证券日报网讯1月29日，华测检测（300012）在互动平台回答投资者提问时表示，苏州华测生物是公司 医药服务板块在非临床研究领域的重要平台，已通过国家药监局(NMPA)药物GLP认证并多次顺利复 审，同时获得AAALACInternational完全认证，具备开展病毒及抗病毒药物相关药效学、安全性评价、 毒代动力学及生物分析等研究的合规资质与技术能力。 ...

Core Viewpoint - The company is actively monitoring global public health dynamics, including the recent spread of new viruses, and has initiated relevant technical research and preparedness efforts [1] Group 1: Company Actions - The company's medical laboratory is developing and validating testing methods in response to the recent virus transmission [1] - The laboratory is also following the application process for relevant compliance qualifications [1] - The company emphasizes its commitment to public health safety and social responsibility [1] Group 2: Future Plans - The company will strictly adhere to regulatory requirements and market demands in advancing its initiatives [1] - Continuous communication with relevant departments will be maintained to prepare for technical responses to public health emergencies [1]

华测检测回复：尊敬的投资者您好，国家对半导体与算力产业的扶持政策，为行业发展营造了良好环 境，公司作为第三方检测龙头，将积极把握行业发展机遇，依托现有半导体检测相关技术积累与实验室 布局，持续服务相关产业发展。相关业务需求受行业发展、市场环境等多重因素影响。未来，公司将结 合行业发展趋势、市场需求及自身经营规划，合理规划研发与产能投入，稳步推进相关领域业务布局， 努力提升公司核心竞争力与经营业绩，切实维护投资者权益，谢谢。 证券之星消息，华测检测(300012)01月29日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者提问：董秘你好，国家持续出台政策扶持半导体与算力产业发展，作为第三方检测龙头，公司是 否直接受益于相关政策红利？政策推动下，公司存储、闪存及算力芯片检测业务的需求是否显著提升？ 未来是否会加大该领域的研发与产能投入，预计未来一段时间该板块能否成为公司新的业绩增长极，带 动公司估值修复？ ...

Core Viewpoint - The company is leading the development of five group standards, including the "Technical Requirements for Safety Systems of Humanoid Robots," and is actively working on their implementation in collaboration with industry leaders and automotive companies [1] Group 1: Standard Development and Implementation - The company is progressing in the implementation of the standards according to industry norms [1] - Collaboration with relevant industry enterprises and institutions is ongoing to ensure the standards meet the needs of industrial development [1] Group 2: Impact on Business and Industry - The implementation of these standards is expected to enhance the company's technological leadership in the relevant fields [1] - The standards will contribute to strengthening the company's competitiveness in the testing business and its influence within the industry [1] - The specific impacts will gradually become evident as the industry develops [1]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 华测检测回复：尊敬的投资者您好，公司高度重视医药检测与新药研发服务的国际化能力建设。目前， 公司医药相关实验室已建立符合NMPA、FDA等主要监管机构技术要求的质量管理体系，部分实验室已 完成FDA注册并接受现场检查，可为客户提供支持中美欧等多区域申报的检测与研究服务。依托药学 CMC研究、非临床研究、生物分析及注册申报等一体化服务能力，公司已为多项创新药项目提供中美 双报及国际申报支持。鉴于信息披露及商业保密原则，公司不对具体项目数量及客户情况作单独披露。 从行业特征看，具备国际合规能力的检测与研究服务对技术、质量体系及人才要求较高，具备一定的服 务溢价能力，具体毛利水平同时也受项目类型、服务内容及客户结构等多因素影响。未来，公司将持续 完善国际法规对接能力，稳步提升创新药国际化检测服务的市场竞争力，谢谢。 证券之星消息，华测检测(300012)01月29日在投资者关系平台上答复投资者关心的问题。 投资者提问：创新药出海已成趋势，公司医疗器械实验室是国内首家获FDA-ASCA认可的第 ...

