检测试剂

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天康制药回复北交所问询,产能利用率低为何仍扩建?
Shen Zhen Shang Bao· 2025-10-11 07:04
10月10日,天康制药股份有限公司(简称"天康制药")在北交所更新上市申请审核动态,公司已回复第一轮审核问询函,主要包含研发模式、技术独立性 及上市标准适用,业绩下滑风险及行业政策影响等。 招股书显示,天康制药主要从事兽用生物制品研发、生产、销售及技术转让和服务业务,公司产品线涵盖猪用疫苗、反刍用疫苗、禽用疫苗、检测试剂等 兽用生物制品。公司控股股东为深交所上市公司天康生物,其持有公司1.5亿股,持股比例为58.94%。兵团国资公司直接持有公司2545.01万股股份,通过 天康生物控制公司1.5亿股,合计控制股份占公司总股本的68.94%,为公司实际控制人。 2022年至2024年(下称"报告期"),公司营业收入分别为10.00亿元、10.55亿元、10.51亿元;扣非归母净利润分别为1.97亿元、1.61亿元、1.43亿元,2023 年、2024年分别同比下滑18.36%、11.20%;毛利率分别为63.83%、62.05%、61.56%。 根据申请文件,天康制药销售模式分为政府招标采购和市场化销售,市场化销售采用"直销+经销"相结合的销售模式。2022年至2025年上半年,公司的政 采收入分别为5.64亿 ...
热景生物股价跌5.02%,国投瑞银基金旗下1只基金重仓,持有1.34万股浮亏损失12.62万元
Xin Lang Cai Jing· 2025-09-25 03:21
Company Overview - Beijing Hotgen Biotech Co., Ltd. is located in Daxing District, Beijing, and was established on June 23, 2005. The company went public on September 30, 2019. Its main business involves the research, development, production, and sales of in vitro diagnostic reagents and instruments [1] - The revenue composition of the company includes: 70.87% from testing reagents, 19.79% from testing instruments, 8.17% from other sources, and 1.17% from biological raw materials [1] Stock Performance - On September 25, Hotgen Biotech's stock fell by 5.02%, closing at 177.71 CNY per share, with a trading volume of 445 million CNY and a turnover rate of 2.59%. The total market capitalization is 16.475 billion CNY [1] Fund Holdings - The Guotou Ruijin Fund has a significant holding in Hotgen Biotech, with its fund, Guotou Ruijin SSE STAR 200 Index Initiation A (023518), holding 13,400 shares, accounting for 1.12% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 126,200 CNY [2] - The fund was established on March 18, 2025, with a current size of 70.0747 million CNY and has achieved a return of 35.75% since inception [2] - The fund manager Zhao Jian has a tenure of 12 years and 3 days, managing assets totaling 3.848 billion CNY, with the best return during his tenure being 172.91% and the worst being -88.73% [2] - Co-manager Qian Han has a tenure of 2 years and 43 days, managing assets of 936 million CNY, with the best return of 35.71% and the worst being -0.36% during his tenure [2]
艾德生物涨2.01%,成交额8403.51万元,主力资金净流入331.42万元
Xin Lang Cai Jing· 2025-09-24 03:24
9月24日,艾德生物盘中上涨2.01%,截至10:59,报22.85元/股,成交8403.51万元,换手率0.95%,总市 值89.47亿元。 分红方面,艾德生物A股上市后累计派现4.21亿元。近三年,累计派现2.32亿元。 机构持仓方面,截止2025年6月30日,艾德生物十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股3167.06万股,相比上期减少351.59万股。华宝中证医疗ETF(512170)位居第五大流通股 东,持股903.66万股,为新进股东。华安聚优精选混合(009714)、汇添富价值精选混合(519069)、 工银创新动力股票(000893)退出十大流通股东之列。 资金流向方面,主力资金净流入331.42万元,大单买入2189.57万元,占比26.06%,卖出1858.15万元, 占比22.11%。 责任编辑:小浪快报 艾德生物今年以来股价涨1.56%,近5个交易日跌2.18%,近20日跌5.15%,近60日涨7.38%。 资料显示,厦门艾德生物医药科技股份有限公司位于福建省厦门市海沧区鼎山路39号,成立日期2008年 2月21日,上市日期2017年8月2日,公司主营业务涉及肿 ...
