Core Viewpoint - The article discusses the naming conventions of analytical instruments as per the standard GB/T12519-2021, emphasizing the importance of adhering to established naming principles to avoid confusion in the industry [1][2]. Group 1: Naming Principles - The naming of analytical instruments is guided by specific principles that consider the measurement method and the object being measured [2]. - Instruments that measure a single substance (excluding gases) and assign values are typically referred to as "meters," such as pH meters and salinity meters [2]. - Instruments designed to measure gases are generally called "analyzers," for example, carbon monoxide analyzers and carbon dioxide analyzers [2]. - Instruments that analyze images to study the morphology of substances are referred to as "microscopes," such as transmission electron microscopes and scanning electron microscopes [2]. - Systems that encompass sample processing, analytical instruments, data management, and auxiliary facilities are usually called "systems," like air quality detection systems and water quality detection systems [2]. - Other analytical instruments not fitting the above categories are generally referred to as "instruments" [2]. - Safety alarm instruments that only provide sound or light warnings are typically called "alarm devices," while those with other display methods are referred to as "explosion detectors" or "detectors" [2].

Core Viewpoint - The beauty industry is currently facing a significant controversy regarding the actual content of recombinant collagen, with a focus on the lack of standardized testing methods and criteria, which has led to a trust gap between brands and consumers [2]. Group 1: Industry Controversy - A beauty blogger reported that the recombinant collagen content in a popular product was only 0.0177%, significantly below the national standard of 0.1%, and failed to detect key amino acids like glycine [2]. - The controversy centers not on the technical routes or raw material sources, but on the choice of testing methods and the absence of unified standards, which has hindered the compliant development of the medical beauty industry [2]. Group 2: Regulatory Developments - Since 2022, the National Medical Products Administration (NMPA) has been releasing industry standards for recombinant collagen, including YY/T 1849-2022 and YY/T 1888-2023, to address the heterogeneity of recombinant collagen products [3]. - The introduction of mass spectrometry as a "gold standard" for quality control in recombinant collagen is expected to replace traditional methods that are susceptible to interference from other proteins [3]. Group 3: New Standards Implementation - On August 1, 2022, the NMPA implemented YY/T 1805.3-2022, which provides a high-specificity method for detecting collagen content using LC-MS/MS, addressing the limitations of traditional methods [4]. - A new standard, YY/T 1954-2025, for peptide fingerprint analysis of recombinant collagen is set to be implemented on March 1, 2026, which will enhance quality control and regulatory capabilities in the medical beauty industry [8]. Group 4: Industry Support and Collaboration - The Instrument Information Network is actively monitoring developments in cosmetic testing and promoting collaboration in the field, emphasizing the importance of advancements in testing technology and equipment [13].

Core Viewpoint - The article highlights the launch of three chromatography instruments by Haikejing Medical Technology, a subsidiary of Haomuxing, which enhances domestic capabilities in high-end analytical instruments and provides advanced detection solutions for various industries including clinical diagnostics, environmental monitoring, and food safety [2][4]. Group 1: Product Launch - Haikejing Medical Technology has officially launched three core products: the two-dimensional liquid chromatography instrument, H-1000 liquid chromatography instrument, and H-5000 ion chromatography instrument, marking a significant advancement in China's self-developed high-end analytical instruments [2][3]. - The H-1000 liquid chromatography instrument features an advanced fluid control system and intelligent operation platform, offering high sensitivity, high repeatability, and rapid analysis capabilities, suitable for environmental monitoring and food testing [3]. - The two-dimensional liquid chromatography instrument significantly improves separation efficiency and analytical capability for complex samples, particularly beneficial for clinical in vitro diagnostics such as drug concentration testing [4]. - The H-5000 ion chromatography instrument is characterized by high precision and low detection limits, effectively quantifying anions and cations in environmental water quality, food additives, and pharmaceuticals, aiding in industry compliance monitoring [6]. Group 2: Technological Innovation - The three chromatography instruments have achieved domestic substitution of key components, enhancing industry autonomy. The two-dimensional liquid chromatography instrument employs a three-pump series flow path design and intelligent gradient control technology, significantly improving analytical efficiency [8]. - The ion chromatography instrument utilizes a high-performance, low-pulse PEEK dual-piston constant flow pump, along with a high-precision stepper motor-driven precision ball screw system, enhancing performance, reliability, stability, and durability [8]. Group 3: Future Development and Collaboration - The successful development of these chromatography instruments is a key achievement in the company's strategy of "technology as the core, application as the foundation." The company plans to increase R&D investment and expand applications in life sciences, environmental monitoring, and new materials [9]. - Haikejing Medical Technology has established cooperation intentions with several renowned universities and third-party testing institutions, with some products entering the stage of large-scale production [9].

