Group 1 - The 2025 China International Service Trade Fair's financial services section will be held from September 10 to September 14 in Beijing, focusing on the theme "Digital Intelligence Drives Open Win-Win" [1] - The financial services section aims to create four major platforms: global financial innovation product and service display, important policy and industry rule release, partner negotiation, and cutting-edge financial experience [1] - A total of 92 companies will participate in the exhibition, including 68 from the Fortune Global 500, with a 45.7% internationalization rate [1] Group 2 - Major financial institutions such as Industrial and Commercial Bank of China, Bank of China, and Beijing Bank will showcase innovative products in the field of fintech [2] - Industrial and Commercial Bank will display a trillion-level financial model, while Beijing Bank will present an interactive digital robot to demonstrate various financial services [2] - A digital RMB immersive experience area of nearly 1,000 square meters will be created, featuring a collaborative exhibition matrix from multiple banks to showcase "Digital RMB+" innovations [2] Group 3 - The financial services section will emphasize experiential activities, with interactive events designed to engage the public [3] - China Minsheng Bank will introduce fun activities such as stamp collection and interactive games to enhance the audience's experience of financial innovation [3] - Traffic Bank will feature creative displays and promotional activities to allow visitors to experience the vitality of a century-old financial brand [3]

政策是艾隆科技业务发展的重要驱动因素之一。2025年3月，针对串换药品、倒卖药品等违法违规行 为，国家医保局等4部门印发《关于加强药品追溯码在医疗保障和工伤保险领域采集应用的通知》，明 确自2025年7月1日起全国医保销售环节全面实施药品扫码结算。这一政策为药品追溯领域带来重大发展 机遇。 8月11日晚间，艾隆科技（688329.SH）披露了2025年半年报。半年报数据显示，公司亏损同比大幅收窄 55.47%，归母净利润为-839.02万元。 值得一提的是，公司在2025年度财务预算报告中已明确业绩目标，预计全年归属于母公司净利润达1920 万元至2900万元。不过，受上半年招投标及预算审批周期的影响，这一阶段业绩贡献相对有限。对此， 有市场分析指出，随着下半年项目集中进入验收期，收入或将逐步确认，叠加公司开源节流成效持续显 现，业绩有望加速放量，利润端改善趋势或将进一步延续。 政策红利驱动产品升级 全链条布局巩固领先地位 报告期内，公司更率先将AI技术全面融入药事管理，推动传统模式向"数智驱动"跃迁，为医院药事服务 注入全新动能。 在此背景下，艾隆科技积极响应政策要求，创新融合4π全维度球面扫描技术，研发出 ...

Group 1 - Zhejiang's economy is a significant reflection of China's high-quality economic development, showcasing resilience and vitality [1] - The event "Innovation and Transformation of Chinese Enterprises in Zhejiang" aims to facilitate information sharing and communication among listed companies, investors, and industry analysts [1] - The event features discussions on advanced technologies such as autonomous driving and smart transportation systems, highlighting their impact on future traffic management [1][2] Group 2 - The macroeconomic analysis by Zheshang Securities emphasizes the global economic slowdown and complex trade dynamics, providing valuable insights for companies to navigate challenges [2] - A roundtable discussion addresses industry competition, market potential, and emerging technology applications, fostering a dialogue between analysts and corporate executives [2] - Zhejiang listed companies are actively pursuing digital and intelligent development, contributing to the national modernization process through technological innovation [3] Group 3 - The event includes site visits to key companies like Zhejiang Expressway, Alibaba, and Hikvision, allowing participants to observe innovations in smart transportation and digital economy [3] - The initiative aligns with national policies aimed at enhancing the capital market's support for the real economy, creating a platform for multi-party engagement [3] - The event serves as a crucial window for Zhejiang listed companies to showcase innovations and connect with capital resources, facilitating a better understanding of industry dynamics [3]

