On the evening of July 15, Mike Biotechnology (300463.SZ) disclosed the first semi-annual report of the Shenzhen Stock Exchange. In the first half of the year, the company achieved operating income of 1.782 billion yuan, a year-on-year decrease of 9.11%; net profit attributable t

On the evening of July 15, Mike Bio (300463.SZ) disclosed the first semi-annual report of the Shenzhen Stock Exchange. In the first half of the year, the company achieved operating income of 1.782 billion yuan, a year-on-year decrease of 9.11%; net profit attributable to the parent company was 406 million yuan, a year-on-year decrease of 23.68%; basic earnings per share was 0.6728 yuan. Among them, the sales revenue of independent products was 1.136 billion yuan, a year-on-year decrease of 1.84%, and the sales revenue of agent products was 626 million yuan, a year-on-year decrease of 20.17%. According to

information, Mike Biotechnology is an enterprise focusing on the research and development, production, sales and related services of in vitro diagnostic products. At present, the company's biochemistry, immunity, and blood products have been integrated into assembly lines, and it is one of the few in vitro diagnostic manufacturers in China that can provide laboratory automation solutions. The company has laid out a full-product development strategy earlier, and now has systematic R&D and innovation capabilities in three major professional technologies: reagents, instruments, and biological raw materials. The company's independent products cover biochemistry, immunity, clinical examination, molecular diagnosis , rapid detection, pathology, Raw materials and other product platforms. In the

report, Mike Bio pointed out that as the company's independent product capabilities continue to improve, and the cost advantage of independent products is much higher than that of agent products, the company has adjusted its business structure. In recent years, the company's independent products have maintained rapid growth, and their proportion in sales revenue has increased rapidly. During the reporting period, the sales proportion of independent products increased from 57.77% to 63.73%. However, due to the impact of centralized purchasing and price cuts, the sales revenue of the molecular nucleic acid detection product in the first half of 2022 fell by 12.96% year-on-year, and the gross profit margin decreased by 19.02 percentage points. Changes in the product structure and its profitability level drove the overall revenue of independent products and Gross profit margin declined slightly. At the same time, the company accelerated the adjustment of its business structure, especially the substitution and divestiture of agency products. Sales revenue and gross profit margin of agency products showed an accelerated downward trend. In terms of

R&D, as of the end of the reporting period, the company had 853 R&D personnel, accounting for 29.77% of the total number of employees, and 404 R&D personnel at intermediate and senior levels, including 49 senior and above core R&D teams; during the reporting period, R&D investment was 123 million yuan, which was It increased by 10.94% in the same period last year. The company has added 24 new domestic product registration certificates, and by the end of the reporting period, it has obtained a total of 440 domestic product registration certificates, including 128 biochemical items, 177 immune items, and clinical examinations (including blood cells, , coagulation, blood types, , urine, pathology) 82 items, 10 molecular items, 23 rapid test items, and 20 instrument products.

During the reporting period, Mike Biotech spent RMB 166 million to complete the acquisition of 100% equity of Beijing Da Microbiology Technology Co., Ltd. (hereinafter referred to as "Da Microbiology"). Da Microbiology opened its PreA round of financing in November 2020. Mike Biotech subscribed for 3.4722% of Da Microbiology's equity for 5 million yuan. At the same time, the two parties launched strategic cooperation on the development of digital PCR instruments and reagents.

It is reported that Da Microbiology has established the world's first chip-free digital PCR instrument platform, and has original and fully independent intellectual property rights. This core technology realizes a new vibrating droplet generation method, which can quickly and efficiently complete digital PCR without any chip structure. PCR full-process detection makes digital PCR technology truly feasible for clinical application.

In addition, during the reporting period, Mike Bio IVD Tianfu Industrial Park invested 170 million yuan, with a cumulative investment of 244 million yuan. The current project progress is 11.74%.