Core Insights - Company is addressing investor concerns regarding its competitive gaps in the chemiluminescence sector compared to overseas giants and strategies to close these gaps [1] - The company has gained recognition in the domestic market for its infectious disease and tumor marker packages, and plans to launch a new generation of hormone packages by 2025 [1] - The company is enhancing its localization capabilities overseas, particularly after acquiring DiaSys, which has improved brand recognition and customer trust in Europe [1] Group 1 - The company's in vitro diagnostic segment is performing exceptionally well, with a projected revenue growth of 10.8% year-on-year in 2024, surpassing its life information and support business for the first time [2] - The international in vitro diagnostic business has seen over 30% year-on-year growth, with the domestic chemiluminescence business ranking third in the market for the first time [2] - The company has successfully penetrated 115 overseas third-party laboratory chains and installed two MT8000 full laboratory automation lines, with expectations for further growth in 2025 [2] Group 2 - The company is committed to establishing local operations and teams in Europe and developing countries to strengthen its overseas presence [1] - The heart marker and hormone package projects have received widespread recognition from European and American experts, indicating potential for clinical academic collaborations [1] - The company aims to catch up with imported brands in five core chemiluminescence packages and achieve superior performance in certain projects [1]

磐升生物的硬核创新远不止于此。作为国家级专精特新"小巨人"企业，磐升生物开辟了"细胞再 生"的新赛道，其核心产品——具有完整生理功能的组织工程人工皮肤，实现了毛囊、神经、血管等复 杂结构的再生，技术水平全球领先，为再生医学开辟了全新路径。 精准诊断"隐形冠军" 深耕体外诊断领域近二十载的山东莱博生物科技有限公司，是这条创新链上不可或缺的一环。 莱博生物总经理助理吴冰介绍，其核心"利器"——丙型肝炎核心抗原检测试剂盒，不仅拥有国内独 家专利，填补了技术空白，其检测效能更可与"金标准"核酸检测比肩。 "操作简便、成本低，非常适用于大规模筛查。"吴冰强调。以此为核心，莱博生物向上游突破免疫 原料研制，向下游延伸至全自动化学发光免疫分析仪等设备开发，构筑了完整的诊断生态链。 "目前，企业已形成'核心原料+诊断试剂+检测设备'的全链条布局。"吴冰表示，未来，莱博生物还 将研发触角延伸至心血管、肿瘤标志物、激素检测等新领域，不断拓宽精准诊断的疆界，让创新成果惠 及更广阔市场。" 在济南磐升生物实验室里，一张小小的生物芯片正悄然改变着肿瘤早筛格局。不远处，莱博生物的 实验室里，拥有独家专利的丙型肝炎核心抗原检测试剂盒正在封 ...

Corporate Announcements - Aerospace Hongtu's controlling shareholder plans to transfer 5.1% of the company's shares, totaling 13.33 million shares at a price of 19 yuan per share, amounting to 253 million yuan [3] - Haitai Development intends to transfer 100% equity of its subsidiary for 90.66 million yuan, which is part of its strategic transformation to optimize asset structure [4] - G-Biosciences plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [5] - New China Life Insurance intends to invest 11.25 billion yuan to subscribe to a private fund, which has a total scale of 22.5 billion yuan [6] - Huaming Equipment has increased its share repurchase fund limit from 200 million yuan to 250 million yuan [7] Performance Updates - Jinxinnong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [9] - Tianbang Foods reported a 4.01% month-on-month decline in June sales revenue for commodity pigs, totaling 675 million yuan [10] - GAC Group's June automobile sales were 150,100 units, a year-on-year decrease of 8.22% [11] - Pulit expects a net profit of 200 million to 240 million yuan for the first half of 2025, a year-on-year increase of 38.88% to 66.65% [12] - Zhuyue Group anticipates a net profit of 560 million to 650 million yuan for the first half of 2025, a year-on-year increase of 50.97% to 75.23% [14] - Xindong Lianke expects a net profit of 138 million to 169 million yuan for the first half of 2025, a year-on-year increase of 144.46% to 199.37% [15] - Zhongce Rubber expects a net profit of 2.24 billion to 2.38 billion yuan for the first half of 2025, a year-on-year decrease of 6.3% to 11.81% [16] - ST Sitong anticipates a net loss of 11 million to 17 million yuan for the first half of 2025, compared to a loss of 9.08 million yuan in the same period last year [17] Major Contracts - Hongsheng Huayuan's subsidiary is expected to win a bid for a Southern Power Grid project worth approximately 1.127 billion yuan, accounting for 11.12% of the company's 2024 revenue [19] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [20] Shareholding Changes - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [22]

