一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.1400 | -0.1700 | 17.65 | 0.3000 | | 每股净资产（元） | 10.23 | 10.95 | -6.58 | 17 | | 每股公积金(元) | 9.06 | 9.06 | 0 | 13.08 | | 每股未分配利润(元) | -0.05 | 0.68 | -107.35 | 2.62 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 0.03 | 0.05 | -40 | 1.06 | | 净利润(亿元) | -0.18 | -0.21 | 14.29 | 0.36 | | 净资产收益率(%) | -1.39 | -1.58 | 12.03 | 2.46 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 9429.17万股，累计占流通股比： 76.5 ...

Core Points - The company reported a revenue of 80.8027 million yuan for 2024, representing a year-on-year decline of 39.96% [1] - The net loss attributable to shareholders was 93.5028 million yuan, compared to a net loss of 70.9903 million yuan in the same period last year [1] - The basic earnings per share were -0.76 yuan per share [1] - The company plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves, with the remaining undistributed profits carried forward to the next year [1]

奥浦迈（688293.SH） 培养基持续高增，海外市场表现靓丽，项目数增加巩固竞争优势 奥浦迈发布 2024 年年度报告。2024 年实现营业收入 2.97 亿元，同比增长 22.26%；归母净利润 2105 万元，同比下滑 61.04%；扣非后归母净利润 659 万元，同比下滑 81.03%。分季度看，2024Q4 实现营业收入 8139 万元，同比 增长 13.93%；归母净利润-618 万元，同比下滑 156.95%；扣非后归母净利 润-1049 万元，同比下滑 446.72%。 观点：收入端稳健增长，固定成本增加、减值计提等多因素影响利润端增速不 及收入端。培养基延续高增态势，海外市场增长势头强劲，CDMO 平台产能 爬坡有望带动服务亏损收窄。海内外客户持续开拓，培养基客户数量及管线规 模增长显著，持续巩固领先竞争优势。 2024 年收入端稳健增长，多因素影响利润端增速不及收入端。行业融资环境 紧缩的背景下，公司收入端高速增长，展现了较强的经营韧性。利润端增速不 及收入端系多种因素影响：1）募投项目"奥浦迈 CDMO 生物药商业化生产平 台"投入运营，相关固定成本增加较多；2）计提长期资产减值损失 1 ...

瑞财经 刘治颖 近日，万泰生物(SH603392)发布2024年年度报告。 2024年，万泰生物营业收入为22.45亿元，同比减少59.25%；归属于上市公司股东的净利润1.06亿元，同比减少91.49%；归属于上市公司股东的扣除非经常 性损益的净亏损1.86亿元，同比减少117.29%。 | | 主营业务分产品情况 | | | | | | --- | --- | --- | --- | --- | --- | | | 同期成本已重述 | | | | | | 分产品 | 营业收入 | 营业成本 | 毛利率 (%) | 营业收入 比上年增 | 营业成本 比上年增 | | | | | | 减 (%) | 减 (%) | | 疫苗 | 606,432,558.89 | 179,306,715.39 | 70.43 | -84.69 | -46.08 | | 试剂 | 1,433,300,032.38 | 351,758,714.62 | 75.46 | 7.66 | 12.80 | | 仪器 | 38,784,375.51 | 159,233,721.51 | -310.56 | -36.35 | 1.87 | | ...

瑞财经 刘治颖 近日，万泰生物(SH603392)发布2024年年度报告。 万泰生物表示，营收变动主要因素为公司疫苗板块受市场调整、政府集采及九价HPV疫苗扩龄等影响，销售不及预期，疫苗板块收入出现大幅下降。 具体来看，万泰生物疫苗营收6.06亿元，同比下降84.69%，毛利率为70.43%，比上年减少21.17%；试剂营收14.33亿元，同比增长7.66%，毛利率为75.46%， 比上年减少1.11%；仪器营收3878.44万元，同比下降36.35%，毛利率为-310.56%，比上年减少154.06%；活性原料营收2275.68万元，同比下降13.02%，毛利 率为90.19%，比上年增长5.73%；代理产品营收1.14亿元，同比下降1.02%，毛利率为55.83%，比上年增长10.78%。 | | | 主营业务分产品情况 | | | | --- | --- | --- | --- | --- | | | | 同期成本已重述 | | | | 分产品 | 营业收入 | 营业成本 | 毛利率 (%) | 营业收 比上年 减 (% | | 疫苗 | 606,432,558.89 | 179,306,715.39 ...

