Core Viewpoint - The successful acquisition of a 170 million yuan order by Sichuan Zhongce Biao Wu Technology Co., Ltd. for its domestically developed online gas chromatography analyzer marks a significant milestone for the application of high-end domestic analytical instruments in the national energy sector, transitioning into a new phase of scale and normalization [2] Group 1: Product Development and Technology - The core components of the domestic online gas chromatography analyzer, such as the chip-level micro-sampler and thermal conductivity detector, are likened to the "heart" of the instrument [4] - The company has achieved over 95% localization in the overall production of the analyzer, with its performance reaching international advanced levels and some technologies being internationally leading [4] Group 2: Market Validation and Testing - The National Pipeline Group has opened industrial testing sites, allowing the product to undergo over 10,000 hours of rigorous testing, demonstrating data accuracy and stability comparable to or even superior to imported equipment [5] - The product has been tested in extreme environments, such as those encountered in the China-Russia East Line project, further validating its reliability [5]

摘要 ： 近日，工信部公示首台（套）重大技术装备保险补偿项目资格评审结果，五款国产液相色谱质谱联用仪入围，分别来自杭州谱育、安徽皖仪、合肥引力波 智谱、博奥赛斯和中元汇吉。 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。 1 2 月 16 日 ， 工 业 和 信 息 化 部 公 示 了 《 首 台 （ 套 ） 重 大 技 术 装 备 保 险 补 偿 项 目 资 格 评 审 结 果 》 ， 经 评 审 ， 全 国 共 有 47 个 高 端 装 备 项 目 拟 入 选，覆盖高端制造、能源、医疗、船舶等关键领域。 值得关注的是，在本次名单中，有五款国产液相色谱质谱联用仪成功入选。 谱育的液质联用平台在"国家重大科学仪器设备开发专项"的支持下，研制了包含LC-MS/MS等多款性能优越的创新产品，卓越的灵敏度、优 异的稳定性，可对复杂样品基质中的未知化合物到低丰度蛋白质、污染物、农残或药物代谢物，精准识别、精确定量，打造国产色谱质谱联用 高端产品。 安徽皖仪科技股份有限公司：液相色谱三重四极杆质谱联用仪 皖仪科技TQ 9200系列由自主研发的LC 3 ...

Core Viewpoint - Multiple scientific instrument manufacturers are announcing price adjustments in response to rising costs of raw materials, labor, and supply chain pressures, which are impacting production and operations [4][6][20]. Group 1: Thermo Fisher - Thermo Fisher has stated that due to macroeconomic factors, the costs of raw materials and intermediate processes for chromatography consumables are increasing, leading to production and operational pressures. As a result, they will adjust their product catalog prices starting January 1, 2026 [4][6]. Group 2: Danaher - Abcam - Danaher has completed a review of its entire product line and will implement necessary price adjustments due to rising costs in key areas. The new prices will take effect on January 1, 2026, with variations depending on the product line [8][11]. Group 3: Phenomenex - Phenomenex has decided to adjust market pricing for its products in China due to challenges posed by the global economic environment and supply chain issues. The price adjustments will vary by product line and will be effective from December 22, 2025 [15][16]. Group 4: PerkinElmer - PerkinElmer has indicated that due to multiple factors, including significant increases in core procurement costs due to tariffs, they will adjust prices for consumables starting January 1, 2026. The adjustments will vary by product [20][22]. Group 5: Jena - Jena has announced that due to macroeconomic influences leading to rising production costs, they will adjust prices for both main instruments and consumables starting January 1, 2026 [25]. Group 6: ATAGO - ATAGO has communicated that due to ongoing global economic instability and rapid increases in industry costs, they will raise prices on certain products effective December 1, 2025. Specific details can be obtained from regional sales representatives [29][32].

