证券代码：688622 证券简称：禾信仪器 公告编号：2025-065 广州禾信仪器股份有限公司 股东询价转让计划书 股东昆山市国科创业投资有限公司（以下简称"昆山国科"或"出让方"） 保证向广州禾信仪器股份有限公司（以下简称"公司"或"禾信仪器"）提供的 信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确 性和完整性依法承担法律责任。 （二）关于出让方是否为公司控股股东、实际控制人、持股 5%以上的股东、 董事、监事及高级管理人员 1 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 本次询价转让为非公开转让，不通过集中竞价交易方式或大宗交易方式进行， 不属于通过二级市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内 不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中国国际金融股份有限公司（以下简称"中金公司"）组织实施 本次询价转让。截至 2025 年 9 月 30 日，出让方所持首发前股份数量、占总股本 比例情况如下： | 序号 | ...

中国国际会融股份有限公司 关于广州禾信仪器股份有限公司 股东向特定机构投资者询价转让股份 相关资格的核查意见 中国国际金融股份有限公司(以下简称"中金公司")受广州禾信仪器股份有限 公司(以下简称"禾信仪器"）股东昆山市国科创业投资有限公司（以下简称"昆山 国科""出让方"）委托,组织实施本次禾信仪器股东向特定机构投资者询价转让 (以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创板上 市公司持续监管办法(试行)》《上海证券交易所科创板股票上市规则》《上海证券 交易所科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下简称"《询 价转让和配售指引》")等相关规定,中金公司对参与本次询价出让方的相关资格进 行了核查。 本次询价转让的委托情况、出让方相关资格的核查情况及核查意见如下: 一、本次询价转让的委托 中金公司已收到出让方关于本次询价转让的委托,委托中金公司组织实施本次询 价转让。 二、关于参与本次询价转让股东相关资格的核查情况 (二)核查情况 1、出让方基本情况 | 企业名称 | 昆山市国科创业投资有限公司 | 统一社会信用代码 | 91320583 ...

Core Viewpoint - The announcement from HeXin Instruments (688622) indicates that shareholder Kunshan Guoke Venture Capital Co., Ltd. plans to transfer 1.4093 million shares, representing 2% of the company's total equity, through a non-public inquiry transfer method [1] Summary by Relevant Sections - **Shareholder Action** - Kunshan Guoke intends to transfer 1.4093 million shares, which is 2% of the total share capital of HeXin Instruments [1] - **Transfer Method** - The transfer will be conducted through an inquiry transfer method, not through centralized bidding or block trading, and does not constitute a reduction through the secondary market [1] - **Transfer Restrictions** - The shares acquired by the transferee will be subject to a six-month transfer restriction after the acquisition [1]

Group 1 - The core point of the article is that Hexin Instruments (688622.SH) has disclosed a shareholder inquiry transfer plan, with Kunshan Guoke as the participating shareholder [1] - The total number of shares to be transferred is 1.4093 million shares, which represents 2% of the company's total share capital [1]

Group 1 - The core point of the article is that HeXin Instrument (688622.SH) has disclosed a shareholder inquiry transfer plan, with Kunshan Guoke as the participating shareholder intending to transfer a total of 1.4093 million shares, which represents 2% of the company's total share capital [1]

Core Viewpoint - The announcement from HeXin Instruments (688622.SH) indicates that shareholder Kunshan Guoke plans to transfer 1,409,310 shares, representing 2.00% of the company's total equity, through a pricing inquiry method due to personal funding needs [1] Summary by Relevant Sections - **Shareholder Action** - Kunshan Guoke intends to transfer 1,409,310 shares, which is 2.00% of the total share capital of HeXin Instruments [1] - **Transfer Conditions** - The transferring party assures that the shares have been released from restrictions, have clear ownership, and are not subject to any transfer limitations or prohibitions [1] - **Reason for Transfer** - The reason for the share transfer is stated as a personal funding requirement [1]

Core Viewpoint - The high-end mass spectrometry market is dominated by Thermo Fisher and Agilent, while domestic companies like HeXin Instruments are making significant advancements with the launch of China's first LC-QTOFMS, indicating a shift towards increased domestic production [1] Group 1: Market Dynamics - The domestic market for mass spectrometry is expected to exceed 50% localization by 2026, reflecting a growing trend in local manufacturing capabilities [1] - The market capitalization of HeXin Instruments has already surpassed that of Jinggong Technology, indicating strong competitive positioning [1] Group 2: Company Strategy - The company emphasizes the importance of core technology innovation, supply chain optimization, and lean management to maintain industry leadership [1] - The focus on high-value scenarios for technology commercialization is a key strategy for sustainable development [1]

