重要内容提示： 一、本次使用闲置募集资金进行现金管理赎回的情况 2025 年 9 月 26 日，公司通过上海浦东发展银行郑州未来路支行使用非公开发行 股票闲置募集资金购买大额存单 2,000 万元。上述大额存单已于 2026 年 3 月 2 日到 期，公司收到到期本金人民币 2,000 万元，获得利息收益人民币 26.87 万元。上述大 额存单本金和收益于 2026 年 3 月 2 日归还至募集资金账户。 证券代码：603658 证券简称：安图生物 公告编号：2026-007 郑州安图生物工程股份有限公司 关于使用闲置募集资金进行现金管理赎回的公告 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。 | 募集资金总投资额度（万元） | 168,000.00 | | --- | --- | | 目前已使用的投资额度（万元） | 155,000.00 | | 尚未使用的投资额度（万元） | 13,000.00 | 注：上述最近12个月截至目前公司募集资金现金管理情况包括：2019年公开发行可转换公司 债券闲置募集资金和2020年非公开 ...

Core Viewpoint - The diagnostic reagent industry in China is experiencing fluctuations in market size due to the impact of COVID-19, with a projected recovery and growth expected by 2025, reaching a market size of 140 billion yuan, an 8% increase year-on-year [6][7]. Industry Overview - Diagnostic reagents are essential tools in medicine and biology for detecting diseases, infections, and other medical conditions through interactions with biological samples [4][6]. - The market is primarily dominated by in vitro diagnostic reagents, while in vivo diagnostics remain relatively small [6]. Market Size and Trends - The market for in vitro diagnostic reagents in China has shown an upward trend since 2015, with rapid growth from 2020 to 2022 due to the pandemic, but a 14% decline in 2023 due to reduced demand for COVID-19 diagnostic reagents [6][7]. - The market is expected to recover in 2024, with projections indicating a market size of 140 billion yuan by 2025, reflecting an 8% year-on-year growth [6][7]. Competitive Landscape - The diagnostic reagent market includes both domestic companies like Mindray Medical, Antu Bio, and Wanfu Bio, and international firms such as Roche Diagnostics and Abbott, all competing for market share [8]. - Domestic companies are noted for their strong R&D capabilities and significant market presence [8]. Industry Development Stages - The diagnostic reagent industry in China has progressed through four stages: nascent, initial, extensive development, and rapid growth, with significant advancements in technology and regulatory improvements since the 21st century [5]. Industry Chain - The industry chain consists of upstream raw materials (diagnostic enzymes, antigens, antibodies, etc.), the midstream diagnostic reagent production, and downstream applications in medical institutions and third-party diagnostic organizations [6]. Market Segmentation - The in vitro diagnostic reagent market is segmented, with immunodiagnostic reagents holding a 32% market share, followed by molecular diagnostic reagents at 19%, and biochemical diagnostic reagents at 18% [7]. Future Trends - The industry is expected to focus on high-end product upgrades, with companies increasing R&D investments to enhance product value amidst price pressures from centralized procurement [9]. - There is a trend towards market penetration in lower-tier cities and global expansion, with domestic products entering emerging markets in Southeast Asia and Africa [10]. - The industry is evolving towards a model centered on clinical value and personalized medicine, integrating diagnostic solutions with treatment recommendations [11].

Core Viewpoint - Dier Medical faces significant challenges, including its first annual loss since its listing, due to internal control issues and a declining market environment in the IVD industry [1][2][7] Group 1: Financial Performance - In 2025, Dier Medical's revenue is projected to decline by 60.12% year-on-year to 469 million yuan, with a net profit of -87 million yuan, marking a 145.31% year-on-year decrease [2][4] - The company anticipates a total loss of at least 1 billion yuan in Q4 2025, with no signs of stabilization [4] - The operating cash flow has seen a net outflow of 580 million yuan in the first three quarters of 2025, following a 299 million yuan outflow in 2024 [4] Group 2: Market Environment - The IVD industry is experiencing a downturn, with A-share IVD sector revenues dropping by 14.5% year-on-year to 27.62 billion yuan in the first three quarters of 2025, and net profits down by 26.4% to 4.49 billion yuan [2] - Dier Medical's performance is lagging behind the industry, with its revenue and profit both declining significantly [2] Group 3: Operational Challenges - The company's gross margin for instrument business plummeted from 33.99% in 2023 to 9.68% in the first half of 2025, while reagent gross margin fell from 75.42% to 60.53% [4] - Dier Medical's business structure is heavily weighted towards instruments rather than reagents, which is contrary to the industry norm of "instruments attract customers, reagents generate profit" [4][5] Group 4: Internal Control Issues - The company received a corrective order from the Jilin Securities Regulatory Bureau for improper revenue recognition and inadequate internal controls, leading to an overstatement of revenue by 3.693 million yuan and profit by 716,000 yuan in 2023 [1][7] - The company has reported a significant increase in credit impairment losses and asset impairment losses, totaling over 25.8 million yuan in the first three quarters of 2025 [5] Group 5: Governance and Strategic Challenges - Despite the acquisition by China Resources Group for 1.8 billion yuan, the expected synergies have not materialized, and the company's performance continues to decline [8] - Dier Medical has launched 14 new products in 2025, but faces stiff competition from domestic leaders and foreign brands in high-end markets [9]

