龙磁科技涨超10%，大地熊、广晟有色、钢研纳克、中科磁业、银河磁体、正海磁材等跟涨。 (本文来自第一财经) ...

摘要 ： 钢研纳克成功中标海关总署2025年碳硫元素分析仪采购项目，中标数量14台，中标型号为CS3500。 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，海关总署2025年度仪器设备招标采购项目中标结果陆续公布。其中，钢研纳克凭借其产品的卓越性能，成功中 标碳硫元素分析仪采购项目，中标数量14台，充分彰显了国产高端分析仪器在权威采购场景中的核心竞争力。 | 项目编号 | 中标设备 | 货物品牌 | 货物型号 | 货物数量 | | --- | --- | --- | --- | --- | | CG2025-PL-G | 碳硫测定仪 A | 钢研纳克 | CS3500 | 12 | | K-HW-037 | 碳硫测定仪 B | 钢研纳克 | CS3500 | 1 2 2 2 2 11 2 2 2 1 2 | 据了解，海关总署本轮仪器设备招标工作于今年9月启动，涵盖离子色谱仪、碳硫元素分析仪、微生物鉴定仪、血细胞 分析仪、原子吸收分光光度计等23个项目，采购流程规范严谨。该批次设备的引入，将显著提升海关实验室在相关领 域的检测能力，为 ...

Market Overview - The professional services sector experienced a decline of 1.09% on the previous trading day, with Guoyi Tender leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Notable gainers in the professional services sector included: - Xince Standard (300938) with a closing price of 33.10, up 3.60% on a trading volume of 166,000 shares and a turnover of 54.5 million yuan [1] - Beikang Testing (920160) closed at 27.42, up 3.47% with a trading volume of 138,900 shares and a turnover of 386 million yuan [1] - Major decliners included: - Guoyi Tender (920039) which closed at 12.56, down 4.56% with a trading volume of 26,200 shares and a turnover of 33.38 million yuan [2] - Lingdian Youshu (301169) closed at 42.50, down 4.39% with a trading volume of 17,000 shares and a turnover of 73.66 million yuan [2] Capital Flow - The professional services sector saw a net outflow of 251 million yuan from institutional investors, while retail investors experienced a net inflow of 131 million yuan [2] - The capital flow for specific stocks showed: - Xince Standard (300938) had a net outflow of 24.63 million yuan from institutional investors [3] - Puni Testing (300887) recorded a net inflow of 17.98 million yuan from retail investors [3]

证券代码：300797 证券简称：钢研纳克 钢研纳克检测技术股份有限公司 投资者关系活动记录表 截至 2025 年 9 月 30 日，公司实现营业收入 80,597.45 万 元，较上年同期增长 11.64%；归属上市公司股东的净利润为 9,969.58 万元，较上年同期增长 15.08%；基本每股收益为 0.2637 元，较上年同期增长 14.95%。 二、具体问题 1、金属材料检测业务的客户结构，涉及到的材料类型结 构，下游各领域需求增长的驱动因素？ 答：金属材料检测业务的客户主要集中在航空航天、轨道 交通、海工船舶、能源核电等质量要求高的应用领域。材料结 构类型来分，高温合金材料检测占到公司全部检测业务一半以 上。未来金属检测领域尤其是高温合金材料检测预计还会持续 保持增长。 2、检测业务定价模式，毛利率未来变化趋势？ 答：公司的服务或产品主要采用成本加成法定价，具体做 法为：以成本核算为基础，根据服务或产品材料成本、人工费 用、制造费用等综合生产成本，同时兼顾考虑市场环境、工序 状况、技术附加值、品牌附加值等因素确定一定比例的利润率， 以成本加成的方法确定销售价格。对于年交易金额较大的客 户，公司与其 ...

Core Insights - The professional services sector experienced a decline of 0.91% on November 4, with Zhongfangbiao leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Sector Performance - Key stocks in the professional services sector showed mixed performance, with notable gainers including: - Kaipu Testing (Code: 003008) up 1.72% at 23.03 [1] - Lansheng Co. (Code: 600826) up 1.52% at 66.11 [1] - Weirong Testing (Code: 301289) up 1.11% at 63.60 [1] - Conversely, Zhongfangbiao (Code: 920122) led the decline, down 3.85% at 39.71 [2] - Other significant decliners included: - Guangdian Jizhong (Code: 002967) down 3.48% at 20.51 [2] - Fengshang Culture (Code: 300860) down 3.12% at 27.94 [2] Capital Flow - The professional services sector saw a net outflow of 91.21 million yuan from institutional investors, while retail investors contributed a net inflow of 9.71 million yuan [2] - Notable capital movements included: - Xince Standard (Code: 300938) with a net inflow of 62.56 million yuan from institutional investors [3] - Ancha Testing (Code: 300572) with a net inflow of 22.83 million yuan from institutional investors [3] - Retail investors showed a net outflow in several stocks, including: - Ancha Testing with a net outflow of 28.78 million yuan [3] - Guojian Group (Code: 603060) with a net outflow of 54.95 thousand yuan [3]

