Thalys(SH:603716) Jin Rong Jie·2026-01-14 09:31Core Insights - The 20th National Congress of the Communist Party of China has identified biomanufacturing as one of the six key future industries for the 14th Five-Year Plan, marking it as a significant direction for national strategic planning [1] - The implementation of the "Regulations on the Management of Clinical Research and Clinical Translation Applications of Biomedical New Technologies" in May 2026 will provide robust policy support for the industry [1] - Under the dual policy benefits, China's pharmaceutical industry is transitioning from "follow-up innovation" to "systematic innovation," with a focus on source innovation and the integration of AI and biotechnology [1] Industry Opportunities - Seer Medical is transitioning from a traditional medical supply chain service provider to a "technology-driven biomanufacturing platform," capitalizing on three key opportunities presented by the 14th Five-Year Plan: focus on cutting-edge fields like gene and cell therapy, the necessity of full-chain manufacturing capabilities, and the deep integration of AI and biotechnology [2][3] Technological Developments - Seer Medical is focusing on "AI intelligent diagnosis" and "innovative therapies," developing a diversified layout system, including an automatic intelligent microbial drug sensitivity testing instrument and an intelligent expert diagnostic system in collaboration with Fudan University [3] - The company is also advancing the TriVerity™ AI-assisted triage system for acute infections and sepsis, aiming to provide cutting-edge molecular diagnostic solutions [4] Innovations in Drug Development - The company’s subsidiary, Huajiyuan, is progressing with a new class I therapeutic hypertension vaccine, which has received clinical trial approval and is expected to revolutionize chronic disease management [5] - The "Haishi Lingxi" digital system for mental health has been implemented in clinical settings, focusing on brain disease digital treatment [6] Global Strategy - Seer Medical positions itself as a "dual-circulation value hub," leveraging global technology and local manufacturing to enhance resource and value circulation [7] - The company is actively introducing advanced biomanufacturing technologies and solutions to emerging markets, demonstrating the efficiency of "Chinese manufacturing" [8] Future Directions - The company aims to build an AI-enabled ecosystem in biomanufacturing, focusing on smart hospital management and therapeutic vaccines, aligning with the national development plan [9] - Seer Medical is committed to becoming a key player in the cell therapy industrialization infrastructure, emphasizing the integration of core equipment, compliant production, and clinical channels [10]