华大智造公告称，公司第二届董事会第二十次会议审议通过出售子公司股权及调整许可协议议案。全资 子公司MGIR&DHK拟将剥离资产及负债后的全资子公司CGI 100%股权，以约5000万美元出售给 SwissRockets。同时，新增将StandardMPS测序技术及通用测序技术授权给对方。此外，CGI将205项专 利等授权给MGIUSLLC。该议案尚需股东会审议。会议还提请召开2026年第二次临时股东会，将于3月 12日在深圳召开。 ...

深圳华大智造科技股份有限公司 2026 年第一次临时股东会会议资料 深圳华大智造科技股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 3 月 1 | 年第一次临时股东会会议须知 3 2026 | | | --- | --- | | 2026 | 年第一次临时股东会会议议程 5 | | 2026 | 年第一次临时股东会会议议案 7 | | 《关于 2026 | 年度日常关联交易额度预计的议案》 7 | | 《关于修订〈董事、高级管理人员薪酬与绩效考核管理制度〉的议案》 8 | | | 《关于公司收购资产及增资暨关联交易的议案》 9 | | 深圳华大智造科技股份有限公司 2026 年第一次临时股东会会议资料 深圳华大智造科技股份有限公司 2026 年第一次临时股东会会议须知 为保障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"） 全体股东的合法权益，维护股东会的正常秩序，保证股东会的议事效率，确保本 次股东会如期、顺利召开，根据《中华人民共和国公司法》（以下简称《公司法》）、 《深圳华大智造科技股份有限公司章程》（以下简称《公司章程》）、《深圳华 大智造科技股份有限公司股东会议事规 ...

Core Viewpoint - The article analyzes the 2025 performance forecasts of 22 domestic listed instrument companies, highlighting the divergence in performance and the impact of various market factors on the industry [2]. Group 1: Industry Overview - The overall operating conditions of the domestic instrument industry are gradually becoming clearer as companies disclose their 2025 performance forecasts [2]. - Among the 22 companies, 11 reported profits while 11 incurred losses; 8 of the profitable companies experienced year-on-year growth, while 3 saw stable or slightly fluctuating profits [2]. - The performance divergence is attributed to factors such as fluctuations in downstream demand, intensified industry competition, policy changes, and global supply chain instability [2]. Group 2: Performance Statistics - The net profit statistics for the listed instrument companies indicate significant growth for several firms, with some achieving over 190% year-on-year increases [3][8]. - Notable performers include: - Aiko Optoelectronics: Net profit of 0.57-0.7 billion, up 262.52-345.20% from 0.1572 billion [3]. - Haineng Technology: Net profit of 0.41-0.44 billion, up 213.65-236.61% from 0.1307 billion [3]. - Wan Yi Technology: Net profit of 0.42-0.62 billion, up 191.52-330.34% from 0.1441 billion [3]. Group 3: Industry Trends - The industry is witnessing increased performance divergence, with a trend towards higher concentration as companies with core technologies and strategic layouts capture more market share [5]. - The ongoing domestic substitution is deepening, with high-end instruments becoming a key growth driver, supported by policy incentives for high-end scientific instruments and equipment upgrades [5]. - Companies focusing on high-end sectors, such as high-end industrial imaging and clinical diagnostics, are expected to benefit from these trends [5]. Group 4: Operational Strategies - Companies facing operational pressures are likely to improve performance by divesting loss-making businesses, optimizing asset structures, and enhancing management of receivables and inventory [6]. - Profit-making companies will continue to pursue refined management practices to consolidate their advantages and enhance risk resilience [6]. Group 5: Performance Categories - Companies achieving profit growth or turning losses into profits are primarily benefiting from asset impairment improvements and business structure optimizations [18]. - The companies in this category include: - Gaode Infrared: Successfully turned around from a loss to a profit [18]. - Xianhe Environmental: Achieved profitability through structural optimization [21]. - Zhengye Technology: Also turned from loss to profit due to similar improvements [22]. Group 6: Challenges Faced - Companies experiencing expanded losses or transitioning from profit to loss share common challenges, including reliance on single business lines and significant asset impairment pressures [30]. - The need for transformation is evident, as some companies are in the process of adjusting their business models, which may not yet yield sufficient revenue to offset declines in traditional business areas [30].

