导读： 舜宇光学科技公布2025年6月产品出货量，显微仪器等光学零件表现亮眼，车载镜头需求强劲增长44.6%。 本公告乃由舜宇光學科技(集團)有限公司(「本公司」)自願刊發。 本公司董事(「董事」,各為一名「董事」)會(「董事會」)謹此宣佈,本公司於2025 年6月各主要產品出貨量詳細如下: 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。 7月10日，舜宇光学科技(集团)有限公司自愿刊发公布了2025年6月各主要产品的出货量。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表明概不會就本公告全部或任何部份内容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜宇光學科技(集團)有限公司 (於開曼群島註冊成立的有限公司) (股份代號:2382.HK) 目願公告 光學零件 | | 2025年6月 | 環比變化 | 同比變化 | | --- | --- | --- | --- ...

公司研究 证 券 研 究 报 告 Q2 经营韧性持续，国际化扩张打开成长空间 事项： 公司发布 2025 年半年度业绩预告：2025H1 公司实现归母净利润 4.63-4.71 亿 元，同比+6.06-7.80%，实现扣非归母净利润 4.36-4.43 亿元，同比+8.13%- 10.01%。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 6,084 | 6,710 | 7,396 | 8,158 | | 同比增速(%) | 8.6% | 10.3% | 10.2% | 10.3% | | 归母净利润(百万) | 921 | 1,036 | 1,149 | 1,274 | | 同比增速(%) | 1.2% | 12.5% | 10.9% | 10.9% | | 每股盈利(元) | 0.55 | 0.62 | 0.68 | 0.76 | | 市盈率(倍) | 22 | 20 | 18 | 16 | | 市净率(倍) | 2.9 ...

证券研究报告 2025年07月11日 行业报告 | 行业深度研究 科学仪器行业深度：雄关漫道真如铁，自主可控势如潮 作者： 分析师 朱晔 SAC执业证书编号：S1110522080001 1 行业评级： 上次评级： 强于大市 强于大市 维持 （ 评级） 请务必阅读正文之后的信息披露和免责申明 机械设备 摘要 科学仪器行业：高端化海外品牌占主导，政策推动国产替代 科学仪器是指以检出、测量、观察、计算各种物理量、物质成分、物性参数等的器具或设备。分为分析仪器类、生命科学类、物理实验类和化学实 验四大类。2023年我国科学仪器市场规模突破2200亿元，增幅超过12%。目前我国科学仪器行业国产品牌市场占有率远低于国外品牌，国产替代任 重道远。国务院、发改委、国家税务总局等部门陆续出台政策性文件，推动国产仪器设备发展、鼓励国内厂商创新，促进国产设备应用、支持国内 科学实验仪器设备厂商发展。 科学分析仪器：市场广阔，质谱、色谱仪器国产化率仍偏低 质谱仪：2023年国内达167.12亿元，国外公司占据了全球超90%的质谱仪市场份额。与此同时，质谱仪整体进口率呈现逐步降低的态势。根据测算， 2018~2023进口率从89%降 ...

Core Viewpoint - Estun Automation, a leading Chinese industrial robotics company, is facing significant financial challenges as it prepares for an IPO on the Hong Kong Stock Exchange, with a projected loss of 810 million yuan in 2024, raising concerns about its future viability and the potential risks associated with its capital raising efforts [1][2][4]. Financial Performance - The company's revenue from 2022 to 2024 showed fluctuations, with figures of 3.881 billion yuan, 4.652 billion yuan, and 4.009 billion yuan respectively, indicating a 13.8% decline in 2024 compared to 2023 [2][3]. - Net profit for the years 2022 and 2023 was 166 million yuan and 135 million yuan, respectively, but it plummeted to a net loss of 810 million yuan in 2024, a staggering decline of 700.1% year-on-year [2][3][4]. - The company's core business, particularly in industrial robotics and intelligent manufacturing systems, saw a revenue drop of 16.04% in 2024 [4][5]. Debt and Cash Flow Situation - As of the end of 2024, Estun's total liabilities reached 8.248 billion yuan, with a significant short-term debt of 6.387 billion yuan against cash reserves of only 1.348 billion yuan, indicating a tight liquidity position [7][9]. - The company's operating cash flow turned negative in 2024, at -104 million yuan, relying heavily on financing activities to maintain operations [9][10]. Market Sentiment and External Factors - Foreign investment sentiment has deteriorated, with the proportion of shares held by foreign investors dropping from 23.71% to 2.21% between 2022 and 2025, reflecting a lack of confidence in the company's future prospects [11][12]. - UBS has issued a "sell" rating for Estun, setting a target price of 10.30 yuan, which is nearly half of its current stock price, further pressuring the company's valuation [15]. IPO Plans and Use of Proceeds - The upcoming IPO aims to raise funds for expanding global production capacity, acquisitions, R&D projects, enhancing service capabilities, and repaying existing loans, highlighting the urgent need for capital to stabilize the company's financial situation [1][4].