7月4日，迪瑞医疗今日收盘14.03元，下跌1.06%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到106.87倍，总市值38.26亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13迪瑞医疗106.8726.961.8538.26亿行业平均 51.0548.784.55107.12亿行业中值36.6236.522.5051.67亿1九安医疗10.2610.380.81173.21亿2英科医疗 10.4711.290.93165.45亿3新华医疗14.4313.381.1892.52亿4奥美医疗15.3215.011.5755.35亿5山东药玻 15.3915.431.77145.53亿6振德医疗15.4714.580.9856.17亿7康德莱15.7315.741.3033.89亿8维力医疗 16.4917.141.9337.60亿9九强生物16.4915.332.0281.66亿10奥泰生物16.6117.511.3452.96亿11安杰思 17.6117.812.1352.26亿12安图生物18.8317.982.42214.74亿 来源：金融界 迪瑞医疗科技股份有限公司的 ...

基蛋生物（603387）公告，公司计划投资1.5亿元建设智能化生产研发基地，包含土地价款、建筑主体 工程及配套设施工程费用。项目占地面积约40010.27平方米，总建筑面积约65538.81平方米，主要建设 内容为四层综合厂房、高标准仓储中心及配套研发办公设施。项目建成后，将形成化学发光、生化、血 球等产品线仪器及试剂的产能。公司已取得项目所需建设用地以及相关许可证书，预计2028年建设完 成。 ...

事件:公司发布2024年年度报告及2025年一季度报告。2024年实现营业收入20.12亿元(2.0296),归母净利 润3.02亿元(-15.06%6)扣非净利润2.87亿元(+30.84%)，经营性现金流5.30亿元。2024年04实现营业收入 6.18亿元(+21.57%)，归母净利润0.83亿元(+18.43%6)，扣非净利润0.80 亿元(+76.60%)2025年01实现营业 收入4.18亿元(-3.13%)，归母净利润0.10亿元(-84.6396)，扣非净利润0.37亿元(-35.44%6)，经营性现金流 0.06亿元。 保持高水平研发投入，自主产品解决方案愈发丰富。2024年公司研发投入3.38亿元(+3.84%)，占营业收 入比例16.80%;202501公司研发投入0.67亿元(-20.56%6)，占营业收入比例16.08%。2024年公司自主研发 的iBC2000全自动生化分析仪国内注册获批及国际CE注册获证，其速度可达2000T/h，[SE离子枪测模块 可同时测试三项，最高速度达成1200T/h:试剂方面，2024年公司在自身免疫性肝病、天疱疮、不孕不 育、抗磷脂综合征、高血压等新增 ...

导读： 作为医疗临床检验仪器及配套试剂的供应商，迪安致力于将国际前沿的医学检验技术和设备引进中国，获得德国Roche(罗氏诊断)、德国QIAGEN (凯杰生 物)、德国科宝等全球著名企业产品代理资质。 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。 | 各中心 | 设备类别 | 参数 | 数量 | | --- | --- | --- | --- | | | | 检测速度大于2000测试/小时 | | | | | 试剂位≥120个 | | | | 1.全自动生化分析系统 | 样本位≥250个 | 1套 | | | | (按照实际需求提供) | | | | 2、全自动化学发光免疫分 | 检测速度大于600测试/小时 试剂位≥30个 | | | | | | 1套 | | | 析系统 | 样本位≥160个 | | | | | (按照实际需求提供) 干化学测试模式≥200个/每 | | | | | 小时 | | | | 3.全自动尿液分析系统 | 有形成分测试模式≥100个/ | 1套 | | | | 每小时: | | | | | (按照实际需求提供 ...

