摘要 ：达普生物完成B2轮融资，加速高端生命科学仪器全球化布局，推动药物发现与合成生物学AI融合创新，打造国际领先液滴微流控平台。 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，达普生物科技有限公司（以下简称"达普生物"）宣布完成B2轮融资，本轮由上海科创集团旗下知识产权基金领投。本轮融资将用于加速 公司多款自主研发的高端生命科学仪器产品的全球商业化进程，深化在药物发现与合成生物学从研发到生产全流程的应用效能，推动AI+生物 技术的融合创新。 达普生物孵化于香港科技大学，成立于2 0 1 8年，致力于提供世界领先的生命科学工具，是中国液滴微流控领军企业。公司以打造国际领先的生 命科学工具平台为使命，致力于为全球科研及工业客户提供高效、可靠的完整解决方案。目前，达普生物在深圳、上海和嘉善分别设立了研 发、商务与生产中心，并在美国圣地亚哥设有实验室；研发团队近百人，构建了集微流控芯片、仪器与试剂的全链条研发与制造体系。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 ...

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。 9 月 26 日，"光引未来 探索无界——追光生物 OptoBot 1000 系列产品首发暨揭幕仪式"在深圳隆重举行。 本次发布会上追光生物科技（深圳）有限公司重磅推出了 OptoBot 1000 系列高通量单细胞光流控分选仪 ，该款产品 融合了光电镊技术 、 微流控技术 和 生物芯片等核心技术 ，实现了 国产高端生命科学仪器 领域的重大突破。 发 布会 现 场 重磅嘉宾 · 精彩发言 追 光 生 物 C E O 谢 海 南 博 士 致辞 发布会开始， 追光生物 CEO 谢海南博士 对产品进行了介绍。 OptoBot 1000 系列高通量单细胞光流控分选仪 整合了单细胞打印机、流式 细胞仪、自动化移液工作站、细胞培养箱等六大传统实验室设备 ，搭配 AI 智能软件 ，可实现 全流程自动化 。同时设备内拥有正 / 负压 的 防护设计，保证所有操作在完全洁净的环境下进行。 这款智能细胞工厂设备能让细胞或微生物在芯片上培养七天，在短时间内即可完成单细胞筛选。除了单细胞分选，该设备还能将细胞表型数据 与 ...

摘要 ： 谁想率先代理最新一代明星产品？海尔生物医疗、横河等大牌领衔，多家创新企业携颠覆性技术惊艳亮相。众多核心产品广邀渠道合作，日程已公布，速 速报名参会吧。 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。 我们正身处一个生命科学爆发式创新的黄金时代。 " 十四五 " 生物经济发展规划明确打造国家生物技术战略科技力量，加快突破生物经济发 展瓶颈。近年来，在基础科学突破、产业需求牵引、国家政策支持、金融资本涌入等多重因素协同作用下，伴随 AI 、自动化与多组学技术等 深度融合，生命科学仪器创新成果密集涌现，势必为生命科学发现和生物经济发展提供核心工具支撑。 创新厂商手握颠覆性技术和产品，却苦于市场认知度低、渠道网络薄弱，难以快速触达终端用户，"酒香也怕巷子深"。优秀经销商渴望代理更 具 竞 争 力 和 利 润 空 间 的 创 新 产 品 ， 但 如 何 高 效 、 精 准 找 到 代 理 标 的 ， 成 为 阻 碍 业 务 发 展 的 难 点 、 痛 点 。 为 此 ， 仪 器 信 息 网 精 心 组 织 策 划 "2025生命科学创新仪器 ...

