证券代码：688114 证券简称：华大智造 公告编号：2026-004 深圳华大智造科技股份有限公司 关于部分募投项目结项节余资金永久补流 重要内容提示： 本次结项的募投项目名称：华大智造研发中心项目 本次节余金额为 15,768.23 万元。为提高募集资金的使用效率，合理 分配资源，促进业务发展，深圳华大智造科技股份有限公司（以下简称"公 司"）拟将"华大智造研发中心项目"结项后的节余募集资金永久补充公司 流动资金（实际金额以相关募集资金专户于资金转出当日银行结息后的余额 为准），用于公司日常生产经营活动。 公司于 2026 年 1 月 31 日召开第二届董事会第十九次会议，审议通过了《关 于部分募投项目结项节余资金永久补流及部分募集资金专户销户的议案》，同意 公司将募集资金投资项目（以下简称"募投项目"）"华大智造研发中心项目" 予以结项，同意注销部分募集资金专户，并将节余募集资金用于永久补充公司流 动资金。保荐机构中信证券股份有限公司（以下简称"中信证券"）对本事项出 具了明确的核查意见。该事项无需提交公司股东会审议。现将相关情况公告如下： 一、募集资金基本情况 | 发行名称 | 2022 | 年首次公 ...

证券代码：688114 证券简称：华大智造 公告编号：2026-005 深圳华大智造科技股份有限公司 关于公司收购资产及增资暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 交易简要内容：深圳华大智造科技股份有限公司（以下简称"华大智造"或 "公司"或"受让方"）拟以现金方式收购深圳华大科技企业管理有限公司（以 下简称"华大科技"或"股权转让方"）所持有的受让时空组学技术后的深圳华 大三箭齐发科技有限责任公司（以下简称"三箭齐发"）的 100%股权以及受让 纳米孔测序技术后的杭州华大序风科技有限公司（以下简称"华大序风"）的 100%股权。本次交易以资产评估机构出具的评估报告确认的标的公司评估值作 为定价依据，经各方协商确认交易价格合计为 36,570.00 万元，其中三箭齐发股 权作价 15,800.00 万元，华大序风的股权作价 20,770.00 万元。 三箭齐发股权转让完成后，华大智造拟对三箭齐发增资 7,000.00 万元人民币， 其中 2,215.19 万元人民币计入其注册资本，4, ...

证券代码：688114 证券简称：华大智造 公告编号：2026-002 深圳华大智造科技股份有限公司 第二届董事会第十九次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 深圳华大智造科技股份有限公司（以下简称"公司"）第二届董事会第十九 次会议于 2026 年 1 月 31 日以现场结合通讯方式举行。会议通知已于 2026 年 1 月 30 日以邮件方式发出。全体董事一致同意豁免本次会议的通知时限。会议应 到董事 10 人，实到董事 10 人。公司董事长汪建先生因公务不便主持，与会董事 一致推举董事牟峰先生为本次会议的主持人。公司高级管理人员列席了董事会会 议。本次董事会会议的召集、召开程序符合《中华人民共和国公司法》《公司章 程》等有关规定的要求。经与会董事审议和表决，会议形成决议如下： 二、董事会会议审议情况 董事会独立董事专门会议对本议案发表了同意的审查意见。 本议案经公司董事会审议通过后，尚需提交公司股东会审议批准。 （二）审议通过《关于部分募投项目结项节余资金永久补流及部分募集资 ...

Core Viewpoint - The company plans to acquire 100% equity of Shenzhen Huada Sanjian Qifa Technology Co., Ltd. and Hangzhou Huada Xifeng Technology Co., Ltd. through cash transactions, with a total transaction price of 366 million RMB [1] Group 1 - The acquisition includes 1.58 billion RMB for Sanjian Qifa and 2.08 billion RMB for Xifeng [1] - The transaction is based on the valuation report provided by an asset appraisal agency [1] - After the acquisition, the company intends to increase the capital of Sanjian Qifa by 70 million RMB and Xifeng by 60 million RMB [1] Group 2 - The capital increase for Sanjian Qifa will consist of 22.15 million RMB added to registered capital and 47.84 million RMB to capital reserves [1] - For Xifeng, the capital increase will include 14.44 million RMB to registered capital and 45.56 million RMB to capital reserves [1]

