Core Insights - The article discusses the performance and future outlook of Thermo Fisher Scientific, highlighting its strong market position and growth strategies for 2026 and beyond [3][19]. Financial Performance Analysis - No specific financial data is disclosed; the company plans to release its 2025 performance and 2026 guidance at the end of the month [4]. Key Growth Drivers - Revenue growth is driven by new product launches such as the Astral Zoom mass spectrometer and next-generation cryo-electron microscopes, alongside market share gains in the pharmaceutical and biotechnology sectors [5]. - Cost control measures through the PPI business system have led to exceeding a $300 million cost reduction target in 2025 [5]. - Capital deployment includes the acquisition of Solventum's purification and filtration business, the acquisition of Sanofi's production facility, and a $9 billion acquisition of Clario, with $3.6 billion returned to shareholders through buybacks and dividends [6]. Business Operations Overview - The pharmaceutical and biotechnology segment, which accounts for 56% of revenue, achieved mid-single-digit organic growth in the first nine months of 2025, outperforming industry standards [7]. - The bioproduction segment saw mid-teens organic growth, with strong demand for culture media and single-use technologies [7]. - The clinical research segment, as the second-largest CRO, experienced strong growth driven by accelerated drug development capabilities [7]. - The analytical instruments segment had low single-digit organic growth in 2025, with strong demand for core products like the Astral Zoom mass spectrometer [7]. Market Expansion - The U.S. market benefits from a trend of pharmaceutical reshoring, with the acquisition of Sanofi's New Jersey facility expanding sterile filling capacity [8]. - Increased confidence among pharmaceutical and biotechnology clients, along with improved funding in biotechnology, is driving industry demand growth [8]. R&D Investments and Outcomes - The company invests approximately $1.4 billion annually in R&D, launching several innovative products including the Astral Zoom mass spectrometer and scalable bioreactors [9]. Operational Efficiency - The PPI business system enhances cost reduction and productivity, successfully exceeding a $300 million cost reduction target in 2025 [10]. Future Outlook and Planning - Short-term goals for 2026 include executing growth strategies, launching impactful innovative products, and leveraging PPI and AI capabilities to enhance operational efficiency [12]. - Long-term strategies anticipate industry fundamentals improving, with organic growth expected to recover to over 7% by 2028 and beyond, driven by factors such as aging populations and advancements in life sciences [13]. Q&A Highlights - The company positions itself for 2026 as a year of significant opportunity, with a clear strategy and wise capital deployment [14]. - The CDMO business is expected to grow at a high single-digit rate, benefiting from reshoring and strong execution [16]. - The acquisition of Solventum is expected to enhance the product portfolio and contribute to mid-high single-digit organic growth [17]. - The basis for projected organic growth of 3%-6% in 2026-2027 is grounded in steady market improvements and market share growth [18]. Summary Remarks - The management emphasizes a focus on executing growth strategies through innovative products and operational efficiency improvements via the PPI business system and AI capabilities [19].