Group 1 - The European Commission has initiated an in-depth investigation into Nuctech, a Chinese security equipment company, under the Foreign Subsidies Regulation (FSR), suspecting it may have received financial support from China that distorts competition in EU public procurement [2] - The investigation marks the first enforcement case since the implementation of the FSR, with potential consequences including structural or behavioral commitments from the company, fines up to 10% of global revenue, or restrictions on participation in specific public procurement projects if price distortion is confirmed [2] - Nuctech has publicly stated its commitment to independent operations and compliance with local laws, denying any receipt of subsidies that violate fair competition principles, and expressing willingness to cooperate with the investigation [5]

Core Insights - The iCMS 2025 conference highlighted the transformative potential of mass spectrometry technology across various fields, including life sciences, AI-driven intelligence, and applications in national strategic industries [2][3][12] - A significant trend observed is the shift from merely increasing detection coverage to enhancing the depth of structural information, quantitative stability, and mechanistic interpretation in mass spectrometry [4] Group 1: Advances in Life Sciences - The focus in omics research has evolved towards higher demands for precision and clarity in mass spectrometry, particularly in metabolomics and proteomics [4] - New technologies, such as the ISO-star developed by Peking University, enhance the efficiency of capturing low-abundance functional peptides, facilitating systematic studies in functional proteomics [6] - AI is becoming integral in mass spectrometry, improving data analysis efficiency and accuracy, and enabling a more automated and intelligent approach to omics research [5][7] Group 2: Applications in Strategic Industries - The conference showcased mass spectrometry's advancements in practical applications, particularly in food safety, environmental monitoring, and public safety, with a new focus on lithium battery technology [8][11] - Mass spectrometry is increasingly embedded in the lithium battery supply chain, addressing the growing demand for raw materials driven by the rapid development of the electric vehicle market [11] - The technology is evolving from laboratory tools to engineering analysis methods, capable of real-time monitoring and analysis of battery systems, enhancing quality control and safety [11][12] Group 3: Future Directions - The integration of AI and mass spectrometry is expected to lead to the development of highly integrated, automated laboratory processes, resembling "black box laboratories" [5] - The ongoing advancements in mass spectrometry are set to redefine its role in various industries, making it an indispensable tool for high-quality development in sectors like semiconductors and photovoltaics [12][13]

Group 1 - Guangdong Zhongke Diting Technology Co., Ltd. has completed a new round of equity financing, achieving a post-investment valuation of 150 million RMB [2][3] - The financing was led by Foshan Chanshi Intelligent Manufacturing Venture Capital Fund, with existing shareholder Guangdong Academy of Sciences increasing its investment [3] - The funds will be primarily used for the iterative research and development of the core product "OilFit Industrial Oil Monitoring System," national market expansion, and the recruitment of high-level talent, further solidifying its technological leadership in the oil monitoring sector [3] Group 2 - Guangdong Zhongke Diting is a technology innovation enterprise approved by the Guangdong Academy of Sciences, integrating research, production, sales, and maintenance [4] - The company's R&D team has origins dating back to the 1960s, focusing on the development of spectroscopic instruments, and is equipped with professionals experienced in analytical instrument R&D and production [4] - The company aims to create a large platform for the transformation of precision instrument achievements, serving research teams across the province [4] Group 3 - The company has a significant R&D history, with milestones including the development of key patents for atomic emission spectrometers since 2000 and the establishment of Guangdong Zhongke Diting in 2020 [5]

Core Viewpoint - Nanchang University has announced procurement intentions for 32 items of laboratory equipment, with a total budget of 105 million yuan, scheduled for procurement between September and December 2025 [2][3]. Procurement Overview - The procurement includes high and low temperature humidity test chambers, thermal shock test chambers, short-range molecular distillation purification equipment, fully automatic micro-area photoelectric testing systems, and semiconductor parameter testers [3][12]. - The total budget for the procurement is 105 million yuan, indicating significant investment in research and development capabilities [2][3]. Detailed Procurement List - Specific items include: - High-precision metal light-curing 3D printers and ultra-high temperature ceramic coating CVD deposition furnaces, with a budget of 225,000 yuan [5]. - Laser confocal microscopes for the National Emergency Medical Rescue Base, budgeted at 504,000 yuan [6]. - Equipment for the Biomedical Innovation Research Institute, including biological incubators and magnetic stirrers, with a budget of 78,000 yuan [7]. - High-performance lithium battery anode material production equipment, budgeted at 159,000 yuan [7]. - A digital twin verification system and electronic tongue for the National Key Laboratory of Food Science and Resource Exploitation, with a budget of 470,000 yuan [10]. Equipment Functionality and Purpose - The new equipment aims to enhance research capabilities across various disciplines, including photonics, materials science, and biomedical research, with expected service hours exceeding 1,000 annually [8]. - Specific functionalities include high-precision bonding for detectors, low-temperature magnetic field photoelectric current testing, and wide-spectrum analysis of detector spectral responses [8][9]. Additional Equipment Procurement - Other notable procurements include: - High and low temperature stretching testing machines and small magnetic control ion sputtering machines, with a budget of 87,000 yuan [9]. - Advanced optical testing systems and high-resolution liquid chromatography systems for food science research, with a total budget of 2.92 million yuan [13].

