Core Insights - The company, Zhejiang Tailin Biotechnology Co., Ltd., held a specific investor survey on November 3, 2025, with participation from 18 institutions including Everbright Securities and Hangzhou Zheyun Private Equity [1][2]. Company Overview - Tailin Biotechnology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in January 2020, focusing on technological innovation and product development in fields such as biotechnology, precision medicine, pharmaceutical engineering, food safety, and new materials [3]. Key Issues Addressed - Semiconductor Industry Application: The company has received orders for TOC products, with a focus on expanding their application in the semiconductor industry as a key development direction for the year [4]. - Water Ecology Market: The market is shifting towards data-driven and precise demands, with the company’s products addressing systemic needs in water monitoring and safety management [4]. - High-Performance Filter Project: The subsidiary has secured land use rights for the project, with preliminary work progressing as planned [4]. - Gross Margin Improvement: The increase in gross margin is attributed to the rise in the contribution from sterile production equipment and significant growth in international markets [4]. - R&D Focus: The company is concentrating R&D expenses on three main areas: life sciences, medical engineering, and analytical instruments, with recent emphasis on five key fields including water ecology detection and semiconductor applications [4].

Company Overview - Zhejiang Tailin Biological Technology Co., Ltd. was listed on the Shenzhen Stock Exchange in January 2020, focusing on life science solutions, including biotechnology, precision medicine, pharmaceutical engineering, food safety, and new materials [3] - The company serves thousands of clients across various sectors, including pharmaceutical companies, food and drug inspection agencies, healthcare institutions, and research organizations [3] Market and Product Insights - The company is actively expanding its product applications in the semiconductor industry, with a focus on developing new technologies and products [4] - In 2025, the water ecology market is shifting towards comprehensive data, precise results, and practical new technologies, with an emphasis on risk management and monitoring [4] - Tailin's water ecology products include enzyme substrate detection systems and fully automated detection systems, addressing systemic needs in water monitoring and management [4] Financial Performance - The company's gross margin has improved significantly in the first half of 2025, primarily due to higher margins from its sterile production and contamination control equipment [5][6] - International business has seen notable growth, with higher unit prices and margins compared to domestic sales [6] Research and Development - R&D expenses account for 25% of the company's costs, focusing on life sciences, medical engineering, and analytical instruments [6] - Recent R&D priorities include water ecology detection, quality control in pharmaceutical health products, safety in major disease treatment drugs, and applications in the semiconductor sector [6]