Summary of Bionano Genomics (BNGO) FY Conference Call Company Overview - **Company**: Bionano Genomics - **Industry**: Life Sciences Instrumentation, specifically focusing on genome analysis through Optical Genome Mapping (OGM) technology [1][2] Core Points and Arguments - **Optical Genome Mapping (OGM)**: Bionano's proprietary platform is transforming workflows in cytogenetics, particularly in hematological malignancies like leukemia and lymphoma. OGM consolidates traditional methods such as karyotyping and FISH into a single digital platform, offering faster results (four days vs. four weeks) and higher accuracy (up to 85% compared to 50% for karyotyping) [5][6] - **Market Segments**: Bionano identifies three key market segments for OGM: 1. **Hematologic Malignancies**: Focus on leukemias and lymphomas. 2. **Constitutional Genetic Disorders**: Applications in developmental delays and autism spectrum disorders. 3. **Pharmaceutical R&D**: Use in cell and gene therapies to confirm genetic analysis [8][9] - **Product Development**: The introduction of the Stratus platform, which has four times the throughput of the Sapphire system, is aimed at high-volume labs. Currently, there are around 20 Stratus systems in use [12][13] - **Software Integration**: The Via software automates the OGM workflow, allowing for streamlined analysis and reporting, which enhances laboratory efficiency [14][15] Financial Performance and Strategy - **Cost Management**: Bionano has reduced operating expenses by over $100 million, improving gross margins from 22% to 46% [16][18] - **Utilization Trends**: High-volume users are generating significant consumables revenue, with some customers running close to $1 million annually in consumables [16] - **Revenue Guidance**: The company anticipates revenue between $26 million to $30 million for the year, reflecting a year-over-year decrease due to macroeconomic constraints [40] Reimbursement and Adoption - **CPT Codes**: The establishment of category one CPT codes for OGM in hematologic malignancies and constitutional genetic disorders is expected to facilitate reimbursement and drive adoption [27][30] - **Market Stability**: The company reports stable demand in oncology, particularly in the U.S. and Europe, despite uncertainties in funding and economic conditions [42][44] Growth Potential - **International Expansion**: Bionano sees growth opportunities in regions like Turkey and China, where OGM has been integrated into clinical testing registries [46][47] - **Future Outlook**: The company aims to enhance customer support and training to increase utilization rates among existing users, rather than focusing solely on new system placements [38] Key Takeaways - **Unique Value Proposition**: Bionano's OGM technology is positioned as a complementary solution to existing sequencing technologies, offering unique advantages that are currently underappreciated in the market [50][51] - **Anticipated Developments**: The company expects progress in reimbursement landscapes and potential price adjustments for CPT codes, which could positively impact revenue [52][53] This summary encapsulates the key points discussed during the Bionano Genomics FY Conference, highlighting the company's strategic focus, market opportunities, and financial outlook.

Core Viewpoint - The article introduces innovative solutions for cell transfection challenges, emphasizing breakthroughs in technology that enhance efficiency and success rates in scientific research [2]. Group 1: Innovations in Cell Transfection - The introduction of a capillary-type electric chamber provides a more uniform electric field, resulting in a 2-3 times increase in survival rates for difficult-to-transfect cells such as primary and stem cells [3]. - The third-generation Extransfection™ electroporation device features an intelligent parameter matrix that allows for one-click operation, significantly improving transfection efficiency with over 300 validated transfection conditions [5]. - The device simplifies the transfection process into three steps: sample preparation, electroporation, and cell culture, making it accessible for beginners to produce publishable data [8]. Group 2: Targeting Difficult Transfection Scenarios - The technology effectively addresses challenges in gene editing, achieving a 90% delivery efficiency for Cas9 in CRISPR-Cas9 RNP transfections, thus facilitating advancements in gene research, cell modification, and vaccine development [9]. Group 3: Company Overview - Suzhou Quictek Biotechnology Co., Ltd. is a high-tech enterprise based in the Yangtze River Delta, serving nationwide needs and is the exclusive partner of Korea's NanoEnTek in China [18]. - The company focuses on providing solutions for cell and molecular biology research, offering high-end laboratory consumables and equipment, as well as customized technical services [19]. - Quictek holds a 30% market share in the global cell counting instrument market and has received 11 FDA 510(k) certifications, with products distributed in over 70 countries [20].

