Xin Lang Cai Jing·2025-04-29 11:29Group 1 - The core viewpoint of the news is that 聚光科技 (Juguang Technology) is experiencing stable revenue but a decline in gross margin, with significant opportunities in the environmental business sector due to government policies [1] - In the first quarter report, the company's revenue remained flat, but the gross margin showed a decline, indicating seasonal revenue structure with Q1 accounting for about 15% of annual revenue [1] - The company is optimistic about the full-year contract revenue due to the implementation of domestic substitution policies for scientific instruments and the digital transformation policies in the environmental sector [1] Group 2 - Regarding 谱育科技 (Puyu Technology), the company reported that its contract orders are closely aligned with revenue levels, with contracts exceeding 200 million [2] - The company has seen stable growth in traditional environmental and industrial sectors, while laboratory instruments and new business areas like carbon monitoring are growing at a faster rate [2] - The company is managing its workforce based on business segment performance, reducing staff in less profitable areas while potentially increasing personnel in high-growth segments [2]