Core Viewpoint - Shenzhen BGI Genomics Co., Ltd. plans to revise its 2024 restricted stock incentive plan and employee stock ownership plan to enhance employee motivation and align with the company's strategic goals in the context of the evolving market environment [10][11]. Summary by Sections Incentive Plan Overview - The incentive plan involves granting restricted stocks to key personnel, including directors, senior management, and core technical staff, to align their interests with the company's long-term performance [1][4]. Necessary Procedures - The company has followed necessary procedures, including board meetings and shareholder approvals, to implement the incentive plan and employee stock ownership plan [5][6][7]. Revision Reasons - The revision is driven by the need to adapt to changes in the external environment and to focus on increasing market share in the gene sequencing equipment sector, which is critical for long-term revenue growth [10][11]. Revised Performance Metrics - The revised performance metrics will include non-related party gene sequencing instrument sales as a key performance indicator, aiming to enhance the company's competitive position and employee engagement [11][12]. Conclusion - The independent financial advisor confirms that the revisions to the incentive plan and employee stock ownership plan have met the necessary review and disclosure obligations and are pending shareholder approval for implementation [14][15].

证券代码：688114 证券简称：华大智造 公告编号：2025-051 深圳华大智造科技股份有限公司 关于修订 2024 年限制性股票激励计划及 2024 年员工持股计划 相关文件的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳华大智造科技股份有限公司（以下简称"公司"或"华大智造"）于 议，审议通过《关于公司〈2024年限制性股票激励计划（草案修订稿）〉及摘要 的议案》《关于公司〈2024年限制性股票激励计划实施考核管理办法（修订稿）〉 的议案》《关于公司〈2024年员工持股计划（草案修订稿）〉及摘要的议案》《关 于公司〈2024年员工持股计划管理办法（修订稿）〉的议案》。为发挥激励作用， 达到激励目的，公司董事会认为应当新增2024年限制性股票激励计划（以下简称 "本激励计划"）、2024年员工持股计划所涉公司层面业绩考核指标，同意对《2024 年限制性股票激励计划（草案）》《2024年限制性股票激励计划（草案）摘要公 告》 《2024年限制性股票激励计划实施考核管理办法》 《2024年员工持股计划（草 司2024年限制性股票激励计划（草案）〉 ...

深圳华大智造科技股份有限公司 深圳华大智造科技股份有限公司（以下简称"公司"）为进一步完善公司法 人治理结构，健全公司的长效激励约束机制，吸引留住优秀人才，充分调动公司 员工的积极性，有效将股东利益、公司利益和员工利益三者紧密结合，共同促进 公司的长远发展，确保公司发展战略和经营目标的实现，公司拟实施 2024 年限 制性股票激励计划（以下简称"股权激励计划"或"限制性股票激励计划"）。 为保证股权激励计划的顺利实施，现根据《中华人民共和国公司法》《中华 人民共和国证券法》 《上市公司股权激励管理办法》 《上海证券交易所科创板股票 上市规则》《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等有 关法律、法规和规范性文件以及《深圳华大智造科技股份有限公司章程》、公司 《2024 年限制性股票激励计划（草案修订稿）》的相关规定，并结合公司的实际 情况，特制定 2024 年限制性股票激励计划实施考核管理办法（修订稿） （以下简 称"本办法"）。 一、考核目的 进一步完善公司法人治理结构，建立和完善公司激励约束机制，保证公司 进而确保公司发展战略和经营目标的实现。 二、考核原则 考核评价必须坚持公正、公开 ...

深圳华大智造科技股份有限公司 第一章 总则 第二条 持股计划的基本原则 第一条 为规范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"） 施，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国 证券法》以下简称"《证券法》"、中国证监会《关于上市公司实施员工持股计划试 点的指导意见》（以下简称"《指导意见》"）、《上海证券交易所科创板上市公司 自律监管指引第 1 号——规范运作》（以下简称"《自律监管指引第 1 号》"）等 相关法律、行政法规、规章、规范性文件和《公司章程》《深圳华大智造科技股份 有限公司 2024 年员工持股计划（草案修订稿）》之规定，特制定《深圳华大智造 科技股份有限公司 2024 年员工持股计划管理办法（修订稿）》（以下简称"本办法" 或"《持股计划管理办法》"）。 第二章 持股计划的制定 （一）依法合规原则 公司实施持股计划，严格按照法律、行政法规的规定履行程序，真实、准确、 完整、及时地实施信息披露。任何人不得利用持股计划进行内幕交易、操纵证券市 场等证券欺诈行为。 （二）自愿参与原则 公司实施持股计划遵循公司自主决定，员工自愿参加，公司不以摊派、强行 ...

