Core Viewpoint - The environmental monitoring market is expanding continuously, driven by policy support, technological advancements, and increased environmental awareness, leading to intensified competition and accelerated domestic substitution in the industry [2][3]. Market Overview - The environmental monitoring market is experiencing steady growth, with significant developments in sub-sectors such as carbon monitoring, water ecological monitoring, and pollution source monitoring, attracting numerous companies to compete [3]. - The competitive landscape is characterized by a diversification of players, with large enterprises dominating the high-end market through advanced technology and service innovation, while small and medium-sized enterprises compete in the mid-to-low-end market by enhancing cost performance and after-sales service [3][8]. Financial Performance of Listed Companies - A review of eight representative listed companies in the environmental monitoring sector reveals a clear polarization in financial performance, with some companies like 聚光科技 achieving significant revenue and profit growth, while others like 先河环保 and 蓝盾光电 face substantial losses [8][10]. - 聚光科技 reported a revenue of 36.14 billion and a net profit of 2.07 billion, with a net profit growth of 164.11% [6]. - In contrast, 先河环保 reported a net loss of 1.52 billion, reflecting a decline of over 200% [8]. Business Composition and Margins - Most companies exhibit high gross margins, with 聚光科技's instrument and related software business achieving a gross margin of 48.50% [9]. - 四方光电's gas sensor business accounts for 75.83% of its revenue, with a gross margin of 41.13%, indicating strong product competitiveness in its niche [9]. Industry Trends and Opportunities - The ecological environment monitoring industry is set to benefit from the modernization of monitoring systems, the integration of digital technologies, and the increasing demand for carbon monitoring services due to climate change initiatives [15][17]. - The trend of domestic substitution is accelerating, with local companies overcoming key technological barriers and gaining recognition in government procurement and monitoring sectors [17].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688600 证券简称：皖仪科技 公告编号：2025-039 安徽皖仪科技股份有限公司 关于股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ■ 一、回购审批情况和回购方案内容 公司于2023年12月27日召开第五届董事会第十二次会议，审议通过了《关于增加回购股份资金总额的议 案》，同意公司增加本次回购股份资金总额，回购股份资金总额由"不低于人民币2,500万元（含），不 超过人民币5,000万元（含）"调整为"不低于人民币5,000万元（含），不超过人民币10,000万元 （含）"。公司根据增加后的回购股份资金总额情况及《上市公司股份回购规则（2023年修订）》《上 海证券交易所上市公司自律监管指引第7号一一回购股份（2023年修订）》等法律法规相应调整《关于 以集中竞价交易方式回购公司股份的回购报告书》的回购股份数量等内容。除上述调整外，公司本次回 购股份方案的其他内容未发生实质变化。具体内容详见公司于2023年12 ...

证券代码：688600 证券简称：皖仪科技 公告编号：2025-039 安徽皖仪科技股份有限公司 关于股份回购实施结果暨股份变动的公告 增加回购股份资金总额和调整回购股份资金来源的议案》,将回购股份资金总额由 "不低于人民币 5,500 万元（含），不超过人民币 10,500 万元（含）"调整为"不 低于人民币 10,500 万元（含），不超过人民币 20,500 万元（含）"；将回购资金 来源由"自有资金"调整为"自有资金和自筹资金"。除上述增加回购股份资金 总额、调整回购股份资金来源外，本次回购股份方案的其他内容未发生变化。具 体内容详见公司于 2025 年 1 月 10 日在上海证券交易所网站（www.sse.com.cn）披 露的《关于增加回购股份资金总额和调整回购股份资金来源暨收到银行贷款承诺 函的公告》（公告编号：2025-005）。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2023/11/16 | | --- | --- | | 回购方案实施期限 | 自公司董事 ...

Core Viewpoint - The "3i Award - 2024 Scientific Instrument Industry User Attention Preferred Award" was held, recognizing 30 instruments that garnered significant user attention in the past year [1][2][5]. Group 1: Event Overview - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) took place in Shanghai, attracting over 1,700 participants from various sectors including government, academia, and industry [2]. - The award ceremony for the "3i Award" was a highlight of the event, with notable figures presenting the awards to the winners [2][4]. Group 2: Award Significance - The "3i Award" has been awarded for 17 years, aimed at highlighting high-quality instruments that received significant user attention, serving as a reference for procurement decisions [5]. - Since its inception in 2007, the award has recognized over 400 instruments, receiving widespread acclaim from manufacturers and users alike [5]. Group 3: Award Winners - A detailed list of the award-winning instruments includes various categories such as TOC analyzers, rheometers, and gas chromatography-mass spectrometry (GC-MS) systems, showcasing a diverse range of technologies [5][6]. - Notable winners include the Elementar Total Organic Carbon Analyzer and the AVANCE NEO 600 Nuclear Magnetic Resonance Spectrometer, among others [5][6]. Group 4: About the 3i Award - The 3i Award, which stands for Innovative, Interactive, and Integrative, is organized by Instrument Information Network and aims to recognize outstanding contributions in the scientific instrument and testing industry [7]. - The award process is based on principles of fairness and transparency, relying on evaluations from industry experts and a large user base to select innovative products and commendable enterprises [7].

