8月7日早盘，医疗板块涨势又起，A股最大医疗ETF（512170）盘初冲高2%，成交额快速突破4亿元。 成份股方面，医疗器械概念股领涨，福瑞股份一度涨近8%，华大智造、英科医疗涨超6%。CXO概念普 跌，药明康德、昭衍新药跌逾1%。 | | | 分时 多日 1分 5分 15分 30分 60分 · | | | | | F9 盘前盘后 露加 九粒 画纸 工具 @ 0 | | 医疗ETF ① | | 512170 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 512170(医疗ETF) 10:10 价 0.372 涨跌 0.004(1.09%) 均价 0.372 服交量 9404 IOPV | | | | | | | | 087 | | | | | | | | 1.98% | 0.372 | | +0.004 +1.09% | | | | | | | | | | | | SSE CNY 10:10:58 文易中 | 通的方面开 | | 0.372 | | | | | | | | 0.99 ...

Market Performance - The CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) increased by 0.67% as of August 7, 2025 [2] - Notable stock performances include BGI Genomics (688114) up by 6.49%, Industrial Fulian (601138) up by 5.95%, and Luxshare Precision (002475) up by 5.50% [2] - The Greater Bay Area ETF (512970) rose by 0.46%, marking its third consecutive increase, with the latest price at 1.3 yuan [2] Government Initiatives - Hong Kong Chief Executive John Lee led a government delegation to Macau on August 5, 2025, to discuss cooperation and high-quality development in the Greater Bay Area [3] - The construction of the Hengqin Guangdong-Macao Deep Cooperation Zone is highlighted as a significant initiative to enhance the "One Country, Two Systems" practice, benefiting Macau's long-term stability and integration into national development [3] ETF Performance Metrics - The Greater Bay Area ETF's net value increased by 33.03% over the past year as of August 6, 2025 [4] - The ETF achieved a maximum monthly return of 21.99% since its inception, with an average monthly return of 5.14% during rising months [4] - The ETF's management fee is 0.15%, and the custody fee is 0.05% [4] Index Composition - The CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index reflects the performance of listed companies benefiting from the Greater Bay Area's development [5] - As of July 31, 2025, the top ten weighted stocks in the index include Ping An Insurance (601318), BYD (002594), and China Merchants Bank (600036), collectively accounting for 50.37% of the index [5]

Core Viewpoint - The company has approved the use of idle self-owned funds and temporarily idle raised funds for cash management, ensuring that it does not affect the implementation of fundraising projects and the normal development of its main business [1][3]. Group 1: Cash Management Approval - The company plans to use up to RMB 20 billion of idle self-owned funds and up to RMB 17 billion of temporarily idle raised funds for cash management, focusing on high-security and high-liquidity deposit products or capital-protected products [1]. - The approved cash management will be valid for 12 months from the date of the board's approval, allowing for the funds to be used in a rolling manner within the specified limits [1]. Group 2: Special Settlement Account - The company has recently opened a special settlement account for cash management of raised funds, which will only be used for the settlement of temporarily idle raised funds [2]. - The account will be closed promptly when cash management products mature and there are no further purchase plans [2]. Group 3: Risk Control Measures - The company will strictly adhere to relevant regulations and internal policies when conducting cash management activities, with the finance department monitoring investment risks [3]. - The audit department and supervisory board have the authority to supervise and inspect the use of funds, and may hire professional institutions for auditing if necessary [3]. Group 4: Impact on the Company - The use of idle raised funds for cash management is expected to enhance fund utilization efficiency and generate investment returns, ultimately benefiting the company's performance and providing greater returns for shareholders [3].

Group 1 - The stock price of BGI Genomics is reported at 67.76 yuan, down 1.15% from the previous trading day, with an intraday high of 69.35 yuan and a low of 67.19 yuan, and a trading volume of 2.11 billion yuan [1] - BGI Genomics' main business includes the research, development, production, and sales of instruments and consumables related to life sciences and healthcare, covering products such as gene sequencers and laboratory automation equipment [1] - The company has recently opened a special settlement account for cash management of raised funds, planning to use up to 2 billion yuan of idle self-owned funds and 1.7 billion yuan of idle raised funds for cash management, focusing on purchasing safe and liquid deposit-type or capital-protected products [1]

Core Viewpoint - The company has approved the use of idle self-owned funds and raised funds for cash management, ensuring that it does not affect the implementation of fundraising projects and the normal development of its main business [2][5]. Group 1: Cash Management Account - The company has recently opened a special settlement account for cash management of raised funds, which will be used exclusively for temporarily idle raised funds [3]. - The account will be closed promptly when cash management products mature and there are no further purchase plans [3]. Group 2: Risk Control Measures - The company will strictly adhere to relevant regulations and internal policies when conducting cash management activities, with the finance department monitoring investment risks [4]. - The audit department and supervisory board have the authority to supervise and inspect the use of funds, and may hire professional institutions for auditing if necessary [4]. Group 3: Impact on the Company - The use of idle raised funds for cash management is expected to enhance fund utilization efficiency and generate investment returns, ultimately benefiting the company's performance and shareholders [5].

