Market Overview - The precision medicine sector experienced a decline of 1.18% on August 1, with WuXi AppTec leading the drop [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Notable gainers in the precision medicine sector included: - Ruian Gene (688217) with a closing price of 30.34, up 5.38% [1] - Da An Gene (002030) at 7.18, up 3.01% [1] - New Open Source (300109) at 17.03, up 2.34% [1] - Conversely, major decliners included: - WuXi AppTec (603259) at 93.00, down 3.40% [2] - Anke Bio (300009) at 11.90, down 1.73% [2] - Zhongyuan Union (600645) at 26.10, down 1.51% [2] Capital Flow - The precision medicine sector saw a net outflow of 993 million yuan from institutional investors, while retail investors contributed a net inflow of 668 million yuan [2][3] - The capital flow for specific stocks showed: - Da An Gene (002030) had a net inflow of 46.97 million yuan from institutional investors [3] - WuXi AppTec (603259) experienced a net outflow of 83.98 million yuan [2][3]

Group 1 - The core viewpoint highlights the active trading and significant growth of the Science and Technology Innovation (Sci-Tech) Pharmaceutical ETF managed by Harvest, with a turnover rate of 21.72% and a transaction volume of 47.63 million yuan on July 31 [2] - Over the past week, the Sci-Tech Pharmaceutical ETF has seen an average daily transaction volume of 53.21 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 16.78 million yuan in the past week, also leading among comparable funds, with a share increase of 12.50 million shares [2] Group 2 - The fund has attracted a total of 14.72 million yuan in inflows over the last five trading days [2] - As of July 31, the net value of the Sci-Tech Pharmaceutical ETF has risen by 48.77% over the past year, ranking 350 out of 2943 in the index stock fund category, placing it in the top 11.89% [2] - The fund's highest monthly return since inception was 23.29%, with the longest consecutive monthly gain being six months and a maximum increase of 41.76% [2] Group 3 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2] - The stock performance of the top ten companies shows mixed results, with some stocks experiencing slight declines while others have positive growth [4] Group 4 - The National Healthcare Security Administration has established a "new drug first launch price mechanism" to encourage drug research and innovation, marking a significant policy development [4] - The pharmaceutical and biotech sectors are expected to benefit from a high level of innovation and a potential revaluation of value stocks, with recommendations for companies in the Pharma and Biopharma/Biotech sectors [5] - The medical device industry is also anticipated to benefit from policy optimizations, with recent statements from relevant authorities supporting innovation and addressing issues of internal competition [5]

内容概要：药物检测设备作为医疗检测设备的重要细分领域，国家高度重视药物检测设备的发展，将其 视为保障药品安全、提升医疗质量、维护公共健康的重要技术支撑。其技术进步直接受益于医疗检测设 备行业的整体发展。近年来，国家出台了一系列政策措施支持医疗装备行业发展。如《"十四五"医疗装 备产业发展规划》《关于全面深化药品医疗器械监管改革促进医药产业高质量发展的意见》等等。在国 家政策引导、资金投入、技术攻关等多方面推动下，我国药物检测设备取得快速发展。据统计，2024年 我国医疗检测设备市场规模为435.90亿元，药物检测设备市场规模为68.38亿元；预计2025年我国医疗检 测设备市场规模将达520亿元，药物检测设备市场规模约69.5亿元。 上市企业：聚光科技[300203]、奥泰生物[688606]、华大智造[688114] 二、药物检测设备行业发展现状 药物检测设备作为医疗检测设备的重要细分领域，其技术进步直接受益于医疗检测设备行业的整体发 展。医疗检测设备是医疗装备产业的核心组成部分，近年来，国家出台了一系列政策措施支持医疗装备 行业发展。如《"十四五"医疗装备产业发展规划》《关于全面深化药品医疗器械监管改革促 ...

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。 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。 中国经济网北京7月30日讯华大智造(688114.SH)今日收报67.70元，跌幅3.40%。 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。 ...

Core Insights - The article highlights the successful application of BGI Genomics' sequencing technology in addressing the recent outbreak of Chikungunya virus in Guangdong Province, China, emphasizing the importance of rapid virus tracing and control measures [1][2][3] Group 1: Technology and Application - BGI Genomics' sequencing technology, particularly the DNBSEQ-T1+ and CycloneSEQ G100-ER platforms, plays a crucial role in virus genome sequencing and tracing, achieving over 99.9% coverage in the Chikungunya virus genome analysis [1] - The DNBSEQ-T1+ is noted for its ability to produce Tb-level data within 24 hours and can complete sequencing in as little as 7 hours, significantly enhancing the response efficiency to public health emergencies [1] - The CycloneSEQ platform, utilizing nanopore technology, provides real-time and portable sequencing capabilities, achieving 100% genome coverage in just 20 minutes, which aids in intercepting imported cases at customs [2] Group 2: Market Position and Growth - In 2024, 37 gene sequencing instruments received NMPA approval for clinical testing, with 23 of them based on BGI Genomics' DNBSEQ technology, representing 62% of the total approved devices in China [3] - BGI Genomics has sold over 4,500 sequencing instruments globally, capturing approximately 28.2% of the new sales market share, marking a significant increase of 9.5 percentage points from 2023 [3] - The company is expanding its business beyond core sequencing instruments to include biobanks, cell genomics, and spatial omics, while also exploring applications in judicial and animal disease fields [3] Group 3: Future Outlook - The growing demand across clinical, agricultural, disease control, and customs sectors, combined with the rapid growth of multi-omics business and increasing installation of core sequencing instruments, is expected to drive BGI Genomics' future performance [3] - As the only company globally with both large-scale commercial production of short-read (DNBSEQ) and long-read (CycloneSEQ) sequencing products, BGI Genomics is positioned to expand its market share and achieve steady performance growth [3]

Group 1 - The recent outbreak of Chikungunya virus in Guangdong Province highlights the dual challenges of imported and local transmission, with BGI Genomics' sequencing technology providing critical support for rapid virus tracing [1] - BGI Genomics has deployed nearly 400 SEQ ALL series sequencers across national disease control and customs systems, ready to respond to public health emergencies [1] Group 2 - The T1+ sequencer achieved over 99.9% coverage in sequencing samples from four Chikungunya virus patients, successfully distinguishing between African and Asian strains [2] - The T1+ sequencer can produce Tb-level data within 24 hours and has a rapid sequencing time of 7 hours for SE50 sequencing, significantly enhancing epidemic response efficiency [2] Group 3 - The CycloneSEQ platform, utilizing nanopore technology, provides real-time and portable sequencing capabilities, achieving 100% genome coverage in just 20 minutes, matching traditional high-throughput sequencing results [3] - In 2024, 37 gene sequencers received NMPA approval for clinical testing, with 23 based on BGI Genomics' DNBSEQ technology, representing 62% of the total approved devices in China [3] Group 4 - BGI Genomics has sold over 4,500 gene sequencers globally, capturing approximately 28.2% of the new sales market share, a significant increase of 9.5 percentage points from 2023 [3] - The company is expanding its business beyond core sequencing instruments to include biobanks, cell genomics, and spatial omics, while also exploring applications in judicial and animal disease fields [3] Group 5 - The surge in demand across clinical, agricultural, disease control, and customs sectors, combined with rapid growth in multi-omics business and increasing installation of core sequencers, provides a solid growth driver for BGI Genomics' future performance [4] - As the only company globally with both large-scale commercial short-read (DNBSEQ) and long-read (CycloneSEQ) sequencing products, BGI Genomics is positioned to expand its market share in life science tools and offer diverse solutions for pathogen monitoring and public health safety [4]

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]