华大基因(300676) - 2025年3月4日投资者关系活动记录表

Group 1: AI Technology Applications - The company has successfully applied AI technology in genetic testing, particularly in the area of hereditary disease diagnosis, enhancing throughput and efficiency in clinical production [2] - AI technology is being developed for applications in infectious disease detection (PMseq) and tumor companion diagnostics, showcasing significant effectiveness in matching pathogenic variants [3] - The use of AI has significantly accelerated the database construction process for hereditary disease diagnosis, reducing costs and improving analysis efficiency [3][4] Group 2: Cost and Resource Management - The computational cost for a complete whole genome sequencing (WGS) analysis is approximately 1000 CPU core hours, with actual costs varying based on equipment and solutions [4] - The company has established long-term partnerships for computational resource deployment, ensuring capacity for large-scale training and daily research needs [4] Group 3: Customer Engagement and Service - ChatBGI primarily serves customer inquiry needs, with future goals to handle more complex data analysis questions [5] - The integration of AI with the company's extensive knowledge base enhances the ability to provide professional and efficient services [5] Group 4: Market Growth and Trends - The market for high-throughput sequencing is expected to continue growing rapidly due to decreasing sequencing costs and increasing penetration in applications such as fertility, oncology, and consumer genetic testing [6] - AI applications in detection processes and report analysis are anticipated to further reduce data output and analysis costs, meeting the rising demand [6] 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 [7] - Investors are advised to be cautious regarding the rapid development of frontier technologies and potential stock price volatility [7]