实验人员边实验边记录。 走进联川生物的实验室区域，透过玻璃，记者看到工作人员正在对全国各地送来的各种样本进行检 测分析，实验台上，不同颜色标记的离心管、微孔板和试剂盒井然有序地摆放着，每一份样本都被严格 编号，确保数据可追溯。高通量检测平台正批量处理着大量样本，通过先进的分子生物学技术，快速而 精确地获取基因组、转录组等多维信息。 联川生物是一家专注于基因科技领域的科研服务类公司，也是目前全球少数几家掌握基因高通量合 成及基因捕获核心技术的国家级高新技术企业之一，自2006年在钱塘区"安家"以来，便以"技术驱动科 研创新"为核心定位。"现阶段，公司主要依托高通量基因测序技术和生物信息技术，面向全国高校、科 研机构、医院的研究人员，提供各类型科研技术服务及解决方案。"潘石玄伟说，"我们主要是针对医 学、农学等领域的人体、动物、植物样本，提供转录组、表观调控、微生物与基因、蛋白与代谢等多组 学的研究服务，但开展这类服务，需要精准的仪器和配套试剂，有些组学服务的试剂目前仍需依赖进 口。" 高端仪器试剂产品通常为封闭系统，即在特定品牌、型号的仪器上进行基因测序，只能使用该品 牌、型号仪器配套的测序试剂耗材，而这一行业 ...

Core Insights - BGI Genomics celebrated its 26th anniversary with a global product launch, emphasizing the theme "Health and Beauty for All" and marking a new phase in China's genetic technology industry [1] - The company introduced several key products and solutions, including the SEQALL comprehensive genomic solution and the BGI Smart Medical System, aimed at enhancing public health and personalized health management [1][2] - BGI's Vice President proposed a "Public Health Big Data Era," advocating for a data-driven and intelligent collaborative health system to address traditional public health challenges [1][2] Product and Service Innovations - The 133111i multi-omics health management model was launched, focusing on personalized health strategies rather than traditional one-size-fits-all approaches [1][2] - The GigaLab Smart Laboratory, described as a "data black factory," automates the entire process from sample handling to result output, ensuring consistent data quality and enabling large-scale implementation [2] - The i99 Smart Health platform integrates health insights and personalized plan customization, promoting a shift from "passive healthcare" to "active health management" [2] Strategic Developments - BGI has initiated the construction of the "BGI Space Smart Health Center," collaborating with various organizations to establish a strategic presence in key regions of China, including Shenzhen, Wuhan, and Tianjin [3] - The company's evolution from a research institution to a comprehensive technology group reflects the broader development of China's genetic technology sector since its involvement in the Human Genome Project in 1999 [3][4]

Core Insights - Shenzhen has cultivated a large number of high-quality listed companies over the past 45 years, which are seen as the "power source" and "ballast" of the national economy [1] - The story of YingShi Innovation, which became the global leader in panoramic cameras, exemplifies the rapid growth and innovation characteristic of Shenzhen companies [2] - Shenzhen's listed companies have shown resilience and vitality, with a significant increase in the number of A-share listed companies [2] Group 1: Company Growth and Market Position - YingShi Innovation achieved a global market share of over 50% in the panoramic camera sector, with more than 70% of its revenue coming from overseas markets [2] - Bawei Storage has seen its revenue and net profit grow approximately threefold and fivefold, respectively, from 2020 to 2024 [3] - Shenzhen's listed companies are projected to have a combined overseas business revenue of 11.4 trillion yuan in 2024, reflecting a year-on-year growth of 15.9% [3] Group 2: Industry Leadership and Innovation - Shenzhen is recognized as the "first city of new energy vehicles" in China, with BYD achieving a milestone of producing its 13 millionth vehicle [5] - The city is also leading in the low-altitude economy, with over 2,300 companies in this sector and significant advancements in eVTOL technology [6] - In the field of embodied intelligence, Shenzhen has the largest number of robot companies in the country, with 74,032 enterprises in the robotics industry [6] Group 3: Financial Sector and Capital Support - The financial sector in Shenzhen is growing, with a projected value added of 471.05 billion yuan in 2024, accounting for approximately 12.8% of GDP [7] - Shenzhen's capital market has supported 11 companies in going public in 2024, raising 9.392 billion yuan, leading the nation in both the number of IPOs and fundraising [8] - The concept of "patient capital" has been emphasized in Shenzhen's government reports, highlighting the importance of long-term investment in supporting emerging industries [9] Group 4: Economic Performance - Shenzhen's GDP is projected to reach 3.68 trillion yuan in 2024, with a year-on-year growth of 5.8% [10] - The city achieved a GDP of 1.83 trillion yuan in the first half of 2025, reflecting a growth of 5.1% [10]

