阿拉丁(688179) - 阿拉丁接待投资者调研活动记录（2024年6月5日）

Group 1: Investor Interaction - The investor meeting took place on June 5, 2024, with participants from various institutions including CITIC Securities and Zhonggeng Fund [1] - The meeting was conducted in a face-to-face format, with the company's Vice President and Board Secretary Zhao Xin'an present [1] Group 2: Collaboration Opportunities - The company can collaborate with Yuan Ye Bio to share resources in product development, quality control, production, storage, and online sales, enhancing business scale and competitiveness [2] Group 3: Inventory Management - The company utilizes an ERP system for inventory management, employing barcodes for tracking and monitoring, which results in high management efficiency and low error rates [2] Group 4: Financial Performance - The increase in gross margin last year was attributed to: - Price adjustments in Q1 2024 for certain products - Higher revenue share from high-margin end customers such as universities and research institutions - Significant revenue growth from secondary distributors [2] - Management expenses rose due to increased personnel salaries and depreciation costs, although the growth rate has slowed since Q3 of last year due to cost control measures [2] Group 5: Market Trends - The competitive landscape of the domestic research reagent industry is shifting from absolute foreign monopoly to relative monopoly, with domestic brands achieving international standards and gradually replacing imports [3] Group 6: Disclosure Information - The meeting did not involve any information that requires mandatory disclosure [3]