Group 1 - Shenzhen BGI Genomics Co., Ltd. won a bid for the Shanghai CDC biobank storage and management facility project with a bid amount of 50.5 million RMB [1] - The project aims to provide an advanced biobank storage and management system for the Shanghai CDC, highlighting the importance of biobanks in public health and medical research [1] - Biobanks are considered a strategic initiative for developing core competitiveness in the life sciences sector, supporting disease prevention, research, and precision medicine [1] Group 2 - BGI Genomics is a leading company in the domestic gene sequencing market, focusing on large-scale, high-throughput, and low-cost life digitalization products [2] - The company is prioritizing the development of ultra-low temperature automated biobank systems, customizing solutions for users to ensure stability, safety, and efficiency [2] - Recent upgrades to the existing ultra-low temperature automated storage system include the addition of AI visual calibration technology to enhance equipment precision and operational efficiency [2]

导读： 国产替代不仅打破技术垄断，更推动产业从"Me too"向"Me better"甚至"Me different"跃迁，为中国生命科学设备的自主可 控奠定基础。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 随着因美纳被商务部列入"不可靠实体清单"，中国测序仪产业加速迈入"全国产替代"时代。 ▋国产替代：从技术突破到全链自主 华大智造： 依托DNBSEQ技术体系，构建了覆盖低通量（E2 5）到超高通量（T2 0）的全场景产品矩阵。其T2 0平台将 单基因组测序成本降至百美元以下，性能超越国际竞品，成为全球临床检测和大样本研究的标杆方案。 真迈生物： 以SURFSe qQ技术切入高通量赛道，Ge n oLa bMDx与FASTASe q 3 0 0Dx两款设备通过NMPA三类认证，率 先在医疗领域实现商业化替代。 赛陆医疗： 凭借Sa l u sPr o平台的可逆末端终止法技术，实现"芯片-光学-试剂"全产业链自主化，并布局空间组学等前 沿领域，构建"测序+组学"生态闭环。 5月1 4日，赛陆医疗完成复星医药领投的A+轮融资 ，资金用于 ...

深圳华大智造科技股份有限公司 证券代码：688114 证券简称：华大智造 公告编号：2025-032 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： ?会议召开时间：2025 年 6 月 10 日（星期二）10:00-11:00 ?会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） ?会议召开方式：上证路演中心网络互动 ?投资者可于 2025 年 6 月 3 日（星期二）至 6 月 9 日（星期一）16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 MGI_IR@mgi-tech.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 深圳华大智造科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 30 日发布公司《2024 年年度报告》《2025 年第一季度报告》，为便于广大投资者更 全面深入地了解公司 2024 年度及 2025 年 ...

证券代码：688114 证券简称：华大智造 公告编号：2025-032 深圳华大智造科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 6 月 10 日（星期二）10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 6 月 3 日（星期二）至 6 月 9 日（星期一）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 MGI_IR@mgi-tech.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 深圳华大智造科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 30 日发布公司《2024 年年度报告》《20 ...

Core Viewpoint - The article discusses the launch of a new product, the "Drinking Gene Testing Star Box" (饮鉴), by BGI Genomics, which allows consumers to quickly assess their innate alcohol metabolism capabilities using a mini gene sequencer [1][2]. Group 1: Product Overview - The "Drinking Gene Testing Star Box" utilizes proprietary "micro-sequencing" technology to analyze SNP information of the ADH1B and ALDH2 genes, determining an individual's alcohol metabolism ability [2]. - The testing process is user-friendly, requiring simple manual operations for DNA sample collection, with an accuracy greater than 99% and a testing time of only 20 minutes [1][2]. Group 2: User Experience and Features - Consumers can access their drinking capacity and related knowledge through a mini-program, with results categorized into five levels: "One Star Drunkard," "Two Star Coward," "Three Star Drinker," "Four Star Immortal," and "Five Star God" [2]. - The accompanying mini-program features an AI assistant, "Jiu Assistant," which provides insights on drinking habits and health risks, promoting healthier lifestyle choices [2]. Group 3: Market Position and Future Plans - The product was recognized at the 21st China (Shenzhen) International Cultural Industries Fair, receiving titles such as "Fair Gift" and "Shenzhen Souvenir" [3]. - BGI Genomics aims to continue exploring market demands, breaking business boundaries, and developing diverse applications to provide efficient and accessible tools for consumers [3].

