Core Viewpoint - The company, Zhenlan Instrument (301303.SZ), relies on externally sourced chips for its smart instruments, while its core algorithms and software functionalities are developed in-house, without involvement in chip design and manufacturing [1] Group 1 - The company utilizes externally purchased chips for its smart instrument products [1] - The core algorithms and software for the company's products are developed independently [1] - There is no involvement from the company in the design and manufacturing of chips [1]

Group 1 - The core point of the article is that Zhenlan Instrument (301303.SZ) relies on externally sourced chips for its smart instruments, while the company has developed its core algorithms and software independently, without engaging in chip design and manufacturing [1]

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。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 来 源 ： 新 浪 财 经 - 鹰 眼 工 作 室 1 2月2 7日，四方光电公告，聘任敖鸣女士为公司财务负责人。 资料显示，敖鸣女士，1 9 9 0年3月出生，中国国籍，无境外永久居留权，毕业于江汉大学会计 学专业，本科学历，中国注册会计师非执业会员。2 0 1 2年1 0月至2 0 1 7年2月，任普华永道中天 会计师事务所（特殊普通合伙）武汉分所高级审计员；2 0 1 7年3月至2 0 2 1年1月，任武汉维斯 第医用科技股份有限公司审计经理；2 0 2 1年1月至2 0 2 2年3月，任山东冠龙医疗用品有限公司 审计经理；2 0 2 2年4月至2 0 2 3年8月，任宁波容百新能源科技股份有限公司财务BP；2 0 2 3年8 月至今，历任四方光电股份有限公司内审经 ...

Core Viewpoint - Hanwei Technology has shown significant stock performance with a year-to-date increase of 149.34%, despite a recent decline over the past 60 days [1] Group 1: Stock Performance - As of December 29, Hanwei Technology's stock price reached 50.89 CNY per share, with a market capitalization of 16.664 billion CNY [1] - The stock has experienced a net inflow of 11.8843 million CNY from major funds, with large orders accounting for 26.03% of total buy orders [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) five times this year, with the latest occurrence on September 16, where it saw a net buy of 374 million CNY [1] Group 2: Company Overview - Hanwei Technology, established on September 11, 1998, and listed on October 30, 2009, specializes in gas sensors, gas detection instruments, and environmental monitoring solutions [2] - The company's revenue composition includes smart instruments (40.56%), integrated solutions (26.75%), sensors (15.95%), public utilities (15.28%), and others (1.47%) [2] - As of September 30, 2025, the company reported a revenue of 1.702 billion CNY, reflecting a year-on-year growth of 8.44%, and a net profit of 84.843 million CNY, up 6.33% year-on-year [2] Group 3: Dividend Information - Hanwei Technology has distributed a total of 239 million CNY in dividends since its A-share listing, with 94.8185 million CNY distributed over the past three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include various funds, with notable changes in holdings among major shareholders [4] - Penghua Carbon Neutral Theme Mixed Fund is the third-largest shareholder, having reduced its holdings by 3.4046 million shares [4] - New institutional investors include E Fund National Robot Industry ETF and others, indicating a shift in shareholder composition [4]

12月26日主力资金净流入261.37万元；游资资金净流出109.86万元；散户资金净流出151.51万元。 公司公告汇总关于获得政府补助的公告 安徽皖仪科技股份有限公司于近日收到两笔与收益相关的政府补助款项，分别为人民币940.00万元和 9,545,791.52元。公司根据《企业会计准则第16号—政府补助》的有关规定，确认上述事项并划分补助 类型。上述政府补助未经审计，具体会计处理及对公司2025年度以及以后年度损益的影响，最终以审计 机构年度审计确认后的结果为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月26日主力资金净流入261.37万元，显示主力对个股短期态度偏积极。 来自公司公告汇总：皖仪科技近期累计收到政府补助金额达1894.58万元，或将对2025年度损益产 生一定影响。 截至2025年12月26日收盘，皖仪科技(688600)报收于24.09元，上涨0.38%，换手率1.12%，成交量1.51万 手，成交额3655.18万元。 当日关注点 交易信息汇总资金流向 ...

