阿拉丁(688179) - 阿拉丁接待投资者调研活动记录（2024年4月29日）

Group 1: Financial Performance - The company's gross margin reached a new high since 2021 in Q1 2024, primarily due to price adjustments and an increase in revenue from high-margin end customers such as universities and research institutions [3] - Revenue growth remains stable, with a focus on optimizing inventory turnover to mitigate risks of inventory impairment [4] Group 2: Market and Policy Impact - The People's Bank of China has introduced a re-lending policy with a quota of 500 billion yuan at an interest rate of 1.75%, aimed at enhancing financial support for technology-driven SMEs and key sectors [4] - Demand in various industrial sectors shows positive growth, particularly in new energy, new materials, and energy chemicals [4] Group 3: Product Development and Acquisition - There are differences in product demand between overseas and domestic markets, leading to targeted product development based on market trends [5] - The acquisition of Yuan Ye Biotechnology is expected to enhance product lines and customer resources, improving overall competitiveness [6] Group 4: Investor Engagement - The investor meeting included participation from multiple funds and securities firms, indicating strong interest in the company's performance and strategies [2][3]