Core Viewpoint - Domestic scientific instrument companies are breaking foreign monopolies through the "Specialized, Refined, and New Little Giant" policy, which has enabled significant breakthroughs in high-performance instruments and increased market share in the pharmaceutical industry [3][5]. Group 1: Overview of the "Little Giant" Policy - The seventh batch of national-level "Little Giant" enterprises includes 142 domestic instrument companies, covering key segments such as chromatography, mass spectrometry, and environmental monitoring [5][6]. - The "Little Giant" title not only certifies technical strength but also addresses the challenges of R&D difficulties, financing issues, and market penetration in the analytical instrument sector [6][9]. Group 2: Overcoming Growth Pain Points - Domestic analytical instrument companies face three main challenges: long R&D cycles (averaging 5-8 years), reliance on imported core components, and low market trust [6]. - After being recognized as "Little Giant" enterprises, companies have seen improvements in funding, technology transfer, and market acceptance, leading to increased revenue [6][12]. Group 3: Characteristics of the New Entrants - The 142 new entrants exhibit a focus on technology and specialization, forming differentiated competitive advantages in core segments [9][11]. - Companies like Shanghai Yidian and Jiangsu Huipu have established themselves as leaders in their respective niches, contributing to the resolution of critical technology issues [9][11]. Group 4: Growth Logic and Strategies - The growth paths of these companies provide replicable experiences for the industry, emphasizing the importance of focusing on niche markets and long-term strategies [11][12]. - The "Little Giant" status facilitates access to funding, tax incentives, and priority participation in major projects, enhancing the overall production and application capabilities [12][13]. Group 5: Building an Innovative Ecosystem - A positive cycle of "technical breakthroughs—market recognition—revenue reinvestment in R&D" is observed among the companies, fostering sustainable innovation [13][14]. - The average R&D investment intensity of "Little Giant" companies is 9.2%, significantly higher than the industry average of 4.5%, positioning them as key players in overcoming critical technology challenges [14]. Group 6: Future Outlook - The rise of these "Little Giant" enterprises signals a shift in the domestic analytical instrument sector from following to leading, with a focus on independent innovation and reduced reliance on imports [14]. - The success stories of these companies highlight that specialization and innovation are optimal pathways for small and medium-sized enterprises in the analytical instrument field [14].

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， 北京莱伯泰科 （证券代码：688056 ） 发布《 2025年三季度报告 》。报告详细内容如下： 一、主要财务数据 （一）主要会计数据和财务指标 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 92,908,661.34 | -4.22 | 284,872,833.06 | -8.43 | | 利润总额 | 13,260,810.45 | 6.73 | 36,648,761.69 | -3.20 | | 归属于上市公司股东的 | 11,453,748.67 | 1.76 | 32.546.867.25 | -7.26 | | 净利润 | | | | | | 归属于上市公司股东的 | 8.648.273.74 | 23.47 | 27, ...

摘要 ： 近日，zycgr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22项仪器设备采购意向，预算总 额达1.34亿元。 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， z ycgr发布 22 项仪器设备采购意向，预算总额达 1.34 亿 元，涉及 350kg真空感应熔炼炉 、200kg保护气 氛电渣熔炼炉、透射电子显微镜（TEM）、特征尺寸扫描显微镜（CD-SEM） 、聚焦离子束系统 等，预计采购时间 为 202 5 年 8~11 月 。 部分采购仪器简介： 特征尺寸扫描显微镜（CD-SEM） 特征尺寸扫描显微镜（Criti c a l Dime n si o n Sc a n n i n g El e c tr o n Mi c r o s c o p e，简称CD-SEM）是半导体制造中用于纳 米 级 图 形 尺 寸 测 量 与 缺 陷 检 测 的 核 心 设 备 ， 被 誉 为 " 芯 片 工 厂 的 尺 子 " 。 其 核 心 功 能 是 对 晶 圆 上 的 微 米 / 纳 米 级 结 构 （如晶 ...

