财通资管创新医药混合A（019740）基金经理为王鑫园。 截至发稿，王鑫园累计任职时间57天，现任基金资产总规模3.59亿元，任职期间最佳基金回报-6.35%， 任职期间最差基金回报-9.67%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓华大智造。财通资管创新医药混合A（019740）三季度持有 股数4.5万股，占基金净值比例为8.62%，位居第六大重仓股。根据测算，今日浮盈赚取约14.04万元。 财通资管创新医药混合A（019740）成立日期2024年1月23日，最新规模641.63万。今年以来收益 42.96%，同类排名1719/8155；近一年收益42.96%，同类排名1719/8155；成立以来收益39.66%。 1月5日，华大智造涨5.13%，截至发稿，报63.88元/股，成交2.83亿元，换手率1.10%，总市值266.07亿 元。 资料显示，深圳华大智造科技股份有限公司位 ...

12月31日，华大智造涨0.07%，成交额9699.25万元。两融数据显示，当日华大智造获融资买入额730.15 万元，融资偿还813.60万元，融资净买入-83.46万元。截至12月31日，华大智造融资融券余额合计3.98 亿元。 分红方面，华大智造A股上市后累计派现1.50亿元。 机构持仓方面，截止2025年9月30日，华大智造十大流通股东中，易方达上证科创板50ETF（588080） 位居第七大流通股东，持股752.58万股，相比上期减少109.79万股。华夏上证科创板50成份ETF （588000）位居第八大流通股东，持股734.95万股，相比上期减少418.28万股。华宝中证医疗ETF （512170）位居第十大流通股东，持股581.97万股，相比上期减少122.02万股。南方中证500ETF （510500）、香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 融资方面，华大智造当日融资买入730.15万元。当前融资余额3.92亿元，占流通市值的1.56%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，华大智造12月31日融券偿还2600.00股，融券卖出4300.00股 ...

Core Points - The 17th National Chemical Sensor Academic Conference will be held in December 2025 in Changsha, focusing on "New Paradigms in Chemical and Biological Sensing: Intelligent, Precise, and Symbiotic" [2][3] - The conference aims to promote academic exchange and development in the fields of chemical and biological sensing, featuring significant contributions from domestic and international scientists [2][5] Conference Details - **Conference Chairpersons**: Academician Tan Weihong, Professor Wu Hailong, Professor Jiang Jianhui, Professor Zhang Xiaobing [4] - **Location**: Jiexing Shizun Hotel, Changsha, Hunan Province [4][16] - **Main Topics**: Topics include chemical and biological sensors, life analysis chemistry, nanotechnology, environmental and food safety, and sensor miniaturization [5] Important Dates - Abstract submission deadline: November 29, 2025 - Notification of acceptance: November 30, 2025 - Early registration deadline: December 10, 2025 [6] Registration Information - Registration methods: Online or on-site - Registration fees: - Student representatives: 1400 RMB (before December 10), 1600 RMB (after) - Teacher representatives: 1800 RMB (before December 10), 2000 RMB (after) - Corporate representatives: 2500 RMB (before December 10), 3000 RMB (after) [7] Payment Methods - Payment can be made via bank transfer, QR code transfer, or on-site payment [8][12] Accommodation - Hotel options include: - Main building single room: 450 RMB (including breakfast) - Main building double room: 450 RMB (including breakfast) - Guest building single room: 350 RMB (including breakfast) - Guest building double room: 350 RMB (including breakfast) [18] Transportation - Detailed transportation options from Changsha Huanghua International Airport and train stations to the conference hotel are provided, including metro and driving directions [25][27][29] Contact Information - Organizing committee email: sccs2025@163.com - Various contact persons for different inquiries are listed for convenience [32][36]

Core Viewpoint - Aiwei Technology (688067.SH) has received a medical institution practice license for its wholly-owned subsidiary, Hunan Aiwei Medical Laboratory Co., Ltd, enabling it to provide third-party medical testing services, which will create new business growth opportunities and integrate existing testing instruments and reagents with testing services into a "device + service" business model [1] Group 1 - The company has obtained a medical institution practice license from the Hunan Xiangjiang New Area Health Bureau [1] - Hunan Aiwei Medical Laboratory Co., Ltd will officially offer third-party medical testing services [1] - This development is expected to open new business growth points for the company [1] Group 2 - The integration of existing testing instruments and reagents with testing services will enhance the company's offerings [1] - The company aims to create a comprehensive "device + service" business model [1]

