◎记者 夏子航 11月25日，阿里健康与体外诊断行业头部上市公司圣湘生物正式签署战略合作协议。双方将聚焦呼吸道 感染性疾病领域，围绕检测产品、技术服务与创新模式展开全面业务合作，共同推动专业级呼吸道检测 能力向家庭场景延伸，助力淘宝闪购"居家闪检"服务体验升级。 近年来，阿里、京东、美团等互联网平台纷纷布局居家检测这一新风口。 一家互联网平台居家检测业务相关负责人向上海证券报记者表示，借助居家检测、可穿戴设备和连续数 据流，医疗健康行业有望迎来新机遇。"短期内，我们将开放检测与服务能力，接入更多合作伙伴，共 同拓展市场，提升服务能力；长期来看，我们将构建'检测—诊疗—用药—管理'的大健康生态蓝图。" 阿里健康与圣湘生物达成战略合作 11月18日，阿里健康联合淘宝闪购在北京、上海、广州、杭州四地率先推出"居家闪检"服务，上线 了"呼吸道病毒细菌12联检"项目，一次性覆盖甲型流感病毒、乙型流感病毒、肺炎支原体、新型冠状病 毒、腺病毒等12种常见呼吸道病原体，满足流感高发季多样化的检测需求。 用户在淘宝App搜索"居家闪检"进入服务页面预约后，由经过专业培训的骑手上门送达采样包，并协助 完成咽拭子样本采集，随后样本 ...

Core Viewpoint - The company,迈克生物, has no current substantial cooperation with major internet and delivery companies regarding home testing solutions [2] Company Summary - An investor inquired about potential collaborations with large technology and internet companies for home testing [2] - The company responded that there are no significant partnerships in place with major internet delivery companies at this time [2]

Group 1 - The company achieved revenue and net profit attributable to shareholders of 621 million and 247 million yuan in 2024, representing year-on-year growth of 30.0% and 41.9%, respectively, aligning with performance expectations [1] - In Q1 2025, the company reported revenue and net profit attributable to shareholders of 207 million and 95 million yuan, showing year-on-year declines of 26.5% and 34.8%, attributed to domestic policy adjustments and high base effects from Q1 2024 [1] - The gross profit margin for 2024 was 80.1%, an increase of 4.1 percentage points year-on-year, driven by a higher proportion of revenue from high-margin conventional products [1] Group 2 - The core respiratory product series generated revenue of 607 million yuan in 2024, reflecting a year-on-year increase of 30.8%, with continued market recognition and an expanding sales network [2] - Incremental businesses, including the prenatal and other series, achieved revenues of 4.17 million, 10.36 million, and 0.16 million yuan, with year-on-year growth rates of 0.8%, 7.4%, and a decline of 70.0%, respectively [2] - The company anticipates further growth in its incremental businesses in 2025, supported by new product approvals and enhanced sales promotion efforts [2] Group 3 - The company has successfully launched multiple new products in the chemical luminescence and PCR categories, enhancing its competitive position in the IVD market [3] - The company is increasing its investment in consumer-end business, establishing independent teams across product, R&D, and marketing to adapt to new home testing scenarios [3] - By the end of 2024, the company has established a significant presence in Southeast Asia and is advancing clinical trials and regulatory submissions for IVDR and FDA products in Europe and the U.S. [3] Group 4 - The company adjusted its EPS forecasts for 2025-2027 to 1.92, 2.21, and 2.53 yuan, reflecting a downward revision of 51% and 57% for 2025 and 2026, respectively, due to short-term revenue growth disruptions from domestic policy changes [4] - The company is assigned a target price of 40.23 yuan for 2025, based on a 21x PE ratio, compared to a previous target of 58.50 yuan [4]