研報掘金丨國盛證券:新產業國內+海外雙驅發展,首予“買入”評級
國盛證券研報指出,新產業(300832.SZ)儀器+試劑產品佈局完善,國內+海外雙驅發展,助力業績持續高速增長,2012-2023年公司收入端及利潤端CAGR 分別為28.09%、32.45%,在全球公共衞生事件的擾動下依然保持高增長態勢。公司試劑檢測菜單豐富,試劑出海始終走在前列,是國內首家在傳染病項目HBV、HCV、HIV 拿齊CEList A 類認證的化學發光廠家。此外,公司已打通小分子夾心法技術,推出25-羥基維生素D、醛固酮、雌二醇、他克莫司等8 項小分子雙抗體夾心法試劑,相較競爭法具備更高的靈敏度。自研原料並打磨小分子夾心法,築牢了試劑競爭優勢。首次覆蓋,給予“買入”評級。
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