易瑞生物(300942) - 2024年12月3日投资者关系活动记录表

Group 1: Market Overview - The global food safety rapid testing industry has a market capacity of over $10 billion, with a high concentration of major players like IDEXX, CHARM, and Neogen dominating the market [2] - The domestic food safety rapid testing industry is emerging, characterized by low market concentration and a growing number of strong local companies that are gradually breaking the previously import-dominated market structure [2][4] Group 2: Company Positioning - The company is the first A-share listed firm in the domestic food safety sector and has developed a comprehensive product line that covers various stages of the food supply chain [4] - The company has successfully achieved import substitution and is beginning to export products to the European and American markets, with notable products like the multi-residue immunochromatographic test card [4] Group 3: International Business Expansion - In the first nine months of 2024, the company's international business generated revenue of CNY 62.01 million, representing a year-on-year increase of 20.60% [4] - The company has established a sales network covering over 60 countries and regions, with increasing market shares in Europe and Asia for its dairy and multi-residue testing products [5] Group 4: Profitability and Cost Management - The company's high gross margin is significantly attributed to its self-manufactured antigens and antibodies, which are crucial raw materials in food safety rapid testing products [5] - The company has developed a robust platform for producing over 970 self-manufactured antigens and 320 antibodies, ensuring cost advantages and stable profit margins [5] Group 5: Strategic Growth Initiatives - The company is open to potential mergers and acquisitions to enhance competitiveness and create value for shareholders [6]