奥浦迈(688293) - 投资者关系活动记录表

Group 1: Financial Performance and Projections - The company expects that the CDMO business has reached its lowest point in Q1 2024, with further details to be provided in the semi-annual report [2] - The company is monitoring investment and acquisition opportunities, focusing on cell culture and the extension of the upstream and downstream industrial chain [2] Group 2: Market Competition and Strategy - The main competitors in the culture medium industry are the three major international imported brands [2] - The company is currently experiencing a significant customer concentration effect in its overseas business, with larger clients being prioritized [3] Group 3: Team and Operational Developments - The company will not engage in blind recruitment; team expansion will be based on actual business needs, with a focus on completing the team setup in the U.S. market this year [2] - Shareholders have communicated their plans for future share reductions, and the company will ensure compliance with regulatory requirements [3]