Core Viewpoint - The company has recently obtained a patent for an AI-based automated control and adjustment system for the Kjeldahl nitrogen determination process, enhancing its R&D capabilities and competitive edge in the scientific instrument market [3][4]. Group 1: Patent Details - The patent is titled "AI-based Automated Control and Adjustment System for Kjeldahl Nitrogen Determination" with patent number ZL 2025 1 1357945.3, applied on September 23, 2025, and announced on December 16, 2025 [3]. - The patent is co-owned by the company and the Shandong Institute for Food and Drug Inspection [3]. Group 2: Impact on the Company - The patented technology will be applied to the company's Kjeldahl nitrogen analyzer, which is used for measuring nitrogen/protein content in various fields, including biopharmaceuticals, food safety, and soil nutrient analysis [3]. - The integration of AI technology into the Kjeldahl analyzer will enable full automation and adaptive adjustment of experimental analysis processes, thereby enhancing the company's core product's intelligence and autonomy [4].

Core Viewpoint - Antu Biology (603658) has launched the Si kun series of gene sequencers, marking a significant milestone in its path of independent innovation and providing a high-cost performance, open-compatible, and self-controlled domestic option in the gene detection market [3]. Group 1: Product Launch - The Si kun series includes three models: Si kun 2000, Si kun 1000, and Si kun 500, designed to meet the differentiated throughput needs of various medical institutions [3]. - The sequencers are applicable in clinical scenarios such as tumor gene testing, genetic disease screening, and pathogen monitoring [3]. - Key optical systems, biochemical enzyme materials, base reagents, and core algorithms related to the sequencers have been fully self-developed, eliminating reliance on imported supply chains [3]. Group 2: Market Impact - The launch of the Si kun series fills a product gap for Antu Biology in the gene detection field [3]. - The new products represent a substantial breakthrough in constructing a comprehensive gene detection solution that includes instruments, reagents, and software [3].

Core Viewpoint - The article emphasizes the importance of cultivating high-quality enterprises in the instrument and meter sector and enhancing the self-controllability of the industrial chain, as part of the Ministry of Industry and Information Technology's efforts to support the development of a strong manufacturing nation [2][9]. Group 1: Meeting Overview - The meeting focused on two key directions: the cultivation of high-quality enterprises in the instrument and meter field and the self-controllability of the industrial chain [3]. - The meeting was attended by leaders from 10 specialized small and medium-sized enterprises in the instrument and meter sector, who shared their experiences and challenges [3][9]. Group 2: Strategic Planning - The Ministry of Industry and Information Technology plans to accelerate the planning of key tasks for the "14th Five-Year Plan" (2026-2030), supporting the integration of research and production, and addressing bottlenecks in the industrial chain [4]. - A complete ecosystem for the instrument and meter industry will be constructed through top-level design to solve critical issues [4]. Group 3: Service Capability Enhancement - To address the insufficient pilot verification capabilities reported by enterprises, the Ministry will improve the pilot verification system and establish performance evaluation and testing certification platforms [6]. - This enhancement aims to accelerate the transformation of scientific research achievements and reduce industrialization risks for enterprises [6]. Group 4: Market Application Promotion - The Ministry will promote market applications to address the limited application scenarios for instrument and meter products, encouraging iterative improvements of high-end products [7]. - Policies will be introduced to expand market demand for these products, facilitating connections between enterprises and users [7]. Group 5: Innovation and Enterprise Development - The Ministry emphasizes the role of enterprises as innovation subjects, encouraging increased R&D investment and collaboration across the industrial chain [8]. - The goal is to cultivate leading enterprises and specialized small and medium-sized enterprises, which will drive industry upgrades and create a robust enterprise hierarchy in the instrument and meter sector [8]. Group 6: Future Outlook - The meeting serves as an important platform for the Ministry to focus on high-quality development in the instrument and meter industry, gathering insights from enterprises to inform future policy-making [9]. - The proposed measures, such as "full-chain breakthroughs" and "pilot verification systems," aim to resolve long-standing issues in the industry and enhance self-controllability [9].