Core Insights - BGI Genomics (688114) reported strong growth in its three main business segments: long-read sequencing (SEQALL), intelligent automation (GLI), and multi-omics (OMICS) despite challenging external conditions [1][2] - The company achieved a record sales volume of over 700 long-read sequencers in the first half of 2025, marking a significant year-on-year increase of 60.35% [1] - The G99 sequencer demonstrated strong competitive advantages in clinical applications, with reagent revenue increasing by 21.97% [1] Segment Summaries Long-Read Sequencing (SEQALL) - Sales volume exceeded 700 units, achieving a historical high for the same period [1] - The market share for nanopore sequencers in the domestic bidding market doubled compared to the previous year [1] - The E25 model showed exceptional performance with equipment revenue increasing by 361.44% and reagent revenue by 585.91% [1] Intelligent Automation (GLI) - Revenue for GLI reached 112 million yuan, with over 130 new sales [2] - The integration of artificial intelligence technology in life science tools has been deepened, with the launch of the self-developed PrimeGen [2] Multi-Omics (OMICS) - Adjusted revenue for OMICS experienced a significant growth of over 40% year-on-year [2] - The cell-omics platform is expanding into overseas markets through product upgrades and a collaborative marketing strategy [2] Strategic Outlook - BGI Genomics is positioned to expand its leading advantage amid the domestic replacement trend, supported by favorable policies and a robust technological barrier [2]

8月22日盘后，华大智造(688114.SH)发布2025年度中期业绩报告。报告显示，2025年上半年，公司实现 主营业务收入10.91亿元，归属于母公司所有者的净利润同比减亏65.28%。全读长测序业务作为公司核 心业务板块，上半年仪器新增销售量超700台，同比增长60.35%，创历史同期新高。 业务规模增长之外，华大智造提质增效成果同样显著。公司通过技术创新与精益管理双轮驱动，实现业 务规模与运营质量同步跃升。2025年上半年，公司归属于母公司所有者的扣非后净利润亏损同比收窄 37.55%。期间费用(不含财务费用)为8.27亿元，较去年同期下降17.04%。 产能及供应链方面，依托"基因测序仪产业链链主"企业的引领地位，公司联合50余家供应商攻坚核心原 材料，带动产业链整体效率提升25%，实现高本土化率与产业协同的双重突破。公司全球备件交付及时 率稳步提升至90%，其中中国区达91.04%，以72小时交付周期持续领跑行业。技术突破、管理优化、供 应链协同的三维发力，为公司长期价值创造与经营韧性构筑坚实底座。 当下，人工智能技术正成为驱动行业变革的关键动力。今年上半年，华大智造持续推进实验室智能自动 化(G ...

智通财经APP获悉，8月22日盘后，华大智造(688114.SH)发布2025年度中期业绩报告。报告显示，2025 年上半年，公司实现主营业务收入10.91亿元，归属于母公司所有者的净利润同比减亏65.28%。全读长 测序业务作为公司核心业务板块，上半年仪器新增销售量超700台，同比增长60.35%，创历史同期新 高。 业务规模增长之外，华大智造提质增效成果同样显著。公司通过技术创新与精益管理双轮驱动，实现业 务规模与运营质量同步跃升。2025年上半年，公司归属于母公司所有者的扣非后净利润亏损同比收窄 37.55%。期间费用(不含财务费用)为8.27亿元，较去年同期下降17.04%。 产能及供应链方面，依托"基因测序仪产业链链主"企业的引领地位，公司联合50余家供应商攻坚核心原 材料，带动产业链整体效率提升25%，实现高本土化率与产业协同的双重突破。公司全球备件交付及时 率稳步提升至90%，其中中国区达91.04%，以72小时交付周期持续领跑行业。技术突破、管理优化、供 应链协同的三维发力，为公司长期价值创造与经营韧性构筑坚实底座。 当下，人工智能技术正成为驱动行业变革的关键动力。今年上半年，华大智造持续推进 ...

