BGI Genomics(SZ:300676) Sou Hu Cai Jing·2025-11-11 10:20Core Viewpoint - The article discusses the significant impact of Guangzhou's policy on the development of the gene industry, highlighting the role of BGI Genomics in advancing gene testing accessibility and innovation in the sector [1][3]. Policy Impact - Guangzhou has prioritized the cell and gene industry as one of its six future industries, which is seen as a crucial step for the sector's growth [3]. - The policy elevates the industry from enterprise-led innovation to government-level design, providing a supportive framework for innovation and development [3][4]. - The implementation of this policy is viewed as a critical move for the localization of national macro policies [3]. Company Strategy - BGI Genomics is leveraging local policy advantages to expand its business, including establishing subsidiaries and developing domestic testing platforms [3][4]. - The company aims to make gene testing accessible to everyone by optimizing costs and enhancing technology [5][7]. - BGI Genomics plans to utilize Guangzhou's rich medical resources for clinical trials and the introduction of new diagnostic technologies [4][6]. Cost and Accessibility - High costs of gene testing have been a barrier to widespread adoption, but BGI Genomics is working to reduce these costs through self-sufficiency in technology and materials [5][6]. - Government initiatives, such as free prenatal screening programs, are seen as effective pathways to increase accessibility [5][6]. - The integration of gene testing into medical insurance is expected to broaden access, despite potential short-term revenue pressures for companies [6][7]. Data Assetization - The value of gene data is increasingly recognized, with a focus on data assetization while ensuring compliance and privacy [8]. - BGI Genomics is collaborating with Shenzhen Data Exchange to ensure strict data security measures [8]. - The company envisions using gene data to support the development of innovative drugs and early screening for rare diseases, aiming to reduce treatment costs [8]. Future Outlook - The gene industry is anticipated to experience new growth opportunities due to policy support, technological advancements, and the increasing value of data [8]. - BGI Genomics is committed to enhancing its competitiveness and contributing to societal progress through accessible gene testing [8].