医疗器械专题之基因测序：分子诊断掌上明珠，四代测序开启规模化应用时代

Investment Rating - The report indicates a strong growth potential in the gene sequencing industry, with an expected market size exceeding 150 billion yuan by 2030, highlighting it as one of the fastest-growing sectors in in vitro diagnostics [30]. Core Insights - The gene sequencing market in China is projected to grow from 72 billion yuan in 2016 to 374 billion yuan by 2024, with a compound annual growth rate (CAGR) of 25.8% expected from 2025 to 2030 [30]. - The report emphasizes the transition from traditional sequencing methods to advanced fourth-generation sequencing technologies, which offer unique advantages such as ultra-long reads and real-time monitoring [4][20]. - The integration of AI models in processing and analyzing vast amounts of genetic data is identified as a key competitive advantage for companies in the industry [32]. Summary by Sections Gene Sequencing Definition and Classification - Gene sequencing is defined as a molecular biology technique used to determine the nucleotide sequence of DNA molecules, crucial for various fields including genetic disease diagnosis and personalized medicine [13][10]. - The classification of gene sequencing includes first, second, third, and fourth-generation technologies, with the fourth generation being the most advanced [11][17]. Development History and Characteristics of Gene Sequencing - The report outlines the evolution of gene sequencing technologies, highlighting the limitations of earlier methods and the advancements made in high-throughput sequencing [17]. - The cost of gene sequencing has significantly decreased, following Moore's Law, with the cost of whole genome sequencing dropping from 1 million USD in 2007 to under 100 USD in 2024 [19]. Market Size and Competitive Landscape - The gene sequencing market is expected to exceed 150 billion yuan by 2030, driven by its applications in clinical medicine and drug development [30]. - The report identifies key players in the market, including Illumina, Oxford Nanopore Technologies, and BGI, each with unique technological advantages and market strategies [43][46][48]. Key Companies in Gene Sequencing - Illumina is recognized as a leader in the gene sequencing technology space, known for its high-throughput sequencing systems that are widely used in genomics research [43]. - Oxford Nanopore Technologies specializes in fourth-generation sequencing technology, offering portable and flexible sequencing solutions [46]. - BGI is noted for its comprehensive capabilities in high-throughput sequencing and its recent legal victories that enhance its market position [48]. - Other notable companies include Berry Genomics, Dian Diagnostics, and Novogene, each contributing to advancements in gene sequencing and AI applications in clinical settings [49][52][54].