Core Viewpoint - The company is actively engaged in research and preparedness related to the recent spread of new viruses, emphasizing its commitment to public health safety and social responsibility [1] Group 1: Company Initiatives - The company's medical laboratory is monitoring global public health dynamics, including in India, and has initiated technical research and preparedness efforts in response to recent virus transmission [1] - The laboratory is advancing the development and validation of testing methods in accordance with relevant technical specifications and is following the application process for compliance qualifications [1] - The company is committed to maintaining communication with relevant departments to ensure technical readiness for public health emergencies [1] Group 2: Certifications and Capabilities - Suzhou Huace Biological, a key platform in the company's pharmaceutical services sector for non-clinical research, has received GLP certification from the National Medical Products Administration (NMPA) and has successfully passed multiple reviews [1] - The platform has also obtained full accreditation from AAALAC International, enabling it to conduct research related to the efficacy, safety evaluation, toxicokinetics, and bioanalysis of viruses and antiviral drugs [1] Group 3: Market Focus and Development - The company is attentive to changes in the demand for infectious disease prevention and antiviral drug research, providing non-clinical research technical support to domestic and internationally positioned clients under compliance [1] - Non-clinical research and bioanalysis services are crucial components of the company's pharmaceutical services sector, which has maintained steady growth driven by the demand for innovative drug development [1] - The company aims to strengthen its technical capabilities to promote the long-term stable development of its pharmaceutical services business [1]

Investment Rating - The industry investment rating is "Overweight" for both Utilities and Environmental sectors [8]. Core Insights - The carbon pricing market is undergoing a value reconstruction driven by both policy and market forces, with carbon prices expected to stabilize at 150-200 RMB/ton by 2030 [3][7]. - The green certificate market is currently underperforming, with prices at only 8% of the carbon price, indicating significant potential for value release [5][7]. - The upward pressure on electricity prices is anticipated from both carbon costs and green certificate revenues, with wholesale electricity prices projected to increase by 10% to 385 RMB/MWh [6]. Summary by Sections Carbon Price Trends - Carbon prices peaked at 98 RMB/ton by the end of 2024 but fell to a low of 38 RMB/ton in 2025 due to declining energy prices and increased renewable energy capacity [4]. - As of January 2026, carbon prices have stabilized at an average of 73 RMB/ton, supported by compliance demand from the power sector and the expansion of carbon markets in heavy industries [4]. Green Certificate Market - The average price of green certificates was 4.2 RMB per certificate in 2025 and increased to 5.5 RMB in 2026, still significantly lower than carbon prices [5]. - The low price of green certificates is attributed to the incomplete integration with the carbon market and insufficient market demand for green electricity [5]. Electricity Price Dynamics - Current carbon and green certificate prices are expected to push wholesale electricity prices from 350 RMB/MWh to 385 RMB/MWh, with further increases anticipated if carbon prices rise to 150-200 RMB/ton [6]. - If green certificate prices align with carbon prices, wholesale electricity prices could increase by 24-31% [6]. Future Outlook - The carbon market is expected to transition from "soft constraints" to "hard constraints" by 2027, with a gradual tightening of quotas and an increase in the proportion of paid allowances [7]. - Policies are being established to link the environmental value of green certificates with carbon reduction values, which may enhance the economic viability of green electricity [7].

格隆汇1月27日丨华测检测(300012.SZ)在投资者互动平台表示，公司持续推进AI检测技术的研发与场景 适配，目前正逐步探索其在核心业务板块的应用可能性，力求通过技术创新助力检测效率提升。 海外 相关布局处于稳步推进中，后续将结合海外业务发展需求，逐步探索技术应用场景，助力提升全球服务 效能。AI等新技术的应用，可通过降本增效、优化运营模式为全球业务毛利率提升提供支撑，但受业 务落地节奏、场景适配等因素影响，具体成效存在不确定性。 ...

证券日报网讯1月26日，华测检测（300012）在互动平台回答投资者提问时表示，公司已完成南非 Safety SA、越南开景相关收购，相关业务正稳步推进。非洲食安检测、东南亚供应链审核业务有序拓 展，公司将全力推进新兴市场业务增长，力争实现良好发展。 ...

（编辑 王雪儿） 证券日报网讯 1月26日，华测检测在互动平台回答投资者提问时表示，公司较早布局航空材料领域，精 准锚定航空航天领域潜力。凭借专业技术实力与高效运营管理，公司匹配客户测试需求，航空材料领域 测试项目数量增长强劲，实现较快发展。针对飞行汽车、无人机等新增检测需求，公司正积极推进相关 布局，密切跟踪行业标准动态，稳步拓展客户合作，后续公司将持续夯实该领域技术与服务能力，抢抓 低空经济发展机遇，相关重大进展若达到信息披露标准，将严格依规及时披露。 ...