责任编辑：小浪快报 3月24日，科创医药ETF工银（588860）开盘涨0.48%，报0.626元。科创医药ETF工银（588860）重仓股 方面，联影医疗开盘涨0.89%，百济神州涨1.90%，艾力斯涨1.24%，百利天恒涨1.21%，惠泰医疗涨 1.07%，君实生物涨1.63%，泽璟制药涨2.81%，华大智造涨0.08%，博瑞医药涨1.37%，荣昌生物涨 2.70%。 3月24日，科创医药ETF工银（588860）开盘涨0.48%，报0.626元。科创医药ETF工银（588860）重仓股 方面，联影医疗开盘涨0.89%，百济神州涨1.90%，艾力斯涨1.24%，百利天恒涨1.21%，惠泰医疗涨 1.07%，君实生物涨1.63%，泽璟制药涨2.81%，华大智造涨0.08%，博瑞医药涨1.37%，荣昌生物涨 2.70%。 科创医药ETF工银（588860）业绩比较基准为上证科创板生物医药指数收益率，管理人为工银瑞信基金 管理有限公司，基金经理为史宝珖，成立（2024-08-08）以来回报为24.70%，近一个月回报 为-10.90%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经 ...

ab 17 March 2026 Global Research China Medtech Marketing book Equities China Healthcare Jun Deng Analyst jun.deng@ubs.com +852-3712 2103 Chen Chen, PhD Analyst S1460520100001 chen-zb.chen@ubs.com +86-10-5832 8201 Henry Liu, CFA Analyst S1460520110002 henry-za.liu@ubs.com +86-105-832 8509 Liz Han, CFA Analyst liz.han@ubs.com +852-2971 6106 David Guo, PhD Analyst S1460524040001 david-za.guo@ubs.com +86-10-5832 8010 Emma Ma, CFA Associate S1460124070003 emma-mc.ma@ubs.com +86-21-3866 8981 This report has been ...

证券代码：688114 证券简称：华大智造 公告编号：2026-012 （一） 股东会召开的时间：2026 年 3 月 12 日 本次会议是否有被否决议案：无 （二） 股东会召开的地点：深圳市盐田区梅沙街道云华路 9 号华大时空中 心 C 区国际会议中心 419 会议室 一、 会议召开和出席情况 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股 东及其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 187 | | --- | --- | | 普通股股东人数 | 187 | | 2、出席会议的股东所持有的表决权数量 | 237,516,144 | | 普通股股东所持有表决权数量 | 237,516,144 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 57.5757 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 57.5757 | 深圳华大智造科技股份有限公司 2026年第二次临时股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 ...

上海市锦天城（深圳）律师事务所 关于深圳华大智造科技股份有限公司 二〇二六年第二次临时股东会的法律意见书 致：深圳华大智造科技股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受深圳华大智造科 技股份有限公司（以下简称"贵公司"）的委托，就贵公司二〇二六年第二次临时 股东会（以下简称"本次股东会"）召开的有关事宜，根据《中华人民共和国公司 法》（以下简称"《公司法》"）、中国证券监督管理委员会颁布的《上市公司股 东会规则》（以下简称"《股东会规则》"）等中华人民共和国（以下简称"中国"， 仅为出具本法律意见书之目的，不包括中国香港特别行政区、中国澳门特别行政 区及中国台湾省）现行法律、法规、规章、规范性文件（以下合称"法律、法规"） 以及现行《深圳华大智造科技股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，出具本法律意见书。 本法律意见书仅就本次股东会的召集和召开程序是否符合法律、行政法规、 《股东会规则》和《公司章程》的规定，以及出席本次股东会人员的资格、召集 人资格、会议的表决程序、表决结果是否合法有效发表意见，并不对本次股东会 所审议的议案内容以及该等议案所表述的相关事实或数 ...