Group 1 - The core viewpoint highlights the resilience and innovation of Shenzhen's listed companies, showcasing their ability to thrive under pressure and contribute significantly to the economy [1][2][8] - Shenzhen has nurtured a large number of high-quality listed companies over the past 45 years, which have become key drivers of the national economy [1][2] - The number of A-share listed companies in Shenzhen reached 425 by June 2023, an increase of 128 compared to the same period in 2020 [2] Group 2 - The global market share of YingShi Innovation in panoramic cameras is the highest, with over 70% of its revenue coming from overseas markets and an average gross margin exceeding 50% [1][2] - The revenue and net profit of Baiwei Storage are projected to grow approximately threefold and fivefold, respectively, from 2020 to 2024 [2] - Shenzhen's listed companies are expected to have a combined R&D expenditure of 196.7 billion yuan in 2024, reflecting a year-on-year increase of 10.8% [2] Group 3 - Shenzhen's Saltian Port handles over one-third of Guangdong's foreign trade import and export volume, with a trade value exceeding 1 trillion yuan in the first seven months of the year [3] - The city is recognized as the "first city of China's new energy vehicles," with BYD achieving a milestone of producing its 13 millionth vehicle [3][4] - Shenzhen has over 2,700 companies in the new energy vehicle industry, supported by a complete industrial chain [3] Group 4 - Shenzhen aims to become the "first city of the global low-altitude economy," with significant advancements in eVTOL technology and logistics [4] - The city has established nearly 300 drone routes, completing over 1.7 million cargo flights, marking a significant achievement in commercial applications [4][5] - The number of companies in Shenzhen's robotics industry is projected to reach 74,032 by 2024, with 34 listed companies and 9 unicorns [5] Group 5 - The financial sector in Shenzhen is projected to achieve a value-added of 471.05 billion yuan in 2024, growing by 4.2% [6] - Shenzhen's banking sector had total assets of 13.57 trillion yuan by the end of 2024, while the insurance sector's total assets reached 7.3 trillion yuan [6] - In 2024, 11 companies in Shenzhen successfully listed on the A-share market, raising 9.392 billion yuan, leading the nation in both the number of listings and fundraising [7] Group 6 - Shenzhen's GDP is expected to reach 3.68 trillion yuan in 2024, with a year-on-year growth of 5.8% [8] - The city's GDP for the first half of 2025 is projected to be 1.83 trillion yuan, reflecting a growth of 5.1% [8] - The ongoing development of innovative and capital-driven strategies is essential for Shenzhen to navigate global challenges and maintain its economic momentum [8]

Group 1 - The "Chain Expo Launch Station" focuses on new products, technologies, processes, scenarios, ecosystems, and chains, showcasing breakthroughs and innovations in the global supply chain [1] - The core technology breakthroughs in key links are essential for strengthening and supplementing the supply chain, particularly in the context of increasing performance requirements for electric vehicle batteries [1] - Bettery New Materials Group introduced the BTR S+i graphite long-lasting anode material, which enhances electric vehicle range and battery life by 20% compared to conventional graphite batteries, with over 25% improvement in storage performance [1] Group 2 - BGI Group showcased a range of innovative products in life sciences, including a service that assesses immune aging status with just 5 milliliters of peripheral blood, emphasizing collaboration within the industry [2] - Major chain enterprises are working together to promote collaborative innovation in the supply chain, reflecting the open concept of the Chain Expo in fostering international standards and ecosystem collaboration [2] Group 3 - L'Oréal signed a strategic agreement with the China Barcode Technology and Application Association to advance the global promotion of cosmetic QR code standards, aiming to enhance supply chain efficiency and create a trust system for the cosmetics industry [3] Group 4 - McDonald's introduced the "One Box One Code" technology to streamline its supply chain, achieving a 30% efficiency increase and enhanced inventory visibility, while also expanding its digital capabilities to benefit its suppliers [4] - The Chain Expo serves as a platform for various industries to launch new products and innovations, contributing to the development and elevation of supply chains [4]

