Core Viewpoint - The article highlights various high-paying job opportunities in the scientific instrument sector, emphasizing the demand for skilled professionals in sales and technical support roles across different companies [2][17]. Job Opportunities - Agilent Technologies (China) is hiring for a complete machine sales position in Chongqing with a salary range of 10k to 20k and a 13th-month salary [2]. - Changzhou Panno Instrument Co., Ltd. is looking for a gas chromatography and mass spectrometry sales position in Chongqing, offering a salary of 8k to 12k with a 13th-month salary [4]. - Labtech is seeking a sales engineer in Guizhou with a salary range of 8k to 12k and a 12th-month salary [6]. - Shanghai Flash Spectrum Biotechnology Co., Ltd. is hiring for an analytical liquid chromatography sales engineer in Hangzhou, with a salary range of 20k to 30k and a 12th-month salary [8]. - Scikam (Beijing) Scientific Instrument Co., Ltd. is looking for a regional sales manager in Hangzhou, offering a negotiable salary [10]. Job Requirements - Candidates for Agilent Technologies should have a background in chemistry, pharmacy, biology, food, environment, or materials, with at least 2 years of relevant sales/application/support experience [3]. - For the gas chromatography and mass spectrometry sales position at Changzhou Panno, a background in analytical chemistry, chemical engineering, inspection and quarantine, or related fields is preferred [4]. - The sales engineer position at Labtech requires a degree in analytical chemistry, applied chemistry, food, agriculture, or environmental science, along with some sales experience [6]. - The regional sales manager role at Scikam requires familiarity with chromatography instruments and at least 2 years of sales experience in the instrument industry [10]. After-sales Positions - Hitachi Scientific Instruments (Beijing) Co., Ltd. is hiring an electron microscope application engineer in Chengdu, requiring a master's degree and over 3 years of relevant experience [18]. - Beijing Pulit Technology Co., Ltd. is looking for a service engineer in Hefei, with a salary range of 10k to 15k and a 12th-month salary, requiring a master's degree and strong electrical knowledge [20]. - Shanghai Linli Instrument Co., Ltd. is seeking an inorganic analysis after-sales engineer in Fuzhou, offering a salary range of 10k to 30k with a 13th-month salary, requiring 2 years of relevant experience [22].

Core Viewpoint - The article discusses the impact of the US-China tariff war on the scientific instrument industry, emphasizing the importance of domestic substitution as a key strategy for overcoming challenges posed by high tariffs [2][3][4]. Group 1: Tariff War Impact - The US government initiated a global tariff war, raising tariffs on all Chinese imports to over 145%, prompting China to respond with a 125% tariff on US goods [4]. - A significant shift occurred on May 12, when both countries announced a reduction of tariffs to 10%, indicating a temporary easing of tensions [4]. - Experts believe that while tariffs may decrease, the scientific instrument industry must remain vigilant about its reliance on imported high-end equipment [4][5]. Group 2: Domestic Substitution Demand - The demand for domestic substitutes has surged, with a notable shift in the market where the share of domestic microwave digestion instruments increased from 10% to 80% over 20 years [5]. - The trend of domestic substitution is not just a response to tariffs but has become a necessity for ensuring the stability of supply chains and national security [6][7]. - Institutions are now required to consider domestic equipment in their procurement processes, reflecting a broader commitment to supporting local manufacturers [7]. Group 3: Challenges and Future Directions - Despite the progress in domestic substitution, concerns remain regarding the reliability and long-term stability of domestic instruments compared to imported ones [8][9]. - Experts suggest that improving the reliability of domestic instruments is crucial, as many users still perceive a gap in performance [9][10]. - The future of domestic instruments may lie in integrating automation and smart technologies, as well as focusing on specific research areas like single-cell analysis and environmental monitoring [10].