Core Viewpoint - The article discusses the strategic moves of BGI Genomics, including the sale of its overseas subsidiary Complete Genomics and the acquisition of companies specializing in spatial genomics and nanopore sequencing technology, aiming to enhance its technological capabilities and market position in the competitive genomics industry [1][3][21]. Group 1: Capital Actions - In early 2026, BGI Genomics announced the sale of Complete Genomics for approximately $50 million to Swiss Rockets AG, while retaining some core technology licensing agreements [1][4]. - The company also approved the acquisition of Shenzhen BGI Sanjian Qifa Technology Co., Ltd. and Hangzhou BGI Xifeng Technology Co., Ltd. for a total of about 366 million yuan, focusing on spatial genomics and nanopore sequencing technologies [3][21]. Group 2: Business Structure and Financial Performance - BGI Genomics' core business has long centered around the DNBSEQ short-read sequencing platform, which is primarily used in genomics, transcriptomics, and clinical testing [5]. - In the first half of 2025, the company reported revenues of 1.114 billion yuan, with full-length sequencing business revenue accounting for approximately 80% [6]. - The sales structure indicates a typical life science tools business model, where equipment sales drive reagent consumption, despite a 23% decline in equipment revenue year-on-year [6]. Group 3: Technological Landscape - The global genomics industry has formed three main technological routes: short-read sequencing, long-read sequencing, and spatial genomics, each addressing different biological questions [9][10]. - BGI Genomics' acquisitions align with these technological directions, enhancing its capabilities in spatial genomics and long-read sequencing [8][13]. Group 4: Strategic Implications - The acquisition of Shenzhen BGI Sanjian Qifa Technology Co., Ltd. focuses on Stereo-seq spatial genomics technology, which has been widely applied in brain science and tumor research [15][16]. - The acquisition of Hangzhou BGI Xifeng Technology Co., Ltd. emphasizes nanopore single-molecule sequencing technology, which complements existing short-read technologies [17][18]. - These strategic moves reflect a broader trend among Chinese life science tool companies to build comprehensive technological ecosystems, moving from single-platform competition to integrated life science tool ecosystems [21][22].

深圳华大智造科技股份有限公司 2026 年第二次临时股东会会议资料 深圳华大智造科技股份有限公司 2026 年第二次临时股东会 会议资料 2026 年 3 月 1 | 2026 | 年第二次临时股东会会议须知 3 | | | --- | --- | --- | | 2026 | 年第二次临时股东会会议议程 5 | | | 2026 | 年第二次临时股东会会议议案 7 | | | 《关于出售子公司 | 100%股权及调整 COOLMPS 测序技术〈授权许可协议〉的议案》 | 7 | 深圳华大智造科技股份有限公司 2026 年第二次临时股东会会议资料 深圳华大智造科技股份有限公司 2026 年第二次临时股东会会议须知 为保障深圳华大智造科技股份有限公司（以下简称"公司"或"华大智造"） 全体股东的合法权益，维护股东会的正常秩序，保证股东会的议事效率，确保本 次股东会如期、顺利召开，根据《中华人民共和国公司法》（以下简称《公司法》）、 《深圳华大智造科技股份有限公司章程》（以下简称《公司章程》）、《深圳华 大智造科技股份有限公司股东会议事规则》及中国证券监督管理委员会、上海证 券交易所的有关规定，特制定本须知。 一 ...

Core Insights - The life sciences sector is undergoing a significant transformation driven by the integration of AI and multi-omics technologies, with a notable acceleration in commercialization since 2026 [1] - The current global life sciences upstream market faces challenges of "technological fragmentation," necessitating integrated solutions to enhance research and clinical application efficiency [1] Group 1: Acquisition Details - BGI Genomics announced plans to acquire 100% equity of Shenzhen Huada Sanjian Qifa Technology Co., Ltd. and Hangzhou Huada Xifeng Technology Co., Ltd. for approximately 366 million yuan [2] - The acquisition was approved by the company's extraordinary general meeting on March 3, marking BGI Genomics as the only global manufacturer with a full-stack product offering in "long-read sequencing + intelligent automation + multi-omics" [2][3] - This strategic move positions BGI Genomics for future growth in the trillion-dollar AI medical and multi-omics market [2] Group 2: Strategic Value of the Acquisition - The acquisition enhances product and market synergy, solidifying BGI Genomics' leading position in the global life sciences tools sector [3] - By expanding into nanopore sequencing and spatial omics, BGI Genomics aims to capture additional market share and mitigate risks from alternative technologies [3][4] - The integration of spatial omics and long-read sequencing technologies is expected to create a comprehensive solution that meets diverse research and clinical needs [5] Group 3: Financial Aspects and Risk Management - The acquisition is characterized by a significant safety margin in valuation, with a combined dynamic price-to-sales ratio of approximately 3, which is notably lower than comparable companies [6][7] - The payment structure includes a phased payment plan, with 70% paid upon closing and the remaining 30% contingent on future performance, effectively safeguarding the company's financial position [7] - The target companies have committed to a minimum cumulative net profit of 132.9 million yuan from 2026 to 2030, providing a clear profit increment for BGI Genomics [7] Group 4: Market Positioning and Future Outlook - BGI Genomics' acquisition strategically positions the company at the forefront of the trillion-dollar AI medical market, akin to Nvidia's role in the tech industry [9][10] - The company has participated in over 49 major population cohort projects globally, establishing a robust foundation for AI and life sciences integration [10] - As demand for standardized, large-scale life data surges, BGI Genomics' comprehensive data production capabilities will enhance its strategic value and competitive edge in the AI medical landscape [11][12]