热景生物涨2.03%,成交额1.14亿元,主力资金净流入7.35万元
Xin Lang Cai Jing· 2025-09-24 02:39
Company Overview - Beijing Hotgen Biotech Co., Ltd. is located in Daxing District, Beijing, and was established on June 23, 2005. The company went public on September 30, 2019. Its main business involves the research, development, production, and sales of in vitro diagnostic reagents and instruments [1][2]. Financial Performance - For the first half of 2025, Hotgen Biotech reported operating revenue of 204 million yuan, a year-on-year decrease of 18.04%. The net profit attributable to shareholders was -83.998 million yuan, a year-on-year decrease of 93.24% [2]. - Since its A-share listing, the company has distributed a total of 440 million yuan in dividends, with 17.344 million yuan distributed over the past three years [3]. Stock Performance - As of September 24, Hotgen Biotech's stock price increased by 2.03%, reaching 182.98 yuan per share, with a total market capitalization of 16.964 billion yuan. The stock has risen 195.89% year-to-date, with a recent 5-day increase of 0.99% and a 20-day decrease of 13.68% [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on July 4, where it recorded a net purchase of 47.8269 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 6,938, a rise of 4.14%. The average number of circulating shares per person decreased by 3.74% to 13,362 shares [2]. - Among the top ten circulating shareholders, new entrants include Huatai-PineBridge Innovation Medical Mixed A and ICBC Frontier Medical Stock A, holding 2.8091 million shares and 1.5001 million shares, respectively [3].
艾德生物跌2.03%,成交额1.27亿元,主力资金净流出1586.33万元
Xin Lang Cai Jing· 2025-09-12 03:21
资料显示,厦门艾德生物医药科技股份有限公司位于福建省厦门市海沧区鼎山路39号,成立日期2008年 2月21日,上市日期2017年8月2日,公司主营业务涉及肿瘤精准医疗分子诊断产品的研发、生产及销售, 并提供相关的检测服务。主营业务收入构成为:检测试剂83.43%,药物临床研究服务9.84%,检测服务 5.61%,其他(补充)1.12%。 9月12日,艾德生物盘中下跌2.03%,截至11:00,报23.66元/股,成交1.27亿元,换手率1.36%,总市值 92.64亿元。 资金流向方面,主力资金净流出1586.33万元,特大单买入119.00万元,占比0.94%,卖出1339.39万元, 占比10.56%;大单买入2714.81万元,占比21.41%,卖出3080.75万元,占比24.29%。 艾德生物今年以来股价涨5.16%,近5个交易日跌4.56%,近20日跌1.05%,近60日涨13.15%。 机构持仓方面,截止2025年6月30日,艾德生物十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股3167.06万股,相比上期减少351.59万股。华宝中证医疗ETF(512170)位居第五大流通股 ...
Bio-Techne (NasdaqGS:TECH) FY Conference Transcript
2025-09-10 15:47
Bio-Techne FY Conference Summary Company Overview - **Company**: Bio-Techne (NasdaqGS: TECH) - **Industry**: Life Science Tools Key Points Company Positioning and Growth Strategy - Bio-Techne is a leader in reagents for life science research, focusing on proteins, antibodies, and assays for diagnostics and therapeutics [4][6] - The company has invested heavily in automation of protein analytics, spatial biology, and cell therapy, which now account for approximately 45% of revenue, up from 30% pre-COVID [6][7] - 90% of Bio-Techne's business is recurring, primarily from consumables, which supports sustainable growth [7] Recent Financial Performance - The company reported a 3% growth in the most recent quarter, with notable performance in China (10% growth) and continued double-digit growth in large pharma [9][10] - Challenges included delays in shipping high-priced instruments due to geopolitical issues [9] Academic Market Exposure - Academic sales account for about 20% of total revenue, with U.S. academia contributing approximately 11-12% [13][14] - Despite funding constraints, consumables have remained flat, indicating resilience in the product portfolio [14][15] Market Dynamics in China - Positive sentiment in China suggests a gradual ramp-up in growth, with expectations of returning to double-digit growth in the long term [18][19] Biopharma Market Insights - Biopharma constitutes roughly 50% of revenue, with large pharma showing strong recovery and growth, while biotech funding has decreased significantly [20][21] - The uncertainty in biotech funding may impact future spending, but recent improvements in funding could signal a recovery [22] Cell Therapy Business - Bio-Techne is well-positioned in the cell therapy market, focusing on GMP proteins, with a significant increase in revenue from this segment [23][24] - The company has built a strong reputation for quality and has a competitive edge in the regen med space, which has greater market potential than CAR-T therapies [25][26] Core Reagents and Instrumentation - The core reagents business remains stable, with healthy competition in the antibody market [30][31] - The ProteinSimple platform has shown resilience, with growth driven by increased usage of consumables despite a downturn in new instrument placements [34][36] Spatial Biology and Competitive Position - Bio-Techne leads in spatial biology with RNAscope reagents and the new COMET instrument, which automates RNA and protein detection [39][41] - The company is positioned to capitalize on the growing demand for translational research tools [40] Strategic Divestiture - The recent divestiture of the Exosome Diagnostics business was driven by a misalignment with Bio-Techne's core capabilities and a lack of a clear path to profitability [43][45] Revenue Outlook and Market Conditions - The company anticipates low single-digit growth, managing costs and investments amid market uncertainties [47][50] - Optimism remains regarding recovery in key markets, with expectations that administrative-induced noise will settle down [51][53] Conclusion Bio-Techne is strategically positioned for growth in the life science tools industry, with a strong focus on automation, spatial biology, and cell therapy. Despite current market challenges, the company maintains a positive outlook for future performance driven by its recurring revenue model and innovative product offerings.
