Core Viewpoint - BGI Genomics (688114.SH) is currently experiencing a decline in stock price, closing at 69.60 yuan with a drop of 2.15%, indicating that the stock is in a state of underperformance since its IPO [1] Fundraising and Financials - BGI Genomics was listed on the Shanghai Stock Exchange's STAR Market on September 9, 2022, with an issuance of 41,319,475 shares at a price of 87.18 yuan per share, currently trading below the IPO price [1] - The total amount raised by BGI Genomics was 3,602.23 million yuan, with a net amount of 3,284.55 million yuan after deducting issuance costs, which exceeded the original plan by 756.71 million yuan [1] - The company aimed to raise 2,527.85 million yuan for various projects, including smart manufacturing and R&D base, semiconductor-based gene sequencers, R&D center, marketing service center, information system construction, and working capital [1] Underwriting and Costs - The lead underwriter for BGI Genomics was CITIC Securities Co., Ltd., with representatives Xiao Shaochun and Lu Ming, while the co-underwriters included China International Capital Corporation and UBS Securities [1] - The total issuance costs amounted to 317.68 million yuan, with underwriting and sponsorship fees accounting for 271.54 million yuan [1]

华大智造于2022年9月9日在上海证券交易所科创板上市，发行数量为4,131.9475万股，发行价格87.18 元/股，目前该股处于破发状态。 中国经济网北京8月14日讯华大智造(688114.SH)今日收报67.81元，跌幅3.43%。 华大智造保荐人(主承销商)为中信证券股份有限公司，保荐代表人为肖少春、路明，联席主承销商为中 国国际金融股份有限公司、瑞银证券有限责任公司。发行费用总额为31,767.74万元，其中，承销保荐费 27,154.28万元。 华大智造募集资金总额为360,223.18万元，扣除发行费用后，募集资金净额为328,455.44万元。公司最终 募集资金净额较原计划多75670.91万元。华大智造于2022年9月6日发布的招股说明书显示，公司计划募 集资金252,784.53万元，分别用于华大智造智能制造及研发基地项目、基于半导体技术的基因测序仪及 配套设备试剂研发生产项目、华大智造研发中心项目、华大智造营销服务中心建设项目、华大智造信息 化系统建设项目、补充流动资金。 ...

Group 1 - The core viewpoint of the article is the strategic partnership between Zhaiguang Biotechnology (Shenzhen) Co., Ltd. and BGI Genomics, aimed at creating a comprehensive antibody discovery platform that covers the entire process from screening to sequencing and data analysis [1] Group 2 - The collaboration will accelerate the industrialization process of life science instruments [1]

Core Viewpoint - The precision medicine sector experienced a slight increase of 0.09% on August 12, with Fosun Pharma leading the gains, while the overall market indices also showed positive movement [1]. Market Performance - The Shanghai Composite Index closed at 3665.92, up 0.5% - The Shenzhen Component Index closed at 11351.63, up 0.53% [1]. Individual Stock Performance - Fosun Pharma (600196) closed at 27.70, up 3.36% with a trading volume of 814,800 shares and a transaction value of 2.266 billion - Guomai Technology (002093) closed at 12.65, up 2.93% with a trading volume of 678,600 shares and a transaction value of 853 million - Ruian Gene (688217) closed at 31.57, up 2.20% with a trading volume of 23,000 shares and a transaction value of 71.8823 million - Other notable stocks include Yangpu Medical (300030) up 1.90% and ST Xiangxue (300147) up 1.17% [1]. Fund Flow Analysis - The precision medicine sector saw a net outflow of 694 million from institutional investors, while retail investors contributed a net inflow of 582 million [2]. - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors showed interest [2]. Detailed Fund Flow for Selected Stocks - Guomai Technology (002093) had a net inflow of 39.2158 million from institutional investors, while retail investors had a net outflow of 51.1835 million - Lianying Medical (688271) saw a net inflow of 32.2221 million from institutional investors, but a net outflow of 23.1791 million from retail investors - Yangpu Medical (300030) had a net inflow of 19.3205 million from institutional investors, with retail investors also showing a net outflow [3].

Group 1: Company Insights - The report highlights BGI Genomics (华大智造) as a leading domestic gene sequencer, with significant progress in both domestic and international markets, driven by its DNBSEQ technology [9][10] - The global gene sequencer and reagent market is projected to grow at a compound annual growth rate (CAGR) of 16.8%, reaching USD 20.2 billion by 2032, indicating a robust expansion opportunity for the company [9] - The company is expected to see revenue growth from CNY 36.06 billion in 2025 to CNY 49.32 billion in 2027, with a net profit forecasted to increase from CNY 0.07 billion to CNY 2.94 billion during the same period [11] Group 2: Industry Trends - The gene sequencing technology is rapidly expanding into various downstream applications, including clinical medicine, research, and personal consumption, enhancing the overall industry landscape [9] - The AI education sector is witnessing a surge, with companies like Duolingo reporting better-than-expected earnings, suggesting a positive trend for domestic AI education products [19] - The renewable energy sector, particularly in solar and wind, is experiencing price recovery due to policy support and market dynamics, with significant opportunities for companies involved in these industries [21][22] Group 3: Market Performance - The consumer services sector in the A-share market saw a 4.59% increase in July, driven by AI-related stocks and quality consumption trends [16] - The AIDC (Artificial Intelligence Data Center) power equipment sector is benefiting from increased capital expenditures by major internet companies, indicating a strong demand for related technologies [25] - The solid-state battery industry is progressing with various companies announcing advancements in production and application, reflecting a growing market for innovative battery technologies [31]