Core Viewpoint - The company, Kaikai Industrial (600272), primarily operates in the fields of traditional Chinese medicine distribution, Chinese medicine services, and clothing wholesale and retail, with a focus on health services and branded apparel [1] Business Segments - The pharmaceutical segment mainly involves wholesale and retail of both traditional and Western medicines, medical devices, reagents, consumables, and diagnostic services [1] - The clothing segment focuses on the wholesale and retail of the "Kaikai" brand shirts, woolen sweaters, and other apparel, as well as customized workwear group purchases [1] - Currently, the company's main business operations are located in the Jing'an District of Shanghai, with no business activities in Taiwan [1]

Core Viewpoint - BGI Genomics, established in April 2016 and listed on the Shanghai Stock Exchange in September 2022, is a leading global provider of gene sequencing equipment and services, focusing on life sciences and biotechnology with a full industry chain advantage and independent core technology [1] Financial Performance - In Q3 2025, BGI Genomics reported revenue of 1.869 billion yuan, ranking 8th out of 42 in the industry, significantly lower than the top competitor Mindray Medical at 25.834 billion yuan and second-place United Imaging Healthcare at 8.859 billion yuan [2] - The company's net profit was -121 million yuan, ranking 41st in the industry, with a substantial gap compared to Mindray Medical's 7.814 billion yuan and Yuyue Medical's 1.466 billion yuan [2] Profitability and Debt Management - As of Q3 2025, BGI Genomics had a debt-to-asset ratio of 23.69%, lower than the industry average of 27.21%, indicating good debt repayment capability [3] - The gross profit margin for the same period was 53.32%, higher than the industry average of 48.67%, although it decreased from 61.47% in the previous year [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 14.17% to 15,400, with an average holding of 26,800 circulating A-shares, up 69.94% [5] - Major shareholders include various ETFs, with notable reductions in holdings from several funds [5] Business Highlights - BGI Genomics' Q3 2025 report indicates a stabilization and improvement in operational quality, with a year-on-year revenue growth of approximately 14% and a quarter-on-quarter growth of about 15% [6] - The company has accelerated domestic replacements, having shipped nearly 400 sequencing instruments, with expectations to complete most equipment replacements within 2-3 years [6] - International business also showed growth, with a 13% year-on-year increase in Q3 2025, particularly strong in Europe and Africa (+35%) and the Americas (+60%) [6] - A licensing agreement with SwissRockets for CoolMPS sequencing technology is expected to generate at least $120 million in total payments [6]

Core Insights - The company reported a revenue of 1.869 billion yuan for the first three quarters of 2025, showing a slight year-on-year decrease of 0.01%, while the net loss attributable to shareholders was 120 million yuan, a reduction in loss of 74.2% year-on-year [1] - In Q3 2025, the company achieved a revenue of 755 million yuan, representing a year-on-year increase of 14.45%, with a net loss attributable to shareholders of 16 million yuan, a significant reduction in loss of 90.31% year-on-year [1] Revenue Structure and Cost Management - The company is optimizing its revenue structure and continuously promoting cost reduction and efficiency improvement, leading to gradual recovery in profits [2] - In the first three quarters of 2025, the revenue from the full-length sequencing business included 460 million yuan from instrument sales and 940 million yuan from reagent consumables, with the proportion of recurring revenue from reagents and services rising to nearly 70% [2] - The sales, management, and R&D expense ratios for Q3 2025 were 23.2%, 11.2%, and 14.8%, respectively, showing year-on-year decreases of 10.8, 12.2, and 12.7 percentage points, which contributed to the narrowing of losses [2] Market Share and Global Expansion - The company has significantly increased its market share domestically while continuing to expand in overseas markets, with a notable focus on technology export to support global layout [3] - In the first three quarters of 2025, the revenue from the sequencing business in China was 1 billion yuan, a year-on-year decrease of 5%, but the company secured over 70% of the bids for high-throughput sequencers, indicating a strong domestic market position [3] - The company reported revenues of 260 million yuan in the Europe and Africa region and 140 million yuan in the Americas, both showing a year-on-year increase of 14%, while the Asia-Pacific region saw a revenue of 110 million yuan, down 32% due to regional disruptions [3] - A recent licensing agreement with Swiss Rockets for sequencing technology is expected to generate an initial payment of 20 million USD and potential total revenues of at least 120 million USD, marking a new model for technology export [3] Profit Forecast - The company forecasts revenues of 3.585 billion, 4.184 billion, and 4.936 billion yuan for 2025-2027, with year-on-year growth rates of 19.01%, 16.69%, and 17.98% respectively [4] - The projected net profits attributable to shareholders for the same period are 29 million, 104 million, and 219 million yuan, with year-on-year growth rates of 104.79%, 262.33%, and 110.26% respectively [4]