摘要 ： 近日，中国热带农业科学院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19项仪器设备采购意向，预算总额达9748万元。 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， 中国热带农业科学院发布 1 9 项仪器设备采购意向，预算总额达 9 7 4 8万 元，涉及超高 效液相色谱串联三重四极杆质谱联用仪 、二氧化碳细胞培养箱、台式冷冻高速离心机、傅立叶 变换显微红外光谱仪、显微红外光谱仪 等，预计采购时间为2 0 2 5 年 3~1 0 月。 部分采购仪器简介： 二氧化碳细胞培养箱 二氧化碳细胞培养箱（CO₂ I n c u b a t o r）是一种模拟体内细胞生长环境的专用设备，核心功能 是通过精准控制温度、二氧化碳浓度和湿度，为细胞（如哺乳动物细胞、干细胞）体外培养提 供 稳 定 的 " 恒 温 、 恒 湿 、 恒 CO₂" 环 境 ， 保 障 细 胞 存 活 、 增 殖 与 功 能 活 性 ， 是 生 物 医 学 、 制 药、细胞治疗等领域的基础核心设备。 它解决了传统培养方式（如普通恒温箱） ...

摘要 ： 近日，中国科学院西安光学精密机械研究所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36项仪器设备采购意向，预算总额达1.37亿元。 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， 中国科学院西安光学精密机械研究所发布 3 6 项仪器设备采购意向，预算总额达 1 . 3 7 亿 元，涉及透射电子显微镜 、高能量飞秒激光系统-泵浦激光器、高分辨电子能量损失谱仪、 瞬态吸收光谱测量 仪、 软X射线光谱仪 等，预计采购时间为2 0 2 5 年 7~1 0 月。 部分采购仪器简介： | 射的高准 | 定系统1套 。 | | 年10 | | --- | --- | --- | --- | | 直、大光斑 | | | 月 | | X射线地面 | | | | | 标定系统 | | | | | 宽谱段皮米 | | | 2025 | | 超精细光谱 | 宽谱段皮米超精细光谱仪1套 。 | 106 | 年10 | | 仪 | | | 月 | | 步进式光刻 | | | 2025 | | 机 | 步进式光刻机1套 。 ...

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，安徽蓝盾光电子（证券代码：300862 ） 发布《 2025年三季度报告 》。报告详细内容如下： 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √ 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入(元) | 86. 237. 780. 85 | -4. 56% | 272. 245. 415. 07 | -21.33% | | 归属于上市公司股东 | -23.951.857.00 | -187. 31% | -59, 022, 815. 54 | -827.61% | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | -18.821.680.24 | -146.63% | -60.245.801.88 | -457.61% | | 的净利润 ...

Core Viewpoint - Jiangsu Tianrui Instrument (stock code: 300165) reported a significant decline in revenue and net profit for the third quarter of 2025, indicating challenges in order acquisition and operational efficiency [2][6]. Financial Data Summary Major Financial Data and Indicators - Operating revenue for the current period was CNY 140,032,428.12, down 33.03% year-on-year, and CNY 434,869,225.66 for the year-to-date, down 26.15% [2]. - Net profit attributable to shareholders was CNY 8,366,023.31, an increase of 3.95% year-on-year, while the year-to-date net profit was a loss of CNY 1,217,875.89, a decrease of 82.20% [2]. - Basic and diluted earnings per share were CNY 0.0169, up 4.22% year-on-year [2]. - The total assets at the end of the reporting period were CNY 3,338,140,290.46, down 2.58% from the previous year [2]. Non-Recurring Gains and Losses - Non-recurring gains included government subsidies of CNY 986,956.69 and other operating income of CNY 966,264.21, while losses from the disposal of non-current assets amounted to CNY -677.30 [3]. Significant Changes in Financial Indicators - Accounts receivable financing decreased by 72.70% due to a reduction in bank acceptance bills [5]. - Prepayments increased by 203.67%, indicating a rise in advance payments received [5]. - Short-term borrowings decreased by 31.91%, reflecting reduced liquidity loans from the parent company [5]. Cash Flow Analysis - Net cash flow from operating activities was CNY 10,606,610.61, an increase of 110.18% year-on-year, attributed to reduced payments for goods and services [7]. - Net cash flow from investing activities improved significantly to CNY 1,655,270.27, a turnaround from a negative cash flow in the previous year [7]. - Net cash flow from financing activities was negative at CNY -11,836,780.00, a decrease of 26.17% year-on-year, indicating reduced cash outflows for debt repayment [7]. Shareholder Information Shareholder Structure - The total number of ordinary shareholders at the end of the reporting period was 15,367, with the largest shareholder, Liu Zhaogui, holding 16.13% of shares [8]. - The top ten shareholders include various institutional and individual investors, with significant shareholding by Guangzhou Lidu Virtual Reality Technology [8]. Changes in Restricted Shares - Liu Zhaogui and other executives have their shares locked for a specified period, with no changes in the number of restricted shares during the reporting period [10]. Other Important Notes - The registered capital of the subsidiary Jiangsu Guoce Testing Technology Co., Ltd. was reduced from CNY 20 million to CNY 10 million [11].