Group 1 - The report from Guosen Securities on August 8 gives BGI Genomics (688114.SH, latest price: 69.29 CNY) an outperform rating due to the continuous expansion of downstream application scenarios and the rapid growth of the gene sequencing instrument market [2] - BGI Genomics is positioned as the industry leader in domestic gene sequencing instruments, leveraging its core DNBSEQ technology to build a comprehensive product pipeline [2] - The company is solidifying its leadership in the sequencing instrument business through innovation upgrades, while AI empowerment is opening new chapters in automated business [2]

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2] Core Views - The company is a leading domestic gene sequencer, with accelerated progress in both domestic and international markets. The dual drivers of domestic and overseas business are expected to enhance the company's market share [3][4] - The gene sequencing market is rapidly expanding, with a projected compound annual growth rate (CAGR) of 16.8% for the global gene sequencer and reagent market, expected to reach USD 20.2 billion by 2032 [4][48] - The company leverages its core DNBSEQ technology to build a comprehensive product pipeline, meeting diverse needs in research and clinical applications, with high accuracy and lower costs compared to global leader Illumina [4][5] Company Overview - The company has established itself as a domestic leader in gene sequencing instruments, continuously innovating and upgrading its product offerings, including the upcoming StandardMPS 2.0 sequencing reagent, which aims to lead the industry into the Q40 era of sequencing quality [4][18] - The company has a well-structured product matrix covering low, medium, and high throughput sequencing, with a focus on automation and AI integration to enhance operational efficiency and sequencing precision [4][21] Financial Performance and Forecast - The company is expected to achieve revenues of CNY 36.06 billion, CNY 42.81 billion, and CNY 49.32 billion for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 19.7%, 18.7%, and 15.2% [5][6] - The projected net profit for the company is expected to turn positive by 2025, with estimates of CNY 0.07 billion, CNY 1.50 billion, and CNY 2.94 billion for the years 2025, 2026, and 2027, respectively [5][6] Industry Overview - The gene sequencing industry is experiencing rapid growth, driven by the expansion of downstream applications in clinical, research, and personal health management sectors. The global gene sequencing market is projected to grow from USD 15.54 billion in 2023 to USD 62.48 billion by 2030, with a CAGR of 22.2% [48][49] - The domestic gene sequencing market is expected to reach CNY 374 billion by 2024, with a projected CAGR of 26.5% from 2024 to 2030, supported by national policies and funding [62][63]

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： 深圳华大智造科技股份有限公司（以下简称"公司"）董事会于近日收到公司董事朱岩梅女士的《辞任报 告》，朱岩梅女士因个人原因申请辞去公司董事职务。根据《中华人民共和国公司法》（以下简称《公 司法》）、《公司章程》及有关法律法规的规定，朱岩梅女士的辞任申请自《辞任报告》送达公司董事 会时生效，朱岩梅女士辞任未导致公司董事会成员人数低于法定人数，不会影响公司董事会的正常运 行，其职务变动不会对公司正常经营活动产生不利影响。 公司于2025年8月6日召开2025年第一次职工代表大会，选举谢伟伟女士为公司第二届董事会职工代表董 事，谢伟伟女士与公司第二届董事会现任5名非独立董事、4名独立董事共同组成公司第二届董事会。具 体情况如下： 一、董事提前辞任的基本情况 ■ 二、董事辞任对公司的影响 朱岩梅女士辞任未导致公司董事会成员人数低于法定人数，不会影响公司董事会的正常运行，其职务变 动不会对公司正常经营活动产生不利影响。 朱岩梅女士在担任公司董事期间恪尽职守、勤勉尽责，为公司持 ...

证券日报网讯8月7日晚间，华大智造发布公告称，公司于2025年8月6日召开2025年第一次职工代表大 会，经全体与会职工代表表决，同意选举谢伟伟女士为公司第二届董事会职工代表董事，任期自公司职 工代表大会选举之日起至公司第二届董事会任期届满之日止。 ...

二、 董事辞任对公司的影响 朱岩梅女士辞任未导致公司董事会成员人数低于法定人数，不会影响公司董 事会的正常运行，其职务变动不会对公司正常经营活动产生不利影响。 证券代码：688114 证券简称：华大智造 公告编号：2025-048 深圳华大智造科技股份有限公司 关于公司董事辞任暨选举职工代表董事的公告 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： 深圳华大智造科技股份有限公司（以下简称"公司"）董事会于近日收到公 司董事朱岩梅女士的《辞任报告》，朱岩梅女士因个人原因申请辞去公司董事职 务。根据《中华人民共和国公司法》（以下简称《公司法》）、《公司章程》及有关 法律法规的规定，朱岩梅女士的辞任申请自《辞任报告》送达公司董事会时生效， 朱岩梅女士辞任未导致公司董事会成员人数低于法定人数，不会影响公司董事会 的正常运行，其职务变动不会对公司正常经营活动产生不利影响。 公司于 2025 年 8 月 6 日召开 2025 年第一次职工代表大会，选举谢伟伟女士 为公司第二届董事会职工代表董事，谢伟伟女士与公司第二届董事会 ...