Core Viewpoint - The "Four Major Chronic Diseases Major Project" aims to establish a comprehensive mechanism for the prevention and treatment of chronic diseases in China by 2030, focusing on collaboration across various sectors to enhance the accessibility and efficiency of healthcare solutions [1][2]. Group 1: Project Overview - The project is led by Tianjin University of Traditional Chinese Medicine and involves multiple high-level universities, medical institutions, and AI healthcare companies [1][2]. - It aims to create a low-cost, high-efficiency, and widely accessible digital health model for chronic disease prevention and management [2][4]. Group 2: Objectives and Implementation - The project has four specific goals: to build a promotion mechanism for chronic disease prevention technologies, establish a digital platform, develop comprehensive treatment plans for major diseases, and create a new paradigm for integrated health management [2][6]. - It will utilize a collaborative model that integrates government, industry, research, and education to address existing challenges in chronic disease management [2][4]. Group 3: Expert Insights - Academicians emphasized the importance of a comprehensive approach that covers the entire population and disease cycle, aiming for a high-efficiency and low-cost prevention system [4]. - The project is expected to provide a Chinese solution to global health challenges by promoting a combination of traditional and modern medical practices [4][6]. Group 4: Technological Integration - The project will leverage AI and digital technologies to enhance the efficiency and coverage of chronic disease prevention strategies [6][11]. - A digital health community model has been successfully implemented in Tianjin, demonstrating improvements in health indicators and reductions in healthcare costs [7][11]. Group 5: Future Directions - The research outcomes will be implemented across 60 regional urban and rural healthcare networks, promoting the integration of digital solutions in chronic disease management [11][12]. - The project will focus on creating a decision-support system for chronic disease prevention and treatment, utilizing AI and digital platforms for widespread application [11].

Core Viewpoint - The 18th Annual Conference of China Scientific Instruments (ACCSI 2025) was held in Shanghai, focusing on "Digital Intelligence Driven, New Quality Leading," attracting over 1,700 industry professionals [1][2]. Event Overview - The conference featured a main venue, two high-level forums, 14 parallel forums, three closed-door meetings, and two concurrent activities, with more than 150 reports presented [2]. - The event was organized by Instrument Information Network and supported by over 40 organizations, establishing itself as a high-level summit in the scientific instrument industry, often referred to as the "Davos" forum of the sector [4]. Opening Ceremony - The opening ceremony highlighted the collaboration between government, industry, research, and academia, aiming to enhance the scientific instrument sector in Shanghai [5]. - Key figures, including the chairman of Beijing Xinlifang Technology Development Co., and officials from Shanghai's economic and technology departments, delivered welcoming speeches [5][10][12]. New Initiatives - A new competition, the "Scientific Instrument Championship," was announced during the opening, aimed at promoting disruptive technology innovations in the scientific instrument field [11][14]. Industry Insights - The conference addressed the challenges faced by the scientific instrument industry, including high tariffs and global supply chain restructuring, while also highlighting opportunities from large-scale equipment updates and the integration of AI and automation technologies [30]. - Discussions included the strategic positioning of companies like Shimadzu and the challenges faced by domestic scientific instrument manufacturers [22][27][29]. Awards and Recognition - The event included the "3i Awards" ceremony, recognizing outstanding products and contributions in the scientific instrument and testing industry [33][45]. Exhibition and Networking - The conference featured specialized exhibition areas for domestic instruments and supply chains, facilitating product launches and expert networking [34]. - Parallel forums focused on various technical and application areas, including chromatography, mass spectrometry, and AI integration in the industry [38].

Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI2025) is set to take place on May 11, 2025, at the Shanghai Fuyue Hotel, showcasing significant developments and opportunities in the scientific instrument industry [1][2]. Group 1: Event Overview - The conference will feature a welcoming banner and various activities, attracting participants from across the country [2]. - The event spans two and a half days, focusing on the scientific instrument industry [2]. Group 2: Forums and Awards - On May 11, the conference will host the 6th Scientific Instrument CMO Summit Forum and the 5th Strategic Development Symposium, with hundreds of industry leaders and experts in attendance [20]. - An award ceremony will take place on the evening of May 12, recognizing outstanding products and contributions in the industry, with live streaming for those unable to attend [23].

Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) will be held from May 11-13, 2025, in Shanghai, focusing on the theme "Digital Intelligence Drives New Quality Leadership" [3]. Group 1: Event Overview - ACCSI 2025 aims to promote healthy and rapid development in the Chinese scientific instrument industry by providing a platform for effective communication among government, industry, academia, research, application, investment, and media [3]. - The conference has successfully held 17 sessions, with attendance exceeding 1,500 participants in a single session, earning the reputation of being the "Davos Forum" for the scientific instrument industry [3]. - The event will feature various activities, including keynote speeches, panel discussions, on-site seminars, and field visits, providing strategic decision-making references for industry development [3][4]. Group 2: Scheduled Activities - On May 12, there will be a CEO interview session focusing on reviewing highlights from 2024 and exploring market opportunities for 2025 [6]. - The ACCSI 2025 VIP Lounge will host discussions on the "Risks and Opportunities" in the scientific instrument industry for 2025 [6]. - Various exhibition tours will be organized, including special guest tours, buyer tours, and investment tours, allowing participants to engage directly with industry developments [8]. Group 3: Online Engagement - The event will also include rich online live streaming activities, enabling those unable to attend in person to experience the conference atmosphere and gain insights into industry trends [4]. - Participants can engage with the "AI Instrument" initiative at the Instrument Information Network booth, where they can receive a complimentary photo by following the official account and sharing on social media [8].

Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) will be held from May 11-13, 2025, in Shanghai, focusing on the theme "Digital Intelligence Driven, New Quality Leading" [1][2][9]. Group 1: Event Overview - The conference aims to promote the healthy and rapid development of the Chinese scientific instrument industry by establishing an effective communication platform among government, industry, academia, research, application, investment, and media [2][9]. - ACCSI has been recognized as a high-level industry summit in the scientific instrument sector, having successfully held 17 sessions with attendance exceeding 1,500 participants per session, earning the title of the "Davos Forum" of the scientific instrument industry [3]. Group 2: Keynote Speaker - Academician Yu Dapeng from the Chinese Academy of Sciences has confirmed his attendance and will deliver a keynote speech emphasizing the need for self-reliance in quantum technology and the leading role of scientific instruments [4]. - Yu Dapeng is a prominent expert in quantum material control and quantum computing, with significant contributions to the field, particularly in the study of low-dimensional quantum materials [6]. Group 3: Conference Details - The conference will feature the "3i Award" ceremony, highlighting outstanding contributions in the scientific instrument field [1]. - The event will present the latest industry development policies, market demand information, and technological advancements from the past year to the attendees [3].

Investment Rating - The report maintains an "Accumulate" rating for the company, indicating an expectation that the stock will outperform the market index by 5%-15% over the next six months [7]. Core Views - The company achieved total revenue of 128.43 billion yuan in Q1 2025, representing a year-on-year growth of 20.61%. The net profit attributable to shareholders was 12.42 billion yuan, up 38.02% year-on-year, and the net profit after deducting non-recurring gains and losses was 12.75 billion yuan, also up 38.03% year-on-year, aligning with expectations [1]. - The company is actively expanding its global production capacity and investing in its own brand development to mitigate trade risks. It operates in over 200 countries, with a low revenue share from the U.S. It has 22 R&D centers and 23 major manufacturing bases across multiple continents [5][6]. - The company is advancing its digital intelligence strategy, focusing on the application of large models and Agent technology. It has developed a language model for the home appliance sector, enhancing user interaction and control across various smart products [5]. Summary by Sections Financial Performance - In Q1 2025, the company's gross margin decreased by 1.87 percentage points to 25.45%, while the net profit margin increased by 1.45 percentage points to 9.97%, primarily due to a reduction in expense ratios [5]. - The company forecasts revenue for 2025 to be 443.97 billion yuan, with net profit expected to reach 43.02 billion yuan, translating to an earnings per share (EPS) of 5.61 yuan, corresponding to a price-to-earnings (PE) ratio of 13 times [6]. Strategic Initiatives - The company is committed to its four strategic pillars: technological leadership, direct user engagement, digital intelligence, and global expansion. It aims to enhance its R&D capabilities and maintain a leading position in the industry [5].

导读： ACCSI作为汇聚行业前沿、技术展示与交流合作的高级别产业峰会，特别推出"科研同行计划"，免费升级VIP权益等购票优惠，为科研人员提供更多的支持 和资源，促进产学研深度融合【4月30日活动截止】 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。 近年来，我国高度重视科学仪器行业的高质量发展，通过一系列政策与计划实现我国科学仪器的整体技术水平提升。在科研项目方面，国家重 大科研仪器研制项目持续发力，以科学目标为导向，重点支持原创性科研仪器的研制，推动高端仪器技术突破。同时，"重大科学仪器设备研 发"重点专项也不断推进，针对多个关键领域开展专项研发，促进产学研深度融合，加速科研成果向现实生产力转化。 上海市科学技术委员会于2 0 2 4年1 2月印发了《上海市促进科学仪器和科研试剂创新发展行动方案（2 0 2 5 - 2 0 2 7年）》，明确了未来三年的发展 目标和重点任务。当中特别提到，争取中国科学仪器年会等业内认可度高的国际国内活动在沪举办。而 松江区作为上海高端制造业主阵地和科 创中心重要承载区，长三角G6 0科创走廊国家战略的策 ...