Core Viewpoint - The company, 聚光科技, has recently turned a profit after a series of losses, while its major shareholder, 浙江睿洋科技有限公司, has been continuously selling off its shares due to judicial rulings and financial needs [1][5]. Shareholder Changes - 浙江睿洋科技's shareholding in 聚光科技 has decreased from 16.45% to 12.85%, with a total of 57.65 million shares held [2][5]. - A significant portion of 浙江睿洋科技's shares, 46.35 million, has been frozen, representing 80.40% of its holdings and 10.33% of the total shares of 聚光科技 [5][8]. - The shareholder has been forced to sell shares through various judicial processes, including a recent auction of 2.3 million shares [4][5]. Financial Performance - 聚光科技 reported net losses of 232 million, 375 million, and 323 million yuan from 2021 to 2023, with a notable improvement in 2024, achieving a net profit of 207 million yuan [2][8]. - The company's revenue has been declining for three consecutive years, with figures of 3.751 billion, 3.451 billion, and 3.182 billion yuan from 2021 to 2023 [8]. - In the first quarter of 2025, 聚光科技 recorded a revenue of 547 million yuan, a year-on-year increase of 1.38%, but still reported a net loss of 20.52 million yuan [10]. Debt Situation - The company's debt ratio has been increasing, reaching 67.47% in 2023, but improved to 63.91% by the end of 2024 [8][10]. - As of the end of the first quarter of 2025, the debt ratio stood at 63.64% [3][10]. Strategic Adjustments - 聚光科技 has implemented measures to optimize its business structure, focusing on improving contract quality and cash flow management, while reducing non-profitable business lines [9]. - The company aims to strengthen its core business in high-end analytical instruments and is adjusting its product lines to focus on areas with significant growth opportunities [9].

Core Viewpoint - Agilent Technologies has appointed August Specht as the Chief Technology Officer, bringing over 25 years of experience in the design, development, and marketing of analytical instruments, software, and consumables [1]. Group 1: Appointment Details - August Specht previously served as the Vice President of Global R&D for the Chromatography and Mass Spectrometry Division at Thermo Fisher Scientific [1]. - Specht will join Agilent on June 9 [1]. - Agilent's President and CEO, Padraig McDonnell, expressed enthusiasm about Specht's appointment, highlighting his deep understanding of the evolving needs of the scientific community [1]. Group 2: Educational Background - August Specht holds a Bachelor’s degree in Chemistry (Honors) from Queen's University, a PhD in Analytical Chemistry from the University of British Columbia, and an MBA from the University of California, Berkeley [2].

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。 高校气相色谱仪采购市场呈现" 教学国产化、科研进口化 "的分层格局，国产替代在基础教学 领域加速推进，但高端科研设备仍高度依赖进口。 2 0 2 4 - 2 0 2 5年，随着国家设备更新政策的实施，国产气相色谱仪在高校采购中的数量占比显著 提升，但金额占比仍较低。科研机构和高校作为主要采购方，主要集中于科研和教学方面的应 用，共采购1 3 9台（套）。尤其是在 安捷伦 和 赛默飞 的高端型号在科研领域的需求量较大， 而 南 京 科 捷 等 国 产 品 牌 在 教 学 和 常 规 科 研 场 景 中 增 长 显 著 ， 2 0 2 4 年 国 产 品 牌 中 标 率 2 5% ， 但 2 0 2 5年1月政府采购中占比达8 0 . 3 7%。 价格方面，进口品牌单价集中在2 8 - 6 5万元，高端型号可达6 0万元以上，而国产品牌基础教学 机型价格5 - 2 0万元，中端型号1 0 - 3 0万元。预计到2 0 3 0年，国产气相色谱仪在高校采购中的份 额有望提升至3 5%- 4 ...

Core Viewpoint - The upcoming North Yi Alliance Laboratory Analysis Instrument Industry Conference aims to gather industry experts, quality brands, and outstanding distributors to discuss the current state and future of the analysis instrument industry, fostering a healthy new order and collaborative development in the industry [2][4]. Group 1: Conference Details - The conference will take place on June 28-29, 2025, in Chengdu, organized by Sichuan Beiyi Digital Technology Co., Ltd. and Sichuan Beiyi Lianchuang Gongmeng Information Technology Co., Ltd. [2][4]. - Various supporting organizations include Sichuan Gaoneng Kedi Instrument Co., Ltd., Beijing Saibida Technology Co., Ltd., and others, highlighting a broad industry collaboration [2]. Group 2: Key Topics and Speakers - The first day will cover topics such as the construction technology of intelligent environmental detection laboratories, domestic high-precision instrument R&D directions, and customer-centered product delivery technology [6][8][10]. - Notable speakers include Lv Xiaoming, a senior engineer discussing environmental analysis and detection industry trends, and Ma Junjie, who will address R&D directions and application of high-precision instruments [6][8][10]. Group 3: Industry Challenges and Solutions - The conference will explore how manufacturers and distributors can collaborate deeply to win the market, addressing the challenges of single-product distribution and the need for systematic professional services [23][25]. - Discussions will also focus on the importance of fine management and multi-point profitability in the industry, with insights from industry leaders like Peng Li, who has achieved significant revenue growth through effective management strategies [27][28]. Group 4: Participation and Costs - The conference is open to manufacturers, suppliers, and distributors in the analysis instrument and safety product sectors, with participation fees set at 699 yuan for non-alliance members and 199 yuan for alliance members [29][30]. - Additional costs for exhibition space and brand sharing opportunities are outlined, emphasizing the potential for networking and collaboration within the industry [29][30].