Core Viewpoint - BGI Genomics (688114) has announced an international patent application for a "Sample Processing System and Biological Sample Processing Method," with the application number PCT/CN2024/108583, set to be published internationally on February 5, 2026 [1] Group 1: Patent Information - BGI Genomics has filed a total of 6 international patent applications this year, representing a 100% increase compared to the same period last year [1] - The details of the patent application were sourced from the World Intellectual Property Organization (WIPO) [1] Group 2: Financial Data - In the first half of 2025, BGI Genomics invested 272 million yuan in research and development, which is a decrease of 26.98% year-on-year [1]

Investment Rating - The report assigns a "Recommended" rating to the company, indicating an expected price increase of over 15% relative to the benchmark index within the next 12 months [3][11]. Core Insights - The company is undergoing a strategic acquisition to enhance its technology matrix, which is expected to lead to a clear trend of reduced losses and improved operational margins [8]. - The acquisition involves the purchase of 100% equity in two companies for a total consideration of approximately 365.7 million yuan, along with additional capital increases [8]. - The company anticipates a significant narrowing of losses in 2025, with a projected net profit attributable to shareholders ranging from -2.21 billion to -2.73 billion yuan, representing a year-on-year reduction of 54.56% to 63.22% [8]. Financial Forecasts - Revenue projections for the company are as follows: 3,013 million yuan in 2024, 2,716 million yuan in 2025 (a decrease of 9.9%), 3,209 million yuan in 2026 (an increase of 18.2%), and 3,717 million yuan in 2027 (an increase of 15.8%) [2][9]. - The net profit attributable to shareholders is expected to be -601 million yuan in 2024, -242 million yuan in 2025, 21 million yuan in 2026, and 162 million yuan in 2027, with significant growth rates projected in the following years [2][9]. - The report highlights an expected EBITDA growth rate of 85.6% in 2025, 402.3% in 2026, and 230.1% in 2027, indicating strong operational improvements [9].

Investment Rating - The report assigns a "Recommended" rating to the company, indicating an expected price increase of over 15% relative to the benchmark index within the next 12 months [3][11]. Core Insights - The company is undergoing a strategic acquisition to enhance its technology matrix, which is expected to lead to a clear trend of reduced losses and improved operational margins [8]. - The acquisition involves the purchase of 100% equity in two companies for a total consideration of approximately 365.7 million yuan, along with additional capital increases [8]. - The company anticipates a significant narrowing of losses, with projected net losses for 2025 expected to decrease by 54.56% to 63.22% year-on-year [8]. Financial Forecasts - Projected revenue for 2024 is 3,013 million yuan, with a growth rate of 3.5%. Revenue is expected to decline to 2,716 million yuan in 2025, followed by increases to 3,209 million yuan in 2026 and 3,717 million yuan in 2027 [2][9]. - The net profit attributable to shareholders is forecasted to be -601 million yuan in 2024, improving to -242 million yuan in 2025, and turning positive with 21 million yuan in 2026 and 162 million yuan in 2027 [2][9]. - Earnings per share (EPS) is projected to be -1.44 yuan in 2024, -0.58 yuan in 2025, 0.05 yuan in 2026, and 0.39 yuan in 2027 [2][9]. Valuation Metrics - The price-to-sales (P/S) ratio is expected to be 9.2 in 2024, 10.2 in 2025, 8.6 in 2026, and 7.4 in 2027 [2][9]. - The price-to-earnings (P/E) ratio is not applicable for 2024 and 2025, but is projected to be 1312 in 2026 and 170 in 2027 [2][9].

