根据 Wind 数据，本周申万一级行业医药生物上涨 0.14%，涨幅排名位列申 万 31 个一级行业第 15 位。沪深 300 指数下跌 1.33%，医药跑赢沪深 300 指数 1.47 个百分点。 证券研究报告 2026 年 02 月 08 日 湘财证券研究所 行业研究 体外诊断行业周报 医保新场景驱动 IVD 迈向"AI+服务"新生态 --体外诊断行业周报 2026.2.2-2026.2.7 相关研究： 核心要点： 本周医药生物上涨 0.14%，体外诊断下跌 1.28% 申万医药生物二级子行业医疗服务 II 报收 6827.17 点，上涨 1.31%；中药 II 报收 6282.76 点，上涨 2.56%；化学制药Ⅱ报收 12759.67 点，下跌 0.62%； 生物制品Ⅱ报收 6271.33 点，下跌 1.82%；医药商业Ⅱ报收 5434.98 点，上 涨 0.57%；医疗器械 II 报收 6635.59 点，下跌 0.13%。三级行业中体外诊 断报收 8218.64 点，下跌 1.28%。 从医疗服务板块公司的表现来看，表现居前的公司有：赛科希德（+14.5%）、 睿昂基因（+3.1%）、仁度生物（+ ...

证券代码：688193 证券简称：仁度生物 公告编号：2026-006 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、本期业绩预告情况 2、2024年年度每股收益：-0.20元/股。 三、本期业绩变化的主要原因 1、报告期内，公司积极贯彻落实"提质增效重回报"行动方案，通过采取降本增效、费用管控等举措， 实现了期间费用的同比下降。 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经上海仁度生物科技股份有限公司（以下简称"公司"）财务部门初步测算，预计2025年度实现归属 于母公司所有者的净利润为720.00万元到1,080.00万元，与上年同期（法定披露数据）相比，将增加 1,501.22万元至1,861.22万元，将实现扭亏为盈。 2、预计2025年度归属于母公司所有者的扣除非经常性损益的净利润为-1,450.00万元到-1,100.00万元， 与上年同期（法定披露数据）相比，将增加505.99万元至855.99万元。 3、本次业绩预告数据尚未经注册会计师审计。 二、上年同期业 ...

格隆汇1月30日丨仁度生物(688193.SH)公布，经公司财务部门初步测算，预计2025年度实现归属于母公 司所有者的净利润为720.00万元到1080.00万元，与上年同期(法定披露数据)相比，将增加1501.22万元至 1861.22万元，将实现扭亏为盈。 预计2025年度归属于母公司所有者的扣除非经常性损益的净利润为-1450.00万元到-1100.00万元，与上 年同期(法定披露数据)相比，将增加505.99万元至855.99万元。 本期业绩变化的主要原因：1、报告期内，公司积极贯彻落实"提质增效重回报"行动方案，通过采取降 本增效、费用管控等举措，实现了期间费用的同比下降。2、报告期内，公司加强应收款管理，收回部 分以前年度应收款，根据企业会计准则及公司会计政策等相关规定，冲回部分减值损失。 ...

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 曾健辉） 每经AI快讯，仁度生物1月30日晚间发布业绩预告，预计2025年度实现归属于母公司所有者的净利润为 720万元~1080万元，与上年同期相比，将增加1501.22万元~1861.22万元，将实现扭亏为盈。业绩变动 主要原因是，报告期内，公司积极贯彻落实"提质增效重回报"行动方案，通过采取降本增效、费用管控 等举措，实现了期间费用的同比下降。报告期内，公司加强应收款管理，收回部分以前年度应收款，冲 回部分减值损失。 ...

证券代码：688193 证券简称：仁度生物 公告编号：2026-006 上海仁度生物科技股份有限公司 2025 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、本期业绩预告情况 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经上海仁度生物科技股份有限公司（以下简称"公司"）财务部门初步 测算，预计 2025 年度实现归属于母公司所有者的净利润为 720.00 万元到 1,080.00 万元，与上年同期（法定披露数据）相比，将增加 1,501.22 万元至 1,861.22 万元， 将实现扭亏为盈。 2、预计 2025 年度归属于母公司所有者的扣除非经常性损益的净利润为 -1,450.00 万元到-1,100.00 万元，与上年同期（法定披露数据）相比，将增加 505.99 万元至 855.99 万元。 3、本次业绩预告数据尚未经注册会计师审计。 二、上年同期业绩情况与财务状况 1、2024 年度利润总额：-1,522.15 万元；归属于母公司所有者的净利润： - ...

