证券代码：300676 证券简称：华大基因 公告编号：2026-013 深圳华大基因股份有限公司 关于控股股东部分股份解除质押及再质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳华大基因股份有限公司（以下简称公司或上市公司）近日收到公司控股股 东深圳华大基因科技有限公司（以下简称华大控股）的通知，获悉华大控股将其持 有的部分公司股份办理了解除质押及再质押。现将具体情况公告如下： 一、控股股东及其一致行动人部分股份解除质押及再质押的基本情况 | 股东名称 | 是否为控股 股东或第一 | | 本次解除质 押股份数量 | 占其所持股 | 占公司 总股本 | 质押起始 | 质押解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | | | 份比例 | | 日期 | 期 | | | | 一致行动人 | | （股） | | 比例 | | | 兴业银行股份 | | 深圳华大基因 科技有限公司 | 是 | | 5,500,000 | 4.42% | 1.31 ...

Investment Rating - The industry investment rating is "Buy" [1] Core Insights - The report highlights the rapid growth of synthetic biology, with a significant increase in the number of synthetic biology companies in Beijing's Changping District, which has surged nearly 70% compared to the same period last year, reaching a total of 146 companies [9] - The establishment of the world's largest pilot transformation platform by Huaxi Biological in Tianjin, which has a total investment of several billion yuan and spans 40,000 square meters, is a key development in the industry [10] - The National Development and Reform Commission has issued the "14th Five-Year Plan for the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy sector [4] Market Dynamics - The Huaxi Synthetic Biology Index decreased by 0.49% to 1271.82 during the week of February 24-27, 2026, underperforming compared to the Shanghai Composite Index, which rose by 1.98% [5] - The report notes that the synthetic biology sector is experiencing a wave of technological advancements and increased investment, with nearly 100 companies completing new financing rounds since 2025 [33] Company Developments - Huaxi Biological's pilot platform has already undertaken over 30 biological manufacturing projects, facilitating the transition from laboratory-scale to commercial-scale production [10] - The report mentions that Lif Biological's PEF (polyethylene furanoate) has received approval for food contact use, marking a significant step for bio-based materials in the food packaging sector [24] - Watson Biological has announced a 450 million yuan investment to establish a fund focused on synthetic biology, with a target size of 1 billion yuan [25] Industry Financing - The report indicates that financing in the synthetic biology sector is accelerating, with companies like Rhein Biological and EcoviaBio completing multiple rounds of financing to expand their production capabilities [33][34] - Rhein Biological is focusing on two main development directions: enhancing its core business and providing industrialization services for external synthetic biology products [34]

Investment Rating - The industry investment rating is "Buy" [1] Core Insights - The report highlights the rapid growth of synthetic biology, with a significant increase in the number of synthetic biology companies in Beijing's Changping District, which has surged nearly 70% compared to the same period last year, reaching a total of 146 companies [9] - The establishment of the world's largest pilot transformation platform by Huaxi Biological in Tianjin, which has a total investment of several billion yuan and spans 40,000 square meters, is a key development in the industry [10] - The "14th Five-Year Plan" for the development of the bio-economy has been issued by the National Development and Reform Commission, indicating a trillion-yuan market potential in the bio-economy sector [4] Market Dynamics - The Huaxi Synthetic Biology Index decreased by 0.49% to 1271.82 during the week of February 24-27, 2026, underperforming compared to the Shanghai Composite Index, which rose by 1.98% [5] - The report notes that the synthetic biology sector is experiencing a biotechnology revolution, providing innovative solutions to major challenges such as health, climate change, and food security [4] Company Developments - The report mentions that Watson Bio has established a 450 million yuan industry fund focused on synthetic biology, with a target size of 1 billion yuan [25] - Jin Dan Technology announced an additional investment of approximately 148 million yuan in its 75,000-ton annual production project for polylactic acid, bringing the total investment to 1.03 billion yuan [26] - The report also highlights the successful commercialization of products such as mannitol and alonose by companies like Weiyuan Synthetic [9] Industry Financing - The report indicates that financing in the synthetic biology sector is accelerating, with nearly 100 companies completing new financing rounds since 2025 [33] - EcoviaBio completed a Series B financing round to expand its production capacity for gamma-polyglutamic acid, a biodegradable material [34] - Verley, a precision fermentation company, successfully completed a $38 million Series A financing, marking a significant step towards commercializing precision fermentation [34]