证券代码：603658 证券简称：安图生物 公告编号：2026-006 郑州安图生物工程股份有限公司 关于使用闲置募集资金进行现金管理 赎回及进展的公告 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。 重要内容提示： 郑州安图生物工程股份有限公司（以下简称"公司"）于 2025 年 12 月 9 日召开第五届董事会第九次会议，审议通过了《关于使用闲置募集 资金进行现金管理的议案》，同意公司在确保不影响募集资金项目建设和 募集资金使用的情况下，公司拟分别使用不超过 1.4 亿元公开发行可转 换公司债券闲置募集资金和不超过15.4 亿元非公开发行股票闲置募集资 金进行现金管理，分别用于购买产品期限或剩余期限不超过 12 个月的结 构性存款、大额存单、国债逆回购、券商收益凭证、券商理财产品等安 全性高、流动性好的保本型产品。在上述额度范围内，资金可在 12 个月 内滚动使用。具体内容详见公司于 2025 年 12 月 10 日在上海证券交易所 网站（www.sse.com.cn）披露的《安图生物关于使用闲置募集资金进行 现金管理的公 ...

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： 二、同类产品相关情况 证券代码：603658 证券简称：安图生物 公告编号：2026-005 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 郑州安图生物工程股份有限公司董事会 2026 年 2 月 12 日 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 编号 产品名称 注册证编号 注册证 有效期 预期用途 所属 公司 1 霉酚酸检测试剂盒（液 相色谱-串联质谱法） 豫械注准 20262400056 5 年 本产品用于体外定量 ...

Core Insights - The digital PCR (dPCR) technology is emerging as a significant advancement in nucleic acid detection, providing more precise and sensitive methods for quantitative analysis, addressing limitations of traditional PCR methods [1][10] - The Chinese digital PCR market is projected to grow from 1.584 billion yuan in 2019 to 8.815 billion yuan by 2025, with a compound annual growth rate (CAGR) of 33.1% [1][10] - The growth is driven by technological advantages and supportive national policies, with increasing recognition of its value among researchers and clinicians [1][10] Industry Overview - Digital PCR is categorized into droplet digital PCR (ddPCR) and chip digital PCR (cdPCR), allowing for absolute quantification without relying on standard curves, suitable for single-cell analysis and early cancer diagnosis [3][4] - The technology offers significant advantages over traditional PCR, including higher sensitivity, accuracy, and better tolerance to complex samples [4][5] Market Dynamics - The digital PCR industry is supported by a robust supply chain, with upstream components including essential biological materials and core parts like optical and fluid control components [6] - The midstream involves the research, production, and sales of digital PCR devices, with notable domestic companies like New Yi Biological and Zhenzhun Biological emerging as competitors [6][7] Application Areas - Digital PCR is utilized in various fields, including clinical diagnostics for pathogen detection, research for gene expression analysis, food safety testing, and agricultural applications [7][8] - In clinical settings, it plays a crucial role in early disease diagnosis and monitoring, particularly in oncology and infectious diseases [8] Competitive Landscape - The digital PCR market in China has seen the emergence of several domestic companies, with 16 manufacturers winning bids in 2024, of which 11 are local brands [12][12] - New Yi Biological and Linghang Gene lead in market share, with respective bid shares of 20% and 17.14% [12] Future Trends - Continuous technological innovation is expected to enhance detection efficiency and reduce costs, with advancements in multi-color fluorescence detection and microfluidic chip technology [16][17] - Collaboration among upstream suppliers, midstream manufacturers, and downstream application sectors will foster a synergistic development environment [17] - There is a growing focus on expanding into international markets, with domestic companies aiming to enhance their global presence and competitiveness [18][19]