2018年，诺贝尔物理学奖授予了激光物理学领域的三位科学家。其中，时年96岁的阿瑟·阿什金 (Arthur Ashkin)凭借"光学镊子及其在生物系统中的应用"荣 膺该奖，成为史上最年长的诺贝尔物理学奖得主。 "光学镊子"（Optical Tweezers，OT）简称光镊，顾名思义就是用光做成的镊子。光是它的材质，镊是它的作用。虽然光镊的名字里带"镊"，但与传统镊 子需通过物理接触夹持物体不同，光镊是一种非机械接触式操控技术。其通过高度聚焦的激光束产生的力，像无形的镊子一样，精准操控细胞、病毒、 DNA等微小物体。 光镊的操控原理在于激光束产生的梯度力和散射力。梯度力如同磁铁吸引铁屑，将微小物体拉向光束中光强最强的中心区域；而散射力则像水流推动浮 萍，将物体沿着光束传播方向轻微推移。正是这两种力的精妙配合，使得光镊能够隔空"抓取"并移动目标对象。 光镊的突破启发了更多创新。2005年，美国加州伯克利大学吴明教授团队受光镊启发，将光控电场引入微粒操控领域发明了光电镊技术（OET），并于 2011年创立Berkeley Lights公司开始光电镊技术的产业化，2020年7月在美国纳斯达克上市，后被仪器巨头布鲁克（ ...

Group 1 - Suzhou Seagull Flying Car Co., Ltd. successfully launched a heavy-duty intelligent firefighting drone capable of carrying various firefighting equipment and agents for complex terrain and environments [1] - Suzhou Dingxin Optoelectronics Technology Co., Ltd. developed high-performance optical chips that have broken foreign technology barriers, achieving top international standards in modulation rate and power consumption [1] - Suzhou Bozhong Instrument Technology Co., Ltd. introduced the first domestically produced commercial 200 kV field emission transmission electron microscope, capable of achieving million-fold image magnification and directly distinguishing the lattice structure of most materials [1] Group 2 - Wujiang has over 1,600 high-tech enterprises, with nearly 40% of them being led by entrepreneurial talents, driving regional high-quality development [1] - Wujiang is home to more than 100,000 private enterprises, including 2 Fortune Global 500 companies and 4 Chinese Fortune 500 companies, forming four trillion-level industrial clusters: electronic information, high-end textiles, equipment manufacturing, and new materials [2] - The collaboration between Hengtong Group and Leju Robotics aims to explore the large-scale application of humanoid robots in industrial settings, enhancing the intelligent and collaborative development of humanoid robot training [2][3] Group 3 - Wujiang has become a preferred location for innovation and entrepreneurship due to its robust private economy and industrial foundation, providing ample opportunities for talent and enterprises [2] - The establishment of Jiangsu's first humanoid robot production line in Wujiang is expected to produce 200 humanoid robots annually, supported by a newly opened intelligent robot training center [3] - Wujiang has implemented a series of talent system innovations, including mutual recognition of vocational qualifications and joint evaluation of professional titles, to create a better development environment for talent [3] Group 4 - Wujiang's talent support policies have been enhanced, including nine "hardcore" measures focused on youth talent needs, such as job interview subsidies and housing subsidies [5] - The "Talent AI Advisor" in Wujiang provides 24-hour online services, offering customized solutions for talent employment and entrepreneurship, having already assisted 447 enterprises [6] - Wujiang plans to attract three globally influential top talents (teams) and over 500 leading talents (major innovation teams) in the next three years to continuously enhance development momentum and economic vitality [6]