Group 1 - The core viewpoint of the news is that Rendu Biotech has shown mixed financial performance, with a decrease in revenue but an increase in net profit, indicating potential resilience in profitability despite revenue challenges [2] - As of January 22, Rendu Biotech's stock price increased by 0.38%, with a trading volume of 18.35 million yuan, and a net financing outflow of 864,000 yuan, suggesting a cautious investor sentiment [1] - The company's financing balance reached 33.95 million yuan, accounting for 1.60% of its market capitalization, which is above the 90th percentile of the past year, indicating a high level of leverage [1] Group 2 - Rendu Biotech's main business revenue composition includes 90.04% from reagent business, 8.49% from instrument business, and 1.47% from testing services, highlighting its focus on molecular diagnostic products [1] - As of September 30, the number of shareholders increased by 7.73% to 3,765, with an average of 10,642 circulating shares per person, indicating growing investor interest [2] - For the period from January to September 2025, Rendu Biotech reported a revenue of 119 million yuan, a year-on-year decrease of 8.79%, while the net profit attributable to shareholders increased by 50.15% to 7.01 million yuan, reflecting improved profitability [2]

Core Viewpoint - The company, Shanghai Rendu Biotechnology Co., Ltd., has announced its expected daily related transactions for the year 2026, which are deemed necessary for its daily operations and will not affect its independence or the interests of its shareholders [2][3][12]. Group 1: Daily Related Transactions - The expected daily related transactions for 2026 have been approved by the company's board of directors, with independent directors confirming that these transactions align with the company's operational needs and adhere to fair pricing principles [3][9]. - The estimated amount and categories of these transactions will be based on market prices and will not harm the interests of the company or its shareholders [4][10]. - The main content of the related transactions includes medical testing and reagent sales by the company's subsidiary to a related party, which is essential for the company's daily operations [7][9]. Group 2: Impact and Necessity of Related Transactions - The related transactions are necessary for the company's business development and are considered normal business activities that benefit both the company and its shareholders [9][10]. - The pricing of these transactions will follow fair and voluntary principles, ensuring that there is no detrimental impact on the company's operations or independence [10][11]. Group 3: Fund Management and Investment - The company plans to use up to RMB 390 million of temporarily idle funds for cash management, investing in safe and liquid financial products to enhance fund efficiency without affecting ongoing projects [38][42]. - The investment will be limited to a maximum of RMB 400 million in idle self-owned funds for purchasing financial products, ensuring that normal operations are not disrupted [62][69]. - The company will implement strict risk control measures and adhere to regulatory requirements to ensure the safety and efficiency of the funds used for investment [70][72].

Group 1 - The company announced on January 16 that it will hold its 15th meeting of the second board of directors on January 15, 2026, to review the proposal for using idle self-owned funds to purchase financial products [1] - The total amount approved for investment in financial products is up to RMB 400 million, which includes the principal [1] - The financial products targeted for investment are low to medium risk with high safety and liquidity, including but not limited to agreed deposits, seven-day notice deposits, structured deposits, large certificates of deposit, income certificates, bond investments, money market fund investments, and entrusted financial management [1] Group 2 - The investment products will have a maturity period of no more than 12 months, and the resolution is valid for 12 months from the date of approval by the board of directors [1] - Within the approved amount and time frame, the company can use the funds in a rolling manner [1]

Group 1 - The company RenDu Bio announced that its second board meeting of the 15th session will be held on January 15, 2026, to review the proposal regarding expected daily related transactions for the year 2026 [1] Group 2 - The silver market has seen a significant increase, with prices rising over 80% in the last 50 days, indicating a potential peak in the precious metals bull market [1]

中国国际金融股份有限公司 关于上海仁度生物科技股份有限公司 募投项目延期的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为上海仁 度生物科技股份有限公司（以下简称"仁度生物"或"公司"）的保荐机构，根据《证 券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证券交易所科创 板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等有关法律、行政法规、部门规章及业务规则的要求，对仁度生物募投项目延期的 事项进行了认真、审慎核查，具体情况如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到账时间 经中国证券监督管理委员会作出《关于同意上海仁度生物科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2022]332 号文），并经上海证券交易所同意，公 司于 2022 年 3 月向社会公开发行人民币普通股 10,000,000 股，每股面值人民币 1.00 元， 溢价发行，每股发行价为人民币 72.65 元，募集资金总额为人民币 726,500,000.00 元， 扣除不含税的发行费用人民币 73,735,099.95 元，公司实际募集 ...