DAJY(SZ:002030)2022-12-04 08:48Group 1: Company Overview - The company, Da'an Gene, continues to maintain a good operational status, with a positive development outlook in the IVD industry, which is maturing internationally [2][3]. - The IVD industry in China is in a rapid growth phase, characterized by a small base and high growth rates, supported by government policies favoring biotechnology enterprises [3]. Group 2: Industry Trends - The prices of reagents in the IVD industry have decreased by approximately 10% to 20%, particularly affecting chemiluminescence products, while demand volume is significantly increasing [3][4]. - The company primarily focuses on reagents, as its IVD instruments already cover a large portion of hospitals, with plans to expand into secondary hospitals [4]. Group 3: Competitive Advantages - Molecular diagnostics, the company's main focus, offers significant advantages over biochemical and immunodiagnostic methods, including better specificity, sensitivity, and stability [4][5]. - Although the current market size for molecular diagnostics is relatively small, it is expected to grow as advanced treatment technologies develop [5]. Group 4: Financial Services - Financial services mentioned in the annual report are not the core business of Da'an Gene, primarily involving commercial factoring and financing leasing, aimed at supporting over 100 member enterprises [5].