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。 今日（1月12日），中国传感器产业迎来2026年IPO上市第一股！ 截止撰稿， 豪威集团港股报109.6 港元/股， 涨4.58%，市值达1376亿元。 本次豪威集团在港股的IPO，已是豪威集团这家全球第三大CMOS图像传感器公司的第三次上 市—— 2017年在A股首次IPO，2023年11月份，全球存托凭证在瑞士上市。 可以说，以豪威集团、格科微、思特威等为代表的国产CMOS图像传感器力量，是中国羸弱的 传感器产业为数不多的亮点，具备与索尼、三星等全球顶尖公司争锋的潜力。 豪威集团在港股的成功上市，预示着资本对国产传感器等硬科技力量的持续看好。 豪威集团（原韦尔股份）正式在香港联合交易所主板挂牌上市，股票代码0501。豪威集团本 次港股IPO最终发行价为 104.8港元/股， 拟全球发售 4580万股H股。 | 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 发 文 不 易 ， 请 ...

Group 1 - The article highlights a joint online seminar titled "Micro-Nano Manufacturing and Detection Technology Applications" organized by Ev ident and Instrument Information Network, aimed at providing a high-value communication platform for R&D, process, and quality personnel in the micro-nano research and manufacturing field [1][3] - The seminar will feature experts discussing cutting-edge solutions and challenges in micro-nano manufacturing, including topics such as wafer bonding and interface characterization [3] - The event is scheduled for January 14, 2026, and will include presentations on the upgraded LEXT OLS5500 laser confocal microscope, showcasing its capabilities in the micro-nano world [3]

Core Viewpoint - The article discusses the release of the "2025 Shandong Province Key Focus Directory for Newly Purchased Large Scientific Research Instruments," which includes nine categories of instruments aimed at optimizing resource allocation and enhancing the efficiency of scientific research in the province [1][2]. Summary by Relevant Sections Overview of the Directory - The directory includes nine types of scientific research instruments such as X-ray diffractometers, mass spectrometers, and flow cytometers, which are essential for various research applications [2]. - The directory serves as a critical reference for provincial universities and research institutions when purchasing large scientific instruments valued at 500,000 yuan or more [2]. Instrument Categories and Regional Distribution - The nine categories of instruments listed in the directory are: 1. X-ray diffractometer 2. Inductively Coupled Plasma Emission Spectrometer 3. Inductively Coupled Plasma Mass Spectrometer 4. Gas Chromatograph 5. Liquid Chromatograph 6. Flow Cytometer 7. Laser Confocal Microscope 8. Ultracentrifuge 9. Fluorescent Quantitative PCR Instrument [2][3]. - The distribution of these instruments across different cities in Shandong Province is as follows: - X-ray diffractometer: Jinan (56), Qingdao (36), Yantai (7), Dongying (6) [3]. - Inductively Coupled Plasma Emission Spectrometer: Jinan (27), Qingdao (25), Linyi (13), Binzhou (13) [3]. - Inductively Coupled Plasma Mass Spectrometer: Qingdao (44), Jinan (43), Weifang (20), Yantai (13) [3]. - Gas Chromatograph: Qingdao (22), Jinan (17), Yantai (11), Binzhou (8) [3]. - Liquid Chromatograph: Jinan (99), Qingdao (65), Yantai (41), Weihai (23) [3]. - Flow Cytometer: Jinan (109), Qingdao (36), Yantai (21), Jining (8) [3]. - Laser Confocal Microscope: Jinan (71), Qingdao (30), Tai'an (13), Jining (9) [3]. - Ultracentrifuge: Jinan (44), Qingdao (12), Tai'an (10), Yantai (9) [3]. - Fluorescent Quantitative PCR Instrument: Jinan (35), Tai'an (25), Qingdao (8), Binzhou (5) [3]. Implementation and Guidelines - Relevant institutions are required to conduct evaluations before purchasing new large scientific instruments, ensuring adherence to the directory and preventing unreasonable growth in the number of instruments listed [2]. - The initiative aims to enhance the utilization efficiency and sharing level of large scientific research instruments in Shandong Province [2].

