格隆汇8月14日丨禾信仪器(688622.SH)公布，公司拟通过发行股份及支付现金的方式，购买吴明、上海 堰岛企业管理合伙企业(有限合伙)等两名交易对方合计持有的上海量羲技术有限公司 56.00%股权并募集 配套资金。 2025 年 8 月 13 日，公司收到上海证券交易所(以下简称"上交所")出具的《关于受理广州禾信仪器股份 有限公司发行股份购买资产并募集配套资金申请的通知》(上证科审(并购重组)〔2025〕27 号)，上交所 依据相关规定对公司报送的发行股份购买资产并募集配套资金的申请文件进行了核对，认为该项申请文 件齐备，符合法定形式，决定予以受理并依法进行审核 ...

证券代码：688622 证券简称：禾信仪器 公告编号：2025-046 广州禾信仪器股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨关联 交易申请文件获得上海证券交易所受理的公告 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、准确性和完整性依法承担法律责 任。 广州禾信仪器股份有限公司（以下简称"公司"）拟通过发行股份及支付 现金的方式，购买吴明、上海堰岛企业管理合伙企业（有限合伙）等两名交易对 方合计持有的上海量羲技术有限公司 56.00%股权并募集配套资金（以下简称"本 次交易"）。 2025 年 8 月 13 日，公司收到上海证券交易所（以下简称"上交所"）出具 的《关于受理广州禾信仪器股份有限公司发行股份购买资产并募集配套资金申请 的通知》（上证科审（并购重组）〔2025〕27 号），上交所依据相关规定对公 司报送的发行股份购买资产并募集配套资金的申请文件进行了核对，认为该项申 请文件齐备，符合法定形式，决定予以受理并依法进行审核。 公司本次交易事项尚需经上交所审核，并获得中国证券监督管理委员会同意 注册后方可实施，能否审核通过、完成 ...

智通财经APP讯，禾信仪器(688622.SH)公告，公司拟通过发行股份及支付现金的方式，购买吴明、上 海堰岛企业管理合伙企业(有限合伙)等两名交易对方合计持有的上海量羲技术有限公司56.00%股权并募 集配套资金。于2025年8月13日，公司收到上海证券交易所出具的《关于受理广州禾信仪器股份有限公 司发行股份购买资产并募集配套资金申请的通知》，上交所依据相关规定对公司报送的发行股份购买资 产并募集配套资金的申请文件进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依 法进行审核。 ...

禾信仪器(688622.SH)公告，公司拟通过发行股份及支付现金的方式，购买吴明、上海堰岛企业管理合 伙企业(有限合伙)等两名交易对方合计持有的上海量羲技术有限公司56.00%股权并募集配套资金。于 2025年8月13日，公司收到上海证券交易所出具的《关于受理广州禾信仪器股份有限公司发行股份购买 资产并募集配套资金申请的通知》，上交所依据相关规定对公司报送的发行股份购买资产并募集配套资 金的申请文件进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 ...

人民财讯8月14日电，禾信仪器(688622)8月14日早间公告，公司拟通过发行股份及支付现金的方式，购 买吴明、上海堰岛企业管理合伙企业(有限合伙)等两名交易对方合计持有的上海量羲技术有限公司 56.00%股权并募集配套资金。8月13日，公司收到上交所出具的《关于受理广州禾信仪器股份有限公司 发行股份购买资产并募集配套资金申请的通知》。 ...

2025年8月4日，禾信仪器发布2025上半年业绩，实现收入0.53亿元，同比下滑48.9%，但通过组织架构优化及成本管控，净亏损收窄至 1745.96万元，同比减亏20.86%。单季度看，Q2实现收入2144万元，同比下滑62.7%，环比下滑33.2%；归母净利润亏损1039万元，同 比下滑47.6%，环比下滑47.0%。 值得注意的是，公司正加速推进重大资产重组，拟收购上海量羲技术56%股权以拓展产业链，同时向食品安全、医疗健康等新领域布局高端仪 器国产替代。 导读： 2025年8月4日，禾信仪器发布2025上半年业绩，实现收入0.53亿元，同比下滑48.9%，但通过组织架构优化及成本管控，净亏损收窄至1745.96万元，同 比减亏20.86%。 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。 面对业绩压力，公司采取两大关键举措： 新兴领域：推出水中VOCs在线监测系统（VOC1500W）、车载农药残留快检仪（TAPI-TOF）等新品，切入水质监测、农业检测市场； 医疗健康：微生物检测质谱仪（CMI系列）拓展临床诊断场景。 董事长周振在 ...

