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达安基因(002030) - 2015年11月5日投资者关系活动记录表(一)
2022-12-08 01:31
Group 1: Company Overview - The company is known as Da An Gene Co., Ltd., with the stock code 002030 [1] - The investor relations activity took place on November 5, 2015, from 10:00 AM to 12:00 PM at the company headquarters in Guangzhou [2] Group 2: Hospital Investment Management - The company develops hospital investment management projects through new hospital constructions or mixed reform of existing hospitals [3] - There are no specific location requirements for hospital investments; potential sites are nationwide [3] - The company has three advantages in hospital investment management: 1. Originating from a medical university, it understands hospital systems 2. Being a state-owned enterprise, it is familiar with institutional issues 3. It operates within the pharmaceutical sector, making it a specialized company [3] Group 3: Second-Generation Gene Sequencing - The company has two subsidiaries involved in second-generation gene sequencing: 1. Guangzhou Dary Bio-Technology Co., Ltd., focusing on clinical operations in the field of prenatal and postnatal care 2. An independent laboratory providing testing services [4] - The parent company is engaged in research and development of second-generation gene sequencing, while other subsidiaries depend on specific circumstances [4] - The company is also developing applications of second-generation sequencing technology in oncology, a field that is still maturing in China [4] Group 4: New Three Board Listings - Many subsidiaries have applied for listing on the New Third Board in the past two years to improve their equity structure and achieve financing [4]
达安基因(002030) - 2015年11月5日投资者关系活动记录表(二)
2022-12-08 01:31
Group 1: Company Overview - The company is 中山大学达安基因股份有限公司, with the stock code 002030 and the abbreviation 达安基因 [1] - The investor relations activity took place on November 5, 2015, at the company's headquarters in Guangzhou [3] Group 2: Fundraising and Investment - The funds raised from the non-public offering in 2015 are allocated for three main purposes: expansion of the fluorescent PCR product line, construction of a research and development center, and supplementing working capital [3] - The company adopts a stakeholding approach for industry chain layout to mitigate investment risks [5] Group 3: Market Position and Growth - The IVD industry where the company operates has been growing at an annual rate of approximately 15%, with immunodiagnostics growing around 20% and molecular diagnostics growing even faster [5] - The independent laboratory sector is experiencing significant growth, maintaining an annual increase of about 30% [6] - The company's PCR reagent products hold a market share of approximately 60% nationwide [6] Group 4: Technology and Competition - The emergence of microfluidic technology will not impact the company's molecular diagnostic technology, as both belong to the same category [4] - Second-generation sequencing technology is also not expected to disrupt molecular diagnostics, as it is considered a different platform within the same field [4] - The company has established strong long-term partnerships with hospitals, enhancing its competitive edge in clinical applications [4] Group 5: Sales and Customer Base - The primary sales model for PCR reagent products is direct sales, while biochemical and immunological products are sold through a combination of direct sales and agents [5] - The company's customers mainly consist of hospitals at various levels across the country [5]
达安基因(002030) - 2015年11月9日投资者关系活动记录表
2022-12-08 01:28
Group 1: Company Overview - The main business of the company includes reagent products, instrument products, and providing testing services [3] - The company has advantages over competitors by offering both its own products and testing services, while others may only provide one or the other [3] Group 2: Impact of Medical Reform - Prior to medical reform, diagnostic fees accounted for less than 10% of hospital revenue; this has increased to an average of 15%, with some hospitals reaching 25%-30% [3] - The role of diagnostic departments in hospitals has shifted from auxiliary to mainstream, indicating a growing importance of diagnostics in treatment [3] Group 3: Product Registration and Revenue Distribution - The company has obtained national medical device registration for its non-invasive prenatal screening product, with no other products currently approved [4] - Revenue from reagent products is primarily derived from PCR diagnostic reagents, which account for approximately 70%-80% of reagent income [4] Group 4: Genetic Testing Applications - Susceptibility gene testing can be applied to the detection of tumors and genetic diseases, serving as a health indicator to predict the likelihood of future diseases [4]
达安基因(002030) - 2015年11月10日投资者关系活动记录表
2022-12-08 01:28
证券代码:002030 证券简称:达安基因 编号:2015012 中山大学达安基因股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------| | | √ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 ( ) | | | | | 国信证券、易方达基金、信达澳银基金、稻草人投资、铭远 | | | | 投资、南山资本、广发资产管理、广发基金、景顺长城、安 | | 参与单位名称及 | | 州投资、财富证券、望正资本、万家基金、平安信托、上投 | | 人员姓名 | | 摩根、金之灏基金、华商基金、兴业全球、广东汉明、华美 | | | | 国际投资集团、深圳市东方嘉益贸易有限公司、广州市天剑 | | | 资产管理有限公司等机构研究员 | | | ...
