濟南高新(600807.SH)：目前艾克韋生物客户全部在國內、主要面向政府實驗室客户 其研發的核酸檢測試劑尚未應用於臨牀
格隆匯1月14日丨濟南高新(600807.SH)發佈股票交易風險提示公吿，公司收購山東艾克韋生物技術有限公司(“艾克韋生物”)部分股權，存在以下風險：
(1)艾克韋生物營業收入、淨利潤同比下降，且其核酸檢測類營業收入、市場份額佔比小，毛利率低於同行業水平。2021年1-9月，艾克韋生物實現營業收入12461.53萬元，同比下降11.33%；淨利潤為1183.29萬元，同比下降49.57%。其中，2021年1-9月，艾克韋生物核酸檢測試劑、核酸檢測服務類收入2030萬元，同比下降52.57%，且該類產品收入佔上市公司同期營業收入的比例僅為2.60%，佔比小，且其市場份額佔比較小；艾克韋生物核酸檢測試劑、核酸檢測服務類產品毛利率約15%，低於同行業主要上市公司平均水平。
(2)與核酸檢測相關的擴增試劑審批存在不確定性，且艾克韋生物研發的核酸檢測試劑尚未應用於臨牀。核酸檢測分為採樣、提取和擴增三個階段，目前，艾克韋生物僅有採樣、提取等試劑產品或設備取得地方市場監督管理局下發的醫療器械生產備案憑證；但擴增試劑尚需經國家藥品監督管理局評審中心審批，具有較強不確定性。目前艾克韋生物客户全部在國內，主要面向政府實驗室客户，其研發的核酸檢測試劑尚未應用於臨牀。
(3)目前股權過户登記尚未完成，不會納入公司2021年財務報表合併範圍，不會對公司2021年財務報表業績產生影響。
(4)公司暫無生物醫療領域相關人員、技術儲備，存在業務整合風險。艾克韋生物經營範圍與公司主營業務存在較大差異，公司尚無生物醫療領域相關人員、技術、資金儲備，本次併購後公司能否對艾克韋生物實施有效整合和管理尚存在不確定性。
(5)經營未達預期、業績承諾不能實現的風險。如艾克韋生物未來經營未達預期，導致業績承諾無法實現，將影響公司的整體經營業績和盈利水平。
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