倒置荧光显微镜是一种特殊设计的显微成像设备，其光学系统采用 "倒置"结构——光源和物镜位于载物台下方，而目镜或相机位于上方。而"荧光"本质 是 标记物受激后释放的特定波长可见光 。这种设计允许直接观察培养皿、培养瓶等容器中的活体样本（如细胞、组织），尤其适合动态生物学研究。 根据 QYResearch 最新调研报告显示，预计 2 030 年全球 倒置荧光显微镜 市场规模将达到 5.05 亿美元，未来几年年复合增长率 CAGR 为 6.54% 。 倒置荧光显微镜 ，全球市场总体规模 全球 倒置荧光显微镜 市场前 15 强生产商排名及市场占有率（基于 2 02 5 年调研数据；目前最新数据以本公司最新调研数据为准） 全球范围内， 倒置荧光显微镜 主要生产商包括 Leica Microsystems 、 Nikon Instruments 、蔡司、 Keyence 和 Evident 等，其中前五大厂商占有大约 82.39% 的市场份额。目前，全球核心厂商主要分布中国、日本等地。 倒置荧光显微镜 ，全球市场规模，按产品类型细分，三目镜处于主导地位 就产品类型而言，目前 三目镜 是最主要的细分产品，占据大约占 77% ...

投资者关系活动记录表 证券代码：300124 证券简称：汇川技术 深圳市汇川技术股份有限公司投资者关系活动记录表 编号：2025-10 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 | | | □现场参观 | | | 其他电话会议券商策略会 | | 参与单位名称及 | 一、6 月 23 日 | | 人员姓名 | 第一场：券商策略会 | | | Martin Currie Investment Management、Skerryvore Asset | | | Management、Generation Investment Management、Inthallo、 | | | Threadneedle Asset Management、Cusana Capital、JP Morgan | | | Asset Management、Manulife Investment Management、 | | | Millennium Capital Partners、Role Transition ...

证券代码：301552 证券简称：科力装备 编号：2025-003 | | （2）关注视觉技术和自动化技术的进步，在具备条件的领域全 | | | --- | --- | --- | | | 面引入新技术，从而实现生产、检验环节的少人化。 | | | | （3）引入垂直大模型，协助组织高效决策。 | | | | （4）进一步整合供应链资源，提高供应链韧性，突出规模化优 | | | | 势。 | | | | （5）构建和实施卓越绩效管理体系。 | | | | 公司及各职能部门均设定了年度目标，并持续进行周期性的改进 | | | | 管理活动，确保管理目标持续向好。 | | | 附件清单 （如有） | 无 | | | 日期 | 2025 年 7 8 日 | 月 | | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □路演活动 □新闻发布会 | | 类别 | ☑现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 信泰人寿：邓博 | | 人员姓名 | 国盛证券：刘伟 | | 时间 | 2025 年 7 月 ...

Core Viewpoint - The rapid development of digital technology has positioned the 10G optical network as a crucial support for urban digital transformation, with China Unicom Qingdao leading the deployment in the province by the end of 2024 [1][3]. Group 1: Network Deployment and Capabilities - China Unicom Qingdao has initiated the deployment of 50G-PON core nodes since last year, aiming to achieve 10Gbps broadband access in communities by the end of 2024 [3]. - As of now, 15 communities and buildings in Qingdao have been equipped with 10G network coverage, marking the city's entry into the "10Gbps ultra-broadband era" [3]. - The dual network layout of "sky (5G-A) + ground (10G optical network)" significantly enhances internet experience for residents and supports low-altitude economy and industrial intelligence [3][4]. Group 2: User Experience and Innovations - The implementation of the 10G optical network provides transformative upgrades for ordinary households, with download speeds exceeding 9000Mbps, allowing for rapid downloads of large files [4]. - The combination of 10G networks and cloud technology has led to innovative applications, such as 10G cloud NAS, which drastically reduces file transfer times for large video files [4]. - The 10G cloud gaming service enables low-spec PCs to access high-performance computing in the cloud, allowing users to enjoy top-tier gaming experiences without hardware upgrades [5]. Group 3: Future Developments and Goals - China Unicom Qingdao plans to continue the deep integration of 10G networks with 5G-A, exploring more innovative scenarios to allow more users to enter the "10G world" and share the benefits of digital technology development [5].

