证券代码：华大基因 证券简称：300676 编号：2026-001 | 投资者关系活动 | √特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他（电话交流会） | | 参与单位名称 | Goldman Sachs - Chris Pan | | | Goldman Sachs - David Roman | | | Goldman Sachs - Evie Koslosky | | | Goldman Sachs - Michael Zheng | | | Goldman Sachs - Richard Felton | | | Goldman Sachs - Tianyi Yan | | | 1832 Asset Mgmt LP-Bruce Zhang | | | American Century-Bruce Badner | | | Arisan Partners-Martin Jochmann | | | Ashley Capital-Joe Aronovsky | | | Balyas ...

Group 1 - The company expects to achieve revenue between 3.6 billion to 3.9 billion yuan in 2025, with a significant narrowing of net profit loss for shareholders [1] - The company's performance is impacted by multiple factors including declining product prices due to intensified competition, extended customer payment cycles, and increased credit impairment losses [1] - Industry experts believe that despite facing temporary challenges, the company has positioned itself advantageously in high-potential sectors such as AI healthcare, consumer health management, and chronic disease prevention [1] Group 2 - The aging population in China is projected to reach 323 million people aged 60 and above by the end of 2025, creating a growing demand for chronic disease management and genetic testing [2] - The company is leveraging the aging trend and policy incentives to develop products for cognitive impairment and cardiovascular risk assessment, enhancing disease awareness and management among the elderly [2] - The company has implemented a personalized service model that integrates genetic, metabolic, and lifestyle data to provide tailored intervention plans [2] Group 3 - The company is advancing the integration of biotechnology and digitalization in AI healthcare, with the launch of the GeneT multi-modal model for genetic testing, currently in its pro version [3] - The company has introduced the SIRO high-throughput genetic testing AI solution, which has been deployed in over 40 top-tier hospitals across the country [3] - Although the pace of performance release has not yet aligned with strategic plans, the company's forward-looking layout and technological foundation in core sectors are expected to create long-term value [3]