Core Viewpoint - In the fiscal year 2024, Shimadzu achieved record revenue for the fifth consecutive year, reaching 539 billion yen (approximately 26.88 billion RMB), with a year-on-year growth of 5% [1][2]. Financial Performance - Despite the challenging environment in fiscal year 2024, Shimadzu reported a slight decline in net profit by 1% to 71.7 billion yen (approximately 3.58 billion RMB) [2]. - In Q4 of fiscal year 2025, Shimadzu's revenue and profit both reached new highs, with revenue increasing by 6% to 154.8 billion yen (approximately 7.74 billion RMB) and profit rising by 12% to 24.7 billion yen (approximately 1.23 billion RMB) [2]. Regional Market Analysis - Japan remains the most significant revenue source for Shimadzu, accounting for 43.5% of total revenue in fiscal year 2024 [5]. - The Chinese market experienced a decline, with revenue falling by 9% to 91.3 billion yen (approximately 4.56 billion RMB) [5]. Segment Performance - The Analytical and Measuring Instruments segment saw a revenue increase of 3% to 347.9 billion yen (approximately 17.4 billion RMB), but operating profit decreased by 9% to 52.1 billion yen (approximately 2.61 billion RMB) due to rising R&D and labor costs [8]. - Core products (LC, MS, GC) had a global sales increase of 3% to 190.5 billion yen (approximately 9.53 billion RMB), with a 7% growth in regions outside China [9]. Strategic Actions - Facing multiple challenges, including tariffs, rising raw material costs, and increased competition from local brands, Shimadzu forecasts a decline in operating profit for fiscal year 2025 to approximately 515 billion yen (about 25.76 billion RMB) and a 19% drop in net profit to 58 billion yen (approximately 2.9 billion RMB) [11]. - The company plans to enhance the promotion of high-value-added products and adjust sales strategies based on regional tariff impacts [11][12]. - In the U.S. market, Shimadzu will implement short-term price adjustments and increase local inventory, while long-term strategies will focus on optimizing sales through its U.S. production base [11]. Innovation and Future Growth - Shimadzu is celebrating its 150th anniversary and aims to contribute to society through science and technology, focusing on healthcare, green energy, and industrial sectors [16]. - The company is set to launch over 10 new products to enhance performance and provide new value to customers [13].

投资者关系活动记录表 编号：2025-001 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称及人员姓名 线上参与公司2024年度网上业绩说明会的全体投资者 时间 2025年05月09日 15:00-16:30 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人员姓名 董事长 刘召贵 董事会秘书 肖廷良 财务总监 吴志进 独立董事 王刚 投资者关系活动主要内容 介绍 1.根据《上市规则》，公司被ST后若2024年继续亏损或审计意见 未改善将面临退市。管理层是否有明确的扭亏计划（如资产重组、债 务优化）？当前净资产如何？ 答:尊敬的投资者，您好！公司2025年第一季度处于盈利状态， 公司主营业务分析仪器行业持续经营稳定，管理层明确将聚焦主业， 逐步剥离PPP项目。2025年3月31日归属于上市公司股东净资产 128,051.39万元。 2.年报显示环境监测仪器业务营收同比下降28%，毛利率下滑至 行业低位。请分析核心产品竞争力流失原因，是否考虑战略转型或剥 离非 ...

Core Viewpoint - The company reported a total operating revenue of 547 million yuan for Q1 2025, reflecting a year-on-year growth of 1.38%, while the net profit attributable to shareholders was -21 million yuan, showing a year-on-year increase of 18.77%. Despite the negative profit, this indicates significant progress in cost control and efficiency improvement [1]. Group 1: Financial Performance - The company achieved total operating revenue of 547 million yuan in Q1 2025, with a year-on-year growth of 1.38% [1]. - The net profit attributable to shareholders was -21 million yuan, representing a year-on-year increase of 18.77% [1]. - The revenue structure shows seasonal characteristics, with Q1 typically accounting for about 15% of total annual revenue, leading to potential fluctuations in overall gross margin due to individual contract differences [1]. Group 2: Business Segments and Growth Opportunities - The company operates in various sectors including environmental monitoring, emergency safety, semiconductors, materials, food and drug, and life sciences, with a strong focus on innovative product offerings and solutions [1]. - Traditional environmental and industrial business segments are expected to maintain stable growth, while the laboratory instruments sector is anticipated to accelerate, particularly in emerging areas like carbon monitoring and medical equipment [2]. - The company has established multiple business units focused on different application scenarios in clinical research and early disease diagnosis, which have launched new products and obtained medical device registrations [3]. Group 3: Technological Advancements - The company has optimized its business units and strengthened cost control, leading to significant improvements in human efficiency [3]. - In the field of mass spectrometry, the company has mastered several key technologies and successfully industrialized various high-end mass spectrometers, enhancing its competitiveness in high-level scientific research [3]. - The company is accelerating the research and promotion of advanced mass spectrometry technologies, which will enrich its product line and support future growth in the life sciences instrument market [3][4].