摘要 ：艾德生物以现金方式向赛陆医疗增资5,000万元，其中5.5701万元作为赛陆医疗新增注册资本，其余部分计入赛陆医疗资本公 积金，本次增资后艾德生物持有赛陆医疗2.3810%的股权。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 2 0 2 5年1 0月9日， 厦门艾德生物医药科技股份有限公司（以下简称" 艾德生物 "） 公告：艾德生物以现金方式向赛陆 医疗增资5 , 0 0 0万元，其中5 . 5 7 0 1万元作为赛陆医疗新增注册资本，其余部分计入赛陆医疗资本公积金，本次增资后艾 德生物持有赛陆医疗2 . 3 8 1 0%的股权。 赛陆医疗成立于 2 0 2 0 年，是国家高新技术企业与专精特新小巨人企业，专注于自主知识产权的上游测序、超分辨空间 组学及固相基因芯片检测三大平台研发。就在今年5月，赛陆医疗已经获得 复星医药领投的A+轮投资。 这家仅成立5 年的初创企业，无论是产品端的突破，还是资本市场的认可度，都展现出了超出行业预期的实力。 艾德生物是国内肿瘤精准医疗分子诊断领域的领军企业，由国家特聘专家郑立谋教授于2 0 0 ...

Core Insights - The company achieved steady revenue growth in the first half of 2024, with revenue of 579 million (+6.7%) and net profit attributable to shareholders of 189 million (+31.4%) [1] - The company maintains a comprehensive companion diagnostic product system, supporting both targeted and immunotherapy [1][3] - The company is a leader in the field of tumor precision diagnosis and is expected to benefit from the growth in precision treatment for tumors [3] Revenue and Profit Analysis - In Q2 2024, the company reported revenue of 307 million (-0.8%), but a quarter-on-quarter growth of 13% [1] - The net profit for Q2 was 99 million (+23.7%), with a quarter-on-quarter increase of 9% [1] - The adjusted net profit for Q2 was 98 million (+16.7%), indicating strong year-on-year profit growth [1] Business Segment Performance - Revenue from diagnostic reagents in the first half of 2024 was 483 million (+7.9%), with a gross margin of 90.7% [1] - The testing services segment generated revenue of 33 million (+0.9%), with a gross margin of 48.7% [1] - The drug clinical research services segment saw revenue of 57 million (-5%), with a gross margin of 53.1% [2] Cost and Margin Analysis - The overall gross margin for the first half of 2024 was 84.0% (-1.1 percentage points) [3] - Sales expense ratio decreased to 25.7% (-3.8 percentage points), and R&D expense ratio decreased to 15.6% (-3.9 percentage points) [3] - The net profit margin increased significantly, with a net profit margin of 32.6%, up 6.1 percentage points year-on-year [3] Cash Flow and Future Outlook - The operating cash flow net amount for the first half of 2024 was 171 million (+22.6%), maintaining a healthy ratio of operating cash flow to net profit [3] - The company maintains profit forecasts for 2025-2027, with expected net profits of 317 million, 382 million, and 451 million, representing year-on-year growth of 24.4%, 20.5%, and 18.1% respectively [3]