艾德生物收盘上涨1.66%,滚动市盈率31.20倍,总市值93.62亿元
Sou Hu Cai Jing· 2025-08-15 10:14
8月15日,艾德生物今日收盘23.91元,上涨1.66%,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31.20倍,总市值93.62亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13艾德生物31.2036.734.9693.62亿行业平均 56.5852.305.00119.53亿行业中值39.9739.072.9157.03亿1九安医疗11.3611.490.89191.70亿2英科医疗 15.6416.861.39247.04亿3山东药玻16.2816.331.87154.02亿4新华医疗16.6315.411.36106.59亿5奥美医疗 17.1216.781.7661.87亿6振德医疗17.3816.381.1163.10亿7九强生物17.7016.462.1787.65亿8康德莱 18.0418.051.4938.87亿9维力医疗18.5219.782.3343.40亿10奥泰生物18.7119.731.5159.67亿11鱼跃医疗 20.2019.812.73357.68亿12安图生物20.8619.922.68237.88亿 来源:金融界 资金流向方面,8月15 ...
国信证券发布艾德生物研报,上半年扣非归母净利润同比增长40%,降本增效成果凸显
Mei Ri Jing Ji Xin Wen· 2025-08-12 13:04
(文章来源:每日经济新闻) 国信证券8月12日发布研报称,给予艾德生物(300685.SZ,最新价:23.95元)优于大市评级。评级理 由主要包括:1)检测试剂保持稳健增长,国内海外业务同步发展;2)毛利率维持稳定,各项费用率均 下降;3)经营性现金流优质稳健。风险提示:集采降价风险;海外销售推广风险;地缘政治风险;市 场竞争风险;产品研发不及预期。 ...
艾德生物(300685):上半年扣非归母净利润同比增长40% 降本增效成果凸显
Xin Lang Cai Jing· 2025-08-12 12:35
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]
硕世生物2025年上半年业绩显著下滑,多项财务指标表现不佳
Zheng Quan Zhi Xing· 2025-08-11 22:12
Core Viewpoint - The financial performance of Shuoshi Biological (688399) in the first half of 2025 is disappointing, with significant declines in key financial metrics [2][9]. Financial Performance Overview - Total revenue for the reporting period was 176 million yuan, a year-on-year decrease of 1.05% [2]. - Net profit attributable to shareholders was only 3.99 million yuan, down 86.35% year-on-year [2]. - The net profit after deducting non-recurring items recorded a loss of 28.05 million yuan, a year-on-year decline of 1219.78% [2]. Quarterly Data - In the second quarter, total revenue was 83.97 million yuan, a decrease of 2.73% year-on-year [3]. - The net profit attributable to shareholders for the second quarter was -8.83 million yuan, an increase of 18.48% year-on-year [3]. - The net profit after deducting non-recurring items for the second quarter was -22.47 million yuan, down 32.17% year-on-year [3]. Key Financial Indicators Analysis - The company's profitability has significantly weakened, with a gross margin of 62.44%, down 8.35 percentage points year-on-year [4]. - The net profit margin was 2.27%, a decrease of 86.2 percentage points year-on-year [4]. - Earnings per share were 0.05 yuan, down 85.29% year-on-year [4]. Costs and Expenses - Total sales, management, and financial expenses amounted to 96.32 million yuan, accounting for 54.86% of revenue, an increase of 8.66 percentage points year-on-year [5]. - The increase in financial expenses was primarily due to the company's shift in investment strategy, reducing bank deposits and thus decreasing interest income [5]. Asset Status - The company's cash and cash equivalents were 496 million yuan, a decrease of 69.37% year-on-year [6]. - Accounts receivable stood at 65.70 million yuan, down 7.94% year-on-year [6]. - Interest-bearing liabilities increased to 404 million yuan, up 28.43% year-on-year [6]. - The net cash flow from operating activities was negative, with operating cash flow per share at -0.01 yuan, a decrease of 100.54% year-on-year [6]. Main Business Composition - The main source of revenue for the company is diagnostic reagents, generating 151 million yuan, accounting for 85.89% of total revenue, with a gross margin of 68.36% [7]. - Revenue from purchased instruments and materials, testing instruments, testing services, and other businesses accounted for 7.19%, 3.84%, 2.24%, and 0.84% respectively, with significant variations in gross margins, particularly testing services which had a negative gross margin of -9.54% [7]. Operational Review - The company focuses on the research, production, and sales of in vitro diagnostic reagents and related testing instruments, while also expanding into the in vitro testing services sector [8]. - Despite significant investment in research and development, which accounted for 23.15% of revenue, overall performance has declined [8]. - International revenue grew by 31.32% year-on-year, indicating potential for market expansion, while domestic revenue was 169 million yuan, accounting for 96.05% of total revenue, with a gross margin of 62.03%, lower than the international business margin of 72.49% [8].