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达安基因(002030) - 2015年11月18日投资者关系活动记录表
2022-12-07 08:32
Group 1: Company Overview - The company is called Da An Gene Co., Ltd., with the stock code 002030 [1] - The investor relations activity was conducted on November 18, 2015, at the company headquarters in Guangzhou [4] Group 2: Participants in the Investor Relations Activity - Participants included representatives from various investment firms, such as Shenzhen Qianhai Qilong Fund Management Co., Ltd. and China Orient Capital Research Institute [3][4] Group 3: Key Questions and Answers - PCR diagnostic reagents are included in the medical insurance coverage and are considered routine testing reagents [5] - The company aims to become a leading integrated supplier in China's diagnostic industry, with a focus on high-tech biopharmaceuticals [5] - The company’s PCR reagent products are primarily sold through direct sales, while other products use a combination of direct sales and agency models [6] - The company covers over 2,000 hospitals with its PCR diagnostic reagent products, with approximately 70% of these being tertiary hospitals [6] Group 4: Future Plans and Challenges - The company is in the early stages of hospital investment, with future plans dependent on development models and national policies [6] - There are considerations for expanding independent laboratories in collaboration with hospitals, reflecting changes in the independent laboratory development model [6] - The increase in operating costs outpacing revenue growth is attributed to the company's efforts in industry chain layout, which involves higher labor, research, and equipment costs [7]
达安基因(002030) - 2015年11月5日调研活动附件(一)
2022-12-07 08:32
Group 1: Company Overview - The company has a strong presence in the market, with significant contributions from its securities representatives and analysts [3][4]. Group 2: Financial Performance - The report highlights a record revenue of $96.77 billion in the September quarter, showcasing growth in key markets [110].
达安基因(002030) - 2015年11月9日调研活动附件
2022-12-07 08:31
附件: 注:左二为公司董事会秘书张斌与汇丰银行、霸菱资产、国泰康利资产研究员合影留念。 注:左三为公司董事会秘书张斌与汇丰银行、霸菱资产、国泰康利资产研究员合影留念。 ...
达安基因(002030) - 2015年11月5日调研活动附件(二)
2022-12-07 08:31
附件: 注:左四为公司董事会秘书张斌、右一为公司证券事务代表曾宇婷与南方基金、博时基金、 富国基金、国信证券等机构研究员合影留念。 注:左四为公司董事会秘书张斌、右二为公司证券事务代表曾宇婷与南方基金、博时基金、 富国基金、国信证券等机构研究员合影留念。 ...
达安基因(002030) - 2015年6月9日投资者关系活动记录表
2022-12-07 08:16
Company Overview - The company, Daan Gene Co., Ltd., originated from Sun Yat-sen University and was established in 1991 as a technology development company [2][3] - The company transitioned from providing PCR technology services to developing qualitative PCR reagents [3] Historical Milestones - In 1999, the company received the first domestic new drug certificate for its hepatitis B virus nucleic acid (PCR) fluorescent detection kit, which was also the first commercialized diagnostic kit of its kind internationally [3] - The company underwent a share reform in 2000 and was listed on the Shenzhen Stock Exchange in 2004 [3] Laboratory Performance - The independent laboratory sector has experienced significant growth, maintaining an annual growth rate of over 30%, while the company's independent laboratory growth rate is approximately 38% [3] - The independent laboratory reached breakeven last year, with expectations to maintain growth at industry average levels in the coming years [3] Clientele - The primary clients of the independent laboratory are secondary hospitals and below [4] Technology Applications - Second-generation gene sequencing technology is applied in various fields, including tumor disease diagnosis, genetic disease testing, prenatal screening, and pharmacogenomics [4] Competitive Landscape - Domestic gene diagnostic technology is relatively strong in clinical applications, while foreign companies lead in research technology [4] Product Categories - The company's products are categorized into four main types: 1. Molecular diagnostic products primarily based on PCR 2. Immunological products based on the Elisa technology platform 3. Time-resolved products 4. Instrumentation products [4] Future Growth Focus - The company aims to focus on industrial layout and is investing in specialized companies along the industry chain through equity participation [4]
达安基因(002030) - 2015年6月5日投资者关系活动记录表
2022-12-07 08:14
Group 1: Company Overview - The company is called Da An Gene Co., Ltd., with the stock code 002030 [1] - The company specializes in non-invasive prenatal screening and quantitative immunoassay [3] Group 2: Business Operations - The non-invasive prenatal screening products are operated by the subsidiary Guangzhou Dary Biological Technology Co., Ltd. [3] - The company is developing second-generation sequencing technology for applications in oncology, which is still an immature field in China [3] Group 3: Collaborations and Investments - Da An Gene maintains a long-term stable partnership with LIFE Company, having previously established a joint venture for diagnostic product technology [3] - The company is involved in a project with Sun Yat-sen University Hospital Investment Management Group, aiming to integrate medical resources and establish a top-tier hospital management group in China [4] Group 4: Shareholder Actions - The major shareholder, Guangzhou Zhongda Holdings Co., Ltd., reduced its stake in the company due to funding needs for industrial development planning [4] - Currently, there are no plans for additional share issuance [4]
达安基因(002030) - 2015年6月9日调研活动附件
2022-12-07 08:12
附件: 注:从左起公司董事会秘书张斌、富国基金管理有限公司基金经理林庆、公司证券事务代表 曾宇婷合影留念。 注:从左起公司证券事务代表曾宇婷、富国基金管理有限公司基金经理林庆、公司董事会秘 书张斌合影留念。 ...
达安基因(002030) - 2015年6月5日调研活动附件
2022-12-07 08:11
Group 1 - Company representatives include securities affairs representative Zeng Yuting and investment research analyst Liu Jiang [3] - The board secretary Zhang Bin was also present for the event [4]
达安基因(002030) - 2016年4月12日投资者关系活动记录表
2022-12-06 23:31
Group 1: Company Overview - The main business of the company is focused on the diagnostic field [2] - The independent laboratory operated well in 2015, showing a slight surplus [3] - The profit structure mainly consists of operating income and non-operating income, with non-operating income primarily from investment returns [3] Group 2: Business Model and Investment - The company is currently engaged in a broad industrial chain layout, including clinical diagnostic services, independent laboratories, incubators, and hospitals [3] - The company primarily invests in public hospitals due to their more standardized management and richer medical resources [4] - There is no specific investment quantity planned for hospital investments as it is still in the early stages, with future plans dependent on development models and national policy [4] Group 3: Future Considerations - The company will consider suitable targets for investment within Guangdong Province based on project feasibility [4] - The hospital investment business is a key development direction for the company moving forward [4]
达安基因(002030) - 2015年12月31日投资者关系活动记录表
2022-12-06 11:18
证券代码:002030 证券简称:达安基因 编号:2015014 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 ( ) | | | | | 华夏基金投资研究部高级副总裁刘志军、中邮基金研究员容 | | | | 杰、银华基金助理研究员季益烽、广证恒生医药行业研究员 | | 参与单位名称及 | | 唐爱金、长安基金研究员肖洁、泰信基金研究员徐慕浩、泓 | | 人员姓名 | | 德投资总经理鲍泓、上海鼎锋高级分析师张亚华、立名投资 | | | | (总经理许淼、基金经理助理李嘉永)、弘尚资产何志俊等 | | | 机构研究员 | | | 时间 | 20 ...