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研報掘金丨華安證券:華大智造基因測序業務Q2快速增長,維持“買入”評級
華安證券21日研報指出,國內外市場齊發力,華大智造(688114.SH)基因測序儀板塊上半年收入增速約40%,環比加速。預計2023年上半年公司新增銷售裝機數約400台,為後續提升客户試劑消耗量奠定了基礎。公司全球化戰略基於本地化合作開展,目前全球建設了7個綜合性基地和8個客户體驗中心。2023年上半年公司着力全球前端團隊建設,亞太、歐非、美洲均已達150-200人規模。該行考慮到公司是全球基因測序儀領域的龍頭企業,未來海外市場佔有率有較大提升空間,維持“買入”評級。
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