Core Viewpoint - Steel Research Nack has demonstrated robust performance in the first three quarters of 2025, with both revenue and net profit showing double-digit growth, significant improvement in cash flow, strong growth momentum in Q3, and continuous optimization of asset structure [2][3]. Financial Performance - For the first nine months of 2025, Steel Research Nack achieved total revenue of 806 million, representing a year-on-year increase of 11.64% [4]. - The net profit attributable to shareholders reached 100 million, up 15.08% year-on-year, indicating a steady improvement in profitability [4]. - The net profit excluding non-recurring gains and losses was 73 million, reflecting a year-on-year growth of 11.61%, showcasing solid growth in core business profitability [4]. - The net cash flow from operating activities significantly improved to 15 million, with a year-on-year increase of 124.51%, indicating enhanced collection capabilities and improved financial health [4]. Quarterly Performance - In Q3 2025 (July to September), Steel Research Nack reported revenue of 307 million, a year-on-year increase of 15.77%, indicating a strong growth trend [5]. - The net profit attributable to shareholders for Q3 was 41 million, up 7.77% year-on-year [5]. - The net profit excluding non-recurring gains and losses reached 36 million, with a substantial year-on-year growth of 21.19%, highlighting strong profitability in core operations during Q3 [5]. Asset and Financial Structure - As of the end of the reporting period, Steel Research Nack's total assets amounted to 2.139 billion, reflecting a growth of 2.14% compared to the end of the previous year [6]. - The equity attributable to shareholders was 1.265 billion, an increase of 6.61% from the end of the previous year, indicating an optimization of asset structure and a more solid financial foundation [6].

Core Viewpoint - Steel Research Nack is a leading enterprise in the domestic metal material testing field, with significant advantages in testing services for military and other sectors [1] Group 1: Business Performance - In Q3 2025, Steel Research Nack reported revenue of 806 million yuan, ranking 8th in the industry out of 21 companies, with the industry leader, China Measurement, generating 4.702 billion yuan [2] - The company's net profit for the same period was approximately 88.17 million yuan, also ranking 8th in the industry, with the top performer achieving 810 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Steel Research Nack's debt-to-asset ratio was 41.13%, an increase from 40.48% year-on-year, which is higher than the industry average of 26.67% [3] - The gross profit margin for the same period was 46.98%, up from 45.95% year-on-year, exceeding the industry average of 43.39% [3] Group 3: Executive Compensation - The chairman, Yang Zhigang, received a salary of 785,100 yuan in 2024, an increase of 99,100 yuan from 2023 [4] - The general manager, Zhang Xiuxin, earned 775,600 yuan in 2024, up from 618,800 yuan in 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 32.22% to 25,900, while the average number of circulating A-shares held per shareholder decreased by 23.74% to 14,600 [5] - Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 1.5539 million shares, an increase of 538,200 shares from the previous period [5] Group 5: Analyst Ratings and Future Projections - Huatai Securities initiated coverage on Steel Research Nack with a "Buy" rating and a target price of 21.15 yuan, projecting net profits of 180 million, 212 million, and 251 million yuan for 2025 to 2027 [5] - Guangfa Securities also initiated coverage with a "Buy" rating, estimating net profits of 178 million, 212 million, and 250 million yuan for the same period, with a reasonable value of 16.26 yuan per share [5]

Core Viewpoint - Steel Research Nack's stock price has shown significant growth this year, with a year-to-date increase of 53.89%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Steel Research Nack achieved operating revenue of 806 million yuan, representing a year-on-year growth of 11.64% [2]. - The net profit attributable to shareholders for the same period was approximately 99.70 million yuan, reflecting a year-on-year increase of 15.08% [2]. Stock Market Activity - As of October 28, Steel Research Nack's stock was trading at 17.99 yuan per share, with a market capitalization of 6.886 billion yuan [1]. - The stock experienced a decline of 2.02% during the trading session on October 28, with a trading volume of 1.46 billion yuan and a turnover rate of 2.13% [1]. - The company has seen a net outflow of main funds amounting to 16.08 million yuan, with significant selling pressure from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 25,900, a rise of 32.22% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 23.74% to 14,607 shares [2]. Dividend Distribution - Since its A-share listing, Steel Research Nack has distributed a total of 159 million yuan in dividends, with 118 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 1.5539 million shares, an increase of 538,200 shares from the previous period [3].

Market Overview - The professional services sector increased by 0.83% on the previous trading day, with Anche Detection leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up by 1.18%, while the Shenzhen Component Index closed at 13489.4, up by 1.51% [1] Top Performers - Anche Detection (300572) closed at 32.72, with a rise of 7.45% and a trading volume of 181,700 shares, totaling a transaction value of 591 million yuan [1] - Shengke Nano (688757) closed at 31.05, up by 6.70%, with a trading volume of 51,100 shares and a transaction value of 158 million yuan [1] - Gangyan Nake (300797) closed at 18.36, increasing by 6.62%, with a trading volume of 209,300 shares and a transaction value of 379 million yuan [1] Underperformers - Shishi Testing (300416) closed at 16.02, down by 3.73%, with a trading volume of 330,800 shares and a transaction value of 532 million yuan [2] - Guangdong Jianke (301632) closed at 29.59, decreasing by 2.08%, with a trading volume of 75,100 shares and a transaction value of 222 million yuan [2] - Xince Standard (300938) closed at 26.55, down by 1.96%, with a trading volume of 143,300 shares and a transaction value of 389 million yuan [2] Capital Flow - The professional services sector experienced a net outflow of 202 million yuan from institutional investors, while retail investors saw a net inflow of 122 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Anche Detection (301289) had a net inflow of 25.6 million yuan from institutional investors, while it faced a net outflow of 21.6 million yuan from retail investors [3] - Gangyan Nake (300797) saw a net inflow of 13.6 million yuan from institutional investors and a net inflow of 15.1 million yuan from speculative investors [3] - Zhonggang Tianyuan (002057) had a net inflow of 7.4 million yuan from institutional investors, while retail investors experienced a net outflow of 11.3 million yuan [3]

Group 1 - The company announced that former Vice Presidents Mr. Bao Lei and Mr. Han Bing will no longer hold their positions due to age-related adjustments [1] - Both individuals will continue to support the company's development in the capacity of technical experts [1]