Core Viewpoint - The company has approved a share repurchase plan aimed at utilizing funds for employee stock ownership plans, equity incentives, or conversion of convertible bonds [1] Group 1: Share Repurchase Plan - The company plans to repurchase shares with a budget ranging from 105 million to 205 million yuan through centralized bidding [1] - As of May 14, 2025, the company has repurchased a total of 9.3861 million shares, accounting for 6.97% of the total share capital [1] - The repurchase price range is between 11.16 yuan per share and 21.56 yuan per share, with a total expenditure of 151 million yuan (excluding transaction fees) [1] Group 2: Impact on Company - The share repurchase has not significantly impacted the company's daily operations, financial status, or future development [1] - The repurchased shares will be held in a special account and will not enjoy shareholder rights for the time being, with future plans for designated purposes [1]

Core Insights - The CT equipment market in China is projected to reach approximately 25.5 billion yuan in 2024, driven by increasing clinical demand due to an aging population and rising chronic disease prevalence [1][20] - The market is expected to maintain rapid growth as investments in healthcare increase and the implementation of hierarchical medical care continues [1][20] Industry Overview - CT, or computed tomography, is a medical imaging technology that utilizes X-rays to create detailed images of the body's internal structures, widely used for diagnosing various diseases [3][7] - The CT equipment industry is characterized by high technical barriers, requiring long-term technological accumulation for both core component development and complete device manufacturing [16] Market Dynamics - The demand for CT equipment is increasing due to the aging population and the growing need for medical examinations, with the number of CT devices in China expected to reach approximately 55,133 units by 2024 [21] - The domestic CT equipment market's localization rate is projected to be around 53% in 2024, with over 66% of sales coming from high-quality domestic brands [23] Competitive Landscape - The CT equipment industry in China exhibits a tiered competitive structure, with leading companies like GE Healthcare, United Imaging, and Siemens dominating the high-end market, while domestic firms are rapidly catching up through technological innovation [26][28] - Companies such as United Imaging and Wandong Medical are focusing on high-performance imaging equipment and innovative solutions to enhance their market presence [28][30] Policy Environment - The Chinese government has implemented strict regulatory frameworks for medical devices, promoting high-quality development and technological innovation in the CT equipment sector [9][11] - Recent policies aim to enhance the regulatory system for medical devices, ensuring safety and effectiveness while fostering innovation and competitiveness in the industry [9][11] Future Trends - The industry is witnessing a shift towards technological innovation and domestic substitution, with local manufacturers making significant strides in core component production and image quality [32] - The demand for CT equipment in grassroots medical institutions is expected to grow, driven by the hierarchical medical care policy and the increasing number of private hospitals [33] - The integration of AI and digital technologies in CT equipment is anticipated to enhance diagnostic capabilities and operational efficiency, aligning with the industry's move towards sustainability and environmental compliance [34]

证券代码：688600 证券简称：皖仪科技 安徽皖仪科技股份有限公司 2024 年年度股东大会会议资料 2025 年 5 月 安徽皖仪科技股份有限公司 2024 年年度股东大会 目 录 | 安徽皖仪科技股份有限公司 | | 2024 年年度股东大会会议须知 | | | 1 | | --- | --- | --- | --- | --- | --- | | 安徽皖仪科技股份有限公司 | | 2024 年年度股东大会会议议程 | | | 3 | | 安徽皖仪科技股份有限公司 | | 2024 年年度股东大会会议议案 | | | 5 | | 议案 1：关于公司 | 2024 | 年年度报告及其摘要的议案 | | | 5 | | 议案 2：关于公司 | 2024 | 年度董事会工作报告的议案 | | | 6 | | 议案 3：关于公司 | 2024 | 年度监事会工作报告的议案 | | | 11 | | 议案 4：关于公司 | 2024 | 年年度独立董事述职报告的议案 | | | 14 | | 议案 5：关于公司 | 2024 | 年年度财务决算报告的议案 | | | 15 | | 议案 6：关于公司 | 2025 ...

