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测序仪销量新高收入却下滑!华大智造连亏两年后今年上半年续亏,毛利率大降
仪器信息网· 2025-08-26 03:58
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。 华大智造(688114)8月22日晚间披露2025年半年报,公司上半年实现营业收入11.14亿元,同比下降7.9%;归母净利 润为亏损1.04亿元,上年同期亏损2.98亿元,同比减亏。报告期内,净利润亏损减少主要原因系公司降本增效持续推 动,费用成本有所下降。 2025 年 上 半 年 , 公 司 期 间 费 用 ( 不 含 财 务 费 用 ) 为 8.27 亿 元 , 较 去 年 同 期 下 降 17.04% 。 其 中 , 销 售 费 用 同 比 减 少 12.11%,管理费用同比减少9.62%,研发费用同比减少26.98%,财务费用同比减少3438.97%。 此外,华大智造亦面临应收账款坏账、存货减值等风险。其中,公司存货规模处在较高水平,上半年已基于谨慎性原则 计提了存货跌价准备,但若未来公司产品市场需求出现大幅下滑导致产品价格持续下跌,或原材料价格持续出现下跌, 公司存货将面临较大减值损失,从而对公司经营业绩产生不利影响。 | 版 权 : 本 文 部 分 素 材 源 自 网 络 , ...
华大智造: 监事会关于修订2024年限制性股票激励计划及2024年员工持股计划相关事项的核查意见
Zheng Quan Zhi Xing· 2025-08-22 16:48
深圳华大智造科技股份有限公司监事会 关于修订 2024 年限制性股票激励计划及 2024 年员工持股计划 相关事项的核查意见 深圳华大智造科技股份有限公司(以下简称"公司")监事会依据《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》 《上市公司股权激励管理办法》(以下简称《管理办法》)、《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 交易所科创板股票上市规则》(以下简称《上市规则》)、《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《规范运 作》)、《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等相 关法律、法规及规范性文件和《深圳华大智造科技股份有限公司章程》(以下 简称《公司章程》)的有关规定,对公司修订 2024 年限制性股票激励计划、 为更有效地执行公司现阶段战略计划,激励核心团队推动测序仪在非关联 方客户中的份额提升,增强市场覆盖与长期竞争力,公司对《2024 年限制性股 票激励计划(草案)》及摘要作出修订。本次修订事项符合《管理办法》《上 市规则》《科创板上市公司自律监管指南第 4 号——股 ...
华大智造: 2024年员工持股计划(草案修订稿)
Zheng Quan Zhi Xing· 2025-08-22 16:48
证券简称:华大智造 证券代码:688114 深圳华大智造科技股份有限公司 (草案修订稿) 深圳华大智造科技股份有限公司 二零二五年八月 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) 声 明 本公司及公司全体董事、监事保证本持股计划及其摘要内容的真实、准确和 完整,没有虚假记载、误导性陈述或重大遗漏。 -1- 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) 风险提示 (一)本持股计划需公司股东大会审议通过后方可实施,本持股计划能否获 得公司股东大会批准,存在不确定性。 (二)本持股计划设立后将由公司自行管理,但能否达到计划规模、目标存 在不确定性。 (三)有关本持股计划的资金来源、出资金额、预计规模和具体实施方案等 属初步结果,能否完成实施,存在不确定性。 (四)若员工认购资金较低时,本持股计划存在不能成立的风险;若员工认 购份额不足,本持股计划存在低于预计规模的风险。 (五)股票价格受公司经营业绩、宏观经济周期、国内外政治经济形势及投 资者心理等多种复杂因素影响。因此,股票交易是有一定风险的投资活动,投资 者对此应有充分准备。 (六)公司后续将根据规定披露相关进展 ...