当地时间7月8日至10日，为期三天的南非国际环博会在约翰内斯堡加拉格尔会展中心举行。作为非洲领 先的、规模最大的环保技术及分析仪器专业展会，本届博览会吸引了来自20多个国家的9000余名参观 者，200多个品牌参展，集中展示超过2000项创新环保解决方案。（央视新闻） ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数小幅收涨，纳指涨0.09%，标普500指数涨0.27%，道指涨0.43%，其中，纳指、标普 500指数均创历史新高；大型科技股涨跌互现，特斯拉涨4.7%，奈飞跌超2%；达美航空大涨12%引领旅 游股走高，比特币概念股走高，Coinbase涨超4%。中概股涨跌互现，纳斯达克中国金龙指数收涨 0.9%，阿里巴巴涨超2%，网易跌超2%，小鹏汽车、京东跌超1%。比特币盘中突破11.7万美元，继续刷 新历史新高，日内涨超5%。 2、国际贵金属期货普遍收涨，COMEX黄金期货涨0.36%，报3333.00美元/盎司；COMEX白银期货涨 2.72%，报37.63美元/盎司。国际油价走弱，美油主力合约收跌2.21%，报66.87美元/桶；布伦特原油主 力合约跌1.91%，报68.85美元/桶。欧洲三大股指收盘涨跌不一，德国DAX指数跌0.38%报24456.81点， 法国CAC40指数涨0.3%报7902.25点，英国富时100指数涨1.23%。 （二）行业掘金 1、上海市国资委党委7月10日召开中心组学习会，围绕加密货币与稳定币的发展趋势及应对策略开展 ...

此次座谈是推动我区重点企业与区外龙头企业协同发展的重要举措，我厅将深入跟进对接成果，协调解决合作难题，助力双方尽快将合作意向转化为实际 成果。下一步，自治区工业和信息化厅将持续加强与周边省区联系对接，全力以赴为区内企业"走出去"搭建平台、创造机遇。 为应对当前需求收缩经济形势，帮助工业企业找订单、拓市场，7月9日，自治区工业和信息化厅一级巡视员刘红宁带领厅机关相关处室负责同志和吴忠仪 表有限责任公司相关负责人赴陕西省，与中国石油天然气股份有限公司长庆油田分公司开展洽谈合作，推动双方深化区域交流，加快融入全国统一大市 场。 作为自治区高端仪器仪表产业链"链主"企业，吴忠仪表深耕流程工业用阀市场，在能源领域智能控制阀生产、油气田关键阀门研发等方面成果显著；长庆 油田是我国油气勘探开发主力军、国家能源安全重要支柱，双方已有多年合作基础。 座谈会上，长庆油田公司领导和相关科室负责同志详细介绍了企业发展规划和业务布局，重点阐述了油气项目对高性能阀门产品的具体要求与合作期望。 吴忠仪表展示了企业在智能控制阀研发中的技术成果与成功案例，结合长庆油田需求，提出了定制化解决方案与合作路径。双方就技术联合研发、供应维 护保障、新 ...

Group 1 - Vaisala Corporation is a global leader in measurement instruments and intelligence for climate action, focusing on improving resource efficiency and driving energy transition [2] - The company has nearly 90 years of innovation and expertise, employing around 2,500 experts dedicated to environmental measures [2] - Vaisala's series A shares are listed on the Nasdaq Helsinki stock exchange [2] Group 2 - On July 7, 2025, Girish Agarwal, an other senior manager at Vaisala, received a share-based incentive of 1,000 shares at a unit price of 0.00 EUR [1] - This transaction is categorized as an initial notification under the relevant regulations [1] - The aggregated transaction also reflects a volume of 1,000 shares with a volume-weighted average price of 0.00 EUR [1]