证券代码：688114 证券简称：华大智造 公告编号：2025-015 深圳华大智造科技股份有限公司 股东询价转让定价情况提示性公告 CPE Investment (Hong Kong) 2018 Limited、CHD Biotech Co-invest Limited、 天津鲲鹏管理咨询合伙企业（有限合伙）、Earning Vast Limited、Ascent Cheer Limited 保证向深圳华大智造科技股份有限公司（以下简称"华大智造"或"公 司"）提供的信息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 真实性、准确性和完整性依法承担法律责任。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 根据 2025 年 4 月 7 日询价申购情况，初步确定的本次询价转让价格为 65.00 元/股。 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 65.00 元/股。 （二）经出让方与组织券商协商，一致决定启动追加认购程序，追加认购截 止时间不晚于 2025 年 4 月 18 日。 二、风险提示 （二）本次询价转让不涉及公司控制权变更 ...

中国经济网北京4月7日讯华大智造(688114.SH)昨晚发布股东询价转让计划书显示，拟参与华大智造首 发前股东询价转让的股东为CPE Investment(HongKong)2018Limited、CHD Biotech Co-invest Limited、天 津鲲鹏管理咨询合伙企业(有限合伙)、Earning Vast Limited、Ascent Cheer Limited(以下合称"出让方")。 出让方拟转让股份的总数为7,710,256股，占公司总股本的比例为1.85%。转让原因为自身资金需求。 | )ま | 拟转让股东名称 | 拟转让股份 | 占公司总股本比 | 占所持股份的比 例(截至 2025年 | 转让原 | | --- | --- | --- | --- | --- | --- | | ਵੇ | | 数量(股) | 例 | 4月3日) | E | | 1 | CPE Investment (Hong | 6,072,000 | 1.46% | 23.02% | 自身资 | | | Kong) 2018 Limited | | | | 金需求 | | 2 | CHD Biotech Co-i ...

● 拟参与华大智造首发前股东询价转让的股东为CPE Investment (Hong Kong) 2018 Limited、CHD Biotech Co-invest Limited、天津鲲鹏管理咨询合伙企业（有限合伙）、Earning Vast Limited、Ascent Cheer Limited； 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688114 证券简称：华大智造 公告编号：2025-014 深圳华大智造科技股份有限公司 股东询价转让计划书 CPE Investment (Hong Kong) 2018 Limited、CHD Biotech Co-invest Limited、天津鲲鹏管理咨询合伙企业 （有限合伙）、Earning Vast Limited、Ascent Cheer Limited（以下合称"出让方"）保证向深圳华大智造 科技股份有限公司（以下简称"华大智造"或"公司"）提供的信息内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ...

一、本次询价转让的委托 中信证券股份有限公司 关于深圳华大智造科技股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受深圳华大智造科技股份 有限公司（以下简称"华大智造"）股东 CPE Investment (Hong Kong) 2018 Limited、 CHD Biotech Co-invest Limited、天津鲲鹏管理咨询合伙企业（有限合伙）、Earning Vast Limited、Ascent Cheer Limited（以下合称"出让方"）委托，组织实施本次 华大智造首发前股东向特定机构投资者询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则》《上 海证券交易所科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下 简称"《询价转让和配售指引》"）等相关规定，中信证券对参与本次询价转让 股东的相关资格进行核查，并出具本核查意见。 中信证券 ...

证券代码：688114 证券简称：华大智造 公告编号：2025-014 深圳华大智造科技股份有限公司 股东询价转让计划书 CPE Investment (Hong Kong) 2018 Limited、CHD Biotech Co-invest Limited、 天津鲲鹏管理咨询合伙企业（有限合伙）、Earning Vast Limited、Ascent Cheer Limited（以下合称"出让方"）保证向深圳华大智造科技股份有限公司（以下 简称"华大智造"或"公司"）提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施本次 询价转让。截至 2025 年 4 月 3 日，出让方所持首发前股份的数量、占公司总股 本比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | CPE Investment (Hong Kong) 2018 | 26,378,788 | 6.33% | | | Limited ...

证券研究报告 医药生物 | 医疗器械 非金融|首次覆盖报告 hyzqdatemark 2025 年 03 月 17 日 证券分析师 刘闯 SAC：S1350524030002 liuchuang@huayuanstock.com 林海霖 SAC：S1350524050002 linhailin@huayuanstock.com 市场表现： | 基本数据 | 2025 | | 年 | 日 | | 03 | | 月 | 14 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | | 89.61 | | 一 年 内 高 / 最 | | 最 | | | 低 | | | | | | （元） | | | | | | | 106.66/34.68 | | | | 总市值（百万元） | | | | | | | | | 37,324.01 | | 流通市值（百万元） | | | | | | | | | 19,080.88 | | 总股本（百万股） | | | | | | | | | 416.52 | | ...

证券研究报告 医药生物 | 医疗器械 非金融|首次覆盖报告 hyzqdatemark 2025 年 03 月 17 日 证券分析师 刘闯 SAC：S1350524030002 liuchuang@huayuanstock.com 林海霖 SAC：S1350524050002 linhailin@huayuanstock.com 市场表现： | 基本数据 | 2025 | | 年 | 日 | | 03 | | 月 | 14 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | | 89.61 | | 一 年 内 高 / 最 | | 最 | | | 低 | | | | | | （元） | | | | | | | 106.66/34.68 | | | | 总市值（百万元） | | | | | | | | | 37,324.01 | | 流通市值（百万元） | | | | | | | | | 19,080.88 | | 总股本（百万股） | | | | | | | | | 416.52 | | ...

