Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) is positioned as a high-level industry summit, celebrating advancements in scientific instruments and detection technologies, and providing a platform for industry leaders to share insights and innovations [2][5]. Summary by Sections Event Overview - The ACCSI has successfully held 17 sessions, with attendance exceeding 1,500 participants per session, earning the reputation of the "Davos Forum" for the scientific instrument industry [2]. - The conference will take place from May 11 to May 13, 2025, featuring industry experts and leaders discussing advancements in various fields such as chromatography, mass spectrometry, and artificial intelligence integration with scientific instruments [3][4]. Key Highlights - The event will showcase significant technological breakthroughs and applications in fields like life sciences, new materials, and clinical diagnostics [3]. - The "3i Awards" ceremony will be held on May 12, 2025, recognizing outstanding new products, R&D contributions, and industry leaders for the year 2024 [4]. Participation Benefits - Attendees will have the opportunity to engage with top experts, expand industry resources, and establish strategic partnerships, contributing to the innovation and upgrade of the Chinese scientific instrument industry [5]. - A special discount of up to 500 yuan is offered for registrations made between May 1 and May 5, 2025, along with a complimentary copy of the "China Scientific Instrument Development Annual Report" [7]. Registration Information - Interested participants can register by contacting Ms. Zou at 18001351263 or visiting the official conference website [8].

导读： 赛默飞推出全新落地离心机系列LYNX和BIOS，具有低能耗、低噪音等特性，主机重量最多减轻 60 KG，最多节能15%。 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。 近日，赛默飞发布落地离心机新品——Th e rmo Sc i e n tifi c™ LYNX 和 BIOS。 特点和优势 • 全球升温潜能值（GWP）为 1 • 主机重量最多减轻 6 0 KG • 最多节能 1 5% • 减少 5 0%* 噪音 • 在经认证的环保工厂生产 Th e rmo Sc i entifi c™ LYNX高速落地冷冻离心机： The rmo Sc i entifi c™ BIOS生物工艺大容量离心机： • 提升转头离心力（LYNX 系列） * 取决于型号，与之前的型号相比。 • Th e rmo Sc i e n tifi c™Au t o - ID™ 瞬时转头自动识别 • Th e rmo Sc i e n tifi c™ Au t o - Lo c k™ 转头自锁 • 多功能性：适用于各种应用 • Gr e e nCo o l ...

Group 1 - The core viewpoint of the news is that 聚光科技 (Juguang Technology) is experiencing stable revenue but a decline in gross margin, with significant opportunities in the environmental business sector due to government policies [1] - In the first quarter report, the company's revenue remained flat, but the gross margin showed a decline, indicating seasonal revenue structure with Q1 accounting for about 15% of annual revenue [1] - The company is optimistic about the full-year contract revenue due to the implementation of domestic substitution policies for scientific instruments and the digital transformation policies in the environmental sector [1] Group 2 - Regarding 谱育科技 (Puyu Technology), the company reported that its contract orders are closely aligned with revenue levels, with contracts exceeding 200 million [2] - The company has seen stable growth in traditional environmental and industrial sectors, while laboratory instruments and new business areas like carbon monitoring are growing at a faster rate [2] - The company is managing its workforce based on business segment performance, reducing staff in less profitable areas while potentially increasing personnel in high-growth segments [2]

Group 1: Financial Performance - The revenue for the first quarter remained stable compared to the same period last year, with a slight decrease in gross margin [2] - The first quarter typically accounts for approximately 15% of the annual revenue, indicating a small base for revenue structure [2] - The overall gross margin is expected to remain stable throughout the year despite fluctuations in individual contracts [2] Group 2: Business Opportunities - There are significant opportunities in the scientific instrument sector due to domestic substitution policies being implemented [2] - The environmental business segment is expected to benefit from recent digital and intelligent transformation policies introduced by the Ministry of Ecology and Environment [2] Group 3: Contract Orders and Growth - The contract orders for the first quarter from Puyue Technology were around 200 million, consistent with revenue levels [2] - Traditional environmental and industrial business segments are expected to grow steadily, while laboratory instruments are projected to see faster growth [2] Group 4: Workforce and Cost Management - The company has seen a significant decrease in employee numbers due to adjustments in business structure, but this has stabilized [2] - Plans for workforce adjustments will be based on the growth potential of specific business segments, with a focus on controlling costs and improving efficiency [2] Group 5: Accounts Receivable - The absolute value of accounts receivable is decreasing, primarily concentrated in the environmental monitoring business segment [3] - The company is improving accounts receivable through quality control of contracts and enhanced collection efforts [3]

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 ...