Core Viewpoint - The medical sector is showing signs of recovery in 2026, driven by policy clarity and the realization of innovative outcomes, leading to increased investment interest in medical ETFs [1][19]. Group 1: Current Core Logic and Positive Factors in the Medical Sector - The transition from "selling expectations" to "performance realization" is evident, with domestic medical device innovations gaining global recognition, thus becoming a new growth engine for the industry [3][21]. - The medical sector is experiencing a high proportion of companies meeting or exceeding their 2025 performance forecasts, indicating a favorable industry outlook [3][21]. - The recent surge in AI medical technologies is not just speculative but demonstrates clear cost-reduction and efficiency-enhancing capabilities in hospital operations and drug development [4][23]. Group 2: Policy Environment Changes - The policy environment has shifted from a "speed over quality" approach to one of "value co-creation," with recent signals indicating a more favorable stance on centralized procurement and medical insurance negotiations [6][24]. - Optimizations in the approval process for innovative medical devices and continuous improvements in procurement rules are expected to enhance the competitive landscape and restore profitability for companies [8][26]. - The introduction of a market exclusivity period in the revised Drug Administration Law is expected to boost long-term investment confidence in pharmaceutical R&D [9][27]. Group 3: Financial Support for Medical Equipment Updates - The national "two new" policy, focusing on large-scale equipment updates and consumer goods replacement, has allocated 62.5 billion yuan in special bonds to support medical equipment upgrades, benefiting listed companies in the medical device sector [10][28]. - There is a significant demand for replacing outdated medical equipment in domestic healthcare institutions, coupled with policies favoring domestic alternatives, leading to increased orders and market share for leading companies in imaging, surgical robots, and in-vitro diagnostics [10][28]. Group 4: Reasons for Recent Fund Inflows into Medical ETF (512170) - The medical ETF (512170) has seen substantial inflows, with a single-day capital increase of 499 million yuan on January 28, 2026, and a total of 1.8 billion yuan over nine consecutive trading days, reflecting a shift in market sentiment towards value recovery [1][19][14]. - The medical ETF is currently one of the largest medical-themed ETFs in A-shares, with a market size exceeding 26 billion yuan, driven by high cost-effectiveness and a consensus on bottom valuations [14][32]. - The ETF closely tracks the CSI Medical Index, with significant allocations in medical devices (53.17%) and medical services, making it an attractive option for both institutional and retail investors [14][32][34].

Group 1 - The medical device sector increased by 0.19% on January 29, with Sanyou Medical leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the medical device sector showed varied performance, with Sanyou Medical rising by 5.12% to a closing price of 22.60 [1] Group 2 - Major stocks that declined included Daan Gene, which fell by 9.96% to a closing price of 6.87, and Cap Bio, down 9.88% to 7.94 [2] - The medical device sector experienced a net outflow of 376 million yuan from institutional investors, while retail investors saw a net inflow of 201 million yuan [2][3] - Notable net inflows from retail investors were observed in stocks like Lepu Medical, which had a net inflow of 42.29 million yuan [3]

1月29日，华大智造涨5%，截至发稿，报69.30元/股，成交1.45亿元，换手率0.51%，总市值288.65亿 元。 资料显示，深圳华大智造科技股份有限公司位于广东省深圳市盐田区北山工业区综合楼及11栋2楼，成 立日期2016年4月13日，上市日期2022年9月9日，公司主营业务涉及专注于生命科学与生物技术领域,以 仪器设备、试剂耗材等相关产品的研发、生产和销售。主营业务收入构成为：销售仪器设备、试剂及耗 材90.89%，提供服务7.10%，其他(补充)2.01%。 从华大智造十大流通股东角度 数据显示，易方达基金旗下1只基金位居华大智造十大流通股东。易方达上证科创板50ETF（588080） 三季度减持109.79万股，持有股数752.58万股，占流通股的比例为1.82%。根据测算，今日浮盈赚取约 2483.52万元。 易方达上证科创板50ETF（588080）基金经理为林伟斌、成曦。 截至发稿，林伟斌累计任职时间12年333天，现任基金资产总规模1194.08亿元，任职期间最佳基金回报 82.52%， 任职期间最差基金回报-22.14%。 成曦累计任职时间9年270天，现任基金资产总规模2369.54 ...

