生物医药材料

Search documents
纳微科技:血液制品列为色谱填料核心业务的重点应用方向
Xin Lang Cai Jing· 2025-09-22 12:01
9月22日,纳微科技披露投资者关系活动记录表。纳微科技表示,近几年,国内血液制品客户越来越重 视创新工艺研究和关键物料的国产替代,公司已将血液制品列入公司色谱填料核心业务"3+2"的重点应 用方向之一,持续开发新产品和应用工艺,积极对接客户需求,已有不同阶段的研发项目导入。 ...
纳微科技:有知名机构高毅资产参与的多家机构于7月10日调研我司
Zheng Quan Zhi Xing· 2025-07-11 10:39
Core Viewpoint - Nanwei Technology (688690) is experiencing growth driven by the booming GLP-1 peptide drug market, leading to increased investment in new drug research and production capacity by domestic and international pharmaceutical companies [2][3]. Group 1: Business Performance - The company's main revenue for Q1 2025 was 189 million yuan, a year-on-year increase of 22.39%, with a net profit attributable to shareholders of 29.22 million yuan, up 72.98% year-on-year [7]. - The gross profit margin for the chromatography filler business is high, accounting for approximately 60% of the company's revenue, which has improved overall profitability [4]. Group 2: Market Strategy - The company is focusing on the antibody new drug projects as a key area for replacing imported products, enhancing competitiveness through continuous R&D investment and product innovation [3]. - To address domestic competition, the company is building a comprehensive chromatography technology platform, providing integrated solutions to avoid price wars in single product categories [6]. Group 3: Mergers and Acquisitions - The acquisition of two instrument companies enhances the company's product line from chromatography fillers to protein purification equipment, improving business and product layout and achieving synergy in customer expansion and market sales [5]. Group 4: Future Outlook - The company is accelerating its overseas market layout and enhancing its overseas sales capabilities to increase application opportunities for its filler products among international clients [3][6].