7月8日上午，第十二届世界高速铁路大会在国家会议中心开幕，大会主题为"高速铁路：创新发展让生 活更美好" ，来自全球60多个国家、地区和国际组织的政府官员、驻华使节、企业高管、专家学者及国 内参会代表共计2000余人出席。第十七届中国国际现代化铁路技术装备展览会也同步举办。 大会安排国际铁路联盟和国铁集团负责人分别介绍世界高速铁路和中国高速铁路发展情况，新建高速铁 路国家代表、相关专家围绕"高速铁路新拓展"主题进行专题讨论；以"创新让生活更美好"和"发展让生 活更美好"为主题，举办两场圆桌论坛，国际铁路联盟、联合国欧洲经济委员会等国际组织的官员，中 国、法国、土耳其、意大利、西班牙、韩国、日本、波兰等国家的铁路高管和专家学者将围绕提升高速 铁路运行品质、高速铁路促进经济发展等内容展开深度对话，共同探讨高速铁路创造美好生活的创新举 措；大会举办30场技术交流会，国际铁路联盟官员和200余名各国铁路高管、跨国企业负责人、专家学 者将围绕人工智能与数字化、基础设施、社会经济与商业、机车车辆和新系统性能、运营和乘客体验、 路网规划与车站等6大核心议题发表演讲，深入探讨高速铁路智能化、数字化、绿色化、高效化、国际 化的 ...

Core Viewpoints - The automotive sector remains optimistic, focusing on three main lines: dividends, smart technology, and robotics [5][11][6] Weekly Review Summary - In the fourth week of June, 569,000 compulsory insurance policies were issued, representing a week-on-week increase of 3.9% and a month-on-month increase of 24.2% [9][46] - The performance of sub-sectors this week ranked as follows: SW motorcycles and others (+5.1%) > SW commercial passenger vehicles (+4.4%) > SW passenger vehicles (+0.4%) > SW automobiles (+0.1%) > SW commercial freight vehicles (0.1%) > SW auto parts (-0.7%) [9][21] Industry Core Changes - The Xiaopeng G7, a mid-size SUV, is positioned for family tech aesthetics, with pricing starting at 195,800 yuan for the 602 km Max version and 205,800 yuan for the 702 km Max version. It is the world's first electric vehicle with L3 computing power [4][10] - Baolong Technology and Weifu High-Tech's joint venture completed its business registration on July 1, 2025 [4][10] - Pony.ai announced the launch of Robotaxi road testing in Luxembourg [4][10] - WeRide's W5 autonomous logistics vehicle has been approved for road testing in Guangzhou [4][10] Market Focus - The market's attention this week was on several key events: Xiaopeng's G7 launch, Yutong Bus's production and sales data exceeding expectations, Pony.ai's Robotaxi testing, and the mass production of G1 by Junpu and Zhiyuan [5][11] Current Sector Configuration - The company suggests that "only by adhering to technological innovation can the automotive industry avoid internal competition and move towards healthy development." It recommends increasing the allocation weight of dividend-style stocks in the second half of the year [6][11] - Key stocks in the dividend and good pattern line include Yutong Bus, China National Heavy Duty Truck, and auto parts companies like Fuyao Glass and Xingyu Co [7][11] - For the AI smart line, preferred stocks include Xiaopeng Motors, Li Auto, and Xiaomi in Hong Kong, and companies like Seres and BYD in A-shares [7][11] - In the AI robotics line, preferred stocks include Top Group, Junsheng Electronics, and others [7][11] Weekly Stock Performance - The top-performing stocks this week included Chunfeng Power, Aima Technology, Yutong Bus, SAIC Motor, and China National Heavy Duty Truck [9][24]

导读： 2025年6月28-29日，"合成化学研究新范式——机器人融合AI研讨会" 在上海举办，探讨技术赋能 科研新范式。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们 的推送。 当 下 ， 合 成 化 学 领 域 正 经 历 一 场 深 刻 的 范 式 转 型 ， 其 研 发 核 心 动 力 加 速 从 传 统 的 " 经 验 驱 动 " 向 " 数 据 驱 动 " 和 " 智 能 驱 动 " 跃 迁 。 引 领 这 一 历 史 性 变 革 的 核 心 引 擎 ， 正 是 " 机 器 人 融 合 AI"——即智能自动化实验平台与人工智能技术的深度耦合。 主办方代表马健博士在致辞中呼应了麻院士的洞见。他表示：" 人工智能和机器人自动化技术 正在以前所未有的速度驱动着科学范式的变革 。计算机科学与合成化学的融合正在 重构物质 创造的理论体系和实现路径 ，更推动着该领域实现从经验驱动向数据驱动和智能驱动的历史性 复旦大学麻生明院士致开幕词 值此关键转型节点，" 合成化学研究新范式—机器人融合AI研讨会 "于6月28日—29日在沪成 功举办。本次会议由 ...

