证券代码：002030 证券简称：达安基因 编号：2015004 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 （ ） | | | 参与单位名称及 | 新思路投资副总裁冯昕 | | | 人员姓名 | | | | 时间 | 2015-05-14 （下午 | 14:00- 下午 15：00 ） | | 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、证券事务代表曾宇婷、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 ...

Group 1: Company Representatives - Company securities representative Zeng Yuting, researcher from Dacheng Fund Management Co., Ltd. Hao Lei, company board secretary Zhang Bin, and researcher from Guotai Junan Securities Yu Suoyang took a group photo [2]

附件： 注：从左起公司董事会秘书张斌、新思路投资副总裁冯昕合影留念。 注：从左起公司董事会秘书张斌、新思路投资副总裁冯昕合影留念。 ...

证券代码：002030 证券简称：达安基因 编号：2015005 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 （ ） | | | | | 永丰证券投资信托股份有限公司海外投资部基金经理人张乔 | | | | 詠、台新证券投资信托股份有限公司大中华股票投资部资深 | | 参与单位名称及 | | 研究员陈美君、统一证券投资信托股份有限公司投资研究部 | | 人员姓名 | | 研究员林玉珠、上海与贡投资管理中心（有限合伙）投资总 | | | | 监任劲、西藏合众易晟投资管理有限责任公司研究部经理邓 | | | 睿 | | ...

Group 1: Company Overview - The company is called Da An Gene Co., Ltd., with the stock code 002030 [1] - The investor relations activity took place on April 30, 2015, at the company's headquarters in Guangzhou [2] Group 2: Business Focus and Strategy - The current focus of the company is on industrial layout rather than the development of individual segments [2][3] - Each segment of the company's industrial chain is managed by specialized companies to ensure balanced progress [3] Group 3: Market Insights - The market share of the company's second-generation gene sequencing products is currently not available, with data expected by the end of the year [3] - The application of second-generation gene sequencing technology in oncology is still immature, making it difficult to assess its market size [3] Group 4: Future Developments - Da An Gene is closely monitoring advancements in second-generation gene sequencing technology, particularly in oncology, as it is one of the potential application areas [3] - The company is not currently involved in the pharmaceutical sector, focusing primarily on diagnostics [4] Group 5: Corporate Actions - There are no current plans for additional share issuance [4]

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]

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]

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]

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 | | | ...

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 ...