Core Viewpoint - The article highlights the emergence of domestic high-end life science instruments in China, driven by government support for technological innovation and the efforts of local researchers, marking the beginning of a "domestic substitution" trend in the market [2][5]. Group 1: Market Overview - In recent years, the market for high-end life science instruments has been dominated by foreign companies, with prices often exceeding millions, creating significant pressure on research funding and hindering the development of life science research in China [4]. - The recent bidding results from a major project by the Ministry of Education show that domestic instruments accounted for less than 20% of the total, with only four million-level domestic instruments selected, including products from Ai Rui Technology and Su Yuan Gene [3][4]. Group 2: Key Instrument Categories - **Gene Sequencing Instruments**: The market has seen a significant shift with domestic brands gaining ground, particularly after the ban on certain foreign products. Domestic brands like BGI have increased their market share, with high-throughput sequencing instruments typically priced over one million [6]. - **High-End Optical Microscopes**: Domestic companies have made notable advancements in various types of high-end optical microscopes, achieving varying degrees of domestic substitution in categories such as super-resolution and confocal microscopes [7][8]. - **Electron Microscopes**: The domestic market for scanning electron microscopes, previously dominated by foreign brands, is now seeing the emergence of local companies like Guoyi Quantum and Zhongke Keyi, with significant breakthroughs in technology and product offerings [14]. - **Flow Cytometers**: The domestic flow cytometer market is rapidly evolving, with numerous local manufacturers entering the field, although foreign brands still dominate in terms of bidding numbers [15]. - **Molecular Interaction Instruments**: Currently, about 90% of the market is still occupied by foreign brands, but domestic companies are quickly developing and selling products, with many priced over one million [17]. Group 3: Future Outlook - The article concludes that the trend of domestic high-end life science instruments is not only a technological advancement but also a significant step towards enhancing research autonomy in China. The expectation is for more innovative companies to join this movement, pushing Chinese high-end scientific instruments from emerging to globally leading positions [21].

Core Viewpoint - Shenzhen is accelerating the construction of a globally influential industrial technology innovation center, driven by significant R&D investments and a strategic focus on high-quality development [2][3]. Group 1: R&D Investment and Innovation - Shenzhen's R&D investment reached 223.66 billion yuan in 2024, with a growth rate of 18.9%, marking nine consecutive years of double-digit growth [2]. - The city's strategic emerging industries accounted for over 42.3% of the regional GDP in 2024, with advanced manufacturing as a core driver of high-quality development [3]. Group 2: Financial Support for Technology Enterprises - The Industrial and Commercial Bank of China (ICBC) Shenzhen Branch has restructured its technology financial services to support the growth of "hard technology" enterprises, focusing on long-term capital injection [3][4]. - By May 2025, the financing balance for technology enterprises at ICBC Shenzhen exceeded 160 billion yuan, with over 5,000 credit clients, reflecting a robust growth in its professional service system [4]. Group 3: Innovative Financing Mechanisms - ICBC Shenzhen has shifted its credit evaluation from traditional asset-based assessments to a focus on future value indicators, such as talent structure and R&D capabilities [6]. - The bank has developed a unique "three-in-one" evaluation mechanism that emphasizes the potential of technology enterprises rather than current financial metrics [6]. Group 4: Comprehensive Product Offerings - ICBC Shenzhen has created a diverse product matrix that supports technology enterprises throughout their lifecycle, including products for R&D investment and mergers and acquisitions [8]. - The bank has successfully implemented cross-border intellectual property pledge financing, facilitating the flow of technology resources between Hong Kong and mainland China [8]. Group 5: Ecosystem Development - ICBC Shenzhen is actively building a "technology innovation ecosystem" that connects government, capital markets, and industry resources, enhancing the integration of innovation, industry, and finance [9]. - The bank has organized over 20 investment roadshows, helping more than 120 small and medium-sized technology enterprises connect with national investment institutions [9]. Group 6: Digital Transformation - ICBC Shenzhen has developed a digital platform that enhances operational efficiency and supports technology enterprises in obtaining financing and tailored financial solutions [10]. - Since its launch, the digital platform has efficiently approved over 130 cutting-edge technology enterprises, showcasing the bank's commitment to leveraging technology in financial services [10].