Core Viewpoint - The article discusses the innovative product "Yinjian" developed by BGI Intelligent Manufacturing, which is a gene testing tool that can assess an individual's alcohol metabolism ability in just 20 minutes, categorizing them into five levels from "one-star drunkard" to "five-star wine god" and providing personalized drinking guidance [2][6]. Summary by Sections Product Overview - "Yinjian" is the first on-site gene testing tool that provides immediate results, using "micro-sequencing" to analyze alcohol metabolism at the genetic level [6]. - The product categorizes individuals into five levels based on their alcohol metabolism capabilities, offering tailored advice for healthier drinking [6][7]. Mechanism of Action - The key component of alcohol, ethanol, is metabolized in the body through enzymes that vary in effectiveness based on genetic makeup, leading to different reactions such as dizziness or facial flushing [6]. - The product distinguishes between the metabolism of ethanol and acetaldehyde, allowing for specific safety and health recommendations based on individual genetic profiles [6][7]. User Experience and Applications - The "Yinjian" product is designed to be user-friendly, with a base unit called "Speed Test Star Box" that can categorize metabolism abilities into nine genetic types, each requiring different drinking strategies [7]. - The product has strong social attributes, allowing users to connect via a WeChat mini-program after testing, making it appealing for various industries including dining and insurance [9]. Market Potential and Future Developments - "Yinjian" has already been launched on BGI's online store, with initial distribution to employees and interest from various sectors, including tourism and insurance [9]. - The product is also gaining attention in international markets, with inquiries from Japan and Indonesia, indicating strong demand [9]. - Future applications of the "Speed Test Star Box" may include testing for coffee metabolism, lactose intolerance, and other health-related genetic factors, expanding its usability [10]. Event Participation - "Yinjian" will be showcased at the "Good Life Expo" from June 27 to 29 in Beijing, allowing attendees to experience the gene testing firsthand [10].

Core Viewpoint - The report outlines the continuous supervision and assessment conducted by CITIC Securities on BGI Genomics, emphasizing the company's compliance with regulations and the absence of significant issues during the review period [1][3]. Group 1: Continuous Supervision Overview - The sponsor established a continuous supervision work system and a corresponding work plan, clarifying the requirements for on-site inspections [2] - A sponsorship agreement was signed between the sponsor and the company, detailing the rights and obligations during the supervision period, which has been filed with the Shanghai Stock Exchange [2] - The sponsor conducted daily communications and on-site visits, including a site inspection on May 19, 2025 [2] - The supervision included reviewing corporate governance documents, financial management systems, internal control reports, and conducting interviews with senior management [2] Group 2: Issues and Rectification - During the supervision period, no significant issues were identified by the sponsor or the representatives [3]. Group 3: Major Risk Items - The company faces risks of significant performance decline or losses due to high R&D investments and market expansion costs, particularly if international relations worsen or macroeconomic conditions deteriorate [4] - The rapid technological updates in the life sciences sector pose risks related to product development and market acceptance [5] - Risks of core talent loss and technology leakage are significant, impacting R&D capabilities and competitive advantages [6] - Ongoing patent and trademark litigation, particularly with competitors like Illumina, may restrict market expansion and sales performance in affected regions [7] - The company faces intense market competition, especially from established players in the gene sequencing market, which may hinder market share growth [8] Group 4: Financial Performance - In 2024, the company achieved a total revenue of CNY 2,956.89 million, with gene sequencing instruments contributing CNY 2,347.88 million, reflecting a 2.47% year-on-year growth [19] - R&D expenditure as a percentage of revenue decreased by 4.34 percentage points due to efficiency optimization measures [19][29] Group 5: Core Competitiveness - The company has developed a comprehensive product line in gene sequencing, leveraging its proprietary DNBSEQ technology, which enhances sequencing accuracy and efficiency [20][21] - The company has established a strong collaborative ecosystem with various research institutions and industry partners, enhancing its technological capabilities and market reach [24][26] - The management team comprises industry leaders with extensive experience, contributing to the company's innovative capacity and strategic direction [27][28]

