NCS TESTING TECHNOLOGY CO.(SZ:300797) 仪器信息网·2025-08-29 03:59Core Viewpoint - Steel Research Nack has transitioned from reliance on imports to achieving autonomous control in ICP-OES technology over the past 40 years, significantly advancing China's high-end scientific instrument development [1][2][22]. Group 1: Historical Development - Steel Research Nack introduced the first ICP-OES in China 40 years ago, marking a new era in spectral analysis technology for the metallurgy industry [2][3]. - The company has developed a comprehensive product matrix for ICP-OES, including various models tailored for different applications, showcasing its commitment to independent research and development [2][4]. Group 2: Strategic Positioning - The company operates under a "triple identity" as a central enterprise under the State-owned Assets Supervision and Administration Commission, a publicly listed company, and a key player in the steel industry, which drives its technological breakthroughs [4][19]. - Steel Research Nack has shifted from being an "instrument user" to a "developer," addressing the challenges of high import costs and long delivery times by focusing on domestic innovation [4][7]. Group 3: Product Development - The company has achieved 100% domestic replacement of key components in ICP-OES, such as detectors and RF generators, ensuring instrument autonomy in critical fields [7][12]. - The development process emphasizes solving real user pain points, focusing on higher resolution, sensitivity, and stability, which has led to increased market acceptance and recommendations from users [12][14]. Group 4: Growth Logic - Despite economic pressures, Steel Research Nack has continued to achieve revenue and profit growth by innovating across various application fields, including rare earth and refractory metals [18][19]. - The company is expanding its service offerings to include automated laboratory solutions and customized online monitoring services, aligning with industrial smart and refined development needs [18][19]. Group 5: Industry Standards and Ecosystem - Steel Research Nack has played a significant role in standardization, leading to the development of nine standards since 2006, including an ISO standard, enhancing its influence in the industry [20][21]. - The company has established a comprehensive ecosystem around ICP-OES, including standard materials, capability verification, and metrology services, strengthening its competitive edge in the scientific instrument sector [20][21]. Group 6: Future Outlook - The company is committed to continuous innovation, transitioning its R&D model from reverse to forward development, focusing on core technical indicators to build a robust product system [19][24]. - The future of ICP-OES is seen as complementary to other technologies like ICP-MS and AAS, with a focus on maintaining its market position in routine elemental analysis [24].