Core Viewpoint - The company, Zhenlan Instrument (301303), focuses on gas and water metering products and is committed to providing intelligent solutions for utility companies to support their digital transformation and high-quality development [1] Group 1: Company Overview - The main business of the company includes gas and water metering products, which are tailored to meet various customer needs [1] - The company offers a range of smart gas and water management systems, including data collection, revenue management, monitoring, safety inspections, and operational management [1] Group 2: Technological Advancements - The company is continuously improving its systems for pipeline monitoring, leakage warning, dispatch optimization, and energy consumption management [1] - These advancements aim to create intelligent solutions that align with different business scenarios for clients [1]

Core Viewpoint - The company, Zhenlan Instrument (301303), focuses on software development in the energy metering sector, providing integrated solutions that combine hardware, software, and services [1] Group 1: Software Development Focus - The company's software development primarily targets the energy metering field, including smart gas cloud platforms and smart water management [1] - The software solutions encompass various functions such as data collection, revenue management, monitoring, safety inspections, patrol inspections, work order management, operation and maintenance, and loss control [1] Group 2: Technical System and Integration - A complete technical system has been established, covering the entire process management of gas and water businesses, intelligent manufacturing operation control, and specialized metering algorithm optimization [1] - The software systems are deeply integrated with gas and water metering products, offering clients a comprehensive solution that includes "hardware + software + services" [1]

（文章来源：证券日报） 证券日报网讯 1月21日，真兰仪表在互动平台回答投资者提问时表示，截至2026年1月20日，公司含信 用账户的合并股东总户数为18466户。 ...

Core Viewpoint - The company, Zhenlan Instrument (301303), is actively engaged in the production of gas and water metering products that utilize various types of sensors, indicating a diverse technological capability in sensor integration [1] Group 1: Product Offerings - The company produces gas and water metering products that incorporate multiple sensors, including temperature, pressure, flow, position, Hall effect, and magnetic effect sensors [1] - Most of the sensors used in the products are sourced externally, with pressure sensors in flow meters primarily utilizing purchased chips, along with self-processing and packaging for testing [1] - The company has developed industrial instruments such as temperature transmitters and pressure transmitters, showcasing its R&D capabilities in this sector [1] Group 2: Technological Advancements - The next-generation ultrasonic gas meter features a core metering module based on ultrasonic technology, which serves as a flow measurement device and is considered a key component of the ultrasonic gas meter [1] - This core component has achieved mass production and application, highlighting the company's advancements in technology and production efficiency [1]

证券日报网讯 1月16日，真兰仪表在互动平台回答投资者提问时表示，目前，公司核心战略主要聚焦于 仪器仪表主业的高质量与可持续发展，通过不断完善燃气计量仪表、水表等现有业务的全产业链布局， 巩固公司在公共事业智能计量领域的市场地位，并积极拓展工业自动化仪表领域与市场培育。对于其他 新兴行业或领域，公司会结合战略发展的协同性保持对诸领域的动态关注。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月15日，真兰仪表在互动平台回答投资者提问时表示，截至2026年1月9日，公司含信用 账户的合并股东总户数为18586户。 ...

Group 1 - The core viewpoint of the article is that Zhenlan Instrument (301303) emphasizes its ongoing collaboration with Shenzhen Gas Group (601139), highlighting the importance of this client relationship [1] - Zhenlan Instrument primarily supplies gas meters, flow meters, and related accessories to Shenzhen Gas Group, indicating a focused product offering in the gas industry [1] - The company expresses commitment to maintaining a good partnership with Shenzhen Gas Group, suggesting a strategic approach to client relations in the gas sector [1]

Core Viewpoint - The company, Zhenlan Instrument (301303.SZ), confirms its collaboration with Shenzhen Gas Group, indicating that it is a significant customer and that the company will continue to maintain a good partnership with them [1]. Group 1 - The company provides gas meters, flow meters, and related spare parts to Shenzhen Gas Group [1]. - The company emphasizes its commitment to fostering a strong relationship with Shenzhen Gas Group [1].

证券代码：301303 证券简称：真兰仪表 公告编号：2026-001 上海真兰仪表科技股份有限公司 关于闲置募集资金（含超募资金）进行现金管理 赎回的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 上海真兰仪表科技股份有限公司（以下简称"公司"或"真兰仪表"）于 2025 年 2 月 26 日召开第六届董事会第十二次临时会议、第六届监事会第九次临时会 议，审议通过了《关于使用部分闲置募集资金（含超募资金）进行现金管理的议 案》，同意公司拟使用额度最高不超过 11.00 亿元（含本数）的闲置募集资金（含 超募资金）进行现金管理，使用期限 12 个月。在上述额度和期限范围内，资金 可循环滚动使用。 具体事项详见公司于 2025 年 2 月 28 日在巨潮资讯网披露的《关于使用部分 闲置募集资金（含超募资金）进行现金管理的议案的公告》（公告编号：2025-005）。 公司于 2025 年 3 月 17 日召开的 2025 年第一次临时股东大会审议通过了以 上议案。 近日，公司使用闲置募集资金（含超募资金）在授权范围内购买的部分现金 管理产品已赎回并继续进行现 ...

Group 1 - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, Zoomlion, XCMG, and others [2][3] - The core investment strategy focuses on sectors such as machinery, lithium battery equipment, and intelligent robotics, with a positive outlook for 2026 [4][6] Group 2 - The machinery sector is expected to see a strong start in 2026, with continued focus on technological growth in areas like embodied intelligence and commercial aerospace [4] - The report notes that the lithium battery equipment sector has crossed a turning point, with demand driven by energy storage and overseas power batteries, projecting a compound annual growth rate (CAGR) of 19% from 2024 to 2027 [6][10] - The report predicts significant profit growth for key companies, with expected net profits for 2025, 2026, and 2027 being 0.13 billion, 0.84 billion, and 1.90 billion respectively, indicating a CAGR of approximately 290% [11][17]