MGI(SH:688114) Ge Long Hui·2026-01-13 03:47Core Viewpoint - 华大智造's stock has seen significant growth, driven by its inclusion in the 中证A500 index and the booming AI healthcare sector, positioning the company as a leader in gene sequencing technology and attracting institutional investment [1][2]. Group 1: Stock Performance - On January 13, 华大智造's stock rose over 5%, reaching a high of 82.88 yuan, the highest since May of the previous year [1]. - Since the beginning of 2026, the stock has accumulated a rise of over 36% in just 10 days [1]. Group 2: Market Position and Technology - 华大智造 is recognized as the leading domestic gene sequencing company, being the only enterprise globally that covers three sequencing technology paths, indicating significant technological scarcity [1]. - The company has launched the MGISEQ-2000RS FluoXpert, the first Chinese device integrating AI into the entire process, which combines pathological slide imaging and gene sequencing [2]. - The FluoXpert platform's core analysis solution, FluoXpert Vision, features an AI Assistant module that integrates the DeepSeek model for intelligent analysis and code generation [2]. Group 3: Strategic Collaborations and Market Trends - 华大智造 is involved in the brain-computer interface field with its Stereo-seq technology, providing high-resolution navigation for implanted devices and collaborating with top institutions on national scientific plans [2]. - The global trend in innovative drug and device development is leading to a revaluation of medical data holders, with the "CDO" model showing promising market prospects [2]. - Major companies in the sector have achieved millions in data-related revenue, with expectations for this to expand to billions this year, indicating rapid growth in data transaction scales [2].