Core Viewpoint - Agilent Technologies is expected to report quarterly earnings of $1.27 per share, a 4.1% increase year-over-year, with revenues projected at $1.63 billion, reflecting a 3.3% increase compared to the same period last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Estimates by End Markets - Revenue by End Markets- Diagnostics and Clinical is estimated at $247.93 million, a year-over-year increase of 3.7% [5]. - Revenue by End Markets- Chemical and Advanced Materials is projected to reach $370.20 million, reflecting a 2.3% increase from the previous year [5]. - Revenue by End Markets- Food is expected to be $146.05 million, indicating a 5.1% year-over-year change [5]. - Revenue by End Markets- Academia and Government is forecasted at $145.13 million, suggesting a 4.4% increase year-over-year [6]. - Net Revenue- Life Sciences and Applied Markets Group is anticipated to be $628.72 million, showing a significant decline of 16.6% year-over-year [6]. - Net Revenue- Agilent Crosslab Group is projected at $697.53 million, indicating a substantial increase of 73.5% year-over-year [6]. - Revenue by End Markets- Pharmaceutical is expected to reach $572.63 million, reflecting a 5.7% increase from the prior year [7]. - Revenue by End Markets- Environmental and Forensics is estimated at $159.54 million, indicating a 5% increase year-over-year [7]. Stock Performance - Over the past month, Agilent shares have returned 3.7%, compared to a 13.4% increase in the Zacks S&P 500 composite [7]. - Agilent currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

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。 美国马萨诸塞州米尔福德市，2 0 2 5年5月2 1日，沃特世公司（纽约证券交易所代码：WAT）今 天宣布完成对Ha l o La b s公司的收购。 @ 仪 器 信息网 点此访问展位查看产品、应用方案等 Ha l o La b s是一家专注于成像技术开发的创新企业，其技术可用于检测、识别和计数细胞、蛋 白质或基因疗法等治疗药物中的干扰物质（颗粒）。 Ha l o La b s公司的Au r a™平台采用了高度差异化的技术，可执行全谱图颗粒分析，与沃特世旗 下Wy a tt Te c h n o l o g y™产品组合中的光散射检测解决方案高度互补。例如，在表征细胞疗法中 用于CAR-T细胞扩增的外源性颗粒时，其亚可见颗粒技术可检测出当前标准方法难以发现的半 透明工艺杂质，从而为我们解锁更多深度信息。通过对这家创新型公司的收购，沃特世得以将 这一新兴技术整合到新的及现有的大分子开发及QA/QC流程中，为客户提供关键的增值服务， 同时进一步加快公司在大分子疗法分析和生物工艺检测领域的 ...

Core Viewpoint - The article discusses the rapid growth and development opportunities in China's scientific instrument industry, driven by domestic policy support and the need for self-reliance in technology due to international export restrictions and tariffs [3][13][14]. Group 1: Industry Overview - Scientific instruments are essential for scientific research and analysis, with applications across various sectors including food, pharmaceuticals, agriculture, and environmental monitoring. The life sciences sector accounts for 41% of the analytical instrument market demand [4][10]. - The market for experimental analysis instruments and electronic measurement instruments in China reached approximately 38 billion and 37.8 billion yuan respectively in 2023, together representing over 70% of the scientific instrument market [7]. Group 2: Market Dynamics - The Chinese scientific instrument market is heavily reliant on imports, with over 70% of high-end instruments being imported. However, recent policies and capital support have led to significant progress in domestic alternatives [19]. - The market for mass spectrometers, chromatography, and electronic measurement instruments is expected to grow, with domestic companies increasing their market share from 5% in 2020 to approximately 15% in 2024 [17]. Group 3: Policy and Support - The Chinese government has introduced multiple policies to support the development of scientific instruments, including funding for high-end instruments and prioritizing equipment updates in educational institutions [13][14]. - In 2024, a 20% price subsidy will be provided for domestic products participating in competitive bidding, further encouraging local production [13]. Group 4: Investment Trends - Investment activity in the scientific instrument sector has increased, with numerous funding events occurring since 2025, particularly in early-stage rounds. This reflects a growing interest from capital in the sector's long-term potential [19][20]. - Key areas of investment include mass spectrometers, chromatography, and electronic measurement instruments, with a notable overlap with the pharmaceutical and health sectors [20]. Group 5: Competitive Landscape - The market for mass spectrometers is highly concentrated, with a CR5 of 88%. In Q1 2025, China's mass spectrometer imports amounted to $301 million, while exports were only $57 million, indicating a significant trade imbalance [16][17]. - Domestic products are generally priced at 60% of their foreign counterparts, but performance gaps remain, particularly in high-end instruments [17][18]. Group 6: Future Outlook - The domestic scientific instrument industry is expected to see a substantial increase in the localization rate, driven by technological advancements and supportive policies, positioning it for significant growth in the coming years [18][19].