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 2024 年度持续督导工作现场检查报告 根据《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有 关法律、法规的规定，中信证券股份有限公司（以下简称"中信证券"或"保荐 人"）作为正在对深圳华大智造科技股份有限公司（以下简称"华大智造""公 司""上市公司"）进行持续督导工作的保荐人，对 2024 年度（以下简称"本持 续督导期间"）的规范运作情况进行了现场检查，现就现场检查的有关情况报告 如下： 一、本次现场检查的基本情况 （一）保荐人 中信证券股份有限公司 （二）保荐代表人 肖少春、路明 （三）现场检查人员 肖少春、王贺麟 （四）现场检查时间 2025 年 5 月 19 日 （五）现场检查内容 现场检查人员对本持续督导期内发行人公司治理和内部控制情况、信息披露 情况、公司的独立性以及与控股股东、实际控制人及其他关联方资金往来情况、 募集资金使用情况、关联交易、对外担保、重大对外投资情况、经营状况等方面 进行了现场检查，具体检查内容详见本报告"二、本次现场检查主要事项及意见"。 1 （六）现场检查手段 本次现场检查的手段主要包括资料查阅、 ...

中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为深圳华 大智造科技股份有限公司（以下简称"华大智造"或"公司"或"上市公司"） 首次公开发行股票并在科创板上市的保荐人。根据《证券发行上市保荐业务管理 办法》、《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持 续督导职责，并出具本持续督导年度跟踪报告。 一、持续督导工作概述 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场 检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的 权利义务，并报上海证券交易所备案。 3、本持续督导期间，保荐人通过与公司的日常沟通、现场回访等方式开展 持续督导工作，并于 2025 年 5 月 19 日对公司进行了现场检查。 4、本持续督导期间，保荐人根据相关法规和规范性文件的要求履行持续督 导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； 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 2024 年度持续督导跟踪报告 （2）查阅公司财务管理、会计核算和内部审计等内部控制制度，查阅公司 2024 年度内部控制自我评价 ...

关于深圳华大智造科技股份有限公司2024年持续督导工作现场 检查结果及提请公司注意事项 深圳华大智造科技股份有限公司： 中信证券股份有限公司（以下简称"本保荐机构"）作为对贵公司进行持续 督导的保荐机构，按照《上海证券交易所上市公司自律监管指引第 11 号——持 续督导》的有关要求，对贵公司认真履行了持续督导职责。经过 2024 年的现场 核查工作，本保荐机构认为：2024 年贵公司在公司治理、内控制度、三会运作、 信息披露、独立性、关联交易、对外担保、重大对外投资、经营状况等重要方面 总体运行良好，符合《上海证券交易所科创板股票上市规则》的相关要求。 中信证券股份有限公司 本保荐机构提请贵公司关注以下事项： 鉴于上海证券交易所持续推出有关上市公司规范运行和信息披露的法律法 规，建议公司继续严格按照《公司法》《证券法》《上海证券交易所科创板股票上 市规则》等法律法规的要求，公司董事、监事、高级管理人员和相关人员应持续 积极组织学习，不断完善上市公司治理结构，及时履行信息披露义务，持续、合 理安排募集资金使用，有序推进募投项目的建设及实施，确保募投项目完成并实 现预期收益。 建议公司进一步落实关联交易管控措施， ...