华大基因(300676) - 2025年2月19日投资者关系活动记录表

Group 1: Data Processing and AI Utilization - The company utilizes AI to process large amounts of accumulated data, with each clinical whole genome sequencing data set reaching approximately 120G per individual [1] - The integration of new AI algorithms significantly enhances the accuracy and efficiency of data analysis while reducing overall processing costs [1] - The diversity of data sources ensures stronger generalization capabilities of models, particularly in handling rare diseases and complex cases [1] Group 2: Impact of Large-Scale Data - The vast medical testing market will generate substantial data, serving as a crucial source for testing and expanding models [3] - The company's high-throughput sequencing devices can process dozens of samples daily, necessitating advanced bioinformatics and interpretation capabilities [3] - The emergence of large models allows for efficient data handling and improved generalization across various scenarios [3] Group 3: Model Generalization and Application - The company's data models benefit from diverse data sources, enhancing their generalization ability compared to hospital-specific data [4] - Continuous collection of multi-dimensional health data, including medical imaging and wearable device data, will facilitate personalized health management [5] - The challenge of validating model effectiveness, especially in rare disease contexts, requires sufficient real-case samples for verification [6] Group 4: Product Development and Business Models - The integration of large models with hospitals will lead to diverse product forms and innovative business models, such as personalized health assessments through apps [7] - Embedding large models into existing devices will improve usability and efficiency in hospitals, enhancing user experience [7] - Achieving data diversity and enhancing model adaptability relies on extensive collaboration with hospitals to overcome data silos [7] Group 5: Risk Considerations - The impact of AI technology on the company's future performance is uncertain and depends on product development and industry application progress [8] - Investors are advised to remain rational regarding the rapid development of frontier technologies and be aware of stock price volatility risks in the secondary market [8]