易瑞生物(300942) - 2024年9月19日投资者关系活动记录表

Group 1: Company Overview and Business Model - The company focuses on the pet diagnostics market, driven by the increasing global pet population and health awareness [3] - The subsidiary, Ai Yi Biological, offers over 30 diagnostic products for common pet diseases, enhancing pet health and survival rates [3] - The company is expanding its product line to include preventive diagnostics for elderly pets and related products [3] Group 2: Clientele and Market Expansion - Major clients include food safety testing institutions, government regulatory bodies, and agricultural enterprises [3] - In the first half of 2024, international business revenue reached CNY 44.44 million, a year-on-year increase of 35.32% [3] - The company is actively pursuing international market expansion, particularly in dairy products, pesticide residues, and mycotoxins [4] Group 3: Product Development and Innovation - The company is committed to R&D, transitioning from single to multi-detection products to enhance efficiency and reduce costs [5] - Future product development will focus on portable and intelligent detection instruments, improving solutions for various scenarios [5] - The company has developed a high-throughput pesticide residue detection card capable of testing 16 pesticide residues simultaneously [4] Group 4: Competitive Advantages - The company maintains a comprehensive product line covering all stages of the food supply chain, ensuring food safety from source to retail [6] - It has established a closed-loop rapid detection system, making it difficult for competitors to replicate [6] - The company has over 970 self-developed antigens and 320 antibodies, ensuring cost control and strong profit margins [6] Group 5: Market Trends and Consumer Demand - There is a growing demand for home rapid testing products due to increased consumer awareness of food safety [6] - The company is developing online sales channels to meet the rising demand for consumer-oriented rapid testing products [6]