今年以来利德曼已经4次登上龙虎榜，最近一次登上龙虎榜为8月8日。 资料显示，北京利德曼生化股份有限公司位于北京市北京经济技术开发区兴海路5号，成立日期1997年 11月5日，上市日期2012年2月16日，公司主营业务涉及体外诊断试剂(生化、免疫、分子)、诊断仪器、 生物化学原料。主营业务收入构成为：体外诊断试剂67.84%，诊断仪器14.17%，其他(房屋租赁/物业管 理等)13.21%，生物化学原料4.78%。 9月19日，利德曼盘中下跌2.04%，截至13:37，报7.68元/股，成交7952.66万元，换手率1.89%，总市值 41.78亿元。 资金流向方面，主力资金净流出434.51万元，特大单买入294.62万元，占比3.70%，卖出488.59万元，占 比6.14%；大单买入1217.81万元，占比15.31%，卖出1458.35万元，占比18.34%。 利德曼今年以来股价涨56.73%，近5个交易日跌4.60%，近20日跌16.52%，近60日涨48.55%。 利德曼所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：基因测序、辅助生殖、体 外诊断、小盘、医疗器械等。 机构持仓方面， ...

Company Overview - Leidmann Biochemical Co., Ltd. is a national high-tech enterprise with core competitiveness in in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, integrating R&D, production, and sales [2][3] - The company has a comprehensive range of biochemical diagnostic reagents covering liver function, kidney function, blood lipid, diabetes, and myocardial injury tests, making it one of the most complete providers in the domestic in vitro diagnostic industry [3] Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 160.48 million, a decrease of 14.80% year-on-year, with a net profit attributable to shareholders of CNY -4.25 million [3] - The in vitro diagnostic reagent business generated CNY 108.87 million, down 28.13%, accounting for 67.84% of total revenue [3] - The diagnostic instruments business saw a revenue increase of 106.73% to CNY 22.74 million, representing 14.17% of total revenue [3] - The biochemical raw materials business reported a revenue of CNY 7.68 million, down 20.23%, making up 4.78% of total revenue [3] - Other businesses, mainly rental and property management, generated CNY 21.20 million, up 30.37%, accounting for 13.21% of total revenue [3] Impact of Procurement Policies - Approximately 70% of the company's reagent products are included in centralized procurement, leading to a decrease in reagent gross margin by 2.34 percentage points year-on-year [4][5] - The company anticipates that the impact of centralized procurement on gross margins will lessen, with ongoing efforts in cost control and supply chain optimization expected to stabilize profitability [5] Strategic Initiatives - The company plans to acquire a target company, Xiansheng Xiangrui, which specializes in in vivo diagnostic reagents and human vaccines, enhancing its capabilities in tuberculosis diagnosis and treatment [6][7] - The acquisition will be funded through a combination of self-owned funds and bank loans, with nearly CNY 900 million available as of June 2025 [8] - The strategic focus includes expanding the biochemical diagnostic product line and enhancing partnerships with leading domestic and international diagnostic manufacturers [5][7] Shareholder Insights - The controlling shareholder, Gaoxin Keke, has extensive investment experience in the biopharmaceutical sector and aims to leverage resources to enhance Leidmann's position in the life sciences industry [9][10]

Group 1 - The stock price of Lidman is reported at 8.54 yuan, down 0.35 yuan from the previous trading day, with a decline of 3.94% [1] - The highest intraday price reached 8.92 yuan, while the lowest dipped to 8.53 yuan, with a trading volume of 364,600 shares and a transaction amount of 318 million yuan [1] - Lidman operates in the medical device industry, focusing on in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, primarily used in clinical testing and food safety detection [1] Group 2 - For the first half of 2025, the company reported total operating revenue of 160 million yuan, a year-on-year decrease of 14.80%, and a net loss attributable to shareholders of 4.2452 million yuan [1] - The decline in performance is mainly attributed to industry procurement policies, the splitting of testing packages, and intensified market competition, with core business revenue from in vitro diagnostic reagents dropping by 28.13% [1] - However, revenue from diagnostic instruments and accessories increased to 22.7416 million yuan, reflecting a year-on-year growth of 106.73% [1] Group 3 - On August 27, the net outflow of main funds was 46.4047 million yuan, accounting for 1% of the circulating market value [1] - Over the past five days, the net outflow of main funds totaled 189.5546 million yuan, representing 4.09% of the circulating market value [1]