□本报记者 陈浩 祁道鹏 新年伊始，中原大地重点项目建设热潮涌动，国内最大的体外诊断产业园在郑州经开区加速成型。 1月13日，记者走进安图生物体外诊断产业园三期项目建设现场，热火朝天的施工场景扑面而来：主体 建筑全部竣工，内部装修紧张推进，部分员工已抢先入驻办公。 安图生物专注于体外诊断试剂和仪器的研发、制造、整合及服务，产品覆盖免疫、微生物、生化等全检 测领域，更在测序、质谱等精准诊断赛道抢先布局。截至目前，该公司产品已进驻全国2600多家三级医 院，覆盖率达64.8%；二级及以上医院终端用户超6700家，产品还远销全球100多个国家和地区，稳稳 跻身国内行业第一梯队。 在安图生物仪器生产中心，自动化流水线高速运转，机械臂精准操作，技术工人轻点屏幕，全流程数据 一目了然。"核心技术攥在自己手里，要让中国智造惠及更多患者！"张瑞峰语气坚定。 作为国内第一家在上交所主板上市的体外诊断领域研发制造型企业，安图生物连续多年研发高投入，既 啃下了技术攻关的"硬骨头"，又收获了产业升级的"甜果实"。 "十四五"期间，安图生物研发投入累计超30亿元，研发费用占比连续多年超14%，研发强度稳居行业第 一梯队。目前，公司拥有 ...

Core Viewpoint - Antu Biology (603658) has launched the Si kun series of gene sequencers, marking a significant milestone in its path of independent innovation and providing a high-cost performance, open-compatible, and self-controlled domestic option in the gene detection market [3]. Group 1: Product Launch - The Si kun series includes three models: Si kun 2000, Si kun 1000, and Si kun 500, designed to meet the differentiated throughput needs of various medical institutions [3]. - The sequencers are applicable in clinical scenarios such as tumor gene testing, genetic disease screening, and pathogen monitoring [3]. - Key optical systems, biochemical enzyme materials, base reagents, and core algorithms related to the sequencers have been fully self-developed, eliminating reliance on imported supply chains [3]. Group 2: Market Impact - The launch of the Si kun series fills a product gap for Antu Biology in the gene detection field [3]. - The new products represent a substantial breakthrough in constructing a comprehensive gene detection solution that includes instruments, reagents, and software [3].

Core Viewpoint - Antu Biology has achieved a significant breakthrough in gene detection with the approval of its Sikun series gene sequencers, marking a strategic shift from traditional biochemical detection to precision diagnostics [1][3]. Company Developments - Antu Biology's Sikun series gene sequencers (Sikun2000, Sikun1000, Sikun500) received medical device registration certificates from the National Medical Products Administration, allowing them to enter the clinical testing market, with an expected launch in January 2026 [1]. - The company emphasizes that this is its first sequencing instrument registration certificate, which is strategically important for its development [1]. - The Sikun series is fully self-developed and utilizes reversible terminator technology, facilitating a smooth transition for medical institutions while ensuring data quality and reducing labor and time costs [1]. Industry Insights - The gene testing market in China has shown continuous growth, with the market size increasing from 7.2 billion yuan in 2016 to an expected 37.4 billion yuan by 2024, and projected to reach 153.6 billion yuan by 2030, reflecting a compound annual growth rate of 25.8% over the next five years [2]. - The introduction of Antu Biology's three new products increases the total number of gene sequencers in the domestic market to ten, contributing to the upgrade of the domestic sequencing industry and accelerating the process of domestic substitution [2]. - The core components of the three products are entirely self-developed, moving away from the OEM model, which stabilizes the supply chain and enhances cost-effectiveness, while also driving the upgrade of upstream and downstream industries [3].

Group 1: Key Policies and Measures - Hubei Province's Medical Insurance Bureau and Health Commission launched 18 measures to support the high-quality development of innovative drugs, covering key aspects such as R&D support, inclusion in the medical insurance catalog, clinical application promotion, and strengthening payment systems [1][2][5] - The measures aim to alleviate public concerns regarding medical treatment and medication, while also establishing a solid foundation for the health industry in central China [1][5] Group 2: R&D and Innovation Support - The new measures extend the payment model from the end of the insurance process to the R&D phase, assisting pharmaceutical companies and research institutions in overcoming challenges and accelerating the market entry of effective drugs [2] - The initiative encourages commercial health insurance to invest in long-term capital through funds, alleviating the financial pressure on R&D for companies [2] Group 3: Access and Reimbursement - A dual-channel support system combining medical insurance and commercial insurance is being established to ensure innovative drugs are more accessible to the public [3] - The medical insurance department is committed to including all innovative drugs in the national medical insurance catalog and providing early intervention for eligible local innovative drugs [3] Group 4: Clinical Application and Training - The medical insurance department is optimizing processes to expedite the entry of innovative drugs into hospitals and directly to patients, including a green channel for drug listing and a two-month deadline for medical institutions to discuss new drug entries [4] - Training for healthcare professionals on the clinical use of innovative drugs will be conducted to ensure effective application and outcomes [4] Group 5: Market Expansion and Global Reach - The measures aim to create a multi-layered payment guarantee network, encouraging commercial insurance and mutual aid organizations to include innovative drugs in their coverage [5] - Hubei Province is actively promoting its innovative drugs in global markets, particularly in countries along the Belt and Road Initiative, enhancing the international influence of Hubei's pharmaceutical industry [5] Group 6: Commercial Insurance Directory - The first commercial health insurance innovative drug directory was published, focusing on high-value drugs that exceed the basic medical insurance's scope, including high-priced cancer drugs and gene therapies [6][7] - A total of 121 drug names were reviewed for inclusion, with 19 drugs from 18 innovative pharmaceutical companies successfully added to the directory, indicating a selection rate of approximately 15.7% [6][7] Group 7: CAR-T Therapies and Market Impact - Five CAR-T therapies were included in the first commercial health insurance innovative drug directory, which is expected to significantly reduce patient out-of-pocket expenses and improve accessibility [8][13] - The inclusion of CAR-T products is anticipated to have a positive ripple effect across the entire industry, enhancing market coverage and patient access [8][13]