万泰生物首次发行费用为6365.19万元，其中，国金证券获得承销及保荐费用4346.00万元。 2021年，万泰生物10送4股派2.50元(含税)，2022年公司10送2股转2.5股派2元(含税)，2023年10转4股派10元(含税)。 万泰生物于2020年7月7日披露的非公开发行A股股票发行情况报告书显示，公司此次非公开发行股票的数量为25,862,705股，发行 价格为135.33元/股，实际募集资金总额为3,499,999,867.65元，减除相关发行费用39,844,153.48元，募集资金净额为 3,460,155,714.17元。 | | | | | 分红 | | | | --- | --- | --- | --- | --- | --- | --- | | 公告日期 | | 分红方案(每10股) | | 进度 | 除权除息日 | 股权登记日 | | | 送股(股) | 转增(股) 派息(税前)(元) | | | | | | 2024-05-28 | 0 | 0 | 3.2 | 实施 | 2024-06-03 | 2024-05-31 | | 2023-05-30 | 0 | র্ব | 10 | ...

Group 1: Key Points on Kede CNC - Kede CNC's core technology and component procurement do not involve U.S. origin goods, resulting in minimal impact from tariffs [1] - The company focuses on independent research and development of key functional components, achieving self-control over five-axis CNC systems, servo drives, and motors [1] - Orders are driven by both repurchases of old models and the expansion of new products, with a 13% increase in traditional five-axis vertical machining center orders and a 40% repurchase rate for machine tool products [1] - The five-axis horizontal machining centers and five-axis horizontal milling-turning composite machining centers have diverse specifications suitable for processing complex structural parts, significantly enhancing processing efficiency and precision [1] - The blade tip grinding products contribute to increasing the localization rate of aircraft engines, promoting the rapid and high-quality development of core technologies in the aviation industry [1] Group 2: Key Points on Novogene - Novogene's overseas conventional business revenue for 2024 has exceeded 100 million yuan, accounting for 7.4% of total revenue, with significant domestic client supply chain import substitution opportunities expected to drive growth [2] - Import enterprises hold over 50% market share in research and diagnostic clients, with even higher shares in pharmaceutical companies, indicating strong domestic replacement potential [2] - The domestic gross margin has declined due to intensified competition and product structure adjustments, although the sales proportion of new product categories is increasing, with some products maintaining good gross margins [2] - Novogene collaborates comprehensively with BGI in areas such as gene sequencing and D detection, with potential for deeper cooperation in Alzheimer's disease testing in the future [2]

长江商报消息 ●长江商报记者 沈右荣 沃森生物依然注重研发。2024年，公司研发投入7亿元，占营业收入的比重为24.82%，依旧超过20%。 沃森生物何时能走出低迷期，备受市场关注。 值得一提的是，作为创始人、董事长，李云春曾经频频减持，累计套现约40亿元。 营收净利连续双降 沃森生物的经营业绩下滑势头没有遏制，反而有加速下滑趋势。 年报显示，2024年，沃森生物实现营业收入28.21亿元，同比下降31.41%；归母净利润1.42亿元，同比下降 66.10%；扣除非经常性损益的净利润（以下简称"扣非净利润"）1.08亿元，同比下降81.10%。 视觉中国图 国内知名自主疫苗企业沃森生物（300142.SZ）经营业绩承压，公司努力寻求突围。 4月11日晚，沃森生物披露了2024年年度报告。公司实现营业收入28.21亿元，同比下降逾30%；归属母公司股东 的净利润（以下简称"归母净利润"）1.42亿元，同比降幅超过60%。 此前的2023年，公司也为营收净利双降。2024年，公司降幅扩大。 沃森生物解释，国内市场竞争加剧，产品销售收入下降；响应"惠民项目"采购招标，双价HPV疫苗中标价格下 降，九价人乳头瘤病毒疫 ...

