中新网郑州11月26日电 河南省政府新闻办26日举行2025河南省民营经济高质量发展系列第二场新闻发 布会通报称，截至目前，河南省民营企业中，高新技术企业数量达到12649家，科技型中小企业数量达 到27796家。 今年前三季度，河南规上高新技术产业增加值累计增速10.5%，规上高新技术企业以占规上工业23.3% 的比重贡献了34.2%的产值，高新技术产业增加值占规上工业增加值比重达到52%。这一数据足以说 明，创新赋能河南民营经济高质量发展工作取得了较好成效，企业创新发展意愿不断增强。 在河南省科学技术厅党组成员、副厅长陶曼晞看来，这一系列成绩的取得，得益于该省从突出"政策助 企""服务助企""特色助企""人才助企""金融助企""成果助企"等多个方面对民营经济高质量发展进行了赋 能。 河南省工业和信息化厅二级巡视员任伟军在新闻发布会上介绍称，近年来，河南主动融入新一轮科技革 命和产业变革，将数字化转型作为加快民营经济提质升级的重要抓手，坚持企业、行业、区域分类推 进，强化要素支撑，有力推动了民营经济高质量发展。 "河南省科学院服务的近万家企业中，80%以上是民营企业。"河南省科学院党委委员、副院长邱士可介 ...

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 Insights - The Chinese epigenetics industry has made significant progress in recent years, becoming a research hotspot in the life sciences field, with a market size projected to reach approximately 4.396 billion yuan in 2024, reflecting a year-on-year growth of 62.27% [1][8][10] - The growth is driven by advancements in technologies such as high-throughput sequencing and single-cell sequencing, leading to broader applications in disease diagnosis, treatment, basic research, and crop breeding [1][8][10] Industry Overview - Epigenetics studies heritable changes in gene expression that do not involve changes to the underlying DNA sequence, focusing on the regulation of genes at the transcriptional level [2][4] - Key epigenetic modifications include DNA methylation, histone modification, chromatin remodeling, and RNA modifications [2][4] Industry Development History - The exploration phase of epigenetics in China occurred from the 1940s to 1970s, with significant setbacks due to political influences [4][5] - The initial development phase from the 1980s to 1990s saw the introduction of international genetic theories and the beginning of research into DNA methylation and histone modifications [5][6] - From 2000 to 2010, rapid development occurred, with China participating in the Human Epigenome Project and launching significant research initiatives [6][8] - Since 2010, the industry has matured, with increased international collaboration and applications in disease mechanisms, agriculture, and environmental adaptation [6][8] Industry Value Chain - The upstream of the epigenetics industry includes raw materials such as biological reagents and nucleic acid extraction kits, as well as scientific equipment like high-throughput sequencers and bioinformatics software [7] - The midstream focuses on research and development, while the downstream applications span medical fields (e.g., cancer early screening and precision treatment) and agriculture [7] Market Size - The Chinese epigenetics market is expected to reach approximately 4.396 billion yuan in 2024, with a year-on-year growth of 62.27%, driven by technological advancements and increasing market demand [1][8][10] Industry Trends - Technological innovation and multi-omics integration are driving advancements in precision medicine, with AI and single-cell sequencing enhancing early cancer screening capabilities [12][13] - Applications of epigenetics are expanding into agriculture, environmental science, and health management, demonstrating versatility across various fields [13] - Policy support and market expansion are fostering a comprehensive innovation ecosystem, with increased gene testing coverage and collaboration in international research initiatives [14]

Core Viewpoint - Zhejiang University has announced multiple government procurement intentions for laboratory instruments, with a total budget of 108 million yuan, covering 22 items including advanced analytical and measurement equipment [2][3]. Procurement Overview - The procurement includes high-performance instruments such as the ZJE Cell Flow Cytometer, fluid PVT relationship measurement teaching system, and signal and spectrum analyzers, with expected procurement dates set for July to October 2025 [3][4][6]. Specific Instruments - **ZJE Cell Flow Cytometer**: A multi-parameter cell analysis device used in life sciences, clinical diagnostics, and drug development [4]. - **Flow Cytometric Sorter**: An advanced device for quantitative analysis and precise separation of target cell populations, crucial for fields like cell biology and oncology [5]. - **Signal and Spectrum Analyzer**: A core electronic measurement device for capturing and analyzing electrical signals, widely used in communications and aerospace [6]. Detailed Procurement List - The procurement list includes various instruments with specific budget allocations, such as: - Sample pretreatment system and high-brightness UV light source: 2.64 million yuan [8]. - GPU servers for AI integration: 21 million yuan for 15 units [9]. - 12-inch silicon germanium epitaxy system: 9.9 million yuan [9]. - Flow cytometric sorter for medical applications: 3.5 million yuan [11]. - Dilution refrigeration ultra-low temperature measurement system: 1.99 million yuan [11]. Budget and Timeline - The total budget for the procurement is 108 million yuan, with procurement expected to occur between July and October 2025 [2][3].