Core Viewpoint - The article emphasizes the strong policy support for the scientific instrument industry in China, with 20 provinces and municipalities incorporating relevant content into their 14th Five-Year Plan, focusing on original innovation and key core technology breakthroughs [1][2]. Provincial Summaries Guangdong Province - Strengthens original innovation and key core technology breakthroughs, enhancing strategic scientific support and establishing a robust laboratory system led by major labs [3][4]. Jiangsu Province - Continuously enhances original technology leadership, implementing unconventional measures to drive breakthroughs in key areas such as integrated circuits and high-end instruments [5]. Shandong Province - Aims to improve the resilience and safety of industrial supply chains, focusing on key technologies in advanced manufacturing and high-end instruments [6]. Tianjin Municipality - Strengthens collaborative innovation and industrial cooperation, aiming to build a world-class advanced manufacturing cluster [7]. Heilongjiang Province - Promotes original and integrated innovation in key technology areas, including quantum technology and artificial intelligence [9]. Jilin Province - Focuses on cultivating strategic emerging industries and achieving breakthroughs in key core technologies [10]. Liaoning Province - Enhances the integration of technology, industry, and finance, promoting key technology breakthroughs in various sectors [12]. Sichuan Province - Advances the integration of technological innovation and industrial innovation, improving the technology transfer system [14]. Chongqing Municipality - Develops emerging industries and future industries, fostering clusters in strategic sectors such as biomedicine and intelligent medical equipment [15]. Beijing Haidian District - Aims to build a high-end scientific instrument technology innovation center, focusing on overcoming key technological challenges [17]. Guangzhou City - Strengthens original innovation and key core technology breakthroughs, supporting the establishment of world-class laboratories [18]. Shenzhen City - Promotes original innovation and key core technology breakthroughs, focusing on various high-tech fields [19]. Hefei City - Enhances original innovation and key core technology breakthroughs, aiming for significant advancements in quantum technology and artificial intelligence [20][21]. Changsha City - Continues to enhance independent innovation capabilities, supporting the establishment of key national laboratories and innovation centers [22]. Zhengzhou City - Strengthens the role of enterprises in innovation, promoting a collaborative innovation ecosystem [23]. Lanzhou City - Focuses on original innovation and key core technology breakthroughs in various scientific fields [24]. Yinchuan City - Promotes the development of new industry clusters, focusing on advanced materials and renewable energy [25][26]. Guilin City - Aims for breakthroughs in key core technologies across various sectors, emphasizing the importance of original innovation [27]. Chengde City - Develops a diverse industrial structure, focusing on the integration of manufacturing and service sectors [28].

仪器信息网特别梳理了 2025年各省级新购大型科研设施与仪器预警目录 。 据 不 完 全 统 计 ， 山东、河南、广西三省已率先发布相关目录，为规避重复采购、提升科研仪器利用效率释放重 要信号。预警目录作为省属高校、科研院所等单位使用省级财政拨款购置单台（套）价值在50 万元及以上的大型科研设施与仪器查重评议的重要依据。 * 若 有 遗 漏 ， 欢 迎 联 系 小 编 补 充 ： w a n g y h @ i n s tr u m e n t. c o m . c n 各省份根据自身科研仪器布局和使用情况，有针对性地发布了预警目录，其中河南省列出了流 式细胞仪、PCR仪、激光共聚焦荧光显微镜、电感耦合等离子体原子发射光谱仪、粉末X射线 衍射仪、电感耦合等离子体单四极杆质谱仪、场发射扫描电子显微镜等7类仪器，山东省则关 注了X射线衍射仪、电感耦合等离子体发射光谱仪、电感耦合等离子体质谱仪、气相色谱仪、 液相色谱仪、流式细胞仪、激光共聚焦显微镜、超高速离心机、荧光定量PCR仪等九类仪器， 广西关注PCR仪、快速溶液萃取装置、固体萃取装置、DNA测序仪、电泳仪等五类仪器。 值得关注的是， 山东省 和河南省的 预警 ...

摘要 ： 三版《国家鼓励发展的重大环保技术装备目录》推动环境监测技术向精准化、智能化、多场景化 发展，覆盖大气、水、土壤、碳排放等领域。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 2020年-2025年，工业和信息化部、科学技术部、生态环境部等联合发布了三版《国家鼓励 发展的重大环保技术装备目录》 ，分别为《国家鼓励发展的重大环保技术装备目录（2020 年 版）》，共162项；《国家鼓励发展的重大环保技术装备目录（2023年版）》，共158项； 《国家鼓励发展的重大环保技术装备目录（2025 年版）》，共115项。 《国家鼓励发展的重大环保技术装备目录》是为了满足国家环境保护目标任务新要求，应对排 放标准持续提升、新建治污设施与升级改造规模扩大的现实需求，为精准治污、科学治污提供 装 备 支 撑 ， 适 配 大 气 、 水 、 固 废 、 土 壤 等 多 领 域 污 染 治 理 需 求 。 其 主 要 分 为 开 发 类 、 应 用 类、推广类三大类，大气污染防治、水污染防治、土壤污染修复、固废处理、环境监测专用仪 器仪表、环境污染 ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 " 国产好仪器 " 已 走过十多个年头，我们始终坚持以 "用户说好才是真的好"为不变的原则，以用户长期使用的真实 反馈为基础，从上千台候选仪器中，精心甄选出 400 多款品质卓越、性能稳定的国产佳品。 为了 更好地倾听用户的心声， "国产好仪器"再度升级， 通过更加深入和有针对性的用户调研 ，寻找满足 用户 需求 的 "国产好仪器"，助力 仪器 用户从海量信息中找到 "对"的产品！ 参与方式 ： 只要您使用过海报中的仪器产品，长按识别下方 仪器对应的 二维码参与调研就有机会获得奖品。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 来 源 ： 仪 器 信 息 网 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 奖品设置 ： 凡参与调研的用户，即 有机会抽取 定制吸管玻璃杯 ；被认定为有效问卷的用户，还将获得 价值 ...

