Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 73.93 yuan [4][6] Core Views - The company achieved steady revenue growth in Q3 2024, with total revenue reaching 1.203 billion yuan, a year-on-year increase of 15.38% [1][2] - Net profit attributable to the parent company in Q3 2024 was 480 million yuan, up 10.02% year-on-year, while non-GAAP net profit was 463 million yuan, up 11.62% year-on-year [1][2] - Overseas market expansion has been rapid, with overseas business revenue growing 25.16% year-on-year in the first three quarters of 2024 [3] Financial Performance - In the first three quarters of 2024, the company's total revenue was 3.414 billion yuan, a year-on-year increase of 17.41%, with reagent revenue growing 17.93% and instrument revenue growing 16.27% [2] - Gross margin in Q3 2024 was 71.85%, down 2.51 percentage points year-on-year, but management and financial expense ratios decreased by 0.58 and 1.42 percentage points respectively, showing effective cost control [2] - R&D investment in Q3 2024 was 123 million yuan, accounting for 10.23% of revenue, a year-on-year increase of 23.96% [3] Product Development and Market Expansion - The company obtained 15 new medical device registration certificates in Q3 2024, including 12 for chemiluminescence reagents and 3 for biochemical reagents [3] - The company launched two new products in August 2024: the GADA liver cancer early screening diagnostic system and the iXLAB intelligent laboratory solution [3] - The company's HIV test kit obtained IVDR CE certification, enhancing its competitiveness in the EU market [3] Valuation and Forecast - The report forecasts EPS for 2024-2026 at 2.64/3.34/4.19 yuan, with corresponding P/E ratios of 28/22/18 times [4] - The company's ROE is expected to grow from 20.75% in 2022 to 26.07% in 2026 [5] - The company's market capitalization is 58.088 billion yuan, with a total share capital of 786 million shares [6] Industry and Market Position - The company's overseas business continues to grow rapidly, with significant progress in intellectual property protection, obtaining 7 patents from the Russian Federal Intellectual Property Office and 1 from the German Patent and Trademark Office [3] - The company's product line is continuously enriched, with a focus on intelligent diagnostic systems and laboratory solutions, indicating a strong position in the medical diagnostics industry [3]

来源：公司年报、国金证券研究所 新产业 (300832.SZ) 买入(维持评级) 证券研究报告 海外市场拓展迅速，高端机型推广 业绩简述 2024 年 10 月 28 日，公司发布 2024 年三季度报告：2024 年前三 季度公司实现收入 34.14 亿元，同比+17%；归母净利润 13.84 亿 元，同比+17%；实现扣非归母净利润 13.31 亿元，同比+21%； 2024Q3 公司实现收入 12.03 亿元，同比+15%；归母净利润 4.80 亿 元，同比+10%；实现扣非归母净利润 4.63 亿元，同比+12%。 经营分析 三季度业绩稳定增长，海外市场拓展迅速。分国内外区域来看，公 司前三季度国内市场主营业务收入同比增长 13.60%；海外市场主 营业务收入同比增长 25.16%，海外市场增速优势进一步显现。分 产品来看，前三季度公司试剂收入同比增长 17.93%，仪器类产品 收入同比增长 16.27%，整体保持稳定增长态势。 高端机型实现快速推广，流水线产品持续落地。公司研发出多款 MAGLUMI 系列化学发光免疫分析仪，以 MAGLUMI X8 仪器为例，为 全球率先突破单机测试速度 600 个 ...