导读： "在科学仪器研发方面，上海有条件、有基础、有需求，应该勇挑重担，参与国际竞争，在部分领域改变长期受制于人的局面。" 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。 产无城不立，城无产不兴。 2 0 2 4年1 2月，上海市科委印发《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）》（下称"《行动方案》"），提出要 进 一步增强科学仪器、科研试剂科技创新能力，完善产业创新生态，到2 0 2 7年科学仪器和科研试剂产业产值4 5 0亿元左右。 这份经过深入调研后 所形成的文件一经发布，便引起了国内科学仪器行业的广泛关注。 近年来，上海已成为我国科学仪器产业的前沿阵地，吸引了众多企业、高校和科研院所的汇聚。这背后，究竟隐藏着怎样的吸引力和优势？ 科学仪器产业为何向上海靠拢？ 上海是我国仪器仪表行业的发源地之一，自2 0世纪5 0年代以来一直处于国内领先地位。经过长期以来的技术培育和积淀，上海不仅奠定了雄厚 的产业基础，更掌握了一系列前沿关键技术，为我国科学仪器行业发展起到了重要的引领和示范作用。 上海市 ...

导读： 湖北举办科技资源共享发展交流会，发布科技资源开放共享年度报告，展示仪器设备共享成果，并推动多方战略合作。 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。 近日，由湖北省科技信息研究院主办的2 0 2 5湖北省科技资源共享高质量发展交流培训会在武汉举行。会上发布的《湖北省科技资源开放共享年 度报告（2 0 2 4）》显示，湖北省科技资源共享服务平台入网实验室达2 5 6 6个，1 0万元以上仪器设备2 0 0 6 6台套，总原值突破1 0 5 . 7 9亿元。 湖北是科教大省，创新资源丰富，但创新资源多集中于高校和科研院所，其中就包括大型科学仪器。企业研发需借助先进仪器，但大型科学仪 器价格高昂，对企业来说购买很不划算，甚至无力购买。近年来，湖北省不断加大科技资源的建设力度，补短板、创特色，探索新模式、新路 径，让"沉睡"的仪器资源高效流转。 会上，湖北省疾控中心、省农科院果茶所、维普、超星、尚唯等单位分别围绕实验动物质量检测、特色资源库共享、AI赋能科技创新等作了专 题报告。此外，还举行了湖北省科技资源共享服务平台与湖北省重 ...

行业研究 证 券 研 究 报 告 科学仪器行业深度研究报告 科学仪器三要素框架探讨：国产化率提升推 推荐（维持） 动产业朝阳趋势 重点公司盈利预测、估值及投资评级 | | | | EPS（元） | | | PE（倍） | | PB（倍） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股价（元） | 2025E | 2026E | 2027E 2025E | | 2026E | 2027E | 2025E | 评级 | | | 37.68 | 0.93 | 1.30 | 40.34 | | 28.88 | | 2.92 | 强推 | | | 19.76 | 1.01 | 1.20 | 19.57 | | 16.43 | | 2.49 | 强推 | | | Wind ， | 华创证券预测 | | 注：股价为 | 2025 | 年 4 | 月 24 | 日收盘价 | | | 简称 莱伯泰科 皖仪科技 资料来源： | | | | | | | | | | 资料来源： Wind ，华创证券预测 注：股价为 2025 年 4 月 ...

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。 专业诊断部门 的收入为11 . 4 8亿美元，与2 0 2 4年第一季度相比略涨0 . 3 9亿美元。 | Business Segment Information | | Three months ended | | | | --- | --- | --- | --- | --- | | | March 29, | % of | March 30, | % of | | (Dollars in millions) | 2025 | Revenues | 2024 | Revenues | | Revenues | | | | | | Life Sciences Solutions | 2,341 | 22.6% S | 2,285 | 22.1% | | Analytical Instruments | 1,718 | 16.6% | 1,687 | 16.3% | | Specialty Diagnostics | 1,148 | 11.1% | 1,109 | 10.7% | | ...

导读： 近日，国产高端质谱新势力——国科新智（天津）科技发展有限公司完成了千万元天使轮融资，本轮融资由国科创投独家投资。 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。 近日，国产高端质谱新势力——国科新智（天津）科技发展有限公司（以下简称"国科新智"）完成了千万元天使轮融资，本轮融资由国科创投 独家投资。 本次募集资金将重点投向高端质谱仪器的研发、产业化及市场拓展，助力我国高端科学仪器实现自主可控。 国科新智为国科创投管理的 安徽 国科科转基金 首批投资项目。 国科新智于2 0 2 4年5月注册成立，并在 合 肥 科 大 硅 谷 片 区 内 设 立 了 全 资 子 公 司。 作为中国科学院苏州医工所科技转化的创新成果，国科新智深度融合中国科学院苏州医工所在质谱领域的技术创新与工程化优势，率先突破高 端质谱仪器国产化的一系列关键技术瓶颈，着力把科研成果转化为实实在在的生产力， 构建起涵盖"核心部件-整机系统-产业化应用"的全链条 创新体系 ，彰显了"国家队"在高端科学仪器领域的卓越创新实力。 国科新智质谱系列产品矩阵 国科新智团队长 ...