华夏时报（www.chinatimes.net.cn）记者 于娜 北京报道 当前，生物医药行业转型升级开始加速，从药品仿制迈向源头创新，实现从"跟跑"到"并跑"乃至"领跑"的跨越， 生物医药行业已成为驱动经济增长与科技创新的重要引擎。 毕马威中国近日携手海南国际医药创新联合基金会、苏州生物医药产业园，在北京、苏州、深圳三地线上线下联 动举办了"毕马威中国第三届生物科创领航50企业榜单发布暨颁奖典礼"，对中国生物科技产业创新韧性与发展潜 力作出深度注解。 目前，中国生物医药企业国际化步伐加快，研发管线规模不断增长，跨境交易日益频繁，License—out（企业技 术、专利等通过许可输出）和Newco（一种资产交易模式）等模式助力企业提升全球化竞争力。 据业内不完全统计，2025年一季度国内创新药企的出海表现令人瞩目，达成33笔交易，已披露金额超362亿美元。 其中，第一季度中ADC为出海主力，有8笔交易，已披露金额达165.27亿美元。 而4月，双抗为出海主力，5笔交 易中有3笔为双抗。 "当下，全球产业链格局加速调整，国际经贸规则面临深刻变革，而中国生物科技行业展现出强劲的逆周期韧性， 成为全球创新版图中的重 ...

2025 年 4 月 30 日 公司研究 24 年营收稳健增长，25Q1 业绩承压 ——赛科希德（688338.SH）2024 年年度及 2025 年第一季度报告点评 要点 事件：公司发布 2024 年年度报告及 2025 年第一季度报告。2024 年公司实现营 业收入 3.06 亿元，同比增长 11.03%；实现归母净利润 1.13 亿元，同比下降 3.35%；扣非归母净利润 1.10 亿元，同比下降 3.97%。2025 年第一季度实现营 业收入 6863.93 万元，同比下降 9.47%；归属于上市公司股东的净利润 2313.29 万元，同比下降 23.98%；扣非归母净利润 2221.13 万元，同比下降 26.61%。 点评： 24 年营收稳健增长，25Q1 业绩承压：2024 年公司营收保持稳健增长，主要得 益于凝血产品装机量和用户数量的持续提升。随着医疗终端对血栓与止血检测需 求的增加，公司仪器、试剂及耗材销售同步增长。2024 年归母净利润同比微降 3.35%，主要受新生产基地投入使用带来的折旧摊销、运营维护及搬迁费用增加 等因素影响。2025 年第一季度实现营业收入 6863.93 万元，同 ...

Core Insights - The company reported a decline in revenue and net profit for 2024, with total revenue of 12.196 billion yuan, down 9.04% year-on-year, and a net loss of 357 million yuan, down 216.20% year-on-year [1] - The diagnostic services sector showed a high-quality development trend despite a revenue decline, with significant growth in specific areas such as pathogen infection and hematological oncology [2] - The integration of AI in the ICL industry presents new opportunities, with the company achieving notable advancements in AI-driven healthcare solutions [3] - The overall gross margin decreased, while expense ratios remained stable, leading to a net margin decline [4] - Future revenue and profit forecasts indicate a potential recovery from 2025 to 2027, with expected revenue growth and significant increases in net profit [5] Financial Performance - In 2024, the company achieved total revenue of 12.196 billion yuan, a decrease of 9.04% year-on-year, and a net loss of 357 million yuan, a decline of 216.20% year-on-year [1] - The fourth quarter of 2024 saw revenue of 2.938 billion yuan, down 5.71% year-on-year, and a net loss of 488 million yuan, down 118.49% year-on-year [1] - For Q1 2025, revenue was 2.365 billion yuan, a decrease of 20.45% year-on-year, with a net loss of 21 million yuan, down 190.66% year-on-year [1] Business Segments - The diagnostic services business generated revenue of 4.520 billion yuan, down 12.86% year-on-year, with ICL revenue at 4.173 billion yuan, down 11.55% due to cost control policies [2] - The diagnostic products business reported revenue of 8.134 billion yuan, down 6.36% year-on-year, with channel products at 7.787 billion yuan, down 5.99% [2] - Specific areas within diagnostic services, such as pathogen infection, hematological oncology, and neuroimmunology, experienced revenue growth of 57%, 51%, and 38% respectively [2] Strategic Initiatives - The company aims to become a "technology-driven + data-driven" healthcare big data company, leveraging AI to enhance its offerings in the ICL industry [3] - The company has made significant strides in AI, completing the first industry data standard in the pathology AI field and assisting in the interpretation of over 3 million diagnostic reports [3] - The launch of two data element products on the Hangzhou Data Exchange by the end of 2024 indicates progress in data product safety and compliance [3] Profitability Metrics - The overall gross margin for 2024 decreased by 3.28 percentage points to 28.01%, primarily due to industry impacts on diagnostic services [4] - The net margin for 2024 declined by 5.73 percentage points to -1.39% [4] - In Q4 2024, the gross margin was 27.90%, with a net margin of -16.06% [4] Future Outlook - Revenue projections for 2025-2027 are 12.589 billion, 13.201 billion, and 14.114 billion yuan, with year-on-year growth rates of 3%, 5%, and 7% respectively [5] - Expected net profits for the same period are 435 million, 729 million, and 913 million yuan, reflecting growth rates of 222%, 68%, and 25% [5]

