Group 1: Market Demand and Recovery - The recovery of downstream demand in the industry is evident in certain segments, but overall industry recovery will take time [2] - The company observes that specific segments, such as ADC, are performing better than last year [2] Group 2: Product Structure and Revenue Growth - The company operates as a one-stop service provider in life sciences, offering reagents, consumables, instruments, and laboratory services, integrating both well-known and self-branded products [2] - Revenue from the company's self-branded products is expected to grow nearly 30% year-on-year in 2024, indicating a strong growth trend [2] Group 3: Profit Margin Trends - The gross margin for the company's agency business faces short-term downward risks, but long-term prospects suggest a potential rebound as channels evolve and the industry clears [2] - The self-branded business is expected to maintain a stable gross margin, contributing to an overall improvement in the company's gross margin as its revenue share increases [2] Group 4: Market Strategy - The company plans to enrich and optimize its product system to better meet diverse customer needs, focusing on both third-party and self-branded products [2] - The company aims to accelerate the domestic and international expansion of its self-branded products, leveraging 20 years of experience in life sciences to provide comprehensive solutions [2] - Information technology will be utilized to enhance business and management efficiency, improving customer service [2]
优宁维(301166) - 301166优宁维投资者关系管理信息20250716