证券代码：688114 证券简称：华大智造 公告编号：2026-011 深圳华大智造科技股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 3 月 3 日 （五） 公司董事和董事会秘书的列席情况 1、 公司在任董事10人，列席10人； 2、 公司董事会秘书彭欢欢女士列席了本次会议； （二） 股东会召开的地点：深圳市盐田区梅沙街道云华路 9 号华大时空中 心 C 区国际会议中心 419 会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股 东及其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 134 | | --- | --- | | 普通股股东人数 | 134 | | 2、出席会议的股东所持有的表决权数量 | 255,259,392 | | 普通股股东所持有表决权数量 | 255,259,392 | | 3、出席会议的股东所持有表决 ...

上海市锦天城（深圳）律师事务所 关于深圳华大智造科技股份有限公司 二〇二六年第一次临时股东会的法律意见书 致：深圳华大智造科技股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受深圳华大智造科 技股份有限公司（以下简称"贵公司"）的委托，就贵公司二〇二六年第一次临时 股东会（以下简称"本次股东会"）召开的有关事宜，根据《中华人民共和国公司 法》（以下简称"《公司法》"）、中国证券监督管理委员会颁布的《上市公司股东 会规则》（以下简称"《股东会规则》"）等中华人民共和国（以下简称"中国"， 仅为出具本法律意见书之目的，不包括中国香港特别行政区、中国澳门特别行政 区及中国台湾省）现行法律、法规、规章、规范性文件（以下合称"法律、法规"） 以及现行《深圳华大智造科技股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，出具本法律意见书。 本法律意见书仅就本次股东会的召集和召开程序是否符合法律、行政法规、 《股东会规则》和《公司章程》的规定，以及出席本次股东会人员的资格、召集 人资格、会议的表决程序、表决结果是否合法有效发表意见，并不对本次股东会 所审议的议案内容以及该等议案所表述的相关事实或数 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests closely monitoring specific companies and technologies within the sector [2]. Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 0.32% from February 9 to February 27, underperforming compared to the Wind All A index (3.89%) and the CSI 300 index (1.44%) [3][8]. - Key segments such as medical consumables (3.64%), other biological products (2.78%), and raw materials (0.68%) showed positive performance, while offline pharmacies (-2.12%), chemical preparations (-1.53%), and pharmaceutical distribution (-1.37%) faced declines [3][11]. - BGI Genomics is strategically transitioning towards a "short-read long + long-read long + spatial omics" platform by divesting old capacities and acquiring new technologies, aiming to secure a competitive edge in the global life sciences upstream platform [3][12]. - The report emphasizes the importance of monitoring the clinical registration progress of nanopore sequencers and the capabilities of domestic medical equipment manufacturers in the global industrial ecosystem [3][12]. Market Weekly Review - From February 9 to February 27, the pharmaceutical and biotechnology sector declined by 0.32%, lagging behind the Wind All A index (3.89%) and the CSI 300 index (1.44%) [8]. - Medical consumables led the gains with a 3.64% increase, while offline pharmacies saw the largest decline at -2.12% [11]. Industry News and Key Company Announcements - WuXi XDC announced a strategic partnership with Earendil Labs to accelerate the development of next-generation ADC drugs, integrating advanced AI-driven antibody discovery capabilities [13]. - Pfizer China and Xianweida Biotech entered a commercialization agreement for a new GLP-1 receptor agonist, with potential payments reaching up to $495 million [13]. - BGI Genomics announced a strategic transaction with Swiss Rockets, selling its U.S. subsidiary CGI for $50 million while retaining key patents [3][12].