Core Viewpoint - The recent strengthening of the RMB has led to a surge in foreign exchange hedging activities among listed companies, with over 40 companies announcing plans to engage in foreign exchange hedging or related derivative businesses to mitigate risks from currency fluctuations [1][2]. Group 1: Importance of Foreign Exchange Hedging - Foreign exchange hedging is increasingly recognized as a crucial tool for companies to navigate currency volatility, with many firms using it to enhance financial stability and resilience against external shocks [1][2]. - The fluctuation of exchange rates has become a significant variable affecting profit margins, cash flow, and competitive positioning, prompting companies to adopt hedging strategies [2][3]. - The scale of companies utilizing foreign exchange derivatives to manage currency risk exceeded $1.9 trillion in 2025, nearly doubling since 2020, with the hedging ratio increasing by 8 percentage points to 30% [2]. Group 2: Globalization and Foreign Exchange Exposure - The rise in foreign exchange hedging reflects the ongoing globalization of companies, with increasing proportions of revenue coming from overseas, thereby expanding their foreign exchange exposure [3][4]. - Companies like Sanqi Interactive Entertainment have noted significant impacts on their financial performance due to exchange rate fluctuations, leading them to implement hedging strategies [3]. Group 3: Evolving Nature of Foreign Exchange Risks - The nature of foreign exchange risks is evolving, particularly as companies expand into emerging markets with less mature financial systems, increasing the urgency for effective risk management [4]. - Companies face heightened uncertainty in these markets due to limited hedging tools and liquidity, necessitating proactive risk management strategies [4]. Group 4: Strategies for Effective Hedging - Different industries exhibit varying levels of hedging practices influenced by factors such as profit margins, duration of international trade, and ability to transfer exchange rate risks [5]. - The National Foreign Exchange Administration recommends starting with simple hedging strategies and gradually moving to dynamic hedging as companies gain experience [5]. Group 5: Policy Support for Hedging - The National Foreign Exchange Administration is promoting a risk-neutral mindset among companies, encouraging them to engage in hedging [6]. - Efforts include providing case studies for risk identification and strategy formulation, enhancing the availability of hedging products, and simplifying processes for compliant companies to engage in foreign exchange derivative transactions [6].

Core Viewpoint - The article highlights the significant advancements in food safety and market regulation in Zhengzhou, emphasizing the integration of digital technology and community engagement to enhance consumer trust and safety in the food industry [10][11][12]. Group 1: Food Safety Initiatives - The "Internet + Bright Kitchen" initiative allows consumers to view real-time kitchen operations, enhancing transparency and trust in food safety [12][13]. - Zhengzhou has implemented a comprehensive monitoring system for food safety, with 5,565 sets of kitchen monitoring equipment connected to the network, allowing real-time oversight [14]. - The city has been recognized as a "National Food Safety Demonstration City," reflecting its improved food safety governance capabilities [28]. Group 2: Community Engagement and Governance - The "Zhengqi Pioneer" program engages over 8,000 delivery riders as food safety monitors, creating a community-driven approach to food safety oversight [12][18]. - The program encourages riders to report violations, forming a closed-loop management system that enhances regulatory efficiency [12][14]. - The integration of digital tools in governance has improved the efficiency of market regulation, allowing for real-time data sharing and monitoring [11][13]. Group 3: Regulatory Reforms and Business Environment - Zhengzhou has streamlined business registration processes, reducing paperwork and approval times significantly, which has led to a substantial increase in the number of registered businesses [16][17]. - The city has introduced a "no-feel migration" reform, allowing businesses to relocate with minimal administrative burden, resulting in an 81.67% completion rate for migration applications [17]. - Credit classification and regulatory measures have been enhanced, covering over 70% of sectors, which has improved the precision of regulatory actions and reduced unnecessary disruptions for compliant businesses [18][19]. Group 4: Quality and Innovation - Zhengzhou's quality improvement initiatives have led to the establishment of a Chief Quality Officer system, with over 80% of key enterprises appointing quality leaders [21][22]. - The city has actively participated in the formulation of international and national standards, enhancing its reputation in quality governance [22][24]. - The "Zheng High Competition" has generated significant economic benefits from patented technologies, showcasing the city's commitment to innovation and quality [23][24]. Group 5: Consumer Protection and Satisfaction - The city has developed a "放心消费" (Safe Consumption) initiative, promoting consumer rights and establishing a new dispute resolution system [31][30]. - A multi-channel complaint handling system has been implemented, ensuring quick resolution of consumer disputes and enhancing consumer confidence [31][32]. - The establishment of numerous consumer protection stations across the city has created a robust support network for consumers [31].

Core Viewpoint - The company acknowledges that its stock price in the secondary market is influenced by multiple factors including industry policies, macroeconomic conditions, capital market supply and demand, and investor risk appetite [1] Group 1: Company Strategy - The company emphasizes the importance of stock price performance and shareholder concerns, indicating a commitment to addressing these issues [1] - The company plans to continue focusing on its core business, increasing research and development investment, and expanding its product line to enhance operational quality and core competitiveness [1] - The company aims to comprehensively layout in precision medicine and smart healthcare, while also strengthening market communication through compliant channels to protect the long-term interests of all shareholders [1]

（编辑 任世碧） 证券日报网讯 2月5日，安图生物在互动平台回答投资者提问时表示，截至目前，公司AI检验临床辅助 决策系统已在30余家医院安装，并顺利衔接医院现有检验设备及LIS系统，对公司毛利率影响较小。 ...