What Happened?

On September 10, 2025, IBIM Technology announced a $375,000 biomicroscope supply contract with Revvity (HONGKONG) LIMITED. The contract period is two months, and the supply region is China. This represents 12.92% of IBIM Technology’s sales.

Why Does This Contract Matter?

This contract not only directly impacts short-term sales growth but also signifies securing a new partner in the Chinese market. This is particularly positive for IBIM Technology, which has been seeking new opportunities after the agency change issue in China in 2024. It also reaffirms the company’s technology and market competitiveness.

So, What About the Stock Price?

While there might be a positive short-term impact on the stock price, the effect could be limited. The fundamental issues of continuous losses and sluggish sales remain unresolved. The mid-to-long-term stock performance depends on securing larger contracts, new technology development achievements, and, most importantly, actual performance improvement.

What Should Investors Do?

  • Monitor contract implementation: Verify if the contract proceeds as planned and leads to further orders.
  • Check for performance improvement trends: Pay close attention to profitability improvements.
  • Watch for new large-scale contract announcements: This is a crucial indicator of the company’s growth potential.
  • Evaluate technology development and market competitiveness: Critical factors for long-term investment.
  • Consider macroeconomic indicator volatility: Assess the impact of fluctuations in exchange rates, interest rates, etc.