近期，广东省佛山市等地报告基孔肯雅热确诊病例。面对输入与本地传播的双重挑战，华大智造的基因 测序技术为快速病毒溯源提供了关键技术支撑，其长短读长测序平台在实践中形成了优势互补的"黄金 搭档"。其自主研发的短读长测序仪DNBSEQ-T1+（简称"T1+"）和长读长测序平台CycloneSEQ G100- ER（简称"G100-ER"），分别在疾控实验室与海关口岸场景中发挥核心作用，助力实现精准防控。截至 目前，近400台由华大智造提供的全读长（SEQ ALL）系列测序仪已部署于全国各地疾控和海关系统， 随时待命应对突发公共卫生事件。 在病毒刚开始传播、基因组信息未知的情况下，疾控系统通过"T1+"测序仪完成4例基孔肯雅病毒感染 者样本的全基因组测序，破译基孔肯雅病毒全貌，覆盖度均超99.9%，成功区分东中南非型与亚洲型病 毒株。针对1例极低载量样本，该平台通过宏转录组测序技术仍获取完整病毒序列，验证了其在复杂样 本中的高效溯源能力。作为全球首款24小时产出Tb级数据的桌面测序仪，"T1+"集成样本制备与生物信 息分析模块，实现"测序-分析一体化"全闭环流程，SE50测序最快仅需7小时，大幅提升突发疫情响应效 率 ...

近期，广东省佛山市等地报告基孔肯雅热确诊病例。面对输入与本地传播的双重挑战，华大智造 (688114.SH)的基因测序技术为快速病毒溯源提供了关键技术支撑，其长短读长测序平台在实践中形成 了优势互补的"黄金搭档"。其自主研发的短读长测序仪DNBSEQ-T1+(简称"T1+")和长读长测序平台 CycloneSEQ G100-ER(简称"G100-ER")，分别在疾控实验室与海关口岸场景中发挥核心作用，助力实现 精准防控。截至目前，近400台由华大智造提供的全读长(SEQ ALL)系列测序仪已部署于全国各地疾控 和海关系统，随时待命应对突发公共卫生事件。 在病毒刚开始传播、基因组信息未知的情况下，疾控系统通过"T1+"测序仪完成4例基孔肯雅病毒感染 者样本的全基因组测序，破译基孔肯雅病毒全貌，覆盖度均超99.9%，成功区分东中南非型与亚洲型病 毒株。针对1例极低载量样本，该平台通过宏转录组测序技术仍获取完整病毒序列，验证了其在复杂样 本中的高效溯源能力。作为全球首款24小时产出Tb级数据的桌面测序仪，"T1+"集成样本制备与生物信 息分析模块，实现"测序-分析一体化"全闭环流程，SE50测序最快仅需7小时，大幅 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) increased by 0.73% as of July 28, 2025, with notable gains from companies such as Junshi Biosciences (688180) up 3.74% and Zai Lab (688266) up 3.30% [1] - The recent outbreak of Chikungunya fever in Guangdong Province has led to nearly 3,000 new local cases, primarily concentrated in Foshan and Guangzhou, with a cumulative total exceeding 4,800 confirmed cases [1] - The Sci-Tech Biopharmaceutical ETF (588250) rose by 0.82%, with the latest price reported at 1.23 yuan [1] Group 2 - Short-term focus on beneficiaries of the Chikungunya fever outbreak includes the vaccine sector, which may see valuation recovery due to market sentiment stabilizing despite anticipated performance pressure in 2024 [2] - The pharmacy sector is adapting to changes in medical insurance and regulatory environments, with companies like Yao Yi Tang exploring new business models, such as health and beauty products, to enhance profitability [2] - The diagnostics sector may experience renewed demand due to the Chikungunya fever, following the normalization of COVID-19 related demand [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3% of the index, including companies like United Imaging Healthcare (688271) and BeiGene (688235) [3]

