In the wave of science and technology in the 21st century, the cross-integration of artificial intelligence and life sciences is leading an unprecedented scientific and technological revolution. At the 2024 World Government Summit, the moderator asked NVIDIA founder and CEO Jensen Huang, "What is the next golden track for AI?" Huang's answer is life sciences.

According to a report by a world-renowned consulting firm, the life sciences market is expected to reach trillions of dollars in size over the next decade. In the journey to the peak of life science, core tools play a key role in the underlying support. As a provider of core tools for life sciences, MGI (688114. SH) announced on March 1 at the annual summit of the SEQ ALL Alliance, together with BGI, that the latest member of the CycloneSEQ gene sequencer, the G400-ER (formerly known as CycloneSEQ-WY01), was officially launched, and the "SEQ ALL Pioneer Program" was launched for pioneers of life science research in China.

It is reported that G400-ER fills the gap of high-throughput chips in the field of nanopore sequencing in China, and a number of key performances are at the world's leading level, and it is the world's nanopore gene sequencer with the highest single-chip design throughput. The G400-ER's ultra-long read length, high data output, and real-time sequencing performance make it suitable for a variety of application scenarios such as whole-genome resequencing, animal and plant genome detection, metagenomic sequencing, and single-cell full-length transcriptome sequencing.

Since the release of the first self-developed sequencer based on DNBSEQ technology in 2015, MGI has not only been able to independently develop and mass-produce clinical-grade gene sequencers with different throughput from Gb to Terabyte, but has also become the only institution in the world to have three types of gene sequencing technologies and products: "excitation", "self-luminescence" and "non-luminescence".

With the release of CycloneSEQ nanopore sequencing technology in September last year, MGI, as the global distributor of BGI, has become the first institution in China to master both "short read" (DNBSEQ sequencing platform) and "long read" (CycloneSEQ sequencing platform) sequencing tools.

At present, the trend of domestic substitution is significant, and some downstream users have reported that MGI has been able to replace foreign competing products in terms of technical advantages and product matrix. Wang Hao, CEO of Jiangsu Weihe Biotechnology Co., Ltd., said in an interview: "We have transferred most of the test products related to transplantation and blood transfusion to MGI in terms of next-generation sequencing and the newly launched nanopore sequencing. At the same time, we have conducted a large number of data comparisons in the process of technology transfer since 2023, and it can be confidently said that MGI can completely replace the corresponding competing product platforms at the technical level. ”

Talking about the reason for the cooperation with BGI, Shi Yupeng, the rotating president of Dian Diagnostics, said in an interview after the signing ceremony on the same day: "In the process of diagnosis and treatment, Dian has served more than 20,000 medical institutions across the country, and medical institutions at different levels include national-level ones such as Temple of Heaven, Huashan, Zhongshan and Ruijin, which require large throughput; At the provincial and municipal levels, there is a need for medium throughput, that is, MGI's G series (sequencing platform), national level may need T series (sequencing platform), and then the grassroots may need E25, a portable model. ”

MGI also unveiled the world's first desktop sequencer, the T1+, which can produce terabytes of data within 24 hours, and is also the world's fastest daily desktop Terabyte sequencer. T1+ is faster, more flexible, and easier to use, pushing the industry into the era of "library on the computer, data on the same day", which can not only meet the needs of a wide range of application fields, but also support "one person" multi-omics research.

The release of T1+ represents MGI's second innovation and leadership after leading the domestic gene sequencer to achieve full throughput coverage, full read length coverage, and comprehensive Q40, and fully opening the "sky" era of gene sequencing - T1+, together with the T7, G99, and E25 previously released by MGI, form the "ultra-fast family bucket" of DNBSEQ sequencers, realizing different throughput from Gb to Tb to support data delivery within 24 hours.

In the era of artificial intelligence, the use of generative AI capabilities and data to enhance business competitiveness has become a new engine. On February 11, MGI officially announced that AI technology will be fully integrated into the field of life science and technology tools, and the recently released flash gene sequencer E25 Flash integrates a series of AI tools to achieve double improvement in biochemical raw materials and base algorithms, and can complete SE50 sequencing within 2 hours at the earliest, providing a breakthrough tool for rapid diagnosis of infectious diseases and precision medicine.

In the field of investment, the concept of "medical + AI" stocks has continued to be hot recently, and the investment logic is undergoing a fundamental change, and the traditional PE multiple valuation method is gradually becoming invalid. Investing in AI healthcare is essentially investing in a new paradigm in which human beings crack the code of life. As an upstream "shovel stock" in the field of life sciences, MGI is expected to further consolidate its leading position in the fields of gene sequencing and life science automation with AI empowerment.