Core Insights - HeXin Instruments, established in June 2004 and listed on the Shanghai Stock Exchange in September 2021, is a leading company in the domestic mass spectrometer industry, with products widely used in environmental monitoring and food safety [1] Group 1: Business Performance - In Q3 2025, HeXin Instruments reported revenue of 70.54 million yuan, ranking 61st among 61 companies in the industry, while the top company, ChuanYi Co., achieved revenue of 4.89 billion yuan [2] - The net profit for the same period was -36.83 million yuan, placing the company 55th in the industry, with the leading company reporting a net profit of 469 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 57.31%, down from 59.44% year-on-year but still significantly higher than the industry average of 27.43% [3] - The gross profit margin was 27.54%, a decrease from 39.54% year-on-year and below the industry average of 43.50% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 27.54% to 3,228, while the average number of circulating A-shares held per shareholder decreased by 21.59% to 21,800 [5] Group 4: Strategic Developments - The company plans to acquire a 56% stake in Shanghai Liangxi Technology Co., which specializes in quantum computing and has multiple patents in the field [5] - Liangxi Technology reported revenue of 70.80 million yuan and a net profit of 28.15 million yuan in the first half of 2025 [5]

Financial Performance - The company reported a significant decline in revenue, with a year-on-year decrease of 61.60% for the current reporting period and 52.81% for the year-to-date period, attributed to macroeconomic fluctuations and structural market adjustments [8] - The total operating income for the first three quarters of 2025 was approximately 70.54 million, down from 149.47 million in the same period of 2024, indicating a substantial drop in business performance [25] - The net profit attributable to shareholders for the current period was -36.20 million, compared to -22.15 million in the previous year, reflecting ongoing operational challenges [26] Research and Development - The total R&D expenditure for the current reporting period was approximately 12.34 million, a decrease of 51.01% compared to the previous year, indicating a strategic adjustment in resource allocation [3][8] - R&D expenses accounted for 19.42% of operating income, an increase of 6.85 percentage points from the previous year, suggesting a focus on innovation despite reduced overall revenue [3] Assets and Liabilities - Total assets decreased by 8.17% from the previous year, amounting to approximately 805.45 million, while total liabilities also saw a decline, indicating a tightening of the company's financial position [3][22] - The company's cash flow from operating activities showed a positive growth of 491.31%, attributed to improved cost management and structural optimization [8] Shareholder Information - The top shareholders include Zhou Zhen with 20.76% and Fu Si with 13.43%, indicating a concentrated ownership structure [10][11] - The company completed a capital increase from 69.99 million to 70.47 million due to the exercise of stock options, reflecting ongoing shareholder engagement [17][18] Major Events - The company is in the process of a significant asset restructuring, planning to acquire 56% of Shanghai Liangxi Technology Co., with related fundraising efforts underway [12][13] - The company has received regulatory acceptance for its asset acquisition application, although the timeline for completion remains uncertain [14][16]

Market Overview - The general equipment sector increased by 0.05% on October 31, with Donghua Testing leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Top Gainers in General Equipment Sector - Donghua Testing (300354) closed at 53.99, up 8.98% with a trading volume of 108,000 shares and a transaction value of 561 million yuan [1] - Hexin Instruments (688622) closed at 156.59, up 6.52% with a trading volume of 49,400 shares and a transaction value of 764 million yuan [1] - LEO Group (002131) closed at 5.34, up 6.37% with a trading volume of 8.59 million shares and a transaction value of 457 million yuan [1] - Demar Technology (688360) closed at 22.83, up 6.14% with a trading volume of 111,400 shares and a transaction value of 251 million yuan [1] Top Losers in General Equipment Sector - Dingtai High-Tech (301377) closed at 123.00, down 10.68% with a trading volume of 208,000 shares and a transaction value of 2.611 billion yuan [2] - Oke Yi (688308) closed at 30.30, down 8.18% with a trading volume of 98,700 shares and a transaction value of 309 million yuan [2] - Aiko Optoelectronics (688610) closed at 72.05, down 7.03% with a trading volume of 13,800 shares and a transaction value of 99.979 million yuan [2] Capital Flow Analysis - The general equipment sector experienced a net outflow of 402 million yuan from institutional investors and a net outflow of 625 million yuan from speculative funds, while retail investors saw a net inflow of 1.028 billion yuan [2] - Notable net inflows from retail investors included LEO Group (002131) with a net inflow of 3.29 billion yuan [3] - The top net inflows from institutional investors were seen in LEO Group (002131) with 5.93 billion yuan [3]