测序试剂放量可期，国内+海外双轮驱动增长 [Table_CoverStock] —华大智造(688114)公司深度报告 [Table_ReportDate] 2025 年 03 月 13 日 [Table_CoverAuthor] 唐爱金 医药行业首席分析师 曹佳琳 医药行业分析师 S1500523080002 S1500523080011 tangaijin@cindasc.com caojialin@cindasc.com [Table_CoverReportList] 相关研究 1.2024Q2 环比恢复增长，测序仪装机创新高 2.基因测序业务稳步增长，全球化布局持续深化 证券研究报告 公司研究 [Table_ReportType] 公司深度报告 [Table_StockAndRank] 华大智造(688114) 投资评级 买入 上次评级 本期内容提要: [Table_Summary] 核心观点：华大智造是全球为数不多具有自主研发测序仪能力的企业之一， 是当前全球少数几家能够自主研发并量产从 Gb 级至 Tb 级低中高不同通量 的临床级基因测序仪企业之一，公司目前已经搭建了全矩阵的测序仪产品， 并通过实 ...

Summary of BGI Genomics Conference Call Company and Industry Overview - **Company**: BGI Genomics - **Industry**: Gene Sequencing Key Points and Arguments - BGI Genomics holds a significant competitive advantage in the gene sequencing industry, being one of the few commercial producers of NGS upstream instruments and reagents globally. The company has captured 39% of the Chinese gene sequencing instrument market from 2020 to 2022, indicating strong market competitiveness [3][4] - The gene sequencing industry has a promising outlook, with projections indicating that the global upstream market will reach $24.2 billion by 2032, and the domestic market in China will reach 30.1 billion yuan. The industry is expected to remain a crucial sector over the next decade, driven by the reduction in NGS technology costs [4][11] - BGI Genomics has launched innovative products such as the MGISEQ-2000/200 high-throughput sequencing systems and the DNBSEQ-T7, enhancing its global competitiveness and driving growth in laboratory automation [4][6] - The company reached a settlement with Illumina, receiving $325 million, which marks a significant advancement in its international legal disputes. Its laboratory automation equipment is now applied in over 30 countries and 13 cities in China, laying the groundwork for further international market expansion [7][4] - Investors should be aware of risks including valuation volatility, potential underperformance of the gene sequencing industry, and trade frictions that could adversely affect long-term growth and investment returns [8] - BGI Genomics plans to deepen its focus on the gene sequencing field by reducing costs and promoting downstream application innovations to expand market share. The company aims for rapid growth through the synergy of its laboratory automation and gene sequencing sectors [9][4] - The introduction of the DNBCKT20 personal whole genome sequencing at a cost of $100 per person represents a significant reduction in upstream costs, opening up market opportunities for downstream applications [10][4] - The domestic gene sequencing market is experiencing exponential growth, with a growth rate exceeding 40%. Key application areas include reproductive genetics, tumor detection, and microbial pathogen detection, with tumor testing being a significant segment [11] - Government policies have increasingly supported the gene sequencing industry, accelerating the domestic replacement process. Since 2014, 26 policies have been introduced to promote the development of gene sequencing technology and its applications [12] - BGI Genomics has established significant technological advantages, with a high market share in the upstream NGS industry and a strong customer base, which enhances its ecological and platform advantages [13] - The laboratory automation business has rapidly expanded during the pandemic, and BGI Genomics has developed comprehensive solutions to address supply chain challenges. The company anticipates profits between -677 million to 554 million yuan for 2024 due to macroeconomic and geopolitical influences [14][15] Additional Important Content - The company has confirmed asset impairment losses totaling 97.75 million yuan and has assessed inventory values based on various factors, including historical consumption data and future sales expectations [15][16]

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected relative increase in stock price of over 20% compared to the benchmark index within the next six months [2][15]. Core Views - The company is expected to benefit from accelerated domestic market share growth due to the recent restrictions on Illumina, a global leader in gene sequencing, which has been banned from exporting sequencing instruments to China [6][10]. - The company has shown a significant revenue increase of 10.28% year-on-year, driven by enhanced sales of gene sequencers and related laboratory equipment, particularly in the fourth quarter where revenue grew by 89.6% year-on-year [4][5]. - The overall loss has narrowed, with a notable reduction in losses in the fourth quarter, reflecting improved market demand and strategic adjustments [5][10]. Financial Summary - For the fiscal year 2024, the company is projected to achieve revenues of 32.1 billion yuan, with a year-on-year growth of 10.28%, and a net loss of 5.99 billion yuan, which is a reduction of 1.38% compared to the previous year [4][11]. - The company’s total assets are expected to be 103.3 billion yuan by the end of 2024, a decrease of 2.10% year-on-year, while the equity attributable to the parent company is projected to be 79.8 billion yuan, down 7.54% year-on-year [4][11]. - The earnings per share (EPS) for 2024 is estimated at -1.44 yuan, with a projected recovery to 0.01 yuan by 2025 and 0.50 yuan by 2026 [11][14]. Industry Outlook - The gene sequencing industry is undergoing a significant transformation, with domestic manufacturers like the company poised to rapidly replace imports due to favorable policies and increasing demand driven by AI advancements [7][10]. - The company has introduced innovative sequencing platforms that integrate AI capabilities, which are expected to enhance customer satisfaction and drive further demand for its products [6][10].