Core Viewpoints - Industrial enterprise profits continue to decline, primarily due to a significant drop in the contribution from other gains and ongoing cost pressures [3][64] - In November, industrial enterprise profits fell by 4.6 percentage points year-on-year to -13.4%, with profit margins also decreasing [6][33] - The decline in profits is attributed to a notable decrease in other gains, which fell by 9.4 percentage points to -5.1% [3][64] Revenue - In November, industrial enterprise revenue showed improvement, with a year-on-year increase of 1.6%, slightly down from 1.8% in the previous month [2][8] - The actual revenue growth rate, excluding price factors, rose by 3.1 percentage points to 3.1%, positively impacting profit contributions [4][27] - Revenue growth was observed across major industrial chains, with the petrochemical, metallurgy, and consumer chains all experiencing increases [4][27] Costs - Industrial enterprises faced significant cost pressures in November, with the overall cost rate at 84.9%, up 0.2 percentage points from the previous year [4][23] - The metallurgy chain experienced the highest cost pressure, with a cost rate of 85.4%, which is 0.7 percentage points higher than last year [4][23] - Certain sectors, such as non-ferrous rolling and instrumentation, saw notable increases in cost rates, while the petrochemical and consumer chains experienced slight declines [4][23] Industry Performance - Specific industries, such as beverages and food, saw a dramatic decline in profit growth, with beverage profits dropping by 93.4 percentage points to -90.4% [3][17] - The negative contributions from industries like non-ferrous processing and oil and gas extraction further impacted overall profit performance [3][17] - Despite some revenue recovery, the pressures from other gains and costs significantly affected profitability in these sectors [3][17] Inventory - The nominal inventory of industrial enterprises increased by 0.9 percentage points year-on-year to 4.6% in November, indicating a slight rise in actual inventory growth [6][50] - The actual inventory growth rate, adjusted for price factors, was 7.7%, reflecting changes in inventory management across different sectors [6][50]

Core Viewpoints - Industrial enterprise profits continued to decline, primarily due to a significant drop in other gains and ongoing cost pressures [3][64] - In November, industrial enterprise profits fell by 4.6 percentage points year-on-year to -13.4%, with profit margins also decreasing [6][33] - The decline in profits is attributed to a notable decrease in contributions from other gains, which fell by 9.4 percentage points to -5.1% [3][64] Revenue - In November, industrial enterprise revenue showed improvement, with a year-on-year increase of 1.6%, slightly down from 1.8% in the previous month [2][8] - The actual revenue growth rate, excluding price factors, rose by 3.1 percentage points to 3.1%, positively impacting profit comparisons [4][27] - Revenue growth was observed across major industrial chains, with the petrochemical, metallurgy, and consumer chains all experiencing increases [4][27] Costs - Industrial enterprises faced significant cost pressures in November, with the overall cost rate at 84.9%, up 0.2 percentage points from the previous year [4][23] - The metallurgy chain experienced the highest cost pressure, with a cost rate of 85.4%, which is 0.7 percentage points higher than the previous year [4][23] - Certain sectors, such as non-ferrous rolling and instrumentation, saw notable increases in cost rates, while the petrochemical and consumer chains experienced slight declines [4][23] Industry Performance - Specific industries, such as beverages and food, saw a dramatic decline in profit growth, with beverage profits dropping by 93.4 percentage points to -90.4% [3][17] - The negative contributions from industries like non-ferrous processing and oil and gas extraction further impacted overall profit performance [3][17] - Despite some revenue recovery in these sectors, the decline in other gains significantly affected profit margins [3][17] Inventory - The nominal inventory of industrial enterprises increased by 0.9 percentage points year-on-year to 4.6% in November, indicating a slight rise in actual inventory growth [6][50] - The actual inventory growth rate, adjusted for price factors, was 7.7%, reflecting changes in inventory levels across different stages of production [6][50] Summary - High cost rates remain a key constraint on profit recovery, with ongoing "anti-involution" policies being implemented to address these pressures [5][66] - The current profit pressures are largely due to rigid cost increases driven by downstream investment practices [5][66] - Future monitoring will focus on the effectiveness of policies aimed at alleviating cost pressures and their impact on industrial profitability [5][66]