Group 1: New Listings and Filings - Five companies submitted applications for listing on the Hong Kong Stock Exchange from April 7 to April 13, 2023 [2] - Hantian Technology (Xiamen) Co., Ltd. is a global leader in the silicon carbide (SiC) epitaxy industry, with a projected market share exceeding 30% in 2024 [2] - IFBH Limited, a rapidly growing beverage and food company based in Thailand, has a market share of approximately 34% in the coconut water market in mainland China for 2024 [3] - Jihong Co., Ltd. focuses on cross-border social e-commerce and packaging solutions, ranking second in the B2C export e-commerce sector in China with a market share of 1.3% [3] - Jiangxi Biological Products Research Institute is the largest provider of human tetanus antitoxin in China, with a market share of 65.8% in 2024 [4] Group 2: Financial Performance - Hantian Technology's projected revenues for 2022, 2023, and 2024 are approximately RMB 441 million, RMB 1.143 billion, and RMB 974 million, respectively [2] - IFBH Limited's revenues for 2023 and 2024 are expected to be approximately RMB 87.44 million and about USD 158 million, with net profits of RMB 16.75 million and USD 33.32 million [3] - Jihong Co., Ltd. anticipates revenues of approximately RMB 5.376 billion, RMB 6.695 billion, and RMB 5.529 billion for 2022, 2023, and 2024, respectively [3] - Jiangxi Biological's projected revenues for 2022, 2023, and 2024 are approximately RMB 142 million, RMB 198 million, and RMB 221 million, respectively [4] - Ming Kee Hospital Group, the largest private hospital group in East China, expects revenues of approximately RMB 2.336 billion, RMB 2.688 billion, and RMB 2.659 billion for 2022, 2023, and 2024 [5] Group 3: Upcoming IPOs - Zhengli New Energy plans to offer 121.5 million H-shares at an IPO price of HKD 8.27, with net proceeds of HKD 928 million [5] - Ying'en Biotechnology-B is set to offer 15.0716 million shares with a price range of HKD 94.6 to HKD 103.2, expected to start trading on April 15, 2025 [6]

诺唯赞 20250410 2025-04-11 摘要 • 诺唯赞 2024 年生命科学业务营收达 10.3 亿元，国内收入增长 12%，海 外收入激增 122%，整体增长 19%，生物试剂出货量增长超 50%，海外 市场毛利率高达 81%，仪器设备毛利率接近 90%。 • 生物医药业务营收 1.8 亿元，虽技术服务下滑 30%，但 GLP-1 商业化进 展显著，一季度销售额近 5,000 万元，与多家头部客户建立稳定关系，预 示未来增长潜力。 • 诊断业务销售额同比下降 30%至 1.66 亿元，主要因收缩常规 POCT 产品 线，集中资源于呼吸道及 AD 领域，与迈瑞合作落地呼吸道产品商业化， AD 领域完成取证及初步商业化。 • 公司 2024 年归母净利润亏损 1,800 万元，同比减亏 5,000 万元，扣除股 份支付影响后经营性净利润略微盈利，通过控制费用、聚焦研发核心项目 提升运营效率。 • 2024 年生命科学板块净利润约 1.8 亿元，诊断业务亏损 1.2 亿元，主要 因 AD 试剂和仪器研发投入，微流控业务因尚未商业化，研发投入近 6,000 万元。 诺唯赞在生命科学业务方面取得了哪些具体成 ...