Core Viewpoint - The company is expected to see a turning point in the second half of the year driven by innovation, mergers and acquisitions, and international expansion, with a stable growth rate of around 20% in recent years and high profitability levels [1] Group 1: Financial Performance - The company's revenue and net profit attributable to shareholders are projected to grow at a CAGR of 16.7% and 23.98% respectively from 2014 to 2024 [1] - The anticipated decline in growth rate for 2024 is primarily due to tight local government finances and delays in regular bidding processes [1] - The company is expected to achieve a sequential performance increase in the second half of the year, supported by the rapid growth of medical special bonds and improvements in bidding data [1] Group 2: Business Expansion and Market Presence - By the end of 2024, the company will have covered nearly 110,000 medical institutions in China and over 190 countries and regions globally [2] - The life information and support segment, including products like monitors and anesthesia machines, remains the market leader domestically and ranks among the top three globally, with international business expected to achieve double-digit growth in 2024 [2] - The IVD segment has seen significant growth in international business, with over 30% year-on-year growth driven by deep integration and localization strategies [2] Group 3: Strategic Initiatives - The company is accelerating its AI business layout, integrating and innovating existing products, and developing the "Sanrui" digital solution to enhance product volume and penetrate high-end domestic and international markets [1][3] - The company has established 63 overseas subsidiaries and continues to pursue domestic and international acquisitions to enrich its product matrix and enhance global channel layout [3] - The company is focusing on high-end product upgrades and breakthroughs in high-end customer acquisition, with overseas market share currently at only 3% [3] Group 4: Profit Forecast - The company is projected to achieve revenues of 400.25 billion, 450.05 billion, and 512.66 billion yuan in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 8.98%, 12.44%, and 13.91% [4] - The net profit attributable to shareholders is expected to reach 125.92 billion, 143.72 billion, and 165.40 billion yuan for the same years, with growth rates of 7.91%, 14.13%, and 15.09% respectively [4]

深圳迈瑞生物医疗电子股份有限公司 投资者关系活动记录表 国家倡导的创新，旨在推动各行业掌握核心技术，为国家发展贡献力量。 迈瑞将继续秉持这一理念，努力提升自身实力，为国家的医疗事业和科技进 步做出更大贡献，同时争取早日实现医疗器械全球排名前十的市场地位。 问：公司究竟有什么独特的"绝招"和卓越的经营能力，能够在激烈的市 场竞争中取得出色的成绩，并保持这种差异化优势？这种优势是否能够长期 维持？ 证券代码：300760 证券简称：迈瑞医疗 编号：2025-004 深圳迈瑞生物医疗电子股份有限公司 投资者关系活动记录表 | | □分析师会议 特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 路演活动 | | 活动类别 | 现场参观 | | | 投资者开放日、券商策略会等 其他 | | 参与单位名 382 称及人员姓 | 家机构 名参与人员，详见附件清单。 713 | | 名 | | | 2025 时间 | 年 月 日、5 月 日、6 月 日、6 月 日、6 月 5 19-23 26-30 3-5 12-13 18-20 | | 日、6 | ...

央广网郑州6月27日消息（记者 郝振青）合规经营是企业发展的生命线。在河南省郑州经济技术开发 区，郑州安图生物工程股份有限公司（以下简称 "安图生物"）将"合规"植入进研发、生产、销售乃至 财务管理的每一个环节，实现从票据审核、费用报销到税务申报的全链条智能管控。 全链合规管控：助力企业高质量发展 "我们公司新人入职的'第一课'，便是通过模拟真实业务场景的报销流程实训、票据合规性实战演练， 让'合规意识'如同基因般融入每位员工的职业血脉。"安图生物相关负责人说，该公司的管理层将合规 决策纳入日常管理，每月召开的"合规决策情景模拟"，使每个流程都嵌入合规责任清单，让税务合规从 财务部门的"独角戏"变为全公司的"大合唱"。 作为体外诊断行业领军企业，安图生物始终将供应商合规管理视为激活产业链高质量发展的核心引擎。 从供应商的资质准入、纳税信用审查，到生产运营、质量管控等综合维度，安图生物均设置了严苛的筛 选标准。凭借这套科学严谨的体系，安图生物不仅保障了自身供应链的安全稳定，更通过 "以点带面" 的方式，引导上下游企业共同增强合规意识。 "严格的供应商信用管理既是供应链保障，更是行业合规发展的引擎。"安图生物采购 ...