被禁售,Illumina大中华区Q2财报反超预期
仪器信息网· 2025-08-20 03:55
Core Viewpoint - Illumina reported a second-quarter revenue of $1.06 billion, a year-on-year decline of 3%, while adjusting its full-year revenue forecast to $4.23 billion to $4.31 billion, indicating a strategic shift towards multi-omics [2][4][6]. Financial Performance - The second-quarter revenue was $1.06 billion, down 2.8% year-on-year but up 1.7% quarter-on-quarter [4]. - Gross margin was 65.6%, down from 68.0% in the same period last year [4]. - Operating cash flow was $234 million, and free cash flow was $204 million [4]. - The company repurchased 4.5 million shares at an average price of approximately $85, with about $800 million remaining in the authorization [4]. Regional Revenue Breakdown - Revenue from Greater China was $63 million, a year-on-year decline of 16% [4]. - Instrument sales in Greater China fell by 40%, while reagent services decreased by 5% [4]. - European revenue was $310 million, a year-on-year increase of 7.3% [4]. - Americas revenue was $586 million, down 5.5% year-on-year [4]. - AMEA revenue was $100 million, down 7.4% year-on-year [4]. Product Sales and Strategic Initiatives - Sequencing instrument sales were approximately $96 million, with NovaSeq X shipments declining to around 50 units [5]. - Sequencing consumables revenue was $740 million, flat year-on-year but up 6% quarter-on-quarter [5]. - Since the new strategy was announced in August 2025, Illumina has been transitioning from single sequencing to integrated solutions in multi-omics, clinical, and data/software [5]. - The acquisition of SomaLogic was announced in June to expand into the proteomics field, further binding customers around sequencing as a core [5]. Updated Financial Guidance - The company raised its full-year revenue guidance from $4.18 billion to $4.26 billion to a new range of $4.23 billion to $4.31 billion [6].
ACCSI2025高清医学与临床诊断新智技术论坛成功举办——多学科深度碰撞,解锁临床转化新路径
仪器信息网· 2025-05-15 09:13
论坛现场 当前,基于海量临床数据训练的AI算法模型,已实现对医学影像、病理切片及辅助诊断系统的智能化解析,显著缩短了诊断周期并提升结果精 准度。这一技术突破不仅推动诊断精度向亚细胞级分辨率迈进,更标志着医学诊断范式从"精准医学"向"高清医学"时代的跨越式演进。然而, 技术落地的"最后一公里"仍需破解。如何让创新仪器设备真正融入医学检验场景?这个问题亟待探讨。本次论坛特别邀请了中国分析测试协会 标记免疫分析专业委员会主任委员颜光涛、南京信息工程大学未来技术学院副院长徐军共同担任论坛主持人。 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。 由仪器信息网主办的"高清医学与临床诊断新智技术论坛"于5月1 3日下午在 第十八届中国科学仪器发展年会(ACCSI 2 0 2 5)同期 成功举办。 本次论坛得到了中国分析测试协会标记免疫分析专业委员会、全国卫生产业企业管理协会精准医疗分会的大力支持,吸引了众多精准诊断上游 工具制造商、检验医学专家用户、科研人员等相关从业人员参会,与会者共同就精准诊断创新工具、临床检验实验室的技术需求等话题开展深 度交流。 ...
华大智造(688114):测序仪装机创新高,为试剂放量奠定基础
Xinda Securities· 2025-05-07 01:30
证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 华大智造(688114) | 投资评级 | 买入 | | --- | --- | | 上次评级 | 买入 | [Table_Author] 唐爱金 医药行业首席分析师 执业编号:S1500523080002 邮 箱:tangaijin@cindasc.com 曹佳琳 医药行业分析师 执业编号:S1500523080011 邮 箱:caojialin@cindasc.com 相关研究 [Table_OtherReport] 测序试剂放量可期,国内+海外双轮驱 动增长 2024Q2 环比恢复增长,测序仪装机创 新高 基因测序业务稳步增长,全球化布局 持续深化 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编:100031 [Table_Title] 测序仪装机创新高,为试剂放量奠定基础 [Table_ReportDate] 2025 年 05 月 07 日 [Table_S 事件:公司发布 ummary]2024 年年报 ...
华大智造2024年报出炉,测序仪收入增长6.92%
仪器信息网· 2025-05-04 15:17
导读: 华大智造2024年实现主营收入29.57亿元,测序仪业务占23.48亿,推出多项新品并布局全读长工具矩阵,AI赋能实验室自动 化,多组学工具取得进展,国内市场测序仪新增装机份额连续三年第一。 新业务实现收入4亿元,同比 2 0 2 3 年与突发公共卫生事件不相关的新业务增长5 7 . 0 5%。 推出一系列基因测序仪和试剂,构建SEQ ALL矩阵 报告期内,该业务板块的研发和生产已处于行业领先地位。实现了对"激发光" "自发光" "不发光"三种技术路径基因测 序产品的全方位战略布局,成为全球首个同时拥有大规模商业量产级短读长与长读长测序产品的企业,构建了以"全读 长"(SEQ ALL)为目标的全流程工具矩阵。 报告期内,先后推出一系列测序仪和试剂新产品。包括新一代测序试剂 St a n d a r dMPS 2 . 0,将 DNBSEQ 高通量测序 质量提升至Q4 0 的超高准确度;全新的自发光半导体测序仪——DNBSEQ-E2 5 Fl a s h 闪速基因测序仪,该产品基于循 环神经网络(RNN)动态解析自发光信号,将碱基判读速度提升至2 5 秒/循环,显著加快测序速度同时降低误判率; 发 布 了 ...