Financial Data and Key Metrics Changes - The company reported $43 billion in revenue for FY 2025, with a strong double-digit performance and a 10% comprehensive annual growth in revenue [17][23] - Adjusted EPS growth was noted at 12% annually, alongside a similar growth rate in free cash flow generation [23] Business Line Data and Key Metrics Changes - The largest end market for the company is pharmaceutical and biotech, with significant presence in academic, government diagnostics, healthcare, and industrial markets [18][20] - Over 80% of the company's revenue is derived from services and consumables, indicating a recurring revenue business model [20] Market Data and Key Metrics Changes - Approximately half of the company's business is in North America, with a quarter in Europe and the remainder spread across Asia Pacific and Latin America [20] Company Strategy and Development Direction - The company focuses on creating differentiated value for stakeholders, emphasizing sustainable value creation and corporate social responsibility [17][21] - The PPI business system has been in place for over two decades, providing a competitive advantage and enabling successful acquisitions [22] Management's Comments on Operating Environment and Future Outlook - The management expects a continuing recovery in end markets with an anticipated organic growth of around 3% to 4% [27] - The impact of tariffs and cuts to academic research funding is expected to be a headwind of about 1.5% on growth and earnings, although recent developments suggest a lessening impact [27][28] Other Important Information - The advisory resolution approving executive compensation was not approved, indicating shareholder concerns regarding executive pay [15][16] Q&A Session Summary Question: How does the Compensation Committee use the compensation actually paid total compensation figures in its calculation of the CEO target total compensation award for the upcoming year? - The compensation committee considers various factors including benchmarking information, company performance, and shareholder feedback to ensure alignment with compensation philosophy and strategic market positioning [25][26] Question: How will tariffs and cuts to academic research funding impact the company? - The management noted that tariffs and funding cuts are expected to be a headwind of about 1.5% on growth and earnings, but recent developments suggest a lessening impact [27][28]

Core Viewpoint - Bruker Corporation reported a strong Q1 2025 performance with an 11.0% revenue growth, but maintains a cautious outlook for the full year due to anticipated impacts from reduced U.S. research funding, estimating a revenue hit of $100 million [1][11]. Revenue Performance - Q1 2025 revenue reached $801.4 million, up from $721.7 million in Q1 2024, reflecting an 11.0% increase. Organic growth for the quarter was 2.9%, while revenue growth at constant exchange rates (CER) was 12.5% [3][6]. - The core business segment, Bruker BioSpin (BSI), generated $744.5 million in revenue, a 14.3% year-over-year increase, with organic growth of 5.1% [3][6]. - The BioSpin segment's revenue included $208 million from the BioSpin division, $280.1 million from the CALID division, and $256.6 million from the Nano division [6]. Segment Analysis - The CALID segment achieved $280.1 million in revenue, driven by significant growth in microbiology and molecular diagnostics, including contributions from the newly acquired LETEC [4][6]. - The Nano segment reported $256.6 million in revenue, with high single-digit growth attributed to non-organic growth from NanoString, despite weak performance in Europe and China [4][6]. - The BEST segment saw a revenue decline to $59.3 million, down 18.9% year-over-year, with organic revenue dropping 17.7% when excluding intercompany transactions [5][6]. Strategic Developments - Bruker launched several high-performance innovative products at key conferences in Q1, including NMR systems and platforms for microbiology and molecular diagnostics, enhancing its competitive position in multi-omics and spatial biology markets [6]. - The company completed a significant acquisition of Recipharm, entering the non-infectious disease diagnostics market, which aligns with its strategy in differentiated triple quadrupole mass spectrometry [9]. Full Year Outlook - For the full year 2025, Bruker expects revenue between $3.48 billion and $3.55 billion, representing a year-over-year growth of 3.5% to 5.5% [11][13]. - The company anticipates organic revenue growth of 0% to 2%, with acquisitions contributing approximately 2.5% to revenue growth and foreign exchange effects adding about 1% [13]. - Non-GAAP earnings per share are projected to be between $2.40 and $2.48, reflecting a slight increase compared to the previous year [13].

