报告目录 【全新修订】：2025年8月 【出版机构】：中智信投研究网 全球与中国蛋白质定量检测试剂盒市场发展趋势及前景预测分析报告2025～2031年 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 1 蛋白质定量检测试剂盒市场概述 1.1 产品定义及统计范围 1.2 按照不同比色法类，蛋白质定量检测试剂盒主要可以分为如下几个类别 1.2.1 全球不同比色法类蛋白质定量检测试剂盒销售额增长趋势2020 VS 2024 VS 2031 1.2.2 BCA 1.2.3 Bradford 1.2.4 Lowry 1.2.5 UV 1.3 从不同应用，蛋白质定量检测试剂盒主要包括如下几个方面 1.3.1 全球不同应用蛋白质定量检测试剂盒销售额增长趋势2020 VS 2024 VS 2031 1.3.2 大学 2.1.1 全球蛋白质定量检测试剂盒产能、产量、产能利用率及发展趋势（2020-2031） 1.3.3 研究中心 1.3.4 其他 2.1.2 全球蛋白质定量检测试剂盒产量、需求量及发展趋势（2020-2031） 1.4 蛋白质定量检测试剂盒 ...

Core Insights - Shanghai Aladdin Biochemical Technology Co., Ltd. and Fipeng Biotechnology Co., Ltd. have established Dongguan Aladdin Biotechnology Co., Ltd. to create a comprehensive biotechnology platform covering raw materials, reagents, and medical devices, accelerating global strategic expansion in the life sciences sector [1][2] - The establishment of Dongguan Aladdin is a significant strategic move for Aladdin, aiming for technological breakthroughs and market expansion in the life sciences raw materials and reagents field, thereby enhancing profitability and industry position [1] - The collaboration with Fipeng is expected to leverage its advantages in the research, production, and sales of in vitro diagnostic reagent raw materials, further expanding Aladdin's business boundaries in the life sciences sector [1] Business Scope - The new company's business scope includes technical services, manufacturing and sales of specialized chemical products, and production and sales of medical devices, indicating a broad business layout [2] - The company will focus on the research and production of immunological and molecular raw materials, fully automated luminescence devices, and supporting consumables tailored to the needs of research clients [2]

Group 1: Financial Performance - In 2024, the company achieved a revenue of 645.02 million yuan, representing a year-on-year growth of 18.65% [1] - The net profit attributable to shareholders for 2024 was 123.83 million yuan [1] - In Q1 2025, the company reported a revenue of 186.49 million yuan, with a year-on-year increase of 27.73% [1] - The net profit attributable to shareholders in Q1 2025 was 40.58 million yuan, reflecting a growth of 32.30% [1] Group 2: Strategic Focus and Market Position - The company is concentrating on biopharmaceuticals and cell immunotherapy, driving core business development and global strategy [1] - There is a continuous increase in demand for biological reagents such as recombinant proteins, driven by the recovery of the innovative drug market [2] - The company aims to enhance its leadership and competitive advantage in the industry through improved technology and product development [2] Group 3: Product Development in CGT and ADC - The company provides comprehensive solutions for cell and gene therapy (CGT), addressing challenges in R&D technology, product quality, and supply chain stability [3] - Over 50 high-quality GMP-grade products have been developed, including cytokines and antibodies for CGT applications [5] - In the ADC field, the company focuses on five core elements: suitable antigen targets, highly specific antibodies, effective toxin molecules, quality linkers, and precise Drug Antibody Ratio (DAR) [6][7]

Financial Performance - In 2024, the company achieved a revenue of 645.02 million CNY, a year-on-year increase of 18.65%, with overseas revenue (excluding specific acute respiratory disease-related products) growing over 20% [1] - For Q1 2025, the company reported a revenue of 186.49 million CNY, reflecting a year-on-year growth of 27.73%, and a net profit of 40.58 million CNY, up 32.30% [1] Business Strategy - The company focuses on biomedicine and cell immunotherapy, emphasizing a market-oriented, customer-first, and innovation-driven R&D approach [1] - A comprehensive internal management optimization has been implemented to enhance the marketing network and overall competitiveness [1] Global Operations - The company has established a logistics system covering nearly 80 countries and regions, serving over 10,000 industrial and research clients [3] - A robust internal communication mechanism supports seamless collaboration across global branches [3] Cell and Gene Therapy (CGT) - The company offers comprehensive solutions for CGT, leveraging its extensive protein pipeline and technical expertise [4] - Over 50 high-quality GMP-grade products have been developed, supporting clinical research and commercial production [6] Antibody-Drug Conjugates (ADC) - ADCs are highlighted as a key focus area, combining targeted antibodies with potent chemotherapy agents to enhance treatment efficacy while minimizing side effects [7] - The company provides a range of products and services for ADC development, covering the entire process from antibody preparation to quality control [8] Neuroscience Research - The company is actively involved in neuroscience, providing high-quality recombinant proteins and pre-formed fibrils (PFFs) for research on neurodegenerative diseases [9] - Products developed for Alzheimer's, Parkinson's, and Huntington's diseases support both treatment and diagnostic research [9]