对美商品加征关税政策点评之二:看好国产高端医疗器械持续进口替代
EBSCN· 2025-04-07 07:42
Investment Rating - The report maintains an "Increase" rating for the medical device sector, indicating an expected investment return that exceeds the market benchmark index by 5% to 15% over the next 6-12 months [6]. Core Insights - The report highlights the potential acceleration of domestic high-end medical device replacement due to recent tariff changes, particularly in high-end medical imaging, surgical robots, and sequencing instruments [2][3]. - It emphasizes the importance of focusing on high-end innovative key areas supported by national policies, which are expected to facilitate faster commercialization of innovative medical devices [3]. - The report suggests that leading companies with strong R&D capabilities and brand recognition are likely to benefit from the ongoing trends in the industry [4]. Summary by Sections Industry Overview - The U.S. government announced a 34% tariff on all imports from the U.S. starting April 10, 2025, which is expected to impact the medical device sector significantly [1]. - The domestic medical imaging market currently has low industry concentration and small enterprise scale, with a low market share of domestic products in the mid-to-high-end segment [2]. Key Segments - High-end medical imaging equipment and core components are heavily reliant on imports, but domestic companies are making progress through technological innovation [2]. - The surgical robot market in China is dominated by imported products, particularly the Da Vinci surgical robot, but several domestic surgical robots have recently received approval for commercialization [2]. - The sequencing instrument market is significantly influenced by Illumina, Inc., which has been added to China's "unreliable entity list," potentially boosting domestic alternatives [2]. Policy Support - Recent initiatives from the National Medical Products Administration aim to optimize the regulatory framework for high-end medical devices, supporting innovation in key areas such as medical robots and AI medical devices [3]. - The report anticipates that strong R&D capabilities and leading product scales will benefit companies as they expand internationally [3]. Investment Recommendations - The report recommends increasing exposure to the medical device sector, particularly in high-end imaging equipment, surgical robots, sequencing instruments, and electrophysiology [4]. - Specific companies to watch include BGI Genomics, United Imaging, Mindray Medical, and others with strong R&D and market presence [4].
医药生物周报(25年第10周):Illumina被禁止向中国出口测序仪,国产替代有望加速-2025-03-11
Guoxin Securities· 2025-03-11 09:44
Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][4]. Core Insights - The ban on Illumina's export of sequencing instruments to China is expected to accelerate domestic alternatives, with companies like BGI Genomics likely to capture significant market share [2][14]. - The overall performance of the pharmaceutical sector has been weaker than the broader market, with a TTM P/E ratio of 31.19x, which is at the 54.01 percentile of the past five years [1][51]. Market Overview - The A-share market rose by 1.90% overall, with the healthcare services sector leading at 2.63%, while the biotechnology sector increased by 1.06% [1][44]. - The market for global sequencing instruments and consumables is projected to grow from approximately $2.8 billion in 2017 to about $20.2 billion by 2032, with a CAGR of 16.8% [19]. Company Performance and Recommendations - Illumina holds a 26.5% share of the new sequencing instrument market in China, with an expected revenue of $310 million in 2024 [2][14]. - BGI Genomics is positioned to gain the largest share of the newly available market due to its established solutions and market foundation [2][14]. - Other domestic companies such as Aihua Long, Shengxiang Biology, Antu Biology, and Zhenmai Biology are also expected to benefit from this market shift [2][14]. Valuation and Investment Strategy - The report suggests focusing on high-quality domestic manufacturers of sequencing instruments, such as BGI Genomics, Aihua Long, Shengxiang Biology, and Antu Biology [2][14]. - The report continues to recommend innovative pharmaceuticals and AI healthcare as key investment themes, highlighting companies like Kangfang Biologics, Keren Biotechnology, and Sanofi [3][4]. Key Company Forecasts - Major companies in the sector, including Mindray Medical and WuXi AppTec, are rated as "Outperform" with projected net profits increasing from 115.8 billion yuan in 2023 to 176.4 billion yuan by 2026 [4][7]. - The report emphasizes the importance of innovation in driving growth within the pharmaceutical industry, particularly in the context of digital transformation and AI integration [3][4].