聚焦十五五，探索增长新路径：仪器信息网2026年品牌合作伙伴正式揭晓

Core Insights - The scientific instrument industry is experiencing rapid growth driven by localization efforts from multinational companies and technological breakthroughs from domestic firms, with significant market opportunities emerging from national policies [1][2] Multinational Companies' Strategies - Multinational companies are deepening localization and transitioning high-end production lines to China, with notable examples including Shimadzu and Hitachi, which have achieved significant milestones in local production [5][6] - In 2025, Shimadzu celebrated its 150th anniversary and delivered its 10,000th domestic liquid chromatography instrument, while also acquiring a European electron microscope manufacturer for $678 million [5] - Agilent's revenue reached $6.95 billion in fiscal year 2025, marking a 6.7% increase, with its Shanghai manufacturing center recognized as a "lighthouse factory" by the World Economic Forum [7] Domestic Companies' Growth - Domestic companies are leveraging technological advancements and capital support to grow rapidly, with state-owned enterprises and new brands actively entering the market [2][12] - Shanghai Instrument Group and Beijing Instrument Group are examples of state-owned enterprises that are enhancing their capabilities and contributing to the domestic scientific instrument sector [12][13] Brand Partnerships and Market Dynamics - The industry is seeing an increase in brand partnerships, with 30 leading companies selected annually to enhance their brand power and industry leadership through collaboration with Instrument Information Network [3][34] - Companies like Four Seasons Instruments and Juneng Technology are emerging as key players, achieving significant market share and revenue growth through innovative products and strategic partnerships [17][18] Emerging Brands and Innovations - New brands such as Dunning Bio and Jiezhou Tongchuang are entering the market, focusing on high-quality products and innovative solutions to capture market attention [25][26] - The industry is witnessing a trend of companies investing heavily in R&D, with some allocating nearly 20% of their revenue to innovation, exemplified by Baode and Tianrui Instruments [23][24] Market Outlook - The scientific instrument industry is poised for continued growth, driven by domestic substitution trends and increasing competition among both multinational and local players [20][21] - The focus on high-end, intelligent development is expected to accelerate, with significant investments in technology and infrastructure to support this transition [1][2]