Core Viewpoint - The People's Bank of China has announced multiple financial policies to support the high-quality development of the real economy, particularly benefiting the scientific instrument industry through increased loan quotas and reduced interest rates [2][3]. Group 1: Financial Policy Changes - The central bank has increased the loan quota for technological innovation and equipment renovation by 400 billion, raising the total quota to 1.2 trillion [2]. - A new focus on supporting private small and medium-sized enterprises (SMEs) has been introduced, allowing them to benefit from the technological innovation and equipment renovation loan policies starting in 2026 [2]. - The central bank has decided to increase the agricultural and small business loan quota by 500 billion, with a total quota of 1 trillion specifically for private enterprises [2]. Group 2: Interest Rate Adjustments - Starting from January 19, 2026, the central bank will lower the re-lending and re-discount rates by 0.25 percentage points [3]. - The new rates will be 0.95%, 1.15%, and 1.25% for 3-month, 6-month, and 1-year agricultural and small business loans, respectively, with a re-discount rate of 1.5% [3]. - The policy also includes a commitment to provide up to 800 billion in funding support for carbon reduction initiatives [3].

摘要 ： 近日，中国科学院国家空间科学中心发布多批政府采购意向，仪器信息网特对其中的仪器设备品 目进行梳理，统计出13项仪器设备采购意向，预算总额达8908万元。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近日， 中国科学院国家空间科学中心发布 1 3 项仪器设备采购意向，预算总额达 8 9 0 8 元 ， 涉 及全固态激光发射子系统 、法布里-珀罗干涉仪-配套设备、复杂瞬时突变及周期扰动力矩辨识 仪 、电磁场量子精密测量标定系统 、组合式大口径望远镜 等，预计采购时间为2 0 2 5 年 8 月 ~2 0 2 6年2 月。 详细采购清单： 中国科学院国家空间科学中心 2 0 2 5年8月~ 2 0 2 6年2月 仪器设备采购 意向汇总表 | | | 预算 | 采 购 | | --- | --- | --- | --- | | 采购项目 | 需求概况 | | | | | | 万元 | 时 | | | | | 间 | | 空间科学载荷先 | 项目计划采购离子束剖面应力消除设备 | | 202 6 | | | 等试验设备。为保证后续空间 ...