Core Viewpoint - Lianchuan Biotechnology Co., Ltd. has been accepted for IPO on the Beijing Stock Exchange, after previously withdrawing its application for the Sci-Tech Innovation Board due to future issuance plans [2] Financial Performance - Revenue for Lianchuan Biotechnology is projected to grow from 235 million yuan in 2022 to 367 million yuan in 2024, representing a compound annual growth rate (CAGR) of approximately 25.5% [2] - Net profit is expected to increase from 52.76 million yuan in 2022 to 60.06 million yuan in 2024, indicating a growth rate of about 13.5% [2] - Gross profit margin is forecasted to decline from 54.31% in 2022 to 48.73% in 2024 [2] Shareholder Structure - The controlling shareholders of Lianchuan Biotechnology are Lang Qiulei and Zhou Xiaochuan, who collectively control 48.79% of the company [3] - Lang Qiulei directly holds 17.23% of the shares and indirectly controls an additional 10.32% through Lianchuan Investment, while Zhou Xiaochuan directly holds 21.25% [3] Corporate Governance - Lang Qiulei and Zhou Xiaochuan have signed multiple agreements to ensure their joint control over the company, including a commitment to exercise voting rights in a unified manner [4] - The stability of the actual control of the company has been further reinforced through a commitment letter signed in April 2025 [4] Leadership Background - Lang Qiulei, born in 1979, has held various positions within the company since its establishment in 2006, currently serving as the Chairman and General Manager [5] - Zhou Xiaochuan, born in 1954, has extensive experience in research and management roles, currently serving as the Vice Chairman of Lianchuan Biotechnology [6]

Core Insights - In 2024, a total of 100 new companies are expected to be listed on the A-share market, with an overall net profit increase of 1.18% compared to 2023, outperforming the existing listed companies which saw a decline of 5.44% [1][2][5] - Among the 100 new listings, 57 companies reported profit growth, while 43 experienced significant declines in their first year, with two companies seeing a drop of over 80% [1][5] - The recent regulatory change allows IPO companies to obtain a credit report in just half a day, significantly reducing the time and cost associated with the IPO process [1][19][20] Summary by Category Overall Performance - The 100 new companies collectively achieved a net profit of 18.9 billion yuan in 2024, marking a 1.18% increase from 2023 [1][3] - Excluding bank stocks, the overall A-share market saw a net profit decline of 5.44% [1][2] Sector Performance - Shanghai Main Board: New listings saw a net profit decline of 8.74%, while existing companies reported a 2.95% increase [2][3] - Shenzhen Main Board: New listings experienced a 46.54% profit increase, contrasting with a 25.89% decline for existing companies [2][4] - Sci-Tech Innovation Board: New listings had an 18.56% profit decline, while existing companies saw a 41.65% drop [2][4] - Growth Enterprise Market: New listings reported a 6.22% profit increase, while existing companies declined by 13.49% [2][4] - Beijing Stock Exchange: New listings had a 4.53% profit increase, while existing companies declined by 27.6% [2][4] Performance of New Listings - 57 out of 100 new companies reported profit growth, while 43 faced profit declines, with over 50% of the declines occurring in the Shenzhen Main Board and Sci-Tech Innovation Board [5][6] - The top 10 companies with the largest profit declines included 盛景微 (Shengjingwei) with a decline of 88.24% and 艾罗能源 (Ailuo Energy) with a decline of 80.88% [7][8] IPO Process Improvement - The new credit report system allows companies to replace the traditional requirement for a non-violation certificate, streamlining the IPO process and reducing the time from several months to a single day [19][20]