Core Viewpoint - The company, BGI Genomics (stock code: 688114.SH), has released its earnings forecast for 2025, indicating a significant reduction in losses compared to the previous year, driven by operational improvements and favorable currency exchange impacts [2][4]. Financial Performance - The company expects a net profit attributable to shareholders of between -221 million to -273 million yuan for 2025, a notable improvement from a loss of 601 million yuan in the previous year, representing a year-on-year reduction of approximately 54.56% to 63.22% [4]. - After excluding non-recurring gains and losses, the anticipated net profit is projected to be between -322 million to -397 million yuan, compared to a loss of 653 million yuan last year, indicating a year-on-year improvement of about 39.18% to 50.67% [4]. Reasons for Performance Changes - The company has implemented measures focused on "quality improvement, efficiency enhancement, and return on investment," leading to a decrease in overall costs compared to the previous year [5]. - Currency exchange gains from holding foreign currency monetary items have increased due to fluctuations in the US dollar and euro [5]. - The company has reversed tax provisions related to previous years' uncertain tax disputes, resulting in a reduction in income tax expenses [5]. Company Overview - BGI Genomics is a domestic manufacturer focused on core tools and high-end equipment in life sciences, primarily engaged in gene sequencing and related laboratory automation equipment [6]. - The company emphasizes independent research and development, providing foundational technical equipment and systematic solutions for research institutions, clinical testing laboratories, and industrial clients [6]. Business Segments Gene Sequencing Business - The gene sequencing business is the core segment, continuously upgrading products and reagents to enhance sequencing efficiency, coverage, and application adaptability [7]. - In 2024, the company plans to launch the next-generation sequencing reagent StandardMPS 2.0, along with upgrades to several core sequencing platforms, enhancing their applicability across various research and clinical needs [9]. Laboratory Automation Business - The company is advancing towards systematic and intelligent upgrades in laboratory automation, focusing on key processes such as sample handling, experimental execution, and data analysis [10]. - New products like αLabStudio, αLabRobot, and αCube are being introduced to improve sample management efficiency and experimental stability [12]. New Business Segment - The new business segment focuses on multi-omics tools, ultrasound imaging, and intelligent robotics, aiming to meet cutting-edge research and clinical transformation needs [13][15]. - The company is expanding its capabilities in cell omics, spatiotemporal omics, and proteomics, enhancing high-throughput data collection and analysis [15][16].

Investment Rating - The report provides a positive outlook on the food and beverage sector, recommending leading companies in snacks and condiments [7][9]. Core Insights - The report highlights a decline in retail sales growth, with December's year-on-year growth at 0.9%, down 0.4 percentage points from November, indicating a potential slowdown in consumer spending [8]. - The food and beverage sector shows positive signals, particularly for Moutai, which is expected to maintain stable pricing due to supply-side constraints and increasing demand [9][10]. - The report anticipates that service consumption will be the main growth driver for 2026, with an expected overall consumption growth rate of 5.1% [8]. Industry Size - The industry comprises 1,216 stocks, with a total market capitalization of 17,809.1 billion and a circulating market capitalization of 16,466.7 billion [3]. Performance Metrics - The absolute performance over 1 month, 6 months, and 12 months is 4.4%, 7.0%, and 27.3% respectively, while the relative performance is 3.4%, -7.1%, and 4.5% [5]. Sector Recommendations - The report recommends focusing on leading companies in various sectors, including: - Food and beverage: Emphasis on Moutai and other snack brands [9]. - Textile: Anticipation of a turnaround for Li Ning in 2026 [13][14]. - E-commerce: Positive outlook on Alibaba due to its cloud business growth potential [24]. - Agriculture: Continued recommendation of leading pig farming companies and attention to planting policy catalysts [30]. Specific Company Insights - Moutai is expected to see stable pricing and growth in demand, with a focus on core products [9]. - Li Ning is actively launching new products and expanding its retail presence, aiming for a rebound in 2026 [13][14]. - Alibaba's cloud business is projected to accelerate growth driven by AI advancements [24]. - The agricultural sector is advised to focus on leading pig farming companies and the implications of planting policies [30].

●公司预计2 0 2 5年年度实现归属于母公司所有者的扣除非经常性损益的净利润- 3 9 , 7 0 0 . 0 0 万元 到- 3 2 , 2 0 0 . 0 0万元，与上年同期相比，亏损将减少2 5 , 5 7 0 . 6 8万元到亏损减少3 3 , 0 7 0 . 6 8万元， 同比亏损减少3 9 . 1 8%到亏损减少5 0 . 6 7%。 一、本期业绩预告情况 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近期，华大智造发布2 0 2 5年业绩预告。预告称2 0 2 5年亏损同比将减少5 0%以上： 重点内容提示 ●公司经初步测算，深圳华大智造科技股份有限公司（以下简称"公司"）预计2 0 2 5年年度实现 归属于母公司所有者的净利润与上年同期（法定披露数据）相比，实现归属于母公司所有者的 净 利 润- 2 7 , 3 0 0 . 0 0 万 元 到 - 2 2 , 1 0 0 . 0 0万元，与上年同期相比， 亏 损 将 减 少 3 2 , 7 8 2 . 7 0 万 元 到 亏 损减少3 7 , 9 8 2 . 7 0万元 ...