1.茶碱检测试剂盒 | 证券代码：300406 | 证券简称：九强生物 公告编号：2024-053 | | --- | --- | | 债券代码：123150 | 债券简称：九强转债 | 北京九强生物技术股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 北京九强生物技术股份有限公司（以下简称"九强生物"或"公司" ）于 近期收到中华人民共和国国家知识产权局颁发的 2 项专利证书，具体情况如下： 注：发明专利权期限为自申请日起二十年。 发明专利摘要： 本发明涉及茶碱检测试剂盒。具体而言，本发明的 6-磷酸葡萄糖脱氢酶突变 体相较于野生型 6-磷酸葡萄糖脱氢酶包含选自以下的一个突变或其组合：D306C、 D375C、G426C。使用本发明的 6-磷酸葡萄糖脱氢酶突变体所制备的检测试剂盒， 其特异性强、灵敏度高、操作方便、检测时间短、定量准确，适合高通量检测。 2.丙戊酸衍生物在免疫检测中的用途 本发明公开了丙戊酸衍生物在免疫检测中的用途。具体而言，本发明涉及 一种丙戊酸衍生物及其制备方法，以及与含有上述丙戊酸衍生物的试剂盒 ...

证券代码：300406 证券简称：九强生物 公告编号：2024-052 债券代码：123150 债券简称：九强转债 北京九强生物技术股份有限公司 关于第四期限制性股票激励计划首次授予部分 第三个解除限售期解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： （一）本次符合限制性股票解除限售资格的激励对象共计 63 人，解除 限售的限制性股票共计 1,098,697 股，占公司当前总股本的 0.1867%。其中， 公司董事、高级管理人员所持限制性股票解除限售后，根据股份锁定 75%比 例计算，高管锁定股将增加 195,082 股，占公司当前总股本的 0.0332%。 （二）股份授予登记完成的上市日期为 2021 年 5 月 17 日。 （三）本次解除限售股份上市流通日期为 2024 年 7 月 12 日。 2024 年 5 月 29 日，北京九强生物技术股份有限公司（以下简称"公司"） 分别召开第五届董事会第七次会议和第五届监事会第六次会议，审议通过 《关于第四期限制性股票激励计划首次授予部分第三个解除限售期解除限 售条件 ...

以上公告的具体内容详见公司刊登在中国证监会指定的创业板信息披 露网站巨潮资讯网（www.cninfo.com.cn）上的相关公告。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第 9 号——回购股份》等相关规定，回购期间公司应当在每个月的前三个 交易日内披露截至上月末的回购进展情况。现将公司截至上月末的回购股份 的进展情况公告如下： 一、回购公司股份的进展情况 证券代码：300406 证券简称：九强生物 公告编号：2024-051 债券代码：123150 债券简称：九强转债 北京九强生物技术股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京九强生物技术股份有限公司（以下简称"公司"）于 2023 年 7 月 21 日召开的第四届董事会第三十三次（临时）会议审议通过了《关于回购公 司股份方案的议案》，独立董事已对本次回购事项发表了同意的独立意见。 同意公司使用自有资金以集中竞价交易的方式回购部分公司股份，回购股份 后续用于实施股权激励或员工持股计划。本次用于回购的资金总额不低于人 民币 4,000 ...