Core Viewpoint - HeXin Instruments (688622.SH) is restructuring to enter the quantum computing sector, aiming to overcome challenges in its core business, which has been under pressure due to market conditions and declining demand [1][4]. Group 1: Restructuring Details - HeXin Instruments plans to acquire 56% of Shanghai Liangxi Technology Co., Ltd. for approximately 384 million yuan, with a total valuation of Liangxi Technology at 686 million yuan, reflecting a significant premium of 1083.71% [1][2]. - The acquisition will be financed through a combination of cash and stock, with up to 246 million yuan raised from specific investors to support the transaction and improve liquidity [2][3]. - Post-acquisition, Liangxi Technology will become a subsidiary of HeXin Instruments, enhancing its product offerings in high-end scientific instruments [3][6]. Group 2: Financial Performance - HeXin Instruments reported a revenue of 52.82 million yuan in the first half of 2025, a decline of 48.88% year-on-year, with a net loss of 17.46 million yuan, although this represents a reduction in losses by 20.86% compared to the previous year [1][4]. - The company has experienced continuous losses over the past three and a half years, with cumulative net losses amounting to approximately 222 million yuan [5]. - In contrast, Liangxi Technology demonstrated stronger profitability, with revenues of 26.79 million yuan, 74.35 million yuan, and 70.80 million yuan from 2023 to the first half of 2025, and net profits of 0.20 million yuan, 2.20 million yuan, and 2.81 million yuan during the same period [6]. Group 3: Performance Commitments - The transaction includes performance commitments from Liangxi Technology, ensuring net profits of no less than 35 million yuan, 50 million yuan, and 65 million yuan for the years 2025 to 2027, with a cumulative target of at least 150 million yuan [3][4]. - If the cumulative net profit falls between 90% and 100% of the target, the performance guarantors will not be obligated to compensate for the shortfall [4].

禾信仪器 20250805 摘要 和信仪器通过收购盈利的量曦技术，旨在弥补自身研发投入不足，并借 助其在量子计算领域的优势实现业务协同，量曦技术 2025 年上半年利 润已接近 3,000 万元，预计全年利润超 5,000 万元。 中国科学仪器行业正经历转型升级，受益于政策支持和国产替代需求， 高端设备国产化进程加速，细分领域深耕和并购整合成为提升竞争力的 关键策略。 量曦技术的产品主要销往国内，同时新增部分用于国产替代，并且有许 多配套产品可以直接出口海外，客户结构丰富，全球客户基础广泛，为 公司的稳定性提供了保障。 量子计算产业布局涵盖核心环节，技术路径包括离子阱等，与质谱仪光 学技术有协同效应。中国电信收购国盾量子提升了行业关注度和支持力 度，行业整体处于牛市状态。 企业级批量采购量子计算机预计在 2030 年左右实现，专用领域专用量 子计算机已开始批量使用。微软、亚马逊、谷歌、IBM 等科技巨头都在 加大对该领域的投资。 核心仪器的半年报显示，公司在过去三年累计亏损超过两个亿，几乎相当于其 一年的销售额。尽管如此，这种多品种、小批量、高毛利率的商业模式仍然符 合科创板并购六条的要求。公司在上市后进行了 ...

Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]

Core Viewpoint - HeXin Instruments reported a significant narrowing of losses in its traditional business while advancing into quantum computing, leading to an "accumulate" rating from Minsheng Securities [1] Financial Performance - For the first half of 2025, HeXin Instruments achieved revenue of 53 million yuan, a year-on-year decline of 48.9%, with a net loss attributable to shareholders of 17.65 million yuan, which is a 20.9% improvement compared to the same period last year [2] - In the second quarter of 2025, the company reported revenue of 21.44 million yuan, down 62.7% year-on-year and 33.2% quarter-on-quarter; the net loss attributable to shareholders was 10.39 million yuan, a decrease of 47.6% year-on-year and 47.0% quarter-on-quarter [2] Investment in Quantum Computing - The company plans to acquire a 56% stake in Shanghai Liangxi Technology Co., which specializes in quantum computing patents and low-temperature measurement equipment [3] - Liangxi Technology generated revenue of 70.8 million yuan in the first half of 2025, nearing its total revenue of 74.35 million yuan for 2024, with a gross margin of 62.1%, an increase of 2.3 percentage points from 2024 [3] - Research and development expenses for Liangxi Technology in the first half of 2025 were 4.21 million yuan, 10.66 million yuan, and 5.55 million yuan, representing 15.72%, 14.33%, and 7.85% of revenue, respectively [3] - Liangxi Technology achieved a net profit of 28.15 million yuan in the first half of 2025 [3] Industry Trends - Major global players are increasing investments in quantum computing, with Microsoft’s CEO stating that quantum computing will be a significant accelerator in cloud services [4] - NVIDIA's CEO indicated that the quantum computing sector is at a historic turning point, predicting that the next generation of supercomputers will integrate quantum processing units (QPU) with GPUs [4] - Amazon has launched a new 54-qubit superconducting quantum processor on its Amazon Braket platform [4] Future Outlook - Without considering the acquisition, the company is expected to achieve revenues of 210 million yuan, 230 million yuan, and 240 million yuan for 2025, 2026, and 2027, respectively, with corresponding price-to-sales ratios of 37x, 34x, and 32x based on the closing price on May 30, 2025 [5] - The company is anticipated to benefit from strong product capabilities and potential policy support, with its core product, the dilution refrigerator, expected to break the overseas monopoly [5] - The overall competitive advantage and resource reserves of the company are expected to accelerate its development in the quantum computing sector [5]