深圳市新产业生物医学工程股份有限公司 深圳市新产业生物医学工程股份有限公司 投资者关系活动记录表 证券代码：300832 证券简称：新产业 编号：2025-004 投资者关系活动记录表 | 投资者关系 | □媒体采访 ☑业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | ☑其他 线上交流 | | 参与单位名 | 共计 120 家机构，163 名参会人员，详见附件《与会机构名单》； | | 称及人员姓 | 以及通过深交所"互动易"平台"云访谈"栏目参加新产业 2024 | | 名 | 年度业绩说明会的全体投资者 | | 时间 | 年 月 日-4 月 日 2025 4 27 30 | | | 23 | | | 栏目 | | 待人员姓名 | 副总经理兼财务总监 丁晨柳 | | | 独立董事 伍前辉 | | | 投资者关系负责人 吕宇宁 | | | 公司于 月 日发布了《2024 年年度报告》《2025 4 26 | | | 了线上和线下交流，本次交流涉及的经营要点及主要互动提问 | | 投资者关系 | | | 活动主要内 | 一、公司 年度及 ...

美康生物科技股份有限公司 投资者关系活动记录表 编号：2025-01 美康生物科技股份有限公司 证券代码：300439 证券简称：美康生物 投资者关系活动 类别 □特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 网上业绩说明会：通过全景网参会的网上投资者及网友 时间 2025 年 4 月 30 日 (周三) 下午 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 上市公司接待人 员姓名 1、董事长邹炳德 2、总经理邹继华 3、董事会秘书、财务总监熊慧萍 4、独立董事徐玲 5、保荐代表人张晓红 投资者关系活动 主要内容介绍 公司主要就 2024 年度及 2025 年第一季度的经营业绩情况 及发展战略等方面进行交流并做了相关介绍，主要情况如下： （一）开场致辞 各位投资者朋友们，下午好！今天非常高兴能够通过网络， 与各位投资者朋友就美康生物 2024 年年度经营情况进行交流。 同时，也感谢全景网路演中心对 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688193 证券简称：仁度生物 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、准确性和完整性依法承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位：元 币种：人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 √适用 □ ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688399 证券简称：硕世生物 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、准确性和完整性依法承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 2025年第一季度，外部环境压力仍然存在，公司通过海外市场提速、内部精细化管理举措的不断落地， 积极应对市场挑战，业务继续向正常发展轨道回归。报告期内公司实现营业收入0.92亿元，同比增长 0.54%，环比增长12.37%，呈现稳步恢复态势。 单位：元 币种：人民币 收入端：报告期内，公司海外市场保持良好增长势头。得益于先前的产品认证和海外市场的战略部署， 公司海外收入同比增长69.00%。 利润端：随着体外诊断行业集采在全国 ...

Labcorp Holdings (LH) Q1 2025 Earnings Call April 29, 2025 02:09 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Q1 twenty twenty five LabCorp Holdings Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your ques ...

Core Viewpoint - The company, Burning Stone Medical (BNR), is experiencing a decline in revenue while showing significant improvement in net profit, indicating a potential shift in operational efficiency and cost management [1][2]. Financial Performance - As of September 30, 2024, Burning Stone Medical reported total revenue of 390 million RMB, a year-over-year decrease of 6.38% [1]. - The company recorded a net profit attributable to shareholders of -265 million RMB, which represents a year-over-year increase of 46.01% [1]. Company Overview - Burning Stone Medical was established in 2014 and focuses on providing clinically valuable next-generation sequencing (NGS) for precision oncology [2]. - The company holds a leading market share in tumor patient detection in China and collaborates with global anti-tumor pharmaceutical companies on biomarkers and companion diagnostics [2]. - The company received the first NGS testing kit approval from the National Medical Products Administration (NMPA) in July 2018, marking a significant milestone in the in vitro diagnostic field [2]. - The laboratories in Guangzhou, China, and California, USA, have obtained CLIA and CAP laboratory quality system certifications, ensuring high standards in testing [2].

Group 1 - The core viewpoint of the news is that Lidman Biochemical Co., Ltd. is experiencing a decline in revenue and profit, with a significant drop in stock price and market performance [1] - As of April 29, Lidman closed at 4.6 yuan, up 2.00%, with a latest price-to-book ratio of 1.51, marking a new low in 18 days, and a total market value of 2.502 billion yuan [1] - In terms of capital flow, on April 29, Lidman saw a net outflow of 2.7495 million yuan, with a total outflow of 1.6919 million yuan over the past five days [1] Group 2 - The main business of Lidman includes research, production, sales, and service of in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials [1] - The company's key products consist of biochemical diagnostic reagents, immunodiagnostic reagents, and automated chemiluminescence immunoassay analyzers [1] - Recent performance data shows that in Q1 2025, the company achieved operating revenue of 78.9087 million yuan, a year-on-year decrease of 16.61%, and a net profit of -1,251,725.54 yuan, a year-on-year decline of 53.73%, with a gross profit margin of 53.56% [1] Group 3 - Lidman has received several accolades, including "National High-tech Enterprise," "Zhongguancun High-tech Enterprise," and recognition as a leading enterprise in the "G20 Project" for the Beijing biopharmaceutical industry [1] - The company was also recognized as a "Benchmark Enterprise in Intelligent Manufacturing" in Beijing for 2018 and received certification for "Digital Workshop" in 2022 [1] Group 4 - In comparison to industry averages, Lidman's PE (TTM) is -33.98, and its price-to-book ratio is 1.51, while the industry average PE is 47.74 and the average price-to-book ratio is 4.40 [2] - The industry median PE is 36.15, with a median price-to-book ratio of 2.28, indicating that Lidman is underperforming relative to its peers [2]