易瑞生物(300942) - 2024年12月12日投资者关系活动记录表

Financial Performance - In Q3 2024, the net profit of Easyway Bio increased by 103.93%, while total revenue decreased by 4.27% [1] - The main driver for the net profit growth was the strategic focus on the food safety business after significantly reducing the in vitro diagnostic business [1] - Revenue from the food safety testing business and animal diagnostics grew by 23.59% and 40.64% respectively in 2024 [4] Customer Segmentation - Customer categories include food production and processing enterprises (38.95%), government clients (12.62%), and traders (48.43%) [2] International Expansion - The company has made significant strides in international markets, focusing on dairy products, pesticide residues, and mycotoxins, achieving a broad global sales network [3] - The sales network covers over 60 countries and regions, with increasing market share in Europe and Asia [4] Cost Management - The three major expenses (financial, sales, and management costs) decreased from 65.46% in 2023 to 48.06% in 2024, a reduction of 17.4% [2] - Sales and management expenses dropped from 69.38% to 44.08%, a decrease of 25.30% due to the strategic contraction of the in vitro diagnostic business [4] Future Strategies - The company plans to enhance its core competitiveness and profitability by focusing on the food safety rapid testing business and expanding animal diagnostics [5] - Key strategies include internationalization, solution-oriented approaches, and quantitative management to drive business breakthroughs [7]