Investment Rating - The report assigns a "Buy" rating to the company, indicating that the investment return is expected to outperform the market benchmark index by more than 15% over the next 6-12 months [9][15] Core Viewpoints - The company has a clear strategic positioning as an IVD platform enterprise, with continuous expansion of its product lines through acquisitions [2][11] - The company is expected to benefit from synergies with its major shareholder, including channel expansion, R&D support, and cross-sector M&A resources [12][20] - The company's financial performance is projected to grow steadily, with revenue and net profit expected to increase significantly from 2024 to 2026 [3][12] Financial Projections - Revenue is forecasted to grow from 1,741.6 million in 2023 to 2,618.3 million in 2026, with a CAGR of 13.4% [3] - Net profit attributable to shareholders is expected to increase from 523.7 million in 2023 to 876.6 million in 2026, with a CAGR of 16.0% [3] - The company's ROE is projected to improve from 14.1% in 2023 to 16.0% in 2026, indicating enhanced profitability [3] Operational Highlights - The company has strengthened its biochemical product line and entered new diagnostic sectors through acquisitions [2] - The major shareholder's continuous increase in shareholding demonstrates confidence in the company's value and growth potential [19] - The company's gross margin is expected to remain stable at around 74% from 2023 to 2026, reflecting strong pricing power [3] Valuation Metrics - The company's PE ratio is projected to decline from 17.36 in 2023 to 10.37 in 2026, indicating improving valuation attractiveness [3] - The EV/EBITDA ratio is expected to decrease from 13.05 in 2023 to 8.35 in 2026, suggesting a more favorable valuation [3] - The company's EPS is forecasted to grow from 0.89 in 2023 to 1.49 in 2026, reflecting strong earnings growth potential [3]

证券代码：300406 证券简称：九强生物 公告编号：2024-050 债券代码：123150 债券简称：九强转债 北京九强生物技术股份有限公司 关于2024年第二季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、"九强转债"（债券代码：123150）的转股期限为 2023 年 1 月 6 日至 2028 年 6 月 29 日；最新有效的转股价格为 17.35 元/股。 2、2024 年第二季度，"九强转债"未发生转股情况。 3、截至 2024 年第二季度末，公司剩余可转债为 11,210,259 张，剩余票面 总金额为 1,121,025,900 元人民币。 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司 自律监管指引第 15 号——可转换公司债券》的有关规定，北京九强生物技术股 份有限公司（以下简称"公司"）现将 2024 年第二季度可转换公司债券转股及 公司总股本变化情况公告如下： 一、可转换公司债券发行及上市情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意北京九强生物技术 ...

2022年北京九强生物技术股份有限公司创 业板向不特定对象发行可转换公司债券 2024年跟踪评级报告 CSCI Pengyuan Credit Rating Report 地址：深圳市深南大道 7008 号阳光高尔夫大厦三楼 电话: 0755-82872897 传真：0755-82872090 邮编: 518040 网址：www.cspengyuan.com 中鹏信评【2024】跟踪第【649】号 01 2022年北京九强生物技术股份有限公司创业板向不特定对象发行可 转换公司债券2024年跟踪评级报告 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人 员与评级对象不存在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告 遵循了真实、客观、公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的 合法性、真实性、准确性和完整性作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组 织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不 ...

Investment Rating - The report assigns an "Outperform" rating for the company [9]. Core Viewpoints - The company has maintained steady growth, with a 5-year CAGR of 17.6% in revenue and 11.7% in net profit [7][33]. - The company is positioned as a leader in the in vitro diagnostic (IVD) industry in China, with a comprehensive product lineup and strategic partnerships enhancing its market position [11][22]. - The IVD market in China is expected to grow significantly, with a projected CAGR of 24.32% from 2020 to 2025, indicating substantial growth potential for the company [39]. Summary by Relevant Sections Company Overview - Beijing Jiukang Biological Technology Co., Ltd. was established in 2001 and specializes in the research, production, and sales of in vitro diagnostic products. It became a publicly listed company in 2014 [11][18]. - The company has a diverse range of diagnostic systems, including biochemical, coagulation, luminescence, blood type, POCT, pathological, and liquid biopsy systems [11][18]. Financial Performance - The company's revenue increased from 774 million yuan in 2018 to 1.742 billion yuan in 2023, with a 5-year CAGR of 17.6%. Net profit rose from 301 million yuan to 524 million yuan during the same period, with a CAGR of 11.7% [7][33]. - Forecasts indicate that revenue will continue to grow, reaching approximately 2.1 billion yuan in 2024 and 2.917 billion yuan in 2026, with net profit expected to grow to 861 million yuan by 2026 [13][54]. Market Position and Strategy - The company has successfully participated in all 46 bidding projects in the liver function biochemical procurement segment, achieving a leading position in several key projects [12][43]. - The strategic investment from China National Pharmaceutical Group has strengthened the company's market position and facilitated comprehensive cooperation in the IVD sector [22][26]. Product Development and Innovation - The company has a robust product pipeline, with ongoing investments in research and development, which reached 163 million yuan in 2023, reflecting a 21.69% CAGR over five years [62][71]. - The company has accelerated the registration of new products, with 294 medical device registration certificates held as of 2023, including 133 products that have received FDA certification [48][72]. Industry Outlook - The IVD industry is rapidly evolving, with the biochemical diagnostics segment being particularly noteworthy due to its established market presence and growth potential [41][64]. - The overall IVD market in China is projected to reach approximately 219.8 billion yuan by 2025, with the segment's share of the total medical device market expected to increase from 14.7% in 2020 to 17.9% in 2025 [63].

