证券代码：688114 证券简称：华大智造 公告编号：2025-062 深圳华大智造科技股份有限公司 本议案经公司监事会审议通过后，尚需提交公司股东大会审议批准。 特此公告。 深圳华大智造科技股份有限公司 第二届监事会第十六次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 深圳华大智造科技股份有限公司（以下简称"公司"）第二届监事会第十六 次会议于 2025 年 10 月 12 日以现场结合通讯方式召开。会议通知已于 2025 年 10 月 9 日通过邮件的方式送达各位监事。本次会议应出席监事 3 人，实际出席 监事 3 人。会议由监事会主席周承恕先生主持。会议召开符合有关法律、行政法 规、部门规章和《公司章程》的规定。出席会议的监事对以下议案进行了认真审 议并做出了如下决议： 一、审议通过《关于就 CoolMPS 测序技术签署授权许可协议暨受让与关联 方相关共有专利并进行授权收入分成的议案》 经审议，监事会认为：公司本次与 Swiss Rockets AG 的授权许可交易及与深 圳华大生命科学研究院的关联交 ...

证券代码：688114 证券简称：华大智造 公告编号：2025-061 深圳华大智造科技股份有限公司 第二届董事会第十七次会议决议公告 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 公司全资子公司 MGI US LLC（以下简称"MGI LLC"）及 Complete Genomics,Inc（. 以下简称"CGI"）与 Swiss Rockets AG（以下简称"Swiss Rockets"） 签署《授权许可协议》（以下简称《许可协议》），将公司的 CoolMPS 测序技 术（以下简称"CoolMPS"或"无损碱基测序技术"）及通用测序技术（含 stLFR 和 cLFR 等所涉及测序仪、芯片及建库试剂等产品所需底层技术，以下简称"通 用测序技术"）有偿授权给 Swiss Rockets。在亚太及大中华区（包括中国大陆、 香港、澳门和台湾）以外区域的全球范围内，Swiss Rockets 将获得 CoolMPS 测 序技术相关的专利、技术秘密（Know-How）及商标的独占许可，并在上述区域 内获得通 ...

Core Viewpoint - The signing of the licensing agreement between the company's wholly-owned subsidiary MGILLC, CGI, and SwissRockets is expected to have a positive impact on the company's future performance, enhancing its global commercialization and profitability [1] Group 1 - The company announced the signing of a licensing agreement with SwissRockets [1] - The agreement involves the company's wholly-owned subsidiary MGILLC and CGI as joint transferors [1] - The company anticipates that the agreement will positively influence its future performance [1]

Core Viewpoint - 华大智造's stock price has shown significant fluctuations, with a year-to-date increase of 49.35%, but recent trading indicates a decline in market performance and net outflow of funds [1][2]. Financial Performance - As of June 30, 2025, 华大智造 reported a revenue of 1.114 billion yuan, a year-on-year decrease of 7.90%, while the net profit attributable to shareholders was -104 million yuan, an increase of 65.28% compared to the previous year [2]. - The company has distributed a total of 150 million yuan in dividends since its A-share listing [3]. Stock Market Activity - 华大智造's stock price decreased by 2.01% on October 10, 2023, trading at 69.88 yuan per share with a total market capitalization of 29.106 billion yuan [1]. - The stock has appeared on the龙虎榜 twice this year, with the most recent instance on March 4, 2023, where it recorded a net buy of -44.7653 million yuan [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 7.64% to 13,500, with an average of 15,766 shares held per person, a decrease of 7.09% [2]. - Major shareholders include 华夏上证科创板50成份ETF and 易方达上证科创板50ETF, with notable changes in their holdings [3].

摘要 ：我国《高通量基因测序仪性能测定方法》国家标准正公开征求意见。标准涵盖主流测序技术平台，规范从样本到数据的全流程技术要求，预期将提升测序 数据的准确性与可比性，为科研、临床及产业发展提供重要技术支撑。 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。 近日，国家标准计划《高通量基因测序仪性能测定方法》已形成征求意见稿，现面向社会公开征求意见。该标准由全国仪器分析测试标准化技 术委员会(TC481)归口，主管部门为科学技术部。 该标准主要起草单位包括中国海关科学技术研究中心、中国食品药品检定研究院、深圳华大智造科技股份有限公司、北京林电伟业电子技术有 限公司。标准规定了高通量基因测序仪的性能测定方法，适用于以联合探针锚定聚合测序法、可逆末端终止测序法、半导体测序法等为主要技 术原理的并行测序高通量基因测序仪。 高通量测序仪作为生命科学领域的核心工具，其应用已深入基因组学、遗传病诊断、肿瘤基因突变检测、病原微生物鉴定等多个领域。数据显 示，国内高通量基因测序仪年新增装机量从2020年的约600台增长至2024年的1800台，市场应用规模显著 ...

