易瑞生物(300942) - 2024年10月30日投资者关系活动记录表

Financial Performance - The company achieved a net profit attributable to shareholders of 389.70 million yuan for the first nine months of 2024, representing a year-on-year increase of 103.93% [2] - Revenue for the first nine months of 2024 reached 15,804.80 million yuan, with the food safety rapid testing business contributing 14,711.95 million yuan, accounting for 23.59% growth [1] Business Expansion - The company has successfully developed new products in the food safety rapid testing and animal diagnostics sectors, enhancing its existing product portfolio [2] - New clients such as New Hope and Jinmailang have been acquired, and the company has won its first provincial-level project in Northeast China [2] - The company participated in over 20 international conferences this year to support overseas market expansion [2] Seasonal Trends - The company exhibits seasonal business patterns, with the second half of the year typically accounting for a higher revenue share, approximately 65% in 2023 [3] - The fourth quarter generally sees higher revenue than the third quarter due to government procurement schedules [3] Profitability and Cost Management - The company maintains high gross margins primarily due to its self-manufactured antigens and antibodies, which are crucial for food safety rapid testing products [3][4] - The company has developed a comprehensive platform for producing over 970 self-manufactured antigens and 320 antibodies, ensuring cost advantages and stable profit margins [3][4] Technological Advancements - The company has made progress in promoting its automated testing solutions, with several clients currently validating the technology [4] - The automated testing stations are expected to enhance product sales and customer loyalty while facilitating digital transformation for clients [4] International Market Strategy - The company is focusing on expanding its international business, particularly in the fields of dairy products, pesticide residues, and mycotoxins, to capture untapped markets [4] - The company anticipates that its aflatoxin detection product will achieve AOAC certification by the end of 2024, contributing to overseas revenue by 2025 [2]