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]

导读： 北京中医药大学发布多批政府采购意向，其中的仪器设备品目6项，预算总额达1.16亿元。 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。 近日，北京中医药大学发布6项仪器设备采购意向，预算总额达1 . 1 6亿元，涉及高分辨率小动物超声成像仪、高通量测序仪、全自动NGS建库 系统、空间原位蛋白组学分析系统、分析型流式细胞仪、台式钙流检测工作站、单细胞蛋白定量分析系统、超景深数码显微成像系统等，预计 采购时间为2 0 2 5年4~5月。 采购 项目 需求概况 预算 万元 采购 时间 良乡校区 中药学院 实验与实 践平台建 设项目 （第七 期） 为满足北京中医药大学中药学院一流专业建设需求，提升 实践教学基地建设水平，本项目拟对中药学院实践教学平 台进行优化升级。主要采购标的包括：10 支手性色谱 柱、3台-80°冰箱、2 台抗化学腐蚀隔膜真空泵系统、1 台 冷冻高速离心机、2 台医用冷藏箱、3 台温恒湿箱、1 台 高速逆流色谱、1 台低温研磨仪、1 台凝胶成像系统、2 台 FLASH 制备色谱仪、1 台多功能膜分离实验设备、1台 手持式分 ...

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]