Core Viewpoint - The domestic innovative drug industry is transitioning from a follower to FIC/BIC innovation, supported by engineer dividends, abundant clinical resources, and favorable policies, indicating a qualitative improvement as it enters the 2.0 era [1][2] Group 1: Industry Development - The innovative drug sector is expected to benefit from policy reforms in payment systems, enhancing the profitability of innovative drug companies as they commercialize domestic products [2] - The upcoming ESMO conference in mid-October is anticipated to provide new investment opportunities through the release of relevant clinical data and business development (BD) activities [2] Group 2: Investment Climate - The investment landscape has improved since early this year, with a notable reversal in the financing trend for the innovative drug industry, particularly in the A/H market [3] - The recovery of IPO projects and financing activities in the secondary market is expected to positively impact investment data in Q3, benefiting domestic CROs and upstream research sectors [3] Group 3: Policy Support - Continuous advancement of commercial medical insurance policies since 2025 is likely to accelerate payment system reforms, easing supply-demand conflicts and supporting domestic innovation [4] - Fiscal policy enhancements are expected to increase market interest in domestic medical equipment stocks [4] Group 4: Target Companies - A-share targets include: BeiGene (688235.SH), Hengrui Medicine (600276.SH), Kelun Pharmaceutical (002422.SZ), WuXi AppTec (603259.SH), Tigermed (300347.SZ), New Industry (300832.SZ), BGI Genomics (688114.SH), Huatai Medical (688617.SH), and Dian Diagnostics (300244.SZ) [5] - H-share targets include: Kelun Biotech (06990), CSPC Pharmaceutical (01093), China Biologic Products (01177), CanSino Biologics (09926), WuXi Biologics (02269), Junshi Biosciences (01877), and Zai Lab (09688) [5]

Core Viewpoint - 华大智造's stock price has shown significant growth this year, with a 50.82% increase, indicating strong market interest and potential investment opportunities [2]. Financial Performance - As of June 30, 2025, 华大智造 reported a revenue of 1.114 billion yuan, a year-on-year decrease of 7.90%, while the net profit attributable to shareholders was -104 million yuan, reflecting a 65.28% increase compared to the previous year [2]. - The company has distributed a total of 150 million yuan in dividends since its A-share listing [3]. Stock Market Activity - 华大智造's stock price increased by 2.02% on October 9, 2023, reaching 70.57 yuan per share, with a trading volume of 161 million yuan and a turnover rate of 0.56% [1]. - The stock has appeared on the龙虎榜 twice this year, with the most recent appearance on March 4, 2023, where it recorded a net buy of -44.7653 million yuan [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 7.64% to 13,500, with an average of 15,766 circulating shares per person, a decrease of 7.09% [2]. - Major institutional shareholders include 华夏上证科创板50成份ETF and 易方达上证科创板50ETF, with changes in their holdings noted [3].

Investment Rating - The industry rating is "Positive" (maintained) [7] Core Views - The report highlights that the domestic innovative drug sector is entering a phase of "engineer dividend" realization, with improved profitability and valuation breakthroughs expected [1] - The CXO sector is showing signs of recovery, with a positive outlook on CDMO commercialization orders and clinical CRO investment opportunities [2] - The upstream research sector is anticipated to benefit from a downward interest rate cycle and a recovery in global new drug development demand, with recommended stocks including Haoyuan Pharmaceutical and Bid Pharma [3] - The medical device sector is expected to experience a recovery cycle, particularly for high-value consumables and medical equipment companies, with recommendations for companies like Aikang Medical and Mindray Medical [4] - The traditional Chinese medicine sector is projected to see an earnings inflection point, with a favorable outlook for the second half of 2025 [5] - The report favors leading pharmacy chains with superior management capabilities, recommending companies such as Dazhonglin and Yifeng Pharmacy [6] - The pharmaceutical distribution sector is expected to improve, with a focus on low-positioned value and innovative business opportunities [7] Summary by Sections Innovative Drugs - Positive outlook on profitability improvement and valuation breakthroughs due to recognition by multinational corporations [1] CXO - Recovery in the sector with ongoing commercialization of small and large molecule CDMO orders [2] Upstream Research - Anticipated performance elasticity and new business expansion opportunities [3] Medical Devices - Significant growth potential in high-value consumables and medical equipment sectors [4] Traditional Chinese Medicine - Expected earnings growth and increased market interest due to improved fundamentals [5] Pharmacies - Favorable view on pharmacy chains with strong management and adaptability [6] Pharmaceutical Distribution - Positive trends in the sector with potential for operational improvements and value re-evaluation [7]