Investment Rating - The investment rating for the environmental engineering and services sector is "Positive" [2] Core Viewpoints - The environmental industry is gradually returning to rationality after experiencing a decline in national subsidies, PPP projects, and mixed ownership reforms. Companies are focusing on core business development while exploring new growth areas such as renewable energy and AI+environmental solutions [24] - In 2024, the environmental sector achieved a total revenue of CNY 395.986 billion, a year-on-year decrease of 1.2%, and a net profit attributable to shareholders of CNY 26.289 billion, a decrease of 10.7%. However, in Q1 2025, the sector's revenue increased by 1.5% year-on-year to CNY 87.873 billion, and net profit rose by 1.3% to CNY 8.723 billion, indicating a steady improvement in performance [24] Summary by Relevant Sections Water Sector - In 2024, the water sector generated revenue of CNY 75.376 billion, a decrease of 1% year-on-year, while net profit increased by 24.1% to CNY 11.822 billion. In Q1 2025, revenue remained flat at CNY 16.785 billion, with net profit growing by 7.6% to CNY 2.663 billion. Recent policy changes are expected to catalyze market-oriented water price reforms, benefiting efficient water companies [3][35] Solid Waste Sector - The solid waste treatment sector achieved revenue of CNY 174.722 billion in 2024, a year-on-year increase of 10.6%, with net profit rising by 10.2% to CNY 14.248 billion. In Q1 2025, revenue grew by 8.6% to CNY 41.34 billion, and net profit increased by 7.9% to CNY 4.3 billion. The new paradigm of waste incineration combined with data centers is expected to enhance profitability and cash flow [4][30] Environmental Monitoring/Testing Sector - The environmental monitoring/testing sector reported revenue of CNY 11.146 billion in 2024, a year-on-year increase of 1.5%, with net profit rising significantly by 46.2% to CNY 0.733 billion. In Q1 2025, revenue decreased by 6.3% to CNY 1.788 billion, while net profit remained stable with a slight increase of 0.4% [4] Environmental Equipment Sector - The environmental equipment sector generated revenue of CNY 61.497 billion in 2024, a decrease of 10.27%, with net profit falling by 33% to CNY 2.873 billion. In Q1 2025, revenue decreased by 6.42% to CNY 13.822 billion, and net profit decreased by 4.6% to CNY 0.986 billion. The demand for energy-saving equipment is expected to rise as the government promotes energy efficiency [5][6] Investment Recommendations - Three main investment lines are highlighted: 1. Water and waste incineration operations, which are expected to benefit from market reforms and stable cash flows. Recommended companies include Xirong Environment and Hongcheng Environment. 2. Environmental equipment, which is anticipated to see increased demand due to ongoing energy-saving initiatives. Suggested companies include Zhongtai Co. and Ice Wheel Environment. 3. Circular economy initiatives, with significant growth potential as outlined in the "14th Five-Year Plan" for circular economy development. Recommended companies include Inke Recycling and High Energy Environment [6][30]

证券代码：688600 证券简称：皖仪科技 公告编号：2025-038 安徽皖仪科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2023/11/16 | | --- | --- | | 回购方案实施期限 | 自公司董事会首次审议通过本次回购方案之日 | | | 起 个月内 18 | | 预计回购金额 | 10,500万元~20,500万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | 累计已回购股数 | □为维护公司价值及股东权益 9,386,079股 | | 累计已回购股数占总股本比例 | 6.97% | | 累计已回购金额 | 151,381,839.01元 | | 实际回购价格区间 | 11.16元/股~21.56元/股 | 一、回购股份的基本情况 公司于 2023 年 11 月 15 日召开第五届董事会第十一次会议，审议通过了《关 于以集中竞价交易方式回购公司股 ...

据证券之星公开数据整理，近期皖仪科技(688600)发布2025年一季报。截至本报告期末，公司营业总收 入1.34亿元，同比上升16.87%，归母净利润-545.09万元，同比上升83.78%。按单季度数据看，第一季度 营业总收入1.34亿元，同比上升16.87%，第一季度归母净利润-545.09万元，同比上升83.78%。本报告期 皖仪科技盈利能力上升，毛利率同比增幅3.64%，净利率同比增幅86.13%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率50.04%，同比增8.62%，净利率-4.06%，同比增 86.13%，销售费用、管理费用、财务费用总计4297.51万元，三费占营收比32.0%，同比减29.08%，每股 净资产5.49元，同比减7.97%，每股经营性现金流-0.18元，同比减63.04%，每股收益-0.04元，同比增 84.0% | 项目 | 2024年一季报 | 2025年一季报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.15亿 | 1.34亿 | 16.87% | | 归母净利润(元) | -3361.64万 | -545 ...