证券代码：300406 证券简称：九强生物 公告编号：2024-049 债券代码：123150 债券简称：九强转债 北京九强生物技术股份有限公司 关于取得医疗器械注册证书的公告 北京九强生物技术股份有限公司 董事会 2024年6月26日 | 序 | 产品名称 | 注册证编号 | 注册 | 注册证有效期 | 预期用途 | | --- | --- | --- | --- | --- | --- | | 号 | | | 类别 | | | | | 糖类抗原 72-4 测 | 京 械 注 准 | | 自批准之日起 | 本试剂盒用于体外定量测定 | | 1 | 定试剂盒（胶乳免 | 20242400324 | Ⅱ | 有效期至 2029 | 人血清样本中糖类抗原 72- | | | 疫比浊法） | | | 年 06 月 18 日 | 4（CA72-4)的含量。 | | | 免疫球蛋白 A 测定 | 京 械 注 准 | | 自批准之日起 | 本试剂盒用于体外定量测定 | | 2 | 试剂盒（免疫比浊 | 20242400327 | Ⅱ | 有效期至 2029 | 人血清中免疫球蛋白 A | | | 法) | | | 年 0 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding 15% over the next 6-12 months [7][11]. Core Insights - The continuous increase in the shareholding ratio by Guoyao Investment reflects confidence in the company's development and value recognition. Guoyao plans to further increase its stake, which is expected to empower the company and unlock its growth potential [5][15]. - The company has shown strong performance in its financials, with projected net profits for 2024-2026 at 630 million, 763 million, and 920 million RMB respectively, corresponding to a PE ratio of 14, 11, and 10 times [16][17]. Financial Performance Summary - Revenue growth is projected to be 15.27% in 2023, with a steady increase expected in subsequent years, reaching 2,734 million RMB by 2026 [17]. - Net profit is forecasted to grow significantly, with a 34.59% increase in 2023, leading to a net profit of 524 million RMB [17]. - The company's EPS is expected to rise from 0.89 in 2023 to 1.56 in 2026, indicating strong earnings growth [17]. - The return on equity (ROE) is projected to improve from 14.06% in 2023 to 16.40% in 2026, reflecting enhanced profitability [17].

2024 年 6 月 26 日 国药持股比例持续提升，彰显对公司发展信心及价值认可 要点 点评： 国药计划进一步增持，深度赋能有望打开公司成长天花板：在《关于公司持股 5%以上股东增持公司股份计划的公告》中披露，国药投资计划自 2024 年 6 月 25 日至 2024 年 12 月 24 日，通过集中竞价交易、大宗交易等法律法规允许的 方式增持公司股票，计划增持公司股份金额不少于 3000 万元（含）人民币（含 2024 年 6 月 25 日已增持部分）。国药投资的持续增持表明了对九强生物未来 持续稳定发展的信心以及对公司价值的认可，国药未来进一步的增持有利于对九 强生物进行深度赋能，未来九强生物有望充分发挥与国药集团在渠道、及跨赛道 并购等方面的合作优势及协同效应，将公司打造成国药集团下 IVD 工业平台，进 而打开公司长期成长的天花板。 风险提示：集采降价超预期风险、销售模式变动风险、新产品研发上市进度不及 预期风险、违规行为导致股价不稳定风险。 公司研究 ——九强生物（300406.SZ）国药投资持股比例变动超过 1%及增持公司股份计划公告点评 事件：九强生物于 6 月 25 日发布两则公告：1）在《 ...