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上市公司看封关:“将助力企业链接全球研发资源”
Zhong Guo Xin Wen Wang· 2025-10-24 06:57
Core Viewpoint - The establishment of the Hainan Free Trade Port is expected to enhance companies' access to global R&D resources and deepen international cooperation, particularly benefiting enterprises like Antu Biology in the medical diagnostics sector [1]. Group 1: Company Overview - Antu Biology, listed on the Shanghai Stock Exchange in 2016, is the first publicly traded company in China's in vitro diagnostics sector, focusing on various testing fields including immunology and molecular diagnostics [2]. - The company aims to leverage Hainan's policies in "medical health + technological innovation" to align with its strategic goals [2]. Group 2: Policy Advantages - Key policy advantages include the "special drug and device" policy in the Boao Lecheng International Medical Tourism Pilot Zone, the "zero tariff" benefits of the free trade port, and support for real-world data applications [2]. - Since 2024, 34 batches of medical devices have benefited from tariff exemptions exceeding 8 million yuan, significantly reducing the cost of importing core components for the company [2]. Group 3: Collaboration Opportunities - Three major collaboration opportunities identified include: 1. R&D transformation opportunities through the full-chain service model in the Lecheng Pilot Zone, which can accelerate clinical validation and technology transfer for Antu's high-throughput detection products [3]. 2. Production collaboration opportunities through the "Lecheng R&D + Haikou production" model, facilitating localized production of imported medical devices [3]. 3. Market expansion opportunities driven by the international medical tourism positioning of the Lecheng Pilot Zone, which aligns with the demand for upgraded grassroots medical services in Hainan [3]. Group 4: Investment Initiatives - Antu Biology has initiated its investment strategy by participating in the Haikou National High-tech Zone Innovation Fund, which focuses on biomedicine and has raised 160 million yuan in collaboration with state-owned enterprises [3]. - Future plans include establishing an innovation product pilot base and a reagent manufacturing center to promote "Hainan manufacturing" on the international stage [3]. Group 5: Future Expectations - The upcoming full closure of the Hainan Free Trade Port is viewed as a new opportunity for companies to develop, with expectations to connect with local medical institutions and research platforms for potential technological collaborations [4]. - Confidence in Hainan's ecosystem is bolstered by previous experiences with the Haikou National High-tech Zone Innovation Fund and successful practices within the Lecheng Pilot Zone [5].