公 司 季 报 点 评 证 券 研 究 报 告 公 司 报 告 | --- | --- | |------------------------|------------------------------------| | 行业 | 医药 | | 公司网址 | www.snibe.com | | 大股东 / 持股 | 西藏新产业投资管理有限公司 /26.88% | | 实际控制人 | 翁先定 | | 总股本 ( 百万股 ) | 786 | | 流通 A 股 ( 百万股 ) | 680 | | 流通 B/H 股 ( 百万股 ) | | | 总市值 ( 亿元 ) | 581 | | 流通 A 股市值 ( 亿元 ) | 503 | | 每股净资产 ( 元 ) | 10.33 | | 资产负债率 (%) | 8.1 | | 行情走势图 | | 新产业(300832.SZ) 国内收入稳健增长，海外快速增长 股价:73.93元 证券分析师 | --- | |--------------------------| | | | 投资咨询资格编号 | | S1060514100001 | | BOT335 | | YEYIN7 ...

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。 一、董事会会议召开情况 1.本次董事会会议通知已于 2024 年 10 月 25 日以电子邮件方式送达各位董 事。 2.本次董事会于 2024 年 10 月 28 日上午 9:30 以现场结合通讯表决的方式召 开，现场会议地址为：深圳市坪山区坑梓街道锦绣东路 23 号新产业生物大厦 21 楼董事会议室。 证券代码：300832 证券简称：新产业 公告编号：2024-088 深圳市新产业生物医学工程股份有限公司 第五届董事会第二次会议决议公告 本议案已经董事会审计委员会审议通过。 1 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn）上的《2024 年第三季度报告》。 表决结果：同意7票，反对0票，弃权0票，本议案获得通过。 3.本次董事会应出席董事 7 名，实际出席董事 7 名，其中董事翁鹤鸣、李旭、 伍前辉、张敏、支毅以通讯表决方式出席会议；没有董事委托其他董事代为出席 或缺席本次会议，与会董事以记名投票表决方式对会议审议议案进行了表决。 4.本次会议由董事长饶微主持，部分公司监事和高级 ...

证券代码：300832 证券简称：新产业 公告编号：2024-089 深圳市新产业生物医学工程股份有限公司 第五届监事会第二次会议决议公告 一、监事会会议召开情况 1.本次监事会会议通知已于 2024 年 10 月 25 日以电子邮件方式送达各位 监事。 2.本次监事会于 2024 年 10 月 28 日上午 10:00 以现场结合通讯表决的方式 召开，现场会议地址为：深圳市坪山区坑梓街道锦绣东路 23 号新产业生物大 厦 21 楼 2104 会议室。 3.本次监事会应出席监事 3 名，实际出席监事 3 名，其中监事刘登科以通 讯表决方式出席会议；没有监事委托其他监事代为出席或缺席本次会议，与会 监事以记名投票表决方式对会议审议议案进行了表决。 4.本次会议由监事会主席刘登科主持。 5.经全体与会监事确认，本次会议的召集、召开以及审议程序符合《公司 法》《公司章程》和《监事会议事规则》等有关规定，会议形成的决议合法、 有效。 二、监事会会议审议情况 经全体与会监事认真审议、充分讨论，会议审议并通过了以下议案： 本公司及监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。 经 ...