Core Viewpoint - The article highlights the strong performance and liquidity of the Science and Technology Innovation (Sci-Tech) Pharmaceutical ETF managed by Harvest, indicating significant growth in both trading volume and fund shares over the past year [2][4]. Group 1: Liquidity and Trading Performance - The Sci-Tech Pharmaceutical ETF by Harvest recorded a turnover rate of 15.19% during trading, with a transaction volume of 30.598 million yuan, reflecting active market participation [2]. - As of July 25, the average daily trading volume over the past week was 46.0799 million yuan, ranking first among comparable funds [2]. - The fund's shares increased by 67.5 million over the past year, also ranking first among comparable funds [2]. Group 2: Fund Performance and Returns - The net value of the Sci-Tech Pharmaceutical ETF increased by 52.17% over the past year, placing it in the top 16.41% among 2,938 index equity funds [2]. - Since its inception, the fund achieved a maximum monthly return of 23.29%, with the longest consecutive monthly gains lasting 5 months and a maximum cumulative increase of 23.50% [2]. - The average return during the months of increase was 7.43% [2]. Group 3: Key Holdings and Market Outlook - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3% of the index, with leading companies including United Imaging Healthcare, BeiGene, and Huatai Medical [2][4]. - Based on the current fundamentals of the pharmaceutical sector, which has undergone four years of adjustment, the market outlook suggests a positive trend for innovative drugs and the overall pharmaceutical sector [4][5]. - The recommendation is to focus on innovative drugs as the primary investment theme, while also considering sectors like CRO&CDMO and specialty raw materials that are expected to perform well [5].

Group 1 - The World Health Organization (WHO) experts issued a warning on July 22 regarding the chikungunya virus, urging countries to prepare for potential outbreaks and emphasizing the importance of mosquito control and source identification [1] - The Shenzhen CDC and BGI Genomics collaborated using the DNBSEQ T1+ sequencing platform to trace the chikungunya virus in infected individuals, achieving over 99.9% coverage in sequencing [1] - The T1+ sequencing instrument supports rapid and precise virus tracing, enabling public health authorities to develop effective control strategies [1] Group 2 - The T1+ is recognized as the fastest desktop Tb-level sequencer globally, capable of producing complete genomes from low-load, diverse virus samples without the need for culture [2] - It can generate Tb-level data within 24 hours and features automated operations, integrating sequencing and bioinformatics analysis into a closed-loop process [2] - The T1+ provides a comprehensive automated workflow for infectious disease control, meeting the core demands of public health for precision, speed, and simplicity [2] Group 3 - Multiple customs authorities are utilizing the CycloneSEQ platform for full genome sequencing of the chikungunya virus to control imported cases [3] - The CycloneSEQ platform achieves 100% coverage in sequencing results, matching those obtained from the DNBSEQ platform, and offers real-time monitoring of high-density samples at entry points [3] - BGI Genomics is the only company globally to offer both short-read (DNBSEQ) and long-read (CycloneSEQ) sequencing products, catering to diverse monitoring and control needs for pathogenic microorganisms [3]

Group 1: ETF Performance - The liquidity of the Kexin Pharmaceutical ETF managed by Jiashi showed a turnover rate of 16.97% with a transaction volume of 33.88 million yuan, indicating active market trading [2] - Over the past year, the Kexin Pharmaceutical ETF has seen a significant growth in scale, increasing by 119 million yuan, ranking first among comparable funds [2] - The net asset value of the Kexin Pharmaceutical ETF has risen by 48.37% over the past year, placing it in the top 15.05% among index equity funds [2] Group 2: Stock Performance - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 50.3% of the index, with leading stocks including United Imaging Healthcare and BeiGene [2] - Recent stock performance includes United Imaging Healthcare with a rise of 2.04% and BeiGene with a slight increase of 0.21%, while Huatai Medical saw a decline of 2.71% [4] Group 3: Industry Trends - The biopharmaceutical industry is entering a dual-driven phase of policy and technology, with innovation drug support policies advancing to phase 2.0 [5] - The medical device sector is experiencing a core trend of replacement and technology export, with regulatory upgrades promoting innovation and industry breakthroughs [5] - State-owned capital entering the biopharmaceutical sector is injecting financial vitality, accelerating R&D investment and industry chain integration [5] Group 4: Licensing Agreements - Chinese innovative pharmaceutical companies are reporting significant "Licence Out" transactions, with Kexin Pharmaceuticals announcing a deal with ERIGEN for an exclusive overseas licensing agreement worth up to 1.32 billion USD [4]