达安基因(002030) - 2014年10月31日投资者关系活动记录表
2022-12-07 09:31
证券代码:002030 证券简称:达安基因 中山大学达安基因股份有限公司投资者关系活动记录表 编号:2014023 | --- | --- | --- | |-----------------------|-------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 ( ) | | | 参与单位名称及 | | 广州广证恒生证券研究所有限公司(医药行业分析师张伟、医 | | 人员姓名 | | 药行业研究员唐爱金)、深圳前海钱爸爸基金投资管理有限公 | | | 司研究员龙琼 | | | 时间 | 2014-10-31 (上午 | 10:00- 上午 11:00 ) | | 地点 | | 广州市高新技术开发区科学城香山路 19 号(公司总部) | | 上市公司接待人 员姓名 | | 董秘张斌、证券事 ...
达安基因(002030) - 2014年10月31日调研活动之附件
2022-12-07 09:31
Group 1: Company Representatives - Company securities representative Zeng Yuting and board secretary Zhang Bin were present at the event [2] - The event included researchers from Guangzhou Guangzheng Hengsheng Securities and Shenzhen Qianba Fund Investment Management [3] Group 2: Event Highlights - The event featured a group photo with key representatives and researchers [2][3]
达安基因(002030) - 2014年12月4日调研活动附件
2022-12-07 09:31
附件: 注:左一为公司证券事务代表曾宇婷、左二为公司董事会秘书张斌与莫尼塔(上海)投资 发展有限公司研究员合影留念。 注:左三为公司董事会秘书张斌、左四为公司证券事务代表曾宇婷与莫尼塔(上海)投资 发展有限公司研究员合影留念。 ...
达安基因(002030) - 2015年1月21日投资者关系活动记录表
2022-12-07 09:26
证券代码:002030 证券简称:达安基因 中山大学达安基因股份有限公司投资者关系活动记录表 编号:2015002 | --- | --- | --- | |-------------------------|----------------------------------|------------------------------------------------------| | | √ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 ( ) | | | 参与单位名称及 人员姓名 | 东方证券股份有限公司投资经理叶铮 | | | 时间 | 2015-01-21 (上午 | 10:30- 上午 11:30 ) | | 地点 | 广州市高新技术开发区科学城香山路 | 19 号(公司总部) | | 上市公司接待人 员姓名 | 董秘张斌、证券事务专员冯海英 | | | 投资者关系活动 | | 调研公司经营和产品的情况(以调研机构提问,公司高管回 | | 主 ...
达安基因(002030) - 2015年1月20日投资者关系活动记录表
2022-12-07 09:24
证券代码:002030 证券简称:达安基因 中山大学达安基因股份有限公司投资者关系活动记录表 编号:2015001 | --- | --- | --- | |-----------------------|------------------------|--------------------------------------------------------| | | √ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 ( ) | | | | | 广州广证恒生证券研究所有限公司(深圳区销售经理步娜娜、 | | 参与单位名称及 | | 医药行业研究员唐爱金)、光大证券股份有限公司研究所分析 | | 人员姓名 | | 师胡银玉、南方基金管理有限公司医药研究员周冬 | | 时间 | 2015-01-20 (上午 | 10:30- 上午 12:00 ) | | 地点 | | 广州市高新技术开发区科学城香山路 19 号(公司总部) | | 上市公司接待人 员姓名 ...
达安基因(002030) - 2015年1月20日调研活动附件
2022-12-07 09:22
Group 1 - Company representatives, including securities affairs representative Zeng Yuting and board secretary Zhang Bin, participated in a meeting with researchers from Guangzhou Guangzheng Hengsheng Securities Co., Ltd., Everbright Securities Co., Ltd., and Southern Fund Management Co., Ltd. [3][4]