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基因测序行业鏖战 “华小”系对标老东家华大基因

2017-08-29 13:25:32   中国经济网

时代周报记者了解到,在重组预案发布后,高扬及贝瑞和康团队与天兴仪表上市公司,在中介机构等方面的配合下,经过层层阻碍,最终获得证监会审核通过。

今年4月26日,证监会上市公司并购重组审核委员会召开的2017年第19次并购重组委工作会议,天兴仪表发行股份购买资产及重大资产出售暨关联交易事项获得无条件通过。

至此,贝瑞和康借壳上市,已是“板上钉钉”。就在贝瑞和康忙着资产交割之际,7月14日,贝瑞和康的竞争对手华大基因登陆A股创业板。招股说明书显示,华大基因2014年、2015年与2016年营收分别为11.31亿元、13.19亿元与17.11亿元;净利润分别为5852.98万元、2.72亿元与3.5亿元。

业绩低于市场对这家创新公司的预期,但这并不影响华大基因上市后的“疯狂”表现,股价连连走高,仍连续拉出多个涨停板。

7月20日,华大基因再拉涨停。这天,天兴仪表召开董事会,进行董事会改选,贝瑞和康管理团队正式入驻上市公司。当天,高扬正式被选举成为上市公司董事长,Zhou Daixing(周代星)为总经理,王冬为副总经理、财务总监、董事会秘书。

8月7日,天兴仪表公告称,在收到证监会核准文件后,公司随即开展资产交割工作。截至公告日,此次交易已完成标的资产及拟出售资产的过户。这天,华大基因再现涨停,股价突破90元大关。

8月20日晚,*ST天仪公告称将变更股票名为“贝瑞基因”,证券代码保持不变,公司已向深交所申请撤销退市风险预警提示。

此次*ST天仪宣布正式更名,刺激了资本市场基因测序概念股。8月21日,*ST天仪盘前出现大量挂单,开盘后股价一度涨停,收盘报56.07元/股,上涨5%,市值199亿元。

这天,华大基因的股价再次刷新纪录,在临近收盘时拉升至涨停,股价报收于131.63元/股,再创新高,市值达527亿元。

“华小”激战细分市场

从1999年创办至今,有许多员工出走华大基因,他们或加盟基因测序企业,或单独创业。如今,有的“华小”系企业已成为华大基因的竞争对手。

“华大作为行业的开拓者,毫无疑问在这个过程中,起到非常大的作用,但是更多的人来做这样的事,本身是从控制基因疾病的角度出发,是有好处的。”李治平告诉时代周报记者。

目前,华大基因已成为基因行业中的一家全产业链公司,与“华小”在市场上的细分领域存在重叠,亦是不可避免。

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