Group 1 - The company will hold its first extraordinary general meeting of 2026 on March 3, 2026, at 15:00 [2][6] - Voting will be conducted through both on-site and online methods, utilizing the Shanghai Stock Exchange's network voting system [2][4] - The voting period for online participation will be from 9:15 to 15:00 on the day of the meeting [1][2] Group 2 - Shareholders must register to attend the meeting, with registration available from February 26, 2026, from 9:30 to 17:00 [8][9] - Natural person shareholders must present valid identification and proof of shareholding, while corporate shareholders must provide additional documentation [7][9] - Proxy representation is allowed, but the proxy must also present valid identification and authorization documents [7][9] Group 3 - The meeting will include specific resolutions that require separate voting for small and medium investors [2][3] - Certain shareholders with related party transactions must abstain from voting on specific resolutions [3] - All shareholders must complete voting on all resolutions before submission [5]

Meeting Information - The first extraordinary general meeting of 2026 will be held on March 3, 2026, at 15:00 [1] - The meeting will take place at the International Conference Center, Huada Space Center, Shenzhen [1] - Voting will be conducted through the Shanghai Stock Exchange's online voting system, available from 9:15 to 15:00 on the day of the meeting [1][4] Voting Procedures - Shareholders can vote via the Shanghai Stock Exchange's online voting system or in person [6] - Specific procedures for margin trading, transfer, and other related accounts must comply with relevant regulations [2] - Shareholders holding multiple accounts can aggregate their voting rights across all accounts [6] Meeting Agenda - The meeting will review proposals that were approved by the board on January 31, 2026, with details disclosed on February 2, 2026 [3] - There are no special resolutions or proposals involving preferred shareholders [5] Attendance Requirements - Shareholders registered by the close of trading on the day before the meeting are eligible to attend [8] - Both individual and corporate shareholders must present valid identification and proof of shareholding [10] Registration Details - Registration for the meeting will occur on February 26, 2026, from 9:30 to 17:00 [9] - Shareholders can register via mail or in person, with specific documentation required [10] Additional Information - Attendees are responsible for their own travel and accommodation expenses [12] - It is advised that attendees arrive at least 30 minutes early for check-in [13]

证券代码：688114 证券简称：华大智造 公告编号：2026-006 深圳华大智造科技股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次：2026年第一次临时股东会 （二） 股东会召集人：董事会 召开地点：深圳市盐田区梅沙街道云华路 9 号华大时空中心 C 区国际会议 中心 419 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 3 月 3 日 至2026 年 3 月 3 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 1 股东会召开日期：2026年3月3日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 3 月 3 日 15 点 0 ...

Core Viewpoint - The company is acquiring 100% equity of two subsidiaries, Shijian Qihua and Huada Xifeng, for a total price of 365.7 million yuan, aiming to integrate cutting-edge technologies in spatial genomics and nanopore sequencing [1] Group 1: Acquisition Details - The acquisition involves cash payments of 158 million yuan for Shijian Qihua and 207.7 million yuan for Huada Xifeng, with additional investments of 70 million yuan and 60 million yuan respectively to support their business development [2] - The company will also provide a loan of 7 million yuan to Huada Xifeng at an interest rate of 2.5% for three years to assist with repayments and daily operations [2] Group 2: Financial Projections - Both Shijian Qihua and Huada Xifeng are currently unprofitable, but are expected to achieve profitability by 2026 and 2028 respectively, with cumulative profit targets of at least 5.01 million yuan and 8.28 million yuan [3] - If the profit commitments are not met, Huada Technology will provide cash compensation, and any impairment beyond the cumulative compensation will also be compensated [3] Group 3: Strategic Integration - The integration of Shijian Qihua and Huada Xifeng is expected to enhance the company's technological ecosystem, creating a complete technical matrix for sequencing products [3] - The companies share a strong alignment in upstream suppliers and downstream customer bases, which is anticipated to facilitate rapid integration and collaboration post-acquisition [4] Group 4: Revenue Forecast - The company forecasts revenues of 2.918 billion yuan, 3.383 billion yuan, and 3.972 billion yuan for 2025-2027, with year-on-year growth rates of -3.15%, 15.94%, and 17.43% respectively [4] - The projected net profit for the same period is -233 million yuan, -11 million yuan, and 102 million yuan, with significant year-on-year growth rates of 61.20%, 95.42%, and 1052.54% [4]