证券代码：300203 证券简称：聚光科技 公告编号：2025-004 聚光科技（杭州）股份有限公司 关于选举产生第五届监事会职工代表监事的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《公司法》、《证券法》及《公司章程》等有关规定，聚光科技（杭州） 股份有限公司（以下简称"公司"或"本公司"）监事会由 3 名监事组成，其中 职工代表监事 1 名，由公司职工代表大会选举产生。 鉴于公司第四届监事会任期即将届满，为顺利完成监事会的换届选举工作， 根据《公司法》、《公司章程》的有关规定，公司于 2025 年 4 月 15 日在公司会议 室召开职工代表大会。经认真讨论，参会职工代表一致同意选举赵玲女士为聚光 科技（杭州）股份有限公司第五届监事会职工代表监事，赵玲女士将与公司股东 大会选举产生的两名非职工代表监事共同组成公司第五届监事会，任期自股东大 会审议通过之日起三年(职工代表监事简历见附件）。 特此公告。 聚光科技（杭州）股份有限公司 二〇二五年四月十六日 职工代表监事简历： 赵玲女士，1974 年出生，中国国籍，无境外永久居留权，1996 年毕业于浙 江 ...

Core Viewpoint - The company, 聚光科技, has experienced limited growth in market value since its IPO in 2011, with a current market value of 107.02 billion, reflecting an increase of less than 13% from its initial value of 95.41 billion [1][4]. Financial Performance - In 2020, the company reported revenue of 41.01 billion and a net profit of 4.89 billion, marking a year-on-year revenue growth of 5.28% [1]. - The following years saw significant fluctuations in performance, with revenues dropping to 37.51 billion in 2021 and 34.51 billion in 2022, both years resulting in negative net profits of -2.32 billion and -3.75 billion respectively [1]. - In 2023, revenue further declined to 31.82 billion, with a net profit of -3.23 billion, despite a year-on-year improvement in net profit of 13.92% [2]. - In the first three quarters of 2024, the company achieved a net profit of 1.18 billion, indicating a return to profitability, although overall earnings have not yet recovered to previous high levels [2]. Market Position and Industry Impact - 聚光科技 is a leading player in the domestic scientific instrument industry, particularly in industrial process analysis instruments, with strong market influence in sectors such as refining, petrochemicals, and coal chemical industries [1]. - The company has expanded its business into emerging industries such as semiconductors, materials, and pharmaceuticals, driven by technological advancements and increasing domestic demand for high-end instruments [1].

证券代码：300203 证券简称：聚光科技 公告编号：2025-003 二、其他相关说明 截至本公告披露日，公司控股股东之一普渡科技所质押的股份不存在平仓风 险，股份质押事项对上市公司生产经营、公司治理等不会产生影响，质押的股份 不涉及业绩补偿义务。本次股份解除质押事项不会导致公司实际控制权发生变 聚光科技（杭州）股份有限公司 关于控股股东办理部分解除质押业务的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、股东部分股份解除质押基本情况 聚光科技（杭州）股份有限公司（以下简称"本公司"）于近日接到本公司 控股股东之一浙江普渡科技有限公司（以下简称"普渡科技"）的通知，普渡 科技办理了部分解除质押业务，具体情况如下： | 1、股东股份部分解除质押的基本情况 | | --- | | 普渡科技 | 是 | 2,245,000 | 4.33% | 0.50% | 2024-9-24 | 2025-4-11 | 云南国际信托 | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 是否为控股 股 ...

A股通用设备板块走高，宁水集团涨停，赛摩智能涨超15%，凤形股份、莱赛激光、聚光科技、冰山冷 热、锋龙股份等跟涨。 ...