Core Insights - The life sciences instrument sector is experiencing significant capital inflow and technological innovation in 2025, with a notable trend towards domestic substitution [1][2] - The financing activity in the first half of 2025 has surpassed that of the same period in 2024, with a total of approximately 1.5 billion yuan raised across 13 financing events [2] Financing Overview - In the first half of 2025, 13 financing events were completed, totaling around 1.5 billion yuan, with a balanced distribution across various financing rounds: 4 in A round, 4 in B round, 3 in C round, and 2 in angel round [2] - Key financing events include: - Kunpeng Gene: over 100 million yuan in B round [2] - Yinsais: several hundred million yuan in C round [2] - Zhenmai Bio: 280 million yuan in C+ round, the highest amount in the first half [3][2] Sector Analysis - Sequencing and synthetic biology are leading the investment landscape, with sequencing-related companies accounting for over 30% of the financing events [3] - The market for sequencing instruments is expected to maintain a compound annual growth rate of over 20% due to increasing demand for precision medicine and single-cell sequencing [3] Synthetic Biology Financing - Synthetic biology has emerged as a hot investment area since 2024, continuing into 2025, with significant financing amounts [4] - Companies like Yinsais and Lingzhi Technology are focusing on nucleic acid synthesis and DNA synthesis, respectively, aligning with global trends in mRNA technology [4] AI and Advanced Instrumentation - Companies are integrating AI with high-end instrumentation, exemplified by Tianlu Technology's intelligent experimental design tools and Chaowei Jing's multi-photon microscope [5] - This trend indicates a shift towards interdisciplinary innovation, enhancing the competitiveness of domestic instruments [5] Domestic Instrumentation Landscape - Lid Health's substantial angel round financing has drawn attention, positioning the company as a comprehensive supplier of high-end life science instruments [6] - The company aims to consolidate the market by acquiring smaller players, drawing parallels with international leaders like Thermo Fisher [6] Policy and Market Dynamics - The rapid development of domestic life science instruments is driven by supportive policies and growing market demand, particularly in biomedicine and CGT sectors [7] - Despite active financing, domestic manufacturers face challenges such as reliance on imported core components and the need for brand recognition [7] Future Outlook - The life sciences instrument sector is expected to see a shift from broad investment strategies to a more focused approach, favoring companies with high technological barriers and significant domestic substitution potential [8] - The industry is anticipated to produce several "hidden champions" in niche areas within the next 3-5 years, moving towards the high end of the global value chain [8]

Group 1: Sound Pen Technology - The company Oubino Biotechnology is showcasing its self-developed single-cell sorting system, Soundpen CB, at the upcoming Shanghai International Technology Import and Export Fair [2] - The Soundpen CB utilizes acoustic tweezers technology to separate cell suspensions into individual cells, which is crucial for applications in biomedicine, tissue engineering, and synthetic biology [2] - The system achieves a single-cell rate and viability of 90%, significantly improving the single-cell rate by 5 to 6 times compared to traditional dilution methods [2][3] Group 2: Cost Efficiency and Innovation - Oubino has reduced production costs through meticulous control of raw materials and manufacturing processes, offering products at prices significantly lower than competitors, with consumables priced at only one-third of competitors' prices [3] - The company has applied for over 20 invention patents covering core technologies such as acoustic manipulation and cell enrichment, and has established deep collaborations with top research institutions globally [3] Group 3: Lithium Battery Production - Micronano (Shanghai) Industrial Intelligent Technology Co., Ltd. is addressing challenges in lithium battery production with over 170 patented technologies, focusing on vacuum automation and intelligent equipment [4] - The company will present two key devices at the fair: a lithium electrode sheet forming machine and a desktop semi-automatic stacking machine, both designed to enhance the quality and consistency of lithium battery components [4] - Micronano has successfully developed experimental equipment for solid-state batteries and is collaborating with major companies like LG, CATL, BYD, and Volkswagen, while also expanding its operations internationally [5]

Core Viewpoint - Bio-Rad is implementing a tariff surcharge due to the impact of the global trade environment on its manufacturing, particularly affecting its life sciences business, while its diagnostics business remains less impacted due to long-term contracts with clients [1][3][4]. Group 1: Company Strategy and Financial Performance - Bio-Rad's CEO and CFO discussed the company's operational strategies and future outlook at the RBC Capital Markets Global Healthcare Conference, emphasizing their commitment to steady growth through operational improvements and strategic acquisitions despite market challenges [2]. - The company is facing revenue pressure estimated at $40 million, primarily due to reduced research spending and challenges in the Chinese market, particularly affecting clients reliant on NIH funding [4]. - Bio-Rad plans to utilize cash and debt flexibly for acquisitions, focusing on products that align with its existing portfolio to enhance market competitiveness [4]. Group 2: Market Conditions and Future Outlook - The company anticipates continued market weakness from Q2 to Q4, affecting academia, biotechnology, and the Chinese market, although consumable usage remains stable, indicating ongoing laboratory activities [5]. - The negative impact of tariffs is estimated to be around 30 basis points, amounting to $30 million to $40 million, which has already been factored into the company's financial guidance [5]. - Based on historical seasonal trends, Bio-Rad expects that the second half of the year will account for 52% of its annual revenue, with a potential performance rebound anticipated in that period [5].