Group 1 - Shanghai Youning Biological Technology Co., Ltd. won a bid for reagent procurement from Shandong First Medical University, with a total transaction amount of 7403.70 RMB [1] - The procurement includes multiple items, all supplied by CST, a manufacturer based in the United States [2] - Each item has a unit price of 2467.90 RMB, with a delivery requirement of within 7 days after contract signing [1][2] Group 2 - The items procured include K63-linkage Specific Polyubiquitin, Phospho-NF-κB p65, and NLRP3 Rabbit mAbs, each with a specification of 100ul [2] - The procurement emphasizes standard service for warranty and after-sales support [1][2] - Payment is contingent upon successful delivery and acceptance of the goods [1]

Core Viewpoint - Bio-Rad has decided to suspend its previously announced tariff surcharge plan, indicating a commitment to support customers amid complex global logistics challenges [2]. Group 1 - Bio-Rad's Senior Vice President of Commercial Operations for the Americas, Ryan Short, stated that the company will not implement the temporary tariff surcharge initially considered on May 21 [2]. - The decision reflects Bio-Rad's ongoing dedication to customer support while closely monitoring the evolving situation [2]. - Analyst Tycho Peterson from Jefferies noted that Bio-Rad's change in stance suggests a lack of broad pricing power for its product portfolio, particularly for standardized reagents [2]. Group 2 - Peterson highlighted that as tariff-related disputes, especially those involving China, begin to ease, the need for additional surcharges may diminish [2]. - He emphasized that implementing a surcharge could lead to a more significant decline in demand than anticipated, making it necessary to cancel the plan to protect revenue and market share [2]. - Following the announcement, Bio-Rad's stock price saw a slight increase of 1%, reaching $231.89 on the New York Stock Exchange [2].

Core Insights - The article highlights the rise of domestic biological reagents in China, which have historically relied on imports, as the industry undergoes significant transformation due to the growth of the pharmaceutical and health sectors [1][2] - Nanjing Novozan Biotechnology Co., Ltd. has established a self-controlled technology platform, overcoming key technical challenges in high-end enzymes and antibodies, thereby enhancing China's biopharmaceutical supply chain [1][2][3] Industry Overview - Biological reagents, including enzymes and antibodies, are essential for research and development in life sciences, diagnostics, and vaccine production, often referred to as the "chip" of life sciences [1] - The industry has seen a shift as domestic companies like Novozan gain ground against foreign competitors, particularly in high-end reagent markets [1][2] Company Development - Founded in 2012, Novozan began its journey to develop localized biological reagents, addressing issues such as high costs and long delivery times associated with imported products [2][3] - The company has achieved significant breakthroughs in key technologies, enabling it to produce a range of over 1,000 types of recombinant enzymes and 3,000 types of high-performance antigens and monoclonal antibodies [5][6] Product Innovation - Novozan successfully developed a domestic high-sensitivity troponin test for early diagnosis of myocardial infarction, which is priced at 60% of the imported equivalent and delivers results in just 8 minutes [3][4] - The company is focusing on Alzheimer's disease (AD) blood testing, with products already in use in over 100 top-tier hospitals and third-party testing institutions [5][6] Marketing Strategy - Novozan's marketing approach for AD testing emphasizes a comprehensive service ecosystem that integrates technology development, clinical application, and academic outreach, rather than just product sales [6][7] - The company aims to enhance public awareness of AD and provide tailored solutions to medical institutions, establishing strategic partnerships to create a complete diagnostic and treatment ecosystem [6][7] International Expansion - Novozan has begun exporting products, including NGS (Next Generation Sequencing) reagents, to international markets, marking a significant step in its global strategy [8][9] - The company has established warehouses in key regions such as North America, Europe, and Southeast Asia to improve delivery times, reducing the product delivery cycle from 40-50 days to as little as 3 days [10]

