華大智造(688114.SH):預計未來公司在國內市場份額將進一步提高
格隆匯7月17日丨有投資者向華大智造(688114.SH)提問:國內新增裝機市場,智造的佔比情況?
華大智造回覆:目前,國內外高通量測序設備及試劑耗材主要提供商為Illumina、Thermo Fisher 和華大智造等公司。根據灼識諮詢的數據,公司近幾年的國內新增基因測序設備銷售市場份額穩步提升,於 2022 年已達約 39.0%,有力地實踐了關鍵生命科學核心工具的國產替代,打破了進口產品的壟斷局面。隨着我國產業政策的支持及國產替代進程加快,公司基於領先的核心技術和豐富的產品矩陣及解決方案,預計未來公司在國內市場份額將進一步提高。
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