Core Insights - The article discusses the performance and strategic outlook of Illumina, emphasizing its leadership in the next-generation sequencing (NGS) market and the growth driven by clinical applications [3][4]. Financial Performance Analysis - In Q4 2025, revenue grew by 4% year-over-year at constant currency, with a 7% increase excluding the Chinese market [4]. - Earnings per share for Q4 2025 were projected between $1.27 and $1.30, with an annual EPS of approximately $4.76 to $4.79, reflecting over 15% growth [4]. - The company placed 95 units of the NovaSeq X series instruments in Q4 2025, with consumable sales driven by strong usage rates [4]. Key Growth Drivers - Revenue growth is primarily driven by the clinical market, with 60% of consumable revenue coming from clinical customers [6]. - Increased adoption of the NovaSeq X has doubled sequencing capabilities and boosted consumable demand [6]. - Customers are increasing sequencing intensity, necessitating a 15-fold volume growth for certain applications [6]. Business Operations Overview - The clinical market serves as the core growth engine, with strong demand in oncology, genetic diseases, and reproductive health [7]. - The academic research market shows signs of rebound but is expected to remain weak in 2026 [7]. Market Expansion - Global installed base exceeds 20,000 units, supporting a full lifecycle from early detection to routine clinical applications [8]. - The Chinese market faced sanctions but is gradually recovering post-sanction, with a current revenue contribution of 3% [8]. R&D Investments and Achievements - The launch of NovaSeq X enhances sequencing capabilities, with new technologies being integrated into existing platforms [9]. - Multi-omics products, including single-cell solutions and protein preparation systems, are being developed [9]. Operational Efficiency - The company has optimized end-to-end workflows, reducing total costs for customers by over 30% compared to alternatives [11]. - The NovaSeq X workflow has been simplified, improving laboratory efficiency [11]. Future Outlook and Plans - Short-term goals for 2026 include maintaining demand patterns from H2 2025 and focusing on clinical market growth [12]. - Long-term strategies involve expanding multi-omics capabilities and enhancing the Bio Insights business to drive digital drug discovery [13]. Q&A Highlights - Q4 performance exceeded expectations due to strong growth in markets outside China, with clinical market growth being a significant contributor [14]. - The transition to NovaSeq X is expected to have a reduced price impact in 2026 [15]. Market Health Status - The clinical market continues to grow, with 60% of consumable revenue derived from clinical applications [17]. - The academic research sector is anticipated to remain weak in 2026, but new technologies may drive long-term recovery [17]. Competitive Environment - Customers prioritize ecosystem and workflow integrity over price, with NovaSeq X offering advantages in flexibility and usability [18]. China Market Approval and Recovery - Post-sanction, instrument imports for OEM customers are allowed, with ongoing discussions to lift the "unreliable entity list" designation [19].

特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无 法看到我们的推送。 一、开 场 介绍 会议时间： 2026财年 主持人说明： 由摩根大通分析师Casey Woodring主持，会议时长40分钟，包含企业演示与问答环节。 管理层发言摘要： Frank H. Lauk ien（总裁兼首席执行官）：2025年为艰难一年，未来三到五年重点聚焦盈利 能力，目标将利润率从中位数十几%提升至20%出头到中20%，实现两位数每股收益增长； 强调"加速计划3.0"，聚焦售后市场与粘性收入，关注临床微生物学、分子诊断及自动化人工 智能实验室工具等新机会。 二、财务业绩分析 核心财务数据 2025年第四季度初步收入：9.65亿-9.7亿美元（高于市场共识约1000万美元）； 2025年全年初步报告收入：约34.3亿美元（同比增长约2%）； 订单情况：2025年第四季度BSI部门（占公司93%）订单出货比略高于1.0。 三、业务运营情况 分业务线表现 后基因组时代工具：空间生物学业务2025年实现低两位数增长，Cosmics平台耗材高两位数 增长；蛋白质组学、代谢组学工具（ ...

Core Viewpoint - The article emphasizes the importance of eye and face protection in industrial production and special operations, highlighting the introduction of two new national standards that set new regulations for the industry [1]. Summary by Sections New National Standards - The new national standards GB 3609.2-2025 and GB 38696-2025 have been officially released, establishing comprehensive guidelines for eye and face protection in welding and strong light source applications [1]. - GB 3609.2-2025 focuses on automatic darkening welding filters, aligning with international standards and introducing new technical indicators such as blue light transmission ratio and visible light transmission ratio, while addressing industry pain points related to compatibility and protection [1]. - GB 38696-2025 is the first specialized national standard for non-laser strong light source protection, filling a gap in the industry by clearly defining optical performance, protection thresholds, and safety requirements for various high-frequency application scenarios [1]. Webinar Details - Agilent Technologies is hosting an online seminar to discuss the core updates and practical applications of the new regulations, featuring expert speakers from various relevant fields [2]. - The seminar will include in-depth discussions on the technical points of GB 3609.2-2025 and the logic behind the formulation of GB 38696-2025, along with practical experiences shared by industry professionals [2]. - The event is designed for professionals involved in protective equipment production, third-party testing, and safety management, providing a platform for policy interpretation, technical sharing, and practical guidance [2]. Event Schedule - The seminar is scheduled for January 15, 2026, and will feature a series of presentations and interactive Q&A sessions with industry experts [4].