特别提示 微信公众号机制调整，请点击顶部"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。 仪粉er们，今天是精品仪器类职位专辑 哦！ 仪器精英，热招职位 Ho t r e c r u itme n t p o siti o n s 销售类 莱伯泰科 销售工程师 太原、沈阳-8k-14k ·12薪 任职要求： 分析化学、应用化学、食品、农业、环境科学等相关专业，有一定的销售经验或实 习经验；勤奋努力，性格开朗，热爱销售职业，善于与人沟通，有团队合作精神，能承受工作 压力。 培安 生命科学仪器销售工程师 成都、苏州-8k-15k ·12薪 任职要求： 具有多肽相关经验及背景；本科及以上学历，生物化学、化学、药学等相关专业； 年龄要求：25-35岁之间；具备各类药厂、制药公司、药物研究院等相关资源优先；具备市场 洞察力，可主动及时开拓市场，拥有独立自主学习积极性、业务商谈能力和团队协作精神。 鲸智时代 昆明、哈尔滨-6k-8k ·12薪 任职要求： 大专及以上学历，物理、化学等相关专业；一年以上光谱类仪器销售或使用经验。 研发类 中仪宇盛 机械结构工程师 销售工程师 上海、苏州 ...

Core Insights - Shanghai is advancing artificial intelligence from "model building" to "empowering the real economy," focusing on deep integration of industry-specific models [1] - The "AI + Instruments and Meters" event aims to connect large, medium, and small enterprises, promoting collaboration and resource sharing [1] Industry Developments - Intelligent instruments and meters are a crucial intersection of Shanghai's three leading industries and six key sectors, essential for cultivating new productive forces [1] - Shanghai is actively constructing a full-stack AI industry ecosystem and implementing an "AI empowerment" strategy [1] Event Highlights - Major enterprises like Shanghai Yidian and Titan Technology announced their scenarios and procurement needs during the event [1] - For instance, Shanghai Yidian highlighted the challenges of traditional calibration operations and expressed the desire for AI technology to optimize calibration parameters automatically [1] Strategic Initiatives - The event aims to publish chain leader demands and attract financial resources to provide a "training ground" for new technologies [1] - Shanghai's Economic and Information Technology Commission plans to deepen gradient cultivation and implement the "Artificial Intelligence +" initiative, utilizing policy tools like computing power vouchers and model vouchers [1]

咸亨国际所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：人工智能、职业教育、 小盘、电力物联网、机器人概念等。 截至9月30日，咸亨国际股东户数1.23万，较上期减少8.65%；人均流通股32987股，较上期增加9.47%。 2025年1月-9月，咸亨国际实现营业收入26.95亿元，同比增长35.47%；归母净利润1.28亿元，同比增长 32.45%。 12月26日，咸亨国际盘中下跌2.00%，截至10:34，报17.15元/股，成交5087.92万元，换手率0.73%，总 市值70.36亿元。 资金流向方面，主力资金净流出1017.01万元，特大单买入226.20万元，占比4.45%，卖出1160.57万元， 占比22.81%；大单买入788.21万元，占比15.49%，卖出870.86万元，占比17.12%。 咸亨国际今年以来股价涨41.33%，近5个交易日跌7.10%，近20日跌9.74%，近60日涨7.66%。 资料显示，咸亨国际科技股份有限公司位于浙江省杭州市拱墅区星璜巷101号咸亨科技大厦，成立日期 2008年4月11日，上市日期2021年7月20日，公司主营业务涉及经销国内外知名 ...