通用设备板块走高，宁水集团（603700）涨停，赛摩智能（300466）涨超10%，凤形股份（002760）、 莱赛激光、聚光科技（300203）、冰山冷热（000530）、锋龙股份（002931）等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

导读： 在国家政策推动下，我国生态环境监测加速数智化转型，聚光科技以 "自动化无人运维+深度AI融合" 破局，推出 "超感官" 机器狗、高精度温室气体分析仪 等，应对关税挑战，预计2025年国产化率大幅提升。 特别提示 微信公众号机制调整，请点击顶部"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。 从《关于加快建立现代化生态环境监测体系的实施意见》到《国家生态环境监测网络数智化转型方案》，我国生态环境监测数智化转型迈出实 质性步伐。在这一浪潮中，环境监测仪器厂商拿出了怎样的 创新解决方案 ？ 与此同时，当前对美关税事件在科学仪器企业前行的航道上，既掀起了机遇的浪潮，也带来了挑战的暗礁。国产科学仪器企业该如何精准洞察 其中的机遇与挑战？国产替代的技术、产品储备又是否足以支撑行业实现进一步突破？ 值第二十三届中国国际环保展览会举办之际，仪器信息网特别 专访了 ： 聚光科技 总经理韩双来 ，邀请他就当下热点聚焦的 环境监测数智化 以及国产替代等话题 ，深度剖析、分享见解。 从分析仪器到分析机器人，AI深入应用方兴未艾 在 《关于加快建立现代化生态环境监测体系的实施意见》、 《国家 ...

Summary of the Conference Call for 聚光科技 Industry Overview - The demand for mass spectrometers in China is substantial, with an annual demand of approximately 20 billion RMB, but the domestic substitution rate is low [2][3][15] - The precision instruments market, particularly mass spectrometers, has the lowest domestic substitution rate and the largest market space among imported categories [3][15] Company Insights - 聚光科技 has a leading advantage in the mass spectrometry field and aims to increase market share and revenue through domestic substitution strategies [2][4] - The company has achieved significant progress in domestic substitution across three levels: - Level 1: ICP-MS (30% market demand) has been successfully substituted - Level 2: LC-MS/MS (50% market demand) is performing well in mid-to-low-end scenarios - Level 3: High-resolution mass spectrometry (20% market capacity) is still in the early stages of development [4][5] - The company has partnered with leading domestic wafer manufacturers to test ICP-MS, with expectations for implementation in 2025 [2][5] Market Dynamics - The U.S. Department of Commerce has banned the sale of flow cytometers and top-down proteomics mass spectrometry to China, impacting trap technology [2][7] - The ongoing U.S.-China tariff war has weakened the advantages of imported products, providing opportunities for 聚光科技 to enhance the cost-performance ratio of its products [2][9] - The Chinese government is expected to invest approximately 600 billion RMB in various sectors, including 18 billion RMB for educational equipment and scientific instrument updates, benefiting domestic scientific instrument manufacturers [2][11] Financial Performance - In 2024, 聚光科技 is projected to achieve a profit of 200 to 230 million RMB, with expectations to exceed 300 million RMB in 2025 [4][16] - The company has experienced rapid growth in its laboratory instrument division, particularly in the mass spectrometry sector, contributing to a significant increase in operational profits [12][16] Competitive Landscape - 聚光科技 is recognized as a leader in the mass spectrometry market, with sales volumes significantly higher than its competitors [17] - Major international companies like Thermo Fisher, Danaher, and Agilent are cautious about relocating production lines to China due to concerns over technology leakage [10][17] - The current geopolitical climate and domestic policy support are crucial for the growth of domestic scientific instruments [19] Future Outlook - The company is well-positioned to benefit from the increasing demand for domestic scientific instruments and the ongoing trend of domestic substitution [2][19] - 聚光科技's focus on high-precision carbon monitoring and collaboration with the National Meteorological Administration is expected to drive rapid growth in this segment [13][14]

证券代码：300203 证券简称：聚光科技 公告编号：2025-002 聚光科技（杭州）股份有限公司 关于公司股价异动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 3、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 重要内容提示： 1、聚光科技（杭州）股份有限公司（以下简称"公司"或"聚光科技"） 股票交易价格于2025年4月7日至4月9日连续3个交易日收盘价涨幅偏离值累计超 过30%，根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 2、经公司自查，并向公司控股股东、实际控制人核实，截至本公告披露日， 确认不存在应披露而未披露的重大事项。 3、公司郑重提醒广大投资者：投资者应充分了解股票市场风险及本公司披 露的风险提示，切实提高风险意识，应当审慎决策、理性投资。 一、股票交易异常波动情况 公司股票交易价格于2025年4月7日至4月9日连续3个交易日收盘价涨幅偏离 值累计超过30%，根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 针对公司股票交易异常波动情况，公司董事 ...