Core Insights - The life sciences instrument sector is experiencing significant capital inflow and technological innovation in 2025, with a notable trend towards domestic substitution [1][2] - The financing activity in the first half of 2025 has surpassed that of the same period in 2024, with a total of approximately 1.5 billion yuan raised across 13 financing events [2] Financing Overview - In the first half of 2025, 13 financing events were completed, totaling around 1.5 billion yuan, with a balanced distribution across various financing rounds: 4 in A round, 4 in B round, 3 in C round, and 2 in angel round [2] - Key financing events include: - Kunpeng Gene: over 100 million yuan in B round [2] - Yinsais: several hundred million yuan in C round [2] - Zhenmai Bio: 280 million yuan in C+ round, the highest amount in the first half [3][2] Sector Analysis - Sequencing and synthetic biology are leading the investment landscape, with sequencing-related companies accounting for over 30% of the financing events [3] - The market for sequencing instruments is expected to maintain a compound annual growth rate of over 20% due to increasing demand for precision medicine and single-cell sequencing [3] Synthetic Biology Financing - Synthetic biology has emerged as a hot investment area since 2024, continuing into 2025, with significant financing amounts [4] - Companies like Yinsais and Lingzhi Technology are focusing on nucleic acid synthesis and DNA synthesis, respectively, aligning with global trends in mRNA technology [4] AI and Advanced Instrumentation - Companies are integrating AI with high-end instrumentation, exemplified by Tianlu Technology's intelligent experimental design tools and Chaowei Jing's multi-photon microscope [5] - This trend indicates a shift towards interdisciplinary innovation, enhancing the competitiveness of domestic instruments [5] Domestic Instrumentation Landscape - Lid Health's substantial angel round financing has drawn attention, positioning the company as a comprehensive supplier of high-end life science instruments [6] - The company aims to consolidate the market by acquiring smaller players, drawing parallels with international leaders like Thermo Fisher [6] Policy and Market Dynamics - The rapid development of domestic life science instruments is driven by supportive policies and growing market demand, particularly in biomedicine and CGT sectors [7] - Despite active financing, domestic manufacturers face challenges such as reliance on imported core components and the need for brand recognition [7] Future Outlook - The life sciences instrument sector is expected to see a shift from broad investment strategies to a more focused approach, favoring companies with high technological barriers and significant domestic substitution potential [8] - The industry is anticipated to produce several "hidden champions" in niche areas within the next 3-5 years, moving towards the high end of the global value chain [8]

Core Viewpoint - Beijing University of Chinese Medicine has announced multiple government procurement intentions for laboratory equipment, with a total budget of 116 million yuan [2][3]. Procurement Projects Summary - **Project for the Construction of Experimental and Practical Platforms for the School of Traditional Chinese Medicine**: Aimed at enhancing the practical teaching base, the project includes the purchase of 22 pieces of equipment and 10 chiral chromatography columns, with a budget of 1.5 million yuan, scheduled for April 2025 [4]. - **Project for the Improvement of Teaching Conditions for the School of Traditional Chinese Medicine**: This project addresses urgent needs for teaching operations and includes 32 items for digital imaging of pathological specimens, among other equipment, with a budget of 1.47 million yuan, also set for April 2025 [4]. - **High-Fidelity Human Engineering Platform Procurement**: This project involves purchasing small equipment to support a national-level platform, with a budget of 4.95 million yuan, planned for April 2025 [4]. - **Equipment Procurement for the Innovation Service Platform for Traditional Chinese Medicine Constitution and Chronic Disease Prevention**: This project focuses on essential equipment for life sciences, including PCR machines and various types of refrigerators, with a budget of 4.95 million yuan, scheduled for April 2025 [5]. - **Basic and Pharmaceutical Biological Evaluation Teaching Platform Construction Project**: This project aims to upgrade the teaching platform and includes 83 pieces of equipment, with a budget of 4.95 million yuan, planned for April 2025 [5]. - **Research and Pilot Testing Platform for Innovative Chinese Medicine**: This project will acquire a range of research equipment for the development of innovative Chinese medicine, including high-performance liquid chromatography systems and various analytical instruments, with a budget of 4.95 million yuan, scheduled for April 2025 [5].

Core Insights - The strategic cooperation between Kangsheng Zhenyuan and Zhenmai Bio aims to develop NGS testing products and solutions tailored to clinical needs in the fields of oncology, genetics, and pharmacogenomics [1][2] - This partnership signifies a significant step forward for China's high-throughput sequencing technology and its application in precision medicine [2] Company Overview - Kangsheng Global, a leader in precision medicine in China, has extensive clinical testing experience and a diversified testing platform [1] - Kangsheng Zhenyuan has made breakthroughs in NGS applications, expanding its product matrix to meet the growing demand for specialized testing in oncology and genetic diseases [1] - Zhenmai Bio focuses on the research and production of gene sequencers and life science instruments, with its high-throughput sequencer achieving international leading levels in throughput, accuracy, and cost [1] Strategic Collaboration - The collaboration will leverage the strengths of both companies in R&D, application, and market promotion of high-throughput sequencing technology [1] - The goal is to create an ecological closed loop in the high-throughput sequencing field, enhancing the innovation and application of domestic sequencing technology [1]