Financial Performance - The company's revenue for Q3 2024 reached ¥1,203,339,153.65, representing a 15.38% increase compared to the same period last year[3] - Net profit attributable to shareholders for Q3 2024 was ¥480,442,239.12, up 10.02% year-over-year[3] - The net profit after deducting non-recurring gains and losses was ¥463,458,873.10, reflecting an 11.62% increase from the previous year[3] - In the first three quarters of 2024, the company achieved operating revenue of CNY 3,414.28 million, a year-on-year increase of 17.41%[16] - The total profit for the same period was CNY 1,583.98 million, reflecting a growth of 15.99% year-on-year[16] - The net profit attributable to shareholders was CNY 1,383.59 million, up 16.59% compared to the previous year[16] - The net profit for Q3 2024 reached CNY 1,383,591,276.93, an increase of 16.6% compared to CNY 1,186,704,020.83 in the same period last year[21] - Operating profit for the quarter was CNY 1,601,772,633.01, representing a growth of 17.1% from CNY 1,366,958,518.34 in Q3 2023[21] - The company reported a total comprehensive income of CNY 1,360,509,568.22 for the quarter, compared to CNY 1,248,308,230.92 in Q3 2023, reflecting a growth of 8.9%[22] - Basic earnings per share increased to CNY 1.7609 from CNY 1.5108 in the same quarter last year, marking a rise of 16.5%[22] Assets and Liabilities - Total assets at the end of Q3 2024 amounted to ¥8,836,313,022.27, a 7.47% increase from the end of the previous year[3] - The company's cash and cash equivalents decreased to CNY 568.70 million from CNY 1,048.27 million at the beginning of the period[18] - Total assets increased to CNY 8,836.31 million from CNY 8,222.49 million at the beginning of the period[20] - The total liabilities increased to CNY 717.12 million from CNY 678.09 million at the beginning of the period[20] Cash Flow - The company's cash flow from operating activities for the year-to-date was ¥958,084,817.39, showing a 3.35% increase compared to the same period last year[3] - Cash flow from operating activities generated a net amount of CNY 958,084,817.39, slightly up from CNY 927,065,681.24 in the previous year[24] - The net increase in cash and cash equivalents for Q3 2024 was -477,075,709.51, compared to an increase of 328,709,685.18 in the same period last year[25] - The beginning balance of cash and cash equivalents was 1,045,777,126.56, while the ending balance was 568,701,417.05, indicating a significant decrease[25] - The cash and cash equivalents at the end of the period decreased by approximately 29.5% compared to the previous year's ending balance of 806,830,415.09[25] Shareholder Information - The total number of common shareholders at the end of the reporting period is 11,629[10] - The largest shareholder, Tibet New Industry Investment Management Co., Ltd., holds 26.88% of shares, totaling 211,177,400 shares[10] - The second-largest shareholder, Rao Wei, holds 13.77% of shares, totaling 108,205,000 shares[10] - The company has a total of 105,511,259 restricted shares at the end of the reporting period, with 18,804,600 shares added during the period[15] - The shareholder Rao Jie has 18,800,025 newly restricted shares[15] - The top ten shareholders collectively hold 99% of the shares[11] - The report indicates that there are no changes in the status of pledged shares among the top shareholders[10] Investment Activities - The company’s investment activities generated a net cash outflow of ¥653,576,032.58, a 1749.50% increase compared to the previous year, primarily due to longer-term financial products purchased[9] - The total cash inflow from investment activities was CNY 5,444,209,003.00, down from CNY 6,233,547,788.78 in the previous year[24] - The company incurred a net cash outflow from investment activities of CNY 653,576,032.58, compared to a smaller outflow of CNY 35,337,954.72 in Q3 2023[24] Research and Development - Research and development expenses amounted to CNY 327,397,980.58, up 20.7% from CNY 271,264,732.85 in the previous year[21] Market Performance - Domestic market main business revenue grew by 13.60%, while overseas market main business revenue increased by 25.16%[16] - Revenue from reagents increased by 17.93%, and revenue from instrument products rose by 16.27% in the first three quarters[16] - The company sold and installed 795 units of the MAGLUMI X8 automated chemiluminescence instrument, with a cumulative total of 3,448 units sold and installed by the end of the reporting period[16] - The new product SATLARS T8 has completed sales and installations of 30 units, indicating market acceptance[16] Other Information - The company has not disclosed any new product or technology developments in this report[15] - There are no significant mergers or acquisitions reported in this quarter[15] - The company has not provided specific future guidance or market expansion strategies in this report[15] - The Q3 2024 report has not been audited, which may affect the reliability of the financial data presented[25]