Summary of Key Points Core Viewpoint - The financing balance of the ChiNext market has decreased, with a total balance of 335.18 billion yuan, reflecting a reduction of 10.61 billion yuan compared to the previous period. Despite this, 11 stocks have seen their financing balances increase by over 10%, indicating selective strength within the market [1]. Financing Balance Overview - The total margin financing balance for ChiNext stocks is 336.02 billion yuan, down by 10.6 billion yuan from the previous trading day, marking a continuous decline for three consecutive days [1]. - The margin financing balance specifically stands at 335.18 billion yuan, which is a decrease of 10.61 billion yuan from the previous day [1]. - The margin short-selling balance is 0.841 billion yuan, which has increased by 12.55 million yuan [1]. Stocks with Increased Financing Balances - A total of 130 stocks have seen an increase in their financing balances, with 11 stocks experiencing growth rates exceeding 10%. The stock with the highest increase is Shennong Seed Industry, which has a financing balance of 171.05 million yuan, reflecting a growth of 31.51% and a price increase of 19.95% on the same day [1][3]. - Other notable stocks with significant increases include: - Shibu Testing: 84.41 million yuan, up 30.03% - Yike Food: 73.70 million yuan, up 28.91% - Huarong Chemical: 120.07 million yuan, up 26.84% [3]. Market Performance of Increased Financing Stocks - Stocks with financing balance increases of over 10% averaged a price increase of 9.79% on the same day, with two stocks hitting the daily limit up: Shennong Seed Industry and Huarong Chemical [1]. - Other top performers include Yike Food, with an increase of 11.61%, and Leierwei, with an increase of 10.28% [1]. Stocks with Decreased Financing Balances - A total of 803 stocks have seen a decrease in their financing balances, with 56 stocks experiencing declines of over 10%. The stock with the largest decrease is Hengguang Co., with a financing balance of 65.91 million yuan, down by 27.96% [4]. - Other significant declines include: - Jiuqi Co.: 39.55 million yuan, down 27.87% - Huayang Intelligent: 48.45 million yuan, down 25.02% [4]. Market Performance of Decreased Financing Stocks - The stocks with the largest decreases in financing balances have shown varied market performance, with some experiencing price increases despite the drop in financing [4][5].

Group 1 - The report emphasizes the defensive attributes of the public utility sector, particularly in light of recent policy changes aimed at enhancing price governance mechanisms [1][14][30] - In March, the Shanghai Composite Index fell by 0.07%, while the public utility index rose by 1.87%, indicating a relative outperformance of the sector [1][32] - The report highlights the significant drop in coal prices, which enhances the profitability of thermal power generation, with a projected increase in earnings per kilowatt-hour as coal prices decrease [2][16][18] Group 2 - The report recommends major thermal power companies such as Huadian International and Shanghai Electric, citing their resilience in the face of declining coal prices and electricity prices [3][30] - It notes that the water and waste incineration sectors are entering a mature phase, with improved free cash flow and a favorable investment environment due to declining risk-free rates [31] - The report identifies high-dividend water power stocks, particularly Changjiang Electric Power, as having strong defensive characteristics and long-term investment value [24][25][29] Group 3 - The report discusses the expected stability in nuclear power company earnings, recommending companies like China Nuclear Power and China General Nuclear Power [3][30] - It highlights the growth potential in the renewable energy sector, recommending leading companies such as Longyuan Power and Three Gorges Energy, which are expected to benefit from ongoing government support for new energy development [3][30] - The report also points out the significant market opportunity in the domestic waste oil recycling industry, recommending companies like Shanggou Environmental Energy as beneficiaries of upcoming EU policies [31]