Core Insights - Shanghai Youning Biotechnology Co., Ltd. has won a bid for the supply of Mouse IgG1 κ, mFluor 610 (Clone: 7D11) Isotype Control to Shandong First Medical University, with a total transaction amount of 744.00 RMB [1] Group 1: Bid Details - The procurement unit is Shandong First Medical University, with the bidding process starting on June 5, 2025, and ending on June 8, 2025 [1] - The payment method is upon delivery and acceptance of the goods [1] - The delivery time is within 7 days after the announcement of the bidding results [1] Group 2: Product and Supplier Information - The product is a testing reagent with the brand MultiSciences, model F11IG109, produced in Hangzhou [1] - The quantity ordered is 1 unit, with a unit price of 744.00 RMB, leading to a total transaction value of 744.00 RMB [1] - The supplier is Shanghai Youning Biotechnology Co., Ltd. [1]

Financial Performance - In 2024, the company achieved a revenue of 64,502.19 million yuan, representing a year-on-year growth of 18.65% [1] - The net profit attributable to shareholders was 12,383.25 million yuan [1] - In Q1 2025, the company reported a revenue of 18,649.04 million yuan, with a year-on-year increase of 27.73% [1] - The net profit for Q1 2025 was 4,057.85 million yuan, reflecting a growth of 32.30% [1] Business Strategy - The company focuses on biomedicine and cell immunotherapy, emphasizing a market-oriented and customer-centric approach [1] - A comprehensive optimization of internal management has been implemented to enhance competitiveness and profitability [1] CGT (Cell and Gene Therapy) Development - The company offers a full range of solutions from drug target discovery to commercial production for cell and gene therapy clients [2] - It has developed a series of recombinant proteins and unique antibodies for CAR-T product development, including a specific antibody targeting CD19 [2] - The company has successfully developed nearly 50 GMP-grade products for CGT applications, ensuring high-quality standards [3] ADC (Antibody-Drug Conjugates) Development - ADCs combine targeted antibodies with potent chemotherapy drugs, minimizing harm to normal cells while maximizing therapeutic effects [4] - The company provides a range of products and services for ADC development, including target proteins and linker enzymes [5] Neuroscience Research - The company focuses on providing high-quality recombinant proteins and neurotrophic factors for brain science research [7] - It has developed products targeting neurodegenerative diseases such as Alzheimer's and Parkinson's, as well as diagnostic proteins [7]

Investment Rating - The report maintains a "Strong Buy" rating for the company [5] Core Views - The company has shown a significant improvement in performance, with a clear recovery in domestic business and continued growth in international markets [9] - The revenue for 2024 is projected to be 645 million yuan, with a year-on-year growth of 19%, while the net profit is expected to be 124 million yuan, reflecting a decrease of 19% compared to the previous year [4][11] - The company is expected to achieve a net profit of 155 million yuan in 2025, with a corresponding PE ratio of 36.6x [9][12] Financial Performance - In Q4 2024, the company achieved a revenue of 182 million yuan, with a net profit of 40.34 million yuan, marking a year-on-year increase of 38.5% and 58.6% respectively [1][2] - The first quarter of 2025 saw a revenue of 186 million yuan, with a net profit of 40.58 million yuan, indicating a year-on-year growth of 27.73% and 32.3% respectively [1][2] - The company’s gross margin remains high at approximately 90.9% for 2024, with a net profit margin of 19.2% [12] Business Segments - Domestic revenue for 2024 is expected to reach 216 million yuan, a year-on-year increase of 16.76%, while international revenue is projected at 429 million yuan, reflecting a growth of 19.62% [9] - The company has expanded its product offerings, with the number of products generating over 1 million yuan in sales increasing from 70 in 2023 to 95 in 2024 [9] Future Outlook - The company is expected to see a gradual improvement in its non-GAAP profit margin, with projections indicating a net profit of 1.55 billion yuan in 2025, 1.87 billion yuan in 2026, and 2.28 billion yuan in 2027 [9][12] - The report emphasizes the company's commitment to innovation and product development, integrating advanced technologies such as AI and gene editing into its offerings [9]