数据来源：国家能源局、盐城市发展改革委等来自国家能源局的最新数据显示，截至9月底，全国风电 装机容量约4.8亿千瓦，同比增长19.8%。 风机如何制造、安装？ 风电场如何维护？ 风电怎样传送并网，并用于生产新的风机？ 为了对风电产业有更多了解，让我们跟随记者走进江苏盐城，我国海上风机整机约四成产自这里。 ——编 者电，从海上来。 海风以每秒7.6米的速度驰骋向黄海之滨的风电场，百米多高的"大风车"转动不停。 风机将机械能转化为电能，瞬时，"绿电"经海底电缆送至陆地，汇入电网。 机，从陆上来。 距离风电场70多公里的风机总装厂，"绿电"源源不断，设备忙碌运转，工人们组装好机舱、叶轮等部 件，等待运往海上与叶片、塔筒一起组装成海上"大风车"。 海风吹来新产业，江苏盐城有全国最大规模的海上风电产业集群、装机容量巨大的海上风电场，形成了 集研发设计、装备制造、资源开发、运维服务等环节于一体的海上风电产业链，实现用"绿电"造"绿 机"。 "大风车"这样造上万零部件，3小时供应走进位于盐城的大丰经济开发区风电产业园的江苏金风科技有 限公司总装厂实验室，一台10兆瓦样机正在接受测试。 千余个温度、振动、载荷等传感器遍布机身 ...

深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了国家药品监督管理局颁发的 1 项《医疗器械注册证》。具体情况如下： 证券代码：300832 证券简称：新产业 公告编号：2024-086 1 家共识》（2023 年），单份血清 IgM 抗体阳性提示近期感染。 二、 对公司的影响及风险提示 截至目前，公司已先后取得 189 项化学发光试剂《医疗器械注册证》（共 265 个注册证）。以上试剂新产品医疗器械注册证的取得，丰富了公司化学发光 检测产品中"传染病"项目类别，将对公司发展具有正面影响，但对近期的生 产经营和业绩不会产生重大影响，敬请投资者给予关注并注意投资风险。 | | Ⅲ类 | | | | | | 本试剂盒用于体外定性 | | --- | --- | --- | --- | --- | --- | --- | --- | | IgM 抗体检测试剂 | | 国械注准 | 2024 | 年 10 | 月 | 24 日至 | ...

证券时报e公司讯，摘要：工信部：培育壮大低空经济、商业航天、生物制造等新产业新赛道。 国资委：超前布局、梯次培育量子科技、核聚变、生物制造、6G等未来产业。 扩大单边开放！ 商务部：对这些国家100%税目产品"零关税"。 金融监管总局：进一步扩大商业养老金业务试点。 上海前三季度GDP同比增长4.7%。 国内汽、柴油价格每吨分别上涨90元和85元。 ...

（央视财经《正点财经》）近期，多地秋季招聘正式启动。在广东深圳，以新技术、新产业、新业态、 新模式为代表的领域，招聘需求增长，明显带动就业扩大。 王浩博是一名应届毕业生，大学学的是地理信息系统专业。近年来，三维可视化技术迅速发展，在测绘 地信、应急安防、游戏?旅、智能制造、元宇宙等领域广泛应用，王浩博最终选择了三维空间计算机这 个新兴行业。 某三维智能空间计算公司人力资源负责人 陈东佳：目前公司（招聘）研发类的岗位比较多，算法类的 岗位，软硬件的开发等等，测试类的岗位也比较多。 低空经济的蓬勃发展，催生了无人机操控员这样一个新岗位。据有关部门测算，现在我国这个岗位的就 业人才缺口高达100万人。罗锡坤曾经是一名外卖骑手，通过招聘无人机飞手的培训考试，他成功转型 为一名无人机飞手，并参与测试开发了18条无人机配送航线。 近几年智能汽车快速发展，也催生了不少新职业。作为人社部近期新发布的19种新职业之一，智能网联 汽车测试员主要负责在持续的测试中不断定位出智能汽车系统的问题，并协助研发同事修复问题，保障 车辆最终量产上市的体验。业内人士表示，未来智能网联汽车测试员的岗位需求将达到10万以上。 目前，深圳正积极探索 ...