部分类似产品的医疗器械注册证。详情请登录国家药品监督管 理局（https://www.nmpa.gov.cn）查阅。 三、对公司的影响 上述医疗器械注册证的取得进一步丰富了公司产品菜单，不断满足市场需 求，是对公司现有检测产品的有效补充，可以逐步提高公司产品的整体竞争力， 短期内对公司的经营业绩影响较小。 四、风险提示 上述产品上市后实际销售情况取决于未来市场的推广效果，目前尚无法预测 上述产品对公司未来营业收入的影响，敬请投资者注意投资风险。 特此公告。 | ...