Core Viewpoint - The launch of the OptoBot 1000 series by Chasing Light Biotechnology represents a significant breakthrough in the domestic high-end life science instrument sector, integrating advanced technologies such as optical tweezers, microfluidics, and biochips for high-throughput single-cell sorting [2][7]. Product Overview - The OptoBot 1000 series combines six traditional laboratory devices, including a single-cell printer and flow cytometer, into a fully automated system enhanced by AI software, allowing for clean and efficient operations [7]. - The device can culture cells or microorganisms on a chip for seven days and complete single-cell sorting in a short time, with capabilities to correlate cell phenotype data with sequencing data [7]. - The product has been tested in a key laboratory at Sichuan University since August 2023, showcasing rapid development and deployment [7]. Technological Innovation - The OptoBot 1000 series is noted for its disruptive innovation, significantly reducing the time required for single-cell sorting from traditional methods to as little as one week [8]. - The technology utilizes a non-damaging optical field to sort cells, maintaining high cell viability and suitability for subsequent experiments [19]. - The product's pricing is approximately one-third of foreign competitors, making it more accessible for users [20]. Market Potential - The OptoBot 1000 series is expected to enhance the efficiency of antibody drug and cell/gene therapy development, indicating substantial commercial prospects [10]. - The product is positioned to shift China's life science instruments from a "follower" to a "leader" in the global market [10]. Strategic Collaborations - Chasing Light Biotechnology has established strategic partnerships with companies like BGI Genomics to integrate sequencing capabilities with their instruments, creating a comprehensive ecosystem for drug development [23]. - The company is supported by a strong management and R&D team with extensive experience in the medical device sector, enhancing its potential for commercialization [22]. Investment Insights - Investors view the OptoBot 1000 series as a key player in breaking the long-standing dominance of imported brands in the high-end life science instrument market [26]. - The current market environment is seen as a golden opportunity for the development of domestic high-end life science instruments, with significant backing from national policies and market demand [26].

Summary of Key Points from the Conference Call on the Medical Device Industry Industry Overview - The Chinese medical device industry has significant potential for domestic substitution, with certain segments still having room for improvement in localization rates [1][3][10] - Chinese companies are positioned to become global leaders in the context of globalization, leveraging strong innovation capabilities and manufacturing advantages [1][4][10] Core Insights and Arguments - The high-value consumables sector is expected to see a notable recovery by 2025, with investment opportunities in orthopedics, neurointervention, ophthalmology, and electrophysiology [1][5] - Companies such as Huatai Medical, MicroPort, Lepu Medical, Mindray, and United Imaging are highlighted for their growth potential [1][5] - The upstream medical device sector is experiencing a turning point, with companies like Meihua Medical and Yirui Technology poised for significant revenue growth due to innovative products [1][6] - The in vitro diagnostics (IVD) sector has faced challenges due to policy impacts, but a recovery is anticipated next year, with New Industry expected to see positive revenue growth in Q4 [1][7] - Strategic adjustments by Chinese medical device companies include cost reduction, technological innovation, transformation to consumer-oriented businesses, and overseas market expansion [1][9] Additional Important Insights - The global medical device market is approximately 4 to 5 times larger than China's market, which is projected to grow significantly [2][12] - Chinese companies are diversifying their overseas expansion strategies, which include R&D innovation, clinical registration, and patent layout to mitigate geopolitical risks [2][11][14] - The importance of innovation is emphasized as a key driver for growth, with a focus on new product development and emerging technologies such as AI and brain-computer interfaces [26][31] - The medical device industry is witnessing a trend towards mergers and acquisitions as a means for companies to enhance their product lines and market positions [33][36] Notable Companies and Their Strategies - Mindray Medical is leading in internationalization, with overseas revenue expected to reach 45% in 2024 [19] - United Imaging and BGI are also making significant strides in their respective markets, with notable growth in overseas business [19][24] - High-value consumables companies like Nanwei Medical and MicroPort are employing various strategies, including direct sales and ODM, to expand their international presence [21][22] Future Outlook - The medical device industry is expected to continue evolving, with significant opportunities in areas such as AI healthcare applications, home respiratory devices, and surgical robots [28][30] - The brain-computer interface technology is emerging as a key investment area, with China positioned as a global leader [31] - The overall sentiment is optimistic regarding the recovery and growth potential of the Chinese medical device market, particularly as companies adapt to changing market conditions and consumer demands [36]