2024年國內測序儀收入同比增11.37%，基因測序儀龍頭華大智造穩拿國內市佔率第一
4月29日晚間，華大智造發佈年報顯示，2024年基因測序儀業務收入23.48億元，其中國內測序儀新增裝機市佔率63.8%，連續三年登頂。在2024年多家A股醫械行業龍頭企業業績下滑、國際同業巨頭裁員虧損的寒冬中，公司以28.2%的全球測序儀新增裝機份額逆勢突圍，較上年提升9.5個百分點，創歷史同期新高。
國產替代進程因政策東風加速，灼識諮詢數據顯示，中國基因測序儀及耗材市場規模從2017年約30億元人民幣增至2024年約43億元人民幣，並預計於2032年達到約100億元人民幣。2024年，華大智造國內區域基因測序儀業務相關收入實現16.07億元，同比增11.37%，國內新增測序儀銷售裝機超1000臺。公司測序設備在國內市場新增裝機的市場份額連續三年位居國內第一，並在國內疾控、海關、環境、食品安全及農業等新興應用領域實現了新增測序儀市場佔有率第一。
值得一提的是，2024年公司實現了對“激發光”“自發光”“不發光”三種技術路徑基因測序產品的全方位戰略佈局，成爲全球首個同時擁有大規模商業量產級短讀長與長讀長測序產品的企業，構建了以“全讀長”（SEQ ALL）爲目標的全流程工具矩陣。
隨着美國基因測序巨頭因美納被列入不可靠實體清單，國內因美納存量儀器進行國產化替代成爲高確定性趨勢。值此窗口期，公司快速響應，以更可靠、更全面、更高質量的綜合解決方案推動下遊客戶從海外平臺轉向自主可控的國產設備，推出全通量、全讀長、全面Q40的測序平臺置換方案。
事實上，越來越多基因測序用戶開始主動選擇國產測序平臺，華大智造已與吉因加、嘉寶仁和、艾德生物、世和基因、金匙醫學、燃石醫學、安諾優達、貝康醫療、微遠醫學、予果生物、覓瑞等行業中下遊知名大型企業達成合作。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，新增儀器市場份額於2024年已達約63.8%，有力地實踐了關鍵生命科學核心工具的自主可控，打破了進口產品的壟斷局面。
作爲因美納在全球範圍內最有力的競爭對手，華大智造有望從“國內領跑”走向“全球領跑”。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