Core Viewpoint - Quantum Design has completed the acquisition of the NanoScience division of Oxford Instruments, marking a strategic alliance between two pioneers in low-temperature technology and establishing a comprehensive service system in low-temperature physics, materials science, and microscopy technology [1]. Group 1: Acquisition Details - The acquisition was announced on June 10, 2025, with Quantum Design agreeing to pay £60 million in cash for the NanoScience business [1]. - This acquisition integrates advanced technologies in ultra-low temperature and high magnetic field environments, aiming to provide comprehensive and high-quality experimental solutions for global research teams [2]. Group 2: Product and Service Offerings - The resource integration will enable the provision of a full range of products and services, including dilution refrigerators and low-temperature thermostats critical for quantum information science, integrated magnetic field and temperature automatic control systems for material characterization, high-field superconducting magnets, and a complete series of optical low-temperature thermostats [2]. - Additionally, a global sales and customer support system will be established to enhance service delivery [2].

Core Viewpoint - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 enterprises with an annual output value exceeding 1 billion yuan by 2028, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain, while significantly increasing the proportion of R&D expenses in revenue [2][3][7]. Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600, and to drive the addition of 500 new large-scale industrial enterprises in the supply chain [7]. Group 2: Implementation Actions - **Optimizing Traditional Advantage Industries**: The plan encourages petrochemical companies to reduce oil dependency and develop new functional materials, while supporting steel and non-ferrous metal companies to strengthen specialty steel and expand lightweight alloys [8]. - **Accelerating Leading Industry Strategies**: Support for integrated circuit companies to focus on equipment, advanced processes, and materials, aiming to cultivate internationally competitive leading enterprises [8]. - **Promoting Key and Emerging Industries**: The plan emphasizes the development of new-generation electronic information, smart connected vehicles, high-end equipment, and green low-carbon industries [9]. Group 3: Innovation and Technology - **Releasing Innovation Vitality**: The plan supports enterprises to increase basic research investment, providing financial subsidies based on the amount of R&D expenditure [9]. - **Accelerating Core Technology Breakthroughs**: Focus on supporting enterprises in laser manufacturing, quantum technology, and new functional materials to conduct foundational research [10]. Group 4: Quality and Efficiency Enhancement - **Promoting Technological Transformation**: Support for enterprises to upgrade production, R&D, and design processes, with financial support for fixed asset investment loans [10]. - **Deepening Digital Transformation**: The plan includes initiatives for AI integration in manufacturing, aiming for large enterprises to achieve full digital application coverage by 2027 [10]. Group 5: Resource and Support Actions - **Strengthening Talent Development**: The plan supports enterprises in attracting high-level talent, providing priority recommendations for national and local talent cultivation programs [11]. - **Enhancing Financial Support**: Focus on promoting low-interest, high-amount, and long-term loan products for manufacturing enterprises, with interest subsidies for key component and raw material loans [12]. - **Expanding Logistics Support**: The plan aims to build industrial logistics and warehousing facilities to integrate logistics with manufacturing [12].

Group 1 - The core viewpoint of the article highlights the recent funding round of Zhenzhen Nano Technology, which specializes in the development of Atomic Force Microscopy (AFM) probes, raising over 10 million yuan to enhance production processes and product stability [1] - The funding will be allocated to optimize the mass production process of AFM probes and to support the research and development of a full range of AFM probes and the establishment of new production lines [1] - Zhenzhen Nano Technology, established in 2016 in Quzhou, Zhejiang Province, has achieved international leading levels in key metrics such as probe curvature radius, aspect ratio, and lifespan through innovative dry etching micro-nano processing technology [1] Group 2 - AFM is an essential high-precision detection instrument in various fields including nanotechnology, materials science, semiconductor industry, and life sciences, playing a critical role in quality assurance during semiconductor manufacturing [2] - AFM probes, as core consumable components of AFMs, have high usage frequency and strong repurchase attributes, but have long relied on imports, leading to high costs and supply chain risks [2] - The trend towards domestic production of AFM probes presents a clear opportunity for domestic substitution in this niche market, which is expected to drive the development of related supporting industrial chains [2]