Core Points - The company, BGI Genomics, announced plans to utilize idle funds for cash management, with a maximum of RMB 20 billion from its own funds and RMB 17 billion from raised funds [2] Group 1 - The second board meeting and supervisory board meeting will be held on April 24, 2025, to review the cash management proposal [2] - The funds will be used to purchase high-security and high-liquidity deposit products or capital-protected products [2] - The approved fund usage is valid for 12 months from the date of the board's approval, allowing for rolling use of the funds within the specified limits [2]

证券代码：688114 证券简称：华大智造 公告编号：2025-047 深圳华大智造科技股份有限公司 关于开立募集资金现金管理专用结算账户的公告 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"或"华大智造"）于 2025 年 4 月 24 日召开第二届董事会第十二次会议、第二届监事会第十二次会议， 审议通过了《关于使用部分暂时闲置自有资金及募集资金进行现金管理的议案》， 同意公司在确保不影响公司募投项目建设实施、募集资金使用计划和保证募集资 金安全且不影响公司主营业务的正常发展，并确保公司经营资金需求的前提下， 使用最高额不超过人民币 20 亿元（含本数）的闲置自有资金及最高额不超过人 民币 17 亿元（含本数）的暂时闲置募集资金进行现金管理，用于购买安全性高、 流动性好的存款类产品或保本型产品，上述额度自公司董事会审议通过之日起 12 个月内有效，在前述额度和期限范围内，资金可循环滚动使用。具体内容详 见公司于上海证券交易所网站（www.sse.com.cn）披露的《关于使 ...

Group 1 - The core viewpoint highlights the strong performance and growth of the Kexin Pharmaceutical ETF managed by Jiashi, with significant trading activity and inflows [2] - As of August 4, the Kexin Pharmaceutical ETF Jiashi has seen a weekly average trading volume of 58.54 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 12.30 million yuan over the past two weeks, also leading among comparable funds [2] - The fund's net asset value has risen by 50.01% over the past year, placing it in the top 15.64% of index equity funds [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - The biopharmaceutical industry is expected to stabilize and grow throughout 2025, supported by favorable policies for innovative drug development and medical equipment updates [5] - The transition to the 2.0 era of innovative drugs in China is marked by a qualitative improvement, with domestic new drugs expected to participate deeply in the global market over the next decade [4]

这也是华大智造在Nature Machine Intelligence杂志上发表蛋白自博弈AI智能体EvoPlay后，时隔两年再度 发表AI相关文章。借助AI蛋白设计智能体EvoPlay，融合基于神经网络的端到端AI分类模型开发的碱基 识别算法等一系列AI前沿工具，华大智造推出的G10-FR闪速基因测序仪刷新短读长机型最快纪录，单 个测序循环用时最快75秒，完成SE50测序流程的时间压缩至2小时以内。 目前，华大智造GLI业务的强劲表现已在财务数据中显现。公司2024年年报显示，其实验室自动化业务 实现营收2.09亿元人民币，同比增长36.69%。截至2024年末，代表智能化升级方向的GLI新业务已在多 组学前沿、分子育种、抗体筛选、生物制药等多领域赋能超50家行业用户，推动实验室从"人工经验"迈 向"数据驱动"决策模式，提升整体运行效率与智能化水平。 华大智造正凭借PrimeGen多智能体系统，为生命科学领域的"最后一公里"智能化突破开辟全新路径。从 基因检索、引物设计到自动化实验，全流程由AI协同完成，而智能自动化GLI业务的深度赋能，更在推 动一场生命科学领域的智能革命，引领实验室从单纯的自动化阶段迈向 ...

Core Insights - BGI Genomics has launched PrimeGen, the world's first AI-driven targeted sequencing system, which integrates large language models with automated hardware to standardize laboratory processes, potentially leading to an "autonomous driving" era in life sciences [1][4] - The market is optimistic about the growth prospects of BGI's Generative Lab Intelligence (GLI) business, driven by the PrimeGen system, aligning with the global trend towards laboratory automation [1][2] Group 1: Technological Innovations - PrimeGen features a "dry-wet closed-loop" system with four types of intelligent agents working in coordination, significantly reducing experimental repetition and costs in complex genetic disease screening [2] - The system supports flexible integration with mainstream AI models like GPT-4o and Qwen, allowing customization for different client environments [2] - BGI's first commercial product based on PrimeGen, the ATOPlex Fast RSV A/B genome testing kit, is set to launch in August 2024, boasting over 99.5% coverage and compatibility with major sequencing platforms [2] Group 2: Financial Performance - BGI's GLI business has shown strong financial performance, with laboratory automation revenue reaching 209 million RMB in 2024, a year-on-year increase of 36.69% [3] - The GLI new business has empowered over 50 industry users across various fields, enhancing laboratory efficiency and transitioning from "expert-driven" to "data-driven" decision-making [3] Group 3: Future Outlook - BGI is paving the way for a new path in the intelligentization of life sciences, moving from basic automation to a more autonomous future with AI collaboration throughout the entire experimental process [4] - The ongoing development of this technological paradigm is expected to yield significant breakthroughs in efficiency and precision in life sciences research, further unlocking BGI's growth potential [4]