Group 1: Company Overview and Business Strategy - Shenzhen BGI Genomics Co., Ltd. focuses on leveraging its long-term industry resources and technological barriers to advance in big data intelligent applications, particularly in vertical fields [3] - The company has accumulated a vast amount of high-quality multi-omics data resources over 20 years, which serves as a solid foundation for building its core competitive advantage in intelligent applications [3] - BGI Genomics aims to expand its business structure by enhancing both B-end (institutional) and C-end (individual consumer) services, establishing a dual-driven development model [4][5] Group 2: Market Position and Client Structure - The B-end business is the core revenue pillar, serving over 2,400 hospitals in China, with more than 1,000 utilizing localized testing solutions [5] - The company has completed over 100 technology transfer projects in 36 countries, enhancing its international B-end market share [5] - C-end business focuses on proactive health management, with a product matrix of over 30 offerings, including the i99 health management system and various genetic screening tests [6] Group 3: Innovation and Product Development - BGI Genomics has developed the GeneT multi-modal model for genetic testing, which has been clinically trialed in several top-tier hospitals across China [3] - The company is actively adapting to the shift towards value-based healthcare, emphasizing the importance of innovative testing products with clinical value and compliance advantages [4] - Future product strategies will focus on non-invasive prenatal testing (NIPT) and whole genome sequencing in overseas markets, particularly in regions with high birth rates [8] Group 4: Response to Aging Population and Chronic Disease Management - The company is addressing the growing demand for chronic disease management among the elderly, focusing on personalized health management solutions [10] - BGI Genomics has launched genetic risk assessment tests for Alzheimer's disease and other chronic conditions, integrating multi-omics data for comprehensive health management [10] - The company aims to build a differentiated and scalable chronic disease prevention system, emphasizing prevention over treatment [10] Group 5: Localization and Global Expansion - BGI Genomics is implementing a long-term strategy of "IVD + localization," transitioning from traditional external testing services to a dual-driven model of "equipment + reagents + services" [11] - The company has deployed localized solutions in over 1,000 hospitals across China and is expanding its global footprint through local partnerships and technology transfer [11] - The focus on localized services is expected to enhance the company's operational efficiency and revenue stability, with the localized business segment generating 1.124 billion yuan in revenue in the first three quarters of 2025 [11] Group 6: Risks and Market Considerations - The company's future performance is subject to uncertainties related to the application of innovative technologies and product development timelines [12] - Investors are advised to consider the potential volatility in stock prices due to rapid advancements in technology and market dynamics [12]

Group 1 - The core point of the article indicates that the precision medicine sector experienced a decline of 0.4% on February 26, with BGI Genomics leading the drop [1] - The Shanghai Composite Index closed at 4146.63, down 0.01%, while the Shenzhen Component Index closed at 14503.79, up 0.19% [1] - The precision medicine sector saw a net outflow of 512 million yuan from major funds, while retail investors contributed a net inflow of 325 million yuan [1] Group 2 - The article provides a summary of the fund flow within the precision medicine sector, highlighting a net inflow of 187 million yuan from speculative funds [1] - Detailed fund flow data for individual stocks in the precision medicine sector is mentioned, although specific stock details are not provided in the summary [1]

Core Insights - The article highlights the rapid growth and development of China's artificial intelligence (AI) industry, showcasing significant user adoption and innovation across various sectors [3][4][14][24][31]. Group 1: AI Industry Growth - By the end of 2025, China's generative AI user base is projected to reach 602 million, a 141.7% increase from the end of 2024, with a penetration rate of 42.8%, up 25.2 percentage points year-on-year [3]. - The AI industry in Beijing has surpassed 2,400 companies, including 46 listed firms and 36 unicorns, accounting for over half of the national total [4]. - Shanghai's AI industry is expected to exceed 550 billion yuan in scale by the end of 2025, with a year-on-year growth rate of over 30% [14]. Group 2: Key Players and Innovations - Major companies leading the AI sector include ByteDance, Baidu, and Huawei, focusing on areas such as large models, AI algorithms, and smart driving [5][24]. - Shenzhen has seen a 22.6% year-on-year growth in its core AI industry, with a total scale reaching 368.5 billion yuan in 2024, indicating a shift towards source innovation [24]. - Hangzhou's AI industry is projected to grow from 300 billion yuan in 2023 to 399 billion yuan in 2024, with 84 listed companies and 10 unicorns by the end of 2025 [31]. Group 3: Data and Infrastructure - Beijing has registered 123 large model products and established a data foundation with over 150 petabytes of data [4]. - Shanghai has completed 137 registrations for generative AI services, building a workforce of 300,000 in the AI sector [14]. - Shenzhen's AI industry encompasses a full range of the supply chain, from chips to applications, with 2,887 related enterprises [24].