Core Viewpoint - Hunan University has announced multiple government procurement intentions for reagent consumables, totaling a budget of 87.76 million yuan, covering 33 items [1][2]. Procurement Overview - The procurement includes advanced instruments such as field emission transmission electron microscopes, ultra-high vacuum laser molecular beam epitaxy systems, scanning tunneling microscopes, and UV-visible near-infrared spectrophotometers, with an expected procurement period from January to November 2026 [2][3]. Detailed Procurement List - The procurement list includes various high-end scientific instruments, each with specific functionalities aimed at supporting cutting-edge research in materials science, nanotechnology, and life sciences. For example: - Field emission transmission electron microscope: Aimed at high-resolution characterization of materials at the atomic level, with a budget of 7.8 million yuan [4][5]. - Ultra-high vacuum laser molecular beam epitaxy system: Designed for precise control in thin film preparation, with a budget of 19.8 million yuan [5]. - Scanning tunneling microscope: Intended for atomic-level surface analysis, with a budget of 14 million yuan [6]. - UV-visible near-infrared spectrophotometer: For optical property analysis of samples, with a budget of 14 million yuan [6]. Specific Instrument Requirements - Each instrument has specific requirements regarding quality, service, safety, and timelines, typically requiring completion within 45 days post-contract signing and a minimum of five years of free after-sales service commitment from the winning bidder [5][6][7]. Budget Allocation - The total budget for the procurement of these instruments is 87.76 million yuan, indicating a significant investment in enhancing research capabilities at Hunan University [1][2].

Core Viewpoint - The appointment of Yu Jing as the new president of Danaher’s China Diagnostics platform is expected to drive a new wave of transformation in the company, leveraging her extensive experience in digital transformation and product innovation from her previous roles at Medtronic and GE Healthcare [1]. Group 1 - Yu Jing previously served as the Vice President and General Manager of Medtronic's China Orthopedic and Neurosurgery business, where she led the digital transformation of the orthopedic and neurosurgery sectors [1]. - During her tenure at Medtronic from 2019 to 2025, she developed the AIBLE digital orthopedic and neurosurgery integrated solutions and established an innovation incubation center in Changzhou [1]. - Yu Jing's leadership is anticipated to enhance Danaher’s capabilities in digital transformation and product innovation within the diagnostics sector in China [1]. Group 2 - Chen Xiaosui made significant and lasting contributions to Beckman Coulter Diagnostics China and Danaher’s China Diagnostics platform, strengthening operational capabilities in the region [2]. - Under Chen's leadership, the team fostered collaboration among diagnostic business units, helping to unify goals and increase impact in China's dynamic healthcare market [2]. - Chen led initiatives for localization and open innovation, aligning Danaher’s product offerings more closely with market demands while enhancing quality, compliance, and customer experience standards [2].

Core Insights - The article highlights Brook's strategic shift towards refined operations, focusing on profit margins and EPS growth, alongside a significant annual cost reduction plan of $120 million [1][3][2]. Strategic Shift - Brook has transitioned from an aggressive acquisition strategy to a focus on operational efficiency, marking a pause in its expansion efforts after achieving a 12% compound annual growth rate over the past five years [3]. - The new strategy, dubbed Project Accelerate 3.0 (PA3), emphasizes maximizing operational efficiency rather than merely pursuing revenue growth [3]. Market Implications - This strategic pivot signals a more resilient pricing strategy in the high-end market, indicating a shift in global competition from mere parameter comparisons to comprehensive performance evaluations [5]. Technological Innovations - Brook is betting on the "post-genomics era," focusing on proteomics and spatial biology, with the launch of two significant products: CosMx WTX for spatial biology and the timsOmni mass spectrometry platform for top-down proteomics [7]. - CosMx WTX integrates NanoString technology to cover over 18,000 RNA targets, enhancing pathological research capabilities [7]. - The timsOmni platform represents a milestone in protein analysis, transitioning from piecemeal approaches to comprehensive profiling [7]. Additional Business Segments - Brook is also capitalizing on two lucrative segments: semiconductor technology and automated AI laboratories, which have contributed over $300 million in revenue with high profit margins [8]. - The semiconductor segment is driven by the demand for X-ray and atomic force microscopy (AFM) in chip manufacturing, while the automated AI laboratory initiative promotes a vision of "unmanned laboratories" to global pharmaceutical companies [8].

Group 1 - The Shenzhen Municipal Finance Bureau announced that starting from January 1, 2026, the "Domestic Product Standards" will be fully implemented in government procurement projects [1] - The policy aims to ensure fair competition among various business entities, including state-owned, private, and foreign enterprises [1] - Products that meet the standards of being produced within China will receive a 20% price deduction during bidding [1] Group 2 - The procurement process will incorporate the domestic product standards, and suppliers will only need to provide a declaration letter confirming compliance, without the need for additional documentation [1]