内容概况：作为全球重要的制造基地，中国水平仪市场较为发达，其进出口数据折射出行业发展的深层 特征。2025年1-5月，中国水平仪进口数量为2.00万台，同比增长47.25%；进口金额为2772.16万元，同 比增长33.50%。这反映出国内市场对高端水平仪的强劲需求，尤其是精密制造、半导体检测等新兴领 域对高精度产品的依赖度提升。同期，中国水平仪出口数量为957.29万台，同比增长18.38%；出口金额 为8.34亿元，同比增长1.33%。出口端则呈现"以量补价"特征。一方面，通过规模化生产保持出口数量 优势，东南亚、非洲等新兴市场基建需求拉动中低端产品出口；另一方面，出口产品附加值提升缓慢， 价格竞争加剧导致"增收不增利"现象。 相关上市企业：莱赛激光（872895）、优利德（688628） 相关企业：中铝集团有限公司、宝钢集团有限公司、中国建材集团有限公司、中国兵器工业集团有限公 司中国电子信息产业集团有限公司、京东方科技集团股份有限公司、北京耐威科技股份有限公司、苏州 敏芯微电子技术股份有限公司、武汉锐科光纤激光技术股份有限公司、四川久远银海软件股份有限公 司、宁德时代新能源科技股份有限公司、中国中冶集 ...

文 | 张卓倩 编辑 | 袁斯来 36氪获悉，深圳市模量科技有限公司（以下简称「模量科技」）宣布完成由德宁资本投资的千万级天使轮融资，北深资本担任长期顾问。本轮融资资金将主 要用于产品研发、市场推广以及团队建设。 「模量科技」成立于2024年底，是一家专注于多模态多维力触觉传感技术及触觉模型研发与应用的科技公司，其产品包括机器人触觉、工业压力分布检测、 织物类柔性传感器以及柔性薄膜传感器等。产品广泛应用于机器人触觉、工业检测（新能源、3C 制造业）、消费电子以及医疗健康等领域。 「模量科技」自研技术 针对柔性传感行业普遍存在的量程不足、灵敏度受限、温漂干扰大等核心问题，「模量科技」从材料端切入，自主研发高灵敏度敏感材料与微结构工艺，采 用耐高压弹性体+微结构设计，显著提升了传感器的量程、精度和灵敏度。"我们的微结构设计有点像海绵，"官华解释，"它可以有效扩展传感器的灵敏度和 检测范围，增强对不同压力场景的适应性。目前，我们的最大压力量程可以做到20 MPa，线性度达到了99.9%。" 不仅如此，「模量科技」还打通了多维触觉感知链路，围绕三维力、切向力、摩擦力算法，构建了材料识别、姿态判断等触觉模型，赋能机器人 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative return of over 20% within the next six months [6][23]. Core Views - The company has seen a year-on-year increase in both order volume and processing volume, highlighting investment opportunities in the steel structure sector at a relatively low point [1][2]. - The company is expected to benefit from the supply-side reforms in the steel industry, which may lead to improved profitability as steel prices rise [3]. - The company is focusing on intelligent transformation and has invested in advanced manufacturing technologies, which is expected to enhance operational efficiency and profitability [4]. Summary by Sections Orders and Production - In the first half of 2025, the company signed new orders totaling 14.38 billion, a slight increase of 0.17% year-on-year. In Q2 2025, new orders amounted to 7.328 billion, a decrease of 0.85% year-on-year. The steel structure production for the first half of 2025 reached 2.3625 million tons, up 12.19% year-on-year, with Q2 production at 1.3134 million tons, an increase of 10.56% year-on-year [1][2]. Pricing and Market Trends - The company has seen an increase in the number of large contracts (over 10,000 tons) from 6 in Q2 2021 to 18 in Q2 2025. The average price per ton for new orders in Q2 2025 ranged from 4,535 to 8,494 yuan, indicating a 5.11% increase in average price compared to Q2 2024 [2]. - Steel prices have stabilized between 3,160 and 3,370 yuan per ton, with an average of 3,233 yuan per ton, reflecting a year-on-year decline of 15.2% [2]. Financial Projections - The company is projected to achieve a net profit attributable to the parent company of 868.65 million, 1,015.91 million, and 1,222.03 million for the years 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 14.14, 12.09, and 10.05 [5][4]. - Revenue is expected to grow from 21,514.36 million in 2024 to 33,629.99 million in 2027, with a compound annual growth rate of approximately 14.66% [5]. Intelligent Transformation - The company has established a dedicated research team for intelligent manufacturing and has invested in various advanced production technologies, including automated cutting and welding equipment, which are expected to enhance production efficiency [4].