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【私募调研记录】丹羿投资调研亚辉龙、三诺生物
Zheng Quan Zhi Xing· 2025-08-29 00:08
上海丹羿投资管理合伙企业是国内私募投资管理机构,成立于2015年4月,实缴资本金1000万。公司于 2015年在中国证券投资基金业协会管理备案编号:P1015236公司核心高管均从事投研工作十年以上, 在华宝兴业基金、国投瑞银基金、国金证券等机构担任过投资经理或首席研究员,期间管理基金规模数 十亿,名列前茅 2)三诺生物 (上海丹羿投资参与公司特定对象调研) 个股亮点:公司二代测序工程样机已完成,实现核心试剂、辅助试剂及辅助酶试剂全方位自产自研,芯 片加工修饰、文库制备完成,生物性满足基本测试需求,拥有单光道、片上汇流、无疤痕测序等相关专 利技术;公司正全面推进产品矩阵、技术研发、客户服务、办公数据等与DeepSeek等人工智能平台的 深度融合,在实验室自动化领域,亚辉龙iTLA Max全场景智慧生态解决方案系统与DeepSeek等AI技术平 台的融合不断深化 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 根据市场公开信息及8月28日披露的机构调研信息,知名私募丹羿投资近期对2家上市公司进行了调研, 相关名单如下: 个股亮点:三诺生 ...
三诺生物李心一:推动可穿戴医疗设备研究开发
Zheng Quan Shi Bao· 2025-08-21 18:44
Core Viewpoint - Sanofi Biotech has established itself as a leader in the diabetes management sector, focusing on innovative solutions and expanding its product offerings to enhance patient care and health outcomes [1][2]. Group 1: Company Overview - Sanofi Biotech is recognized as the "first stock" in China's blood glucose industry and ranks as the fourth largest blood glucose meter company globally [1]. - The company serves over 25 million users worldwide, with products and services available in 187 countries and regions [1]. - In China, more than 50% of individuals who self-monitor their blood glucose levels use Sanofi's products [1]. Group 2: Strategic Direction - The company is extending its focus into diabetes medical services, emphasizing a digital management model that integrates biosensing, IoT, smart healthcare, and lifestyle guidance [2]. - Sanofi aims to shift diabetes management from a disease-centered approach to a health-centered approach, as outlined in the National Health Commission's plan for diabetes prevention and treatment from 2024 to 2030 [2]. Group 3: Product Development - Continuous Glucose Monitoring (CGM) systems are identified as a critical area for strategic development, providing comprehensive and reliable blood glucose information [2]. - Sanofi has completed the development of its second-generation CGM product, which has been launched domestically and received EU CE-MDR certification for sales in EU-recognized countries [3]. - The company is integrating artificial intelligence into chronic disease management, with its SinoGPT technology already operational [3]. Group 4: Future Investments - A global R&D center is set to be established, with an anticipated investment of 500 million yuan, focusing on the biosensing industry chain [3]. - Future R&D efforts will include artificial pancreas and insulin pump technologies to provide comprehensive solutions for chronic disease management [3].
三诺生物李心一:推动可穿戴、高端植入医疗设备的研究开发
近日,三诺生物(300298)副董事长李心一在2025西普会上接受记者采访时表示,创业初期让糖尿病患 者用上血糖仪只是第一步,随着不断发展,公司一直积极向糖尿病医疗服务领域延伸。位于湖南长沙的 三诺全球研发中心即将落成,接下来会持续推动可穿戴、高端植入医疗设备的研究开发。 作为中国血糖行业"第一股",三诺生物已成为全球第四大血糖仪企业。目前公司全球用户超过2500万, 产品和服务覆盖187个国家和地区。根据中康资讯的最新数据,在中国有超过50%的糖尿病自我监测人 群使用着三诺的产品。 "对三诺来说,让糖尿病患者用上血糖仪只是第一步。"李心一表示,"三诺一直积极向糖尿病医疗服务 领域延伸,打造'生物传感+物联网+智慧医疗+健康生活方式引导'的糖尿病及相关慢病数字管理模式, 聚焦动态血糖仪的创新研发。" 糖尿病全病程管理对糖尿病患者而言至关重要,国家卫生健康委印发的《健康中国行动—糖尿病防治行 动实施方案(2024—2030年)》明确提出推进糖尿病防治从"以治病为中心"向"以健康为中心"转变的思 路,要及早干预治疗糖尿病肾病、糖尿病视网膜病变、糖尿病足等并发症,延缓并发症进展,降低致残 率和致死率。 在海外已成主 ...