华大智造表示，随着全球多组学融合与AI赋能趋势的深化，以及国内政策利好持续释放，华大智造凭 借其"全读长"的战略布局与坚实的技术壁垒，有望在国产替代浪潮中进一步扩大领先优势，扮演越来越 重要的角色。 2025年上半年，华大智造全读长测序业务销售总量超700台，创历史同期新高，同比大幅增长60.35%。 其中，纳米孔测序仪国内招标市场份额较去年同期实现翻倍。得益于更多测序服务商向华大智造平台的 切换，以及测序试剂优化对产品稳定性的有效提升，公司全读长测序产品获得市场广泛认可。 其中，明星产品G99测序仪在临床应用上展现了较强竞争优势，其试剂收入同比增长21.97%；小通量机 型E25表现强劲，设备收入同比增长361.44%，试剂收入同比增长585.91%，以创新技术打破全球小通量 市场单一垄断格局，为科研、医疗及产业客户提供全场景解决方案，巩固华大智造全产业链竞争力。 此外，华大智造智能自动化业务及多组学业务的新增长曲线已开辟。今年上半年，华大智造深化人工智 能技术在生命科技工具领域的融合与应用，并发布自研智能体PrimeGen(成果发表于 NatureBiomedicalEngineering)。GLI业务收 ...

Core Insights - BGI Genomics has launched PrimeGen, the world's first AI-driven targeted sequencing system, which integrates large language models with automated hardware to standardize laboratory processes, potentially leading to an "autonomous driving" era in life sciences [1][4] - The market is optimistic about the growth prospects of BGI's Generative Lab Intelligence (GLI) business, driven by the PrimeGen system, aligning with the global trend towards laboratory automation [1][2] Group 1: Technological Innovations - PrimeGen features a "dry-wet closed-loop" system with four types of intelligent agents working in coordination, significantly reducing experimental repetition and costs in complex genetic disease screening [2] - The system supports flexible integration with mainstream AI models like GPT-4o and Qwen, allowing customization for different client environments [2] - BGI's first commercial product based on PrimeGen, the ATOPlex Fast RSV A/B genome testing kit, is set to launch in August 2024, boasting over 99.5% coverage and compatibility with major sequencing platforms [2] Group 2: Financial Performance - BGI's GLI business has shown strong financial performance, with laboratory automation revenue reaching 209 million RMB in 2024, a year-on-year increase of 36.69% [3] - The GLI new business has empowered over 50 industry users across various fields, enhancing laboratory efficiency and transitioning from "expert-driven" to "data-driven" decision-making [3] Group 3: Future Outlook - BGI is paving the way for a new path in the intelligentization of life sciences, moving from basic automation to a more autonomous future with AI collaboration throughout the entire experimental process [4] - The ongoing development of this technological paradigm is expected to yield significant breakthroughs in efficiency and precision in life sciences research, further unlocking BGI's growth potential [4]