Core Viewpoint - The company, Haineng Technology, is experiencing a significant decline in revenue and net profit in 2024, marking the first year of revenue drop in over a decade, but there are signs of recovery in demand and potential growth in 2025 [2][3]. Financial Performance - In 2024, the company reported revenue of approximately 310 million yuan, a decrease of 9.06% year-on-year, and a net profit of 13.07 million yuan, down 70.99% year-on-year [2]. - The first quarter of 2024 saw revenue of 55.50 million yuan, an increase of 37.85% year-on-year, while net profit was negative 0.52 million yuan, reflecting a 96.01% year-on-year improvement [3]. Market Demand and Industry Trends - The decline in revenue is attributed to a slowdown in downstream market demand, particularly in soil testing projects and educational institutions affected by delayed loan policies [2][3]. - The scientific instrument industry is recognized as being in a growth phase, with a consensus on the need for domestic product substitution, which is expected to drive demand [4]. Future Outlook - The company anticipates a recovery in revenue growth in 2025, potentially returning to the growth rate seen in 2023 [2][5]. - Factors supporting future performance include government policies promoting equipment upgrades, increased R&D investments, and a focus on expanding market share [3][4]. Product Development - Haineng Technology is accelerating the development of Fourier Transform Near-Infrared Spectrometers, expected to be launched this year, which will enhance the product portfolio and meet domestic industry needs [5].

导读： 2025年5月11日，ACCSI2025第六届科学仪器行业CMO高峰论坛在上海召开，以"数智赋能，聚势共赢"为主题，探讨营销战略革新路径。 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。 2 0 2 5年5月11日- 1 3日，第十八届中国科学仪器发展年会(ACCSI 2 0 2 5 )将在上海富悦大酒店召开。大会开幕前夕( 5月11日)，第六届科学仪器行 业CMO高峰论坛如期举行。本届论坛以"数智赋能，聚势共赢"为主题，旨在搭建行业顶级对话平台，助力CMO群体把握数字化转型的关键机 遇，探索"数据+AI "双轮驱动下的营销破局之道。近3 0 0位来自科学仪器及相关行业的市场总监级以上高管齐聚一堂，共同探讨数字化转型浪潮 下科学仪器行业营销战略的革新路径。现场座无虚席，气氛十分热烈。 活动现场 传统营销，正在变得越来越难做。从行业来看，市场面临巨大的不确定性，科学仪器人必须在逆风中捕捉机遇，在波动的市场环境中寻求发 展。随着数字时代的到来，新技术、新媒介层出不穷， 媒介传播碎片化，用户触点无限增加，注意力分散且掌握更多决策主权， 用 ...

证券代码：688622 证券简称：禾信仪器 公告编号：2025-038 广州禾信仪器股份有限公司 关于2023年限制性股票与股票期权激励计划首次授予股票期权 第一个行权期自主行权实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 股票期权拟行权数量：398,757股 ? 行权股票来源：向激励对象定向发行的公司人民币A股普通股股票 ? 行权安排：根据行权手续办理情况，2023年限制性股票与股票期权激励计 划首次授予股票期权第一个行权期的有效期为2025年5月21日至2025年8月24日（行 权日须为交易日），本次采用自主行权模式，激励对象行权所得股票于行权日（T 日）后的第一个交易日（T+1日）到达股票账户，并于第二个交易日（T+2日）上市 交易。 广州禾信仪器股份有限公司（以下简称"公司"）《2023年限制性股票与股票 期权激励计划（草案）》（以下简称"《激励计划（草案）"》规定的行权条件已 经成就，根据公司2023年第二次临时股东大会授权，于2025年4月29日分别召开了第 三届董事会第三十六会 ...