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。 传统光谱分析是否正困扰着您？——功能单一、数据割裂、难以原位、操作繁琐。 会议日程： | O 14:00 -- 14:10 | 智能高端光谱检测仪器是什么样的? -- 谱光 | 任祺君 | 常州谱光慧联科技有限公司 总经理 | | --- | --- | --- | --- | | | 慧联的智慧光谱之路 | | | | ○ 14:10 -- 14:40 | 二维半导体微腔激子极化激元的多维光谱表征 | 张龙 | 厦门大学 教授 | | 0 14:40 -- 15:10 | Excipolar Trion - AI深度融合的智能化多维综合 | 孙天池 | 常州谱光慧联科技有限公司 光学工程师 | | | 光谱分析平台 | | | | ○ 15:10--15:15 | 第一轮抽奖 | 主持人 | | | 0 15:15 -- 15:45 | Excipolar Spinon - 智能化超快动力学瞬态吸收 | 曹佳炜 | 常州谱光慧联科技有限公司 光学工程师 | | | 光谱平台 | | | | ...

Core Insights - The formal domestication of the Orbitrap Exploris GC high-resolution mass spectrometer marks a new phase in the localization of high-resolution products [1] Group 1: Investment Potential - On October 17, the list of the top 10 most investment-worthy scientific entrepreneurial companies for 2025 was officially released, with Zhenmai recognized for its technological strength and scale potential in the field of gene sequencing [2] - The selection process involved over a hundred candidate companies across sectors such as AI, clean energy, and high-end medical technology, aiming to anchor high-value investment targets for capital [2] Group 2: Company Achievements - Since 2025, Zhenmai Bio has shown impressive results, completing a C+ round financing of 280 million yuan, which injects momentum for commercialization, globalization, and capacity expansion [5] - On the product technology front, Zhenmai launched the FASTASeq S high-throughput gene sequencer, and the SURFSeq 5000 platform has supported research teams in publishing results in Nature Aging, contributing to over 100 research papers [5] - In terms of market and industry recognition, Zhenmai was listed among the "Top 20 Innovative Companies in the Biomanufacturing Field for 2025," with its equipment entering over 50 countries globally [5]

Core Viewpoint - The entry of state-owned capital into the high-end instrument sector, exemplified by Qingdao's investment in LabTech, signals a significant opportunity for domestic replacement and strategic development in the industry [2][8][11]. Group 1: Investment Details - LabTech Holdings transferred 6.15% of its shares, totaling approximately RMB 114 million, to Qingdao Innovation Investment Co., which will become a significant shareholder with over 5% ownership [3][6]. - Qingdao Innovation Investment Co. is a wholly-owned subsidiary of the Qingdao Municipal Finance Bureau, established in 2021 with a registered capital of RMB 3 billion, focusing on private equity investment and market-oriented fund management [6]. Group 2: Strategic Implications - The investment by Qingdao state-owned capital is aimed at enhancing LabTech's development in high-end instrument localization and industry chain integration, providing additional resources and policy support [8][10]. - This partnership is expected to complement Qingdao's industrial foundation, promoting the local economy and fostering growth in related sectors such as semiconductor equipment [8][10]. Group 3: Industry Trends - The trend of state-owned enterprises entering the scientific instrument sector is becoming more pronounced, shifting from mere capital injection to a model of industrial empowerment and strategic collaboration [11]. - Recent examples include the acquisition of Chuan Instruments by China National Machinery Group and the establishment of "Yichuang Port" in Shanghai, indicating a broader movement towards integrating state resources with domestic innovation [9][10].