Summary of BGI Genomics Conference Call Company Overview - BGI Genomics is a leading company in the field of gene sequencing, benefiting from import substitution and technological innovation, with stable growth in core business and an increase in the proportion of reagent consumables to 60%, which helps improve overall gross margin [2][5][7] Core Business Insights - The company has reduced production costs and improved gross margins through self-production of raw materials and optimization of AI algorithms, while actively digesting excess inventory from the pandemic period to improve financial conditions [2][7] - The cost of gene sequencing continues to decline, with diminishing marginal effects from hardware optimization, leading to a greater reliance on AI technology for efficiency improvement, cost reduction, and quality control [2][10] Technological Advancements - BGI's second-generation sequencing technology uses rolling circle amplification, avoiding error accumulation from PCR, thus improving testing accuracy, particularly excelling in long-read sequencing with single-end 600BP sequencing reagents achieving Q40 [2][12][14] Market Position and Competition - Following sanctions on Illumina by the Chinese Ministry of Commerce, BGI is expected to dominate the incremental market, although there remains significant replacement potential in the existing market, with a market share of approximately 40% [2][20] - The company has achieved stable growth in the domestic market due to ongoing import substitution, while overseas market growth has faced challenges due to geopolitical factors, although these issues have recently been alleviated [6][34] Financial Performance - The core gene sequencing business maintains a stable gross margin of around 60%, with further improvement potential. The company has gradually promoted self-production of raw materials and developed proprietary AI protein design algorithms to enhance selection efficiency [7][34] - Despite high expenses due to inventory and accounts receivable impairments during the pandemic, the reduction in accounts receivable has improved quality, leading to lower impairment pressure [7] Industry Outlook - The gene sequencing industry has significant growth potential, being fundamental to biomedicine, with applications in agriculture, industry, research, and health [8] - The decline in sequencing costs is driven by the speed of Moore's Law and the large-scale commercialization of second-generation sequencing technology, particularly by Illumina [10] Applications and Future Trends - The downstream applications of gene sequencing are expanding, particularly in tumor early screening, companion diagnostics, and minimal residual disease (MRD) monitoring, with the LDT model playing a crucial role in domestic tumor gene sequencing [27][28] - AI technology is enhancing the efficiency of gene sequencing interpretation, facilitating the expansion of clinical applications and improving the capabilities of healthcare providers [24][29] Challenges and Opportunities - The market faces challenges such as low coverage rates in secondary and primary hospitals for newborn screening and difficulties in obtaining certification for tumor gene sequencing [25] - However, the introduction of AI technology presents new opportunities for hospitals, and the restrictions on accessing U.S. databases are prompting domestic efforts to strengthen gene data infrastructure [26][29] Conclusion - BGI Genomics is well-positioned in the gene sequencing market, with a strong focus on technological innovation and market expansion, particularly in the context of changing geopolitical dynamics and the growing importance of AI in healthcare applications [2][34]

Core Viewpoint - BGI Genomics (688114.SH) is currently experiencing a decline in stock price, closing at 69.60 yuan with a drop of 2.15%, indicating that the stock is in a state of underperformance since its IPO [1] Fundraising and Financials - BGI Genomics was listed on the Shanghai Stock Exchange's STAR Market on September 9, 2022, with an issuance of 41,319,475 shares at a price of 87.18 yuan per share, currently trading below the IPO price [1] - The total amount raised by BGI Genomics was 3,602.23 million yuan, with a net amount of 3,284.55 million yuan after deducting issuance costs, which exceeded the original plan by 756.71 million yuan [1] - The company aimed to raise 2,527.85 million yuan for various projects, including smart manufacturing and R&D base, semiconductor-based gene sequencers, R&D center, marketing service center, information system construction, and working capital [1] Underwriting and Costs - The lead underwriter for BGI Genomics was CITIC Securities Co., Ltd., with representatives Xiao Shaochun and Lu Ming, while the co-underwriters included China International Capital Corporation and UBS Securities [1] - The total issuance costs amounted to 317.68 million yuan, with underwriting and sponsorship fees accounting for 271.54 million yuan [1]

基因测序板块领涨，上涨2.14%，其中透景生命上涨17.78%，益佰制药上涨10.07%，北陆药业上涨 10.02%，南京新百、利欧股份、广生堂涨超9%。（第一财经AI快讯） ...