站在2026年的起点，回望刚刚过去的2025年，生物技术与信息技术的融合终于迈过了临界点。 对于华大而言，这一年的核心变化在于我们如何利用人工智能技术，重新定义了基因检测的效率与边界。 长期以来，基因测序行业解决的主要问题是"读"，我们通过不断降低测序成本，把生命的ATCG序列准确地读取出来，但面对海量的数据，如何"懂"成为新 问题。 2025年，随着华大生命科学研究院发布全球首个百亿参数人类基因组通用基础模型Genos，以及华大基因推出多模态大模型GeneT，我们开始尝试解决这个 问题。 Genos基于全球不同人群的636个高质量基因组进行训练。 它的一项关键能力，是对基因组中非编码区域的解析。在过去，这部分区域因为难以解读，往往被忽视，但它们实际上决定了大量的生命调控机制，Genos 利用长上下文分析能力，能够在这片未知区域中以单碱基的精度进行识别和分析。 基于Genos的底层能力，我们推出了面向临床应用的GeneT，这是一个更贴近具体业务场景的工具。 在临床遗传咨询中，专业人员的短缺一直是制约行业发展的因素。GeneT通过连接知识库与测序数据，能够辅助生成专业的诊疗建议与报告，通过基础模型 加应用平台的 ...

国浩律师（深圳）事务所 关于 深圳华大基因股份有限公司 二〇二六年第一次临时股东会 之 法律意见书 广东省深圳市福田区深南大道 6008 号特区报业大厦 42、41、31DE、2403、2405，邮编：518034 42、41、31DE、2403、2405, Tequbaoye Building 6008 Shennan Avenue Shenzhen 518034, China 电话/Tel: +86 755 83515666 传真/Fax: +86 755 83515333 网址/Website: http://www.grandall.com.cn 二〇二六年二月 根据相关法律法规的要求，按照律师行业公认的业务标准、道德规范和勤勉 1 深圳华大基因股份有限公司 2026 年第一次临时股东会法律意见书 国浩律师（深圳）事务所 关于深圳华大基因股份有限公司 二〇二六年第一次临时股东会之 法律意见书 编号：GLG/SZ/A2626/FY/2026-084 号 致：深圳华大基因股份有限公司 国浩律师（深圳）事务所（以下简称本所）接受深圳华大基因股份有限公司 （以下简称公司、贵公司）委托，指派本所律师出席公司 2 ...

证券代码：300676 证券简称：华大基因 公告编号：2026-012 深圳华大基因股份有限公司 1、会议召开的日期、时间： （1）现场会议召开时间：2026年2月12日（星期四）14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026年2月12日9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网 投票系统投票的具体时间为2026年2月12日9:15至15:00的任意时间。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要提示： 1、本次股东会召开期间不存在增加、否决或变更议案情形； 2、本次股东会未涉及变更前次股东会决议的情形。 一、会议召开情况 2026 年第一次临时股东会决议公告 2、会议召开地点：广东省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 1、股东出席的总体情况 通过现场和网络投票的股东400人，代表股份163,057,432股，占公司有表决 权股份总数的38.9794％。其中：通过现场投票的股东8人，代表股份158,487,288 股，占 ...

近日，一则人事变动公告将"85后"博士侯勇推至中国基因测序龙头华大基因（300676）的台前。日前， 华大基因宣布聘任侯勇为新任总经理，这位兼具前沿科研、产业化与国际化复合背景的新帅，将带领华 大基因驶向何方，备受业界关注。 从专注单细胞组学研究的科学家，到推动国产测序仪在欧洲成功商业化的国际业务操盘手，再到如今执 掌华大基因的总经理，侯勇的履历与华大基因的战略转型高度契合。面对AI浪潮，华大基因将如何布 局？又将怎样平衡技术创新与全球化扩张？ "短期内，公司将聚焦核心业务稳增长、提效益……中期来看，我们的目标是推动公司从基因检测服务 商向生命健康智能平台跃迁，让基因检测成本进入'百元级'。"近日，履新不久的侯勇在接受《每日经 济新闻》记者专访时，清晰地描绘了公司发展蓝图。 当前，"人工智能+"已成为驱动新质生产力发展的核心引擎，AI与医疗的深度融合更是大势所趋。在侯 勇的规划中，AI与国际化将成为支撑华大基因战略转型的"双轮驱动"。一方面，公司将通过AI大模型技 术打造核心医疗体系，驱动业务升级，力求降低基因解读成本；另一方面，海外拓展将聚焦"一带一 路"与金砖国家，推行"一国一策"的深度本土化战略，打开广 ...