DAJY(SZ:002030)2022-12-08 01:31Group 1: Company Overview - The company is 中山大学达安基因股份有限公司, with the stock code 002030 and the abbreviation 达安基因 [1] - The investor relations activity took place on November 5, 2015, at the company's headquarters in Guangzhou [3] Group 2: Fundraising and Investment - The funds raised from the non-public offering in 2015 are allocated for three main purposes: expansion of the fluorescent PCR product line, construction of a research and development center, and supplementing working capital [3] - The company adopts a stakeholding approach for industry chain layout to mitigate investment risks [5] Group 3: Market Position and Growth - The IVD industry where the company operates has been growing at an annual rate of approximately 15%, with immunodiagnostics growing around 20% and molecular diagnostics growing even faster [5] - The independent laboratory sector is experiencing significant growth, maintaining an annual increase of about 30% [6] - The company's PCR reagent products hold a market share of approximately 60% nationwide [6] Group 4: Technology and Competition - The emergence of microfluidic technology will not impact the company's molecular diagnostic technology, as both belong to the same category [4] - Second-generation sequencing technology is also not expected to disrupt molecular diagnostics, as it is considered a different platform within the same field [4] - The company has established strong long-term partnerships with hospitals, enhancing its competitive edge in clinical applications [4] Group 5: Sales and Customer Base - The primary sales model for PCR reagent products is direct sales, while biochemical and immunological products are sold through a combination of direct sales and agents [5] - The company's customers mainly consist of hospitals at various levels across the country [5]