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安图生物将发布Sikun系列基因测序仪 掘金基因检测赛道
Zheng Quan Ri Bao Wang· 2025-12-13 05:46
Core Viewpoint - Antu Biology has achieved a significant breakthrough in gene detection with the approval of its Sikun series gene sequencers, marking a strategic shift from traditional biochemical detection to precision diagnostics [1][3]. Company Developments - Antu Biology's Sikun series gene sequencers (Sikun2000, Sikun1000, Sikun500) received medical device registration certificates from the National Medical Products Administration, allowing them to enter the clinical testing market, with an expected launch in January 2026 [1]. - The company emphasizes that this is its first sequencing instrument registration certificate, which is strategically important for its development [1]. - The Sikun series is fully self-developed and utilizes reversible terminator technology, facilitating a smooth transition for medical institutions while ensuring data quality and reducing labor and time costs [1]. Industry Insights - The gene testing market in China has shown continuous growth, with the market size increasing from 7.2 billion yuan in 2016 to an expected 37.4 billion yuan by 2024, and projected to reach 153.6 billion yuan by 2030, reflecting a compound annual growth rate of 25.8% over the next five years [2]. - The introduction of Antu Biology's three new products increases the total number of gene sequencers in the domestic market to ten, contributing to the upgrade of the domestic sequencing industry and accelerating the process of domestic substitution [2]. - The core components of the three products are entirely self-developed, moving away from the OEM model, which stabilizes the supply chain and enhances cost-effectiveness, while also driving the upgrade of upstream and downstream industries [3].