Group 1: ETF Performance - The liquidity of the Kexin Pharmaceutical ETF (嘉实) showed an intraday turnover of 18.19%, with a transaction volume of 40.9491 million yuan, indicating active market trading [3] - Over the past week, the Kexin Pharmaceutical ETF (嘉实) experienced a scale increase of 16.9597 million yuan, ranking first among comparable funds [3] - The Kexin Pharmaceutical ETF (嘉实) saw a share increase of 7.5 million shares over the past week, also ranking first among comparable funds [3] - As of July 21, the Kexin Pharmaceutical ETF (嘉实) has achieved a net value increase of 43.45% over the past year, placing it in the top 16.56% among 2,929 index equity funds [3] Group 2: Stock Performance - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 50.3% of the index, with leading stocks including 联影医疗 (9.73%), 百济神州 (6.04%), and 惠泰医疗 (5.69%) [5][3] - The highest monthly return since inception for the Kexin Pharmaceutical ETF (嘉实) was 23.29%, with the longest consecutive monthly increase being 5 months and an average monthly return of 7.43% [3] Group 3: Market Trends - Huazhong Securities maintains a bottom-up view of the pharmaceutical sector, emphasizing the importance of hard technology innovations, particularly in innovative drugs and devices, which are becoming market hotspots [6] - The recent announcement from the Shanghai Sunshine Pharmaceutical Procurement Network regarding the 11th batch of national centralized procurement includes 55 drug varieties, with key principles focusing on stability, quality assurance, and anti-competitive practices [5]

证券代码：688114 证券简称：华大智造 公告编号：2025-046 本公司董事会及全体董事保证本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。 深圳华大智造科技股份有限公司（以下简称"公司"）于 2025 年 6 月 8 日 召开第二届董事会第十四次会议，审议通过了《关于聘任董事会秘书的议案》， 董事会同意聘任彭欢欢女士为公司董事会秘书，任期自董事会审议通过之日起至 第二届董事会任期届满之日止。由于彭欢欢女士获聘时尚未取得上海证券交易所 颁发的科创板董事会秘书任职培训证明，暂由董事、总经理牟峰先生代行董事会 秘书职责。具体内容详见公司于 2025 年 6 月 9 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于聘任董事会秘书以及补选第二届董事会非独立 董事的公告》（公告编号：2025-035）。 彭欢欢女士近期已参加上海证券交易所科创板上市公司董事会秘书任职培 训并完成测试，取得了董事会秘书任职培训证明。彭欢欢女士的董事会秘书任职 资格已在上海证券交易所备案。彭欢欢女士自取得科创板上市公司董事会秘书任 职培训证明之日起正式履行 ...

Group 1 - The third China International Supply Chain Promotion Expo showcased innovative health testing products, including gene testing for alcohol sensitivity and real-time ultrasound checks [1][2] - BGI Group introduced a proprietary "micro-sequencing" technology aimed at making gene testing as accessible as blood glucose and blood pressure monitoring, allowing for quick alcohol metabolism capability assessments [1][3] - The mini-sequencer and portable ultrasound device are designed to make advanced medical technology more accessible, with applications in public health and personalized healthcare solutions [2][3] Group 2 - BGI Genomics, as a leading company in the gene sequencing equipment sector in China, has over 3,300 users across research and clinical fields, contributing to daily scientific advancements [3] - The company emphasizes the importance of collaboration and resilience in advancing life sciences and health technology applications, aiming to establish industry standards and an open ecosystem [3]

AI基金招商前沿医疗保健股票A（011373）披露2025年二季报，第二季度基金利润4164.49万元，加权平均基金份额本期利润0.0404元。报告期内，基金净值 增长率为7.89%，截至二季度末，基金规模为5.7亿元。 该基金属于标准股票型基金，长期投资于医药医疗股票。截至7月17日，单位净值为0.625元。基金经理是李佳存，目前管理4只基金近一年均为正收益。其 中，截至7月17日，招商创新增长混合A近一年复权单位净值增长率最高，达45.18%；招商医药健康产业股票最低，为23.87%。 基金管理人在二季报中表示，本基金看好医药板块确定性增长的比较优势，重点配置了创新药及其研发服务外包产业链、医疗设备及耗材、AI 医疗等相关 细分赛道。 截至7月17日，招商前沿医疗保健股票A近三个月复权单位净值增长率为32.00%，位于同类可比基金22/54；近半年复权单位净值增长率为43.06%，位于同类 可比基金22/54；近一年复权单位净值增长率为42.96%，位于同类可比基金21/53；近三年复权单位净值增长率为-15.57%，位于同类可比基金31/46。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基 ...