MGI(SH:688114) Zhi Tong Cai Jing·2025-08-04 01:04Core Insights - BGI Genomics has launched PrimeGen, the world's first AI-driven targeted sequencing system, which integrates large language models with automated hardware to standardize laboratory processes, potentially leading to an "autonomous driving" era in life sciences [1][4] - The market is optimistic about the growth prospects of BGI's Generative Lab Intelligence (GLI) business, which is expected to accelerate due to this technological innovation aligning with the global trend towards laboratory automation [1][2] Group 1: Technological Innovations - PrimeGen features a "dry-wet closed-loop" system that operates through four types of intelligent agents: search, primer design, protocol generation, and experimental execution, significantly reducing redundancy and costs in genetic disease screening applications [2] - The system's open architecture allows for flexible integration with mainstream AI models like GPT-4o, Qwen, and DeepSeek, catering to various customer environments [2] - BGI's first commercial product based on PrimeGen technology, the ATOPlex Fast RSV A/B genome testing kit, is set to launch in August 2024, boasting over 99.5% coverage and compatibility with major platforms, aiming to reduce targeted sequencing time to "8 hours" [2] Group 2: Financial Performance - BGI's GLI business has shown strong financial performance, with laboratory automation revenue reaching 209 million RMB in 2024, reflecting a year-on-year growth of 36.69% [3] - By the end of 2024, the GLI new business has empowered over 50 industry users across various fields, including multi-omics, molecular breeding, antibody screening, and biopharmaceuticals, transitioning laboratories from "manual experience" to "data-driven" decision-making [3] Group 3: Future Outlook - BGI is paving a new path for the "last mile" of intelligent breakthroughs in life sciences through the PrimeGen multi-agent system, which automates the entire process from gene retrieval to experimental execution [4] - The deep empowerment of the GLI business is driving a revolution in life sciences, moving laboratories from mere automation to a more autonomous future, with expectations of significant improvements in efficiency and precision in research [4]