Core Viewpoint - 华大智造's stock has experienced fluctuations, with a year-to-date increase of 37.23% but a recent decline in the last five trading days by 6.66% [1] Company Overview - Shenzhen Huada Zhizao Technology Co., Ltd. was established on April 13, 2016, and listed on September 9, 2022. The company focuses on the life sciences and biotechnology sectors, specializing in the research, production, and sales of instruments, equipment, and consumables [2] - The main revenue composition includes 90.89% from sales of instruments and consumables, 7.10% from services, and 2.01% from other sources [2] - The company is categorized under the pharmaceutical and biological industry, specifically in medical devices and equipment, with concepts including gene sequencing, synthetic biology, medical devices, and precision medicine [2] Financial Performance - For the period from January to September 2025, Huada Zhizao reported operating revenue of 1.869 billion yuan, a slight decrease of 0.01% year-on-year, while the net profit attributable to shareholders was -120 million yuan, reflecting a significant increase of 74.20% year-on-year [2] - Cumulatively, the company has distributed 150 million yuan in dividends since its A-share listing [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 14.17% to 15,400, with an average of 26,794 circulating shares per person, up by 69.94% [2] - The top ten circulating shareholders include various ETFs, with notable reductions in holdings for several funds [3]

Core Insights - The article highlights the significant growth and potential of the global laboratory equipment market, projected to reach approximately $65 billion in 2024 and $76.65 billion for laboratory analytical instruments, with expectations to grow to $87.23 billion by 2027 [1][2]. Event Overview - The "ILIS 2025 | Networking for Chinese Good Instruments & International Laboratory Experts" event aims to enhance the technical and management capabilities of Chinese enterprises, enabling them to better understand global market competition and trends [2][4]. - The event will take place on November 11-12, 2025, at the Langham Hotel in Guangzhou, providing a platform for Chinese export-oriented enterprises to engage with renowned laboratory experts from 15 countries [2][4]. Key Benefits of Participation - Participants will have the opportunity to engage in expert discussions, showcase their instruments to over 100 domestic key laboratories and institutions, and apply for membership in the ISO/TC 336 domestic technical committee [4]. - Additional benefits include a 50% discount on membership fees for the Artificial Intelligence Industry Committee's key technology working group and promotional opportunities through event materials [4]. International Collaboration - The event will feature participation from major international organizations, including the United Nations and the International Organization for Standardization (ISO), with experts from 18 countries sharing insights on cutting-edge technologies and national needs [11][14]. - The agenda includes discussions on artificial intelligence in laboratories, global laboratory design standards, and quality infrastructure development in developing countries [16]. Target Audience - The event targets a diverse group, including laboratory management, equipment manufacturers, research institutions, and stakeholders in various industries such as healthcare, pharmaceuticals, and environmental science [31][32].

Core Insights - On September 1, BGI Genomics experienced a decline of 1.56% with a trading volume of 349 million yuan [1] - As of June 30, BGI Genomics reported a revenue of 1.114 billion yuan for the first half of 2025, a year-on-year decrease of 7.90% [2] Financing and Margin Trading - On September 1, BGI Genomics had a financing buy-in amount of 40.41 million yuan and a net financing buy of 8.50 million yuan, with a total margin balance of 432 million yuan [1] - The current financing balance of 426 million yuan accounts for 2.83% of the circulating market value, indicating a high level compared to the past year [1] Shareholder and Institutional Holdings - As of June 30, the number of shareholders for BGI Genomics increased by 7.64% to 13,500, while the average circulating shares per person decreased by 7.09% to 15,766 shares [2] - The top ten circulating shareholders include notable ETFs, with the Huaxia SSE Sci-Tech 50 ETF holding 11.53 million shares, a decrease of 245,600 shares from the previous period [3]