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諾禾致源(688315.SH):整個管理模式為垂直管理、產銷分離
格隆匯 04-28 15:21

格隆匯4月28日丨有投資者向諾禾致源(688315.SH)提問:在研究其他ICL企業時,通常把新設實驗室中心當作獨立中心,業績測算時進行簡單的個數和各財務指標相乘,得到整體指標。但在計算中發現公司各實驗室定位不同,新建實驗室對收入的帶動不能通過線性關係計算。公司不同實驗室的定位和業務具體是什麼,與整體財務指標關係是?

諾禾致源回覆:諾禾致源的實驗室和一般第三方檢測模式不同,原則上,所有實驗室均可服務全球。公司在發展早期,用1個實驗室服務全球,即位於天津的主要實驗室,邏輯上公司可實現1個實驗室覆蓋全球。但提升區域市場競爭力需要進一步提升客户體驗,實驗室實體位於本地有利於實現該目標,因此公司後續在美國建立第二個實驗室,其後設立歐洲實驗室,2022年設立廣州和上海實驗室,目的在於提升本地用户體驗。

綜合而言,公司的模式不是每個實驗室僅支撐1個獨立經營主體,覆蓋半徑相對較小,全球實驗室分佈中,實驗室本身形成網絡,例如美國實驗室的服務不僅限於本地用户。實驗室形成網絡後。每個實驗室遵循同樣的質量標準,有利於服務跨地域的全球型客户,他們的樣本在全球各地,國際監管環境下樣本跨境運輸困難。公司整個管理模式為垂直管理、產銷分離,並通過本地化加大實驗室密度以形成服務網絡。

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