Core Insights - Qingdao Free Trade Zone has implemented 106 pilot tasks under the national free trade zone enhancement strategy, establishing itself as a leader among free trade zones in China [1] Group 1: Institutional Innovation - Qingdao Free Trade Zone focuses on addressing pain points in bulk commodity circulation and has pioneered a "movable pledge financing model," reducing financing costs for traders [2] - The zone has completed the renovation of 78,000 square meters of warehouses, and its financing model has been included in the State Council's pilot promotion list for nationwide replication [2] - A total of 332 institutional innovation results have been achieved, with 97 recognized and promoted at the national and provincial levels [2] Group 2: Business Growth - In the first quarter of this year, 1,310 new enterprises were established in the Qingdao Free Trade Zone, representing a year-on-year growth of 45.23% [3] - Among the new enterprises, 88.17% are in wholesale and retail, scientific research, and leasing services, aligning with the zone's strategic positioning [3] - The overall business activity remains robust, with 970 new tax entities established, indicating a significant clustering effect in leading industries [3] Group 3: International Trade Development - The first Sino-Japanese dual warehouse project in northern China has commenced operations, reducing the inventory turnover period from 2-3 weeks to 5-7 days, and lowering inventory costs by 20-30% [4] - The Qingdao Free Trade Zone has seen an average annual growth of 12.6% in foreign trade imports and exports over the past five years, with its share of the city's total rising from 16% to 19.5% [4] - In 2024, exports from the zone are projected to reach 64.72 billion yuan, a year-on-year increase of 26.7%, with significant growth in exports to RCEP countries and emerging markets [4] Group 4: Modern Industrial System - The Japan Ebara Environmental Engineering project, with a total investment of 120 million USD, has commenced production in the Qingdao Free Trade Zone, expected to generate an annual output value of 440 million yuan [5][6] - The zone has established a modern industrial system focusing on marine economy, international trade, logistics, modern finance, and advanced manufacturing [6] - In advanced manufacturing, the zone has developed a distinctive industry system with smart home appliances, integrated circuits, and gene technology as key sectors, achieving significant milestones in each [6]

Core Viewpoint - Anuo Youda Gene Technology (Beijing) Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange, backed by notable investors including Xia Zuoquan, a co-founder of BYD [2][4]. Company Overview - Anuo Youda focuses on molecular diagnostics, particularly in the IVD (in vitro diagnostics) medical device sector and multi-omics life science research services [3]. - The company was founded in April 2012 with initial funding from Xia Zuoquan, who provided several million yuan and holds 93.75% of the company's shares [4]. Investment Background - Xia Zuoquan is known for his early investment in BYD, which yielded over 10,000 times returns, and he currently holds 2.84% of BYD shares valued at over 30 billion yuan [4]. - Since its inception, Anuo Youda has raised a total of 1.539 billion yuan through six funding rounds, with investors including China Life, Northern Light Venture Capital, Guotai Junan, Ping An Group, and Gao Tejia Investment [5]. Shareholder Structure - As of the latest equity change in October 2022, Anuo Youda's valuation is approximately 4.05 billion yuan [6]. - Before the IPO, Xia Zuoquan directly held 9.95% of Anuo Youda's shares, valued at about 398 million yuan, with a return rate exceeding 40 times [7]. Recent Share Transactions - Early investors have begun to cash out as Anuo Youda's valuation increases, with notable transactions including Northern Light selling shares for 100 million yuan in 2017 and 171 million yuan in 2020 [9].

一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 据 IPO早知道消息，矽电半导体设备(深圳)股份有限公司（以下简称"矽电股份"）于2025年3月24 日正式以"301629"为股票代码在深交所创业板挂牌上市。 成立于 2003年的矽电股份专注于半导体探针测试技术领域，主要产品为探针台设备，是中国大陆规 模最大的探针台设备制造企业。同时，作为中国最早研发探针测试技术的企业之一，矽电股份也是中 国大陆首家实现产业化应用的12英寸晶圆探针台设备厂商，已在多个半导体产品领域打破海外厂商 垄断。 这里不妨补充一点，探针测试技术主要应用于半导体制造晶圆检测 (CP, Circuit Probing)环节，也 应用于全流程晶圆接受测试(WAT 测试, Wafer Acceptance Test)、设计验证和成品测试(FT, Final Test)环节，是检测芯片性能与缺陷，保证芯片测试准确性，提高芯片测试效率的关键技术。 目前，矽电股份自主研发了多种类型应用探针测试技术的半导体设备，产品已广泛应用于集成电路、 光电芯片、分立器件、第三代化合物半导体等半导体产品制造领域，其探针测试系列产品已应用于士 兰微、比 ...