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 ...

Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) was held in Shanghai, where the "2024 Excellent New Products Award" in the scientific instrument industry was presented, recognizing 15 outstanding instruments [1][2]. Group 1: Event Overview - The award ceremony for the "3i Award - 2024 Excellent New Products in the Scientific Instrument Industry" took place during the ACCSI 2025, attended by over 1,700 industry professionals [2][6]. - The "Excellent New Products Award" aims to showcase innovative domestic and international instruments to Chinese users and encourage manufacturers to innovate [6][10]. Group 2: Award Selection Process - A total of 270 domestic and international manufacturers submitted 871 new instrument products for the award [7]. - After a rigorous evaluation process, 157 products were nominated, and ultimately, 15 instruments were awarded the 2024 Excellent New Products Award [7][10]. Group 3: Awarded Instruments - The awarded instruments include: - Agilent Technologies (China) Co., Ltd. - ProteoAnalyzer Parallel Capillary Protein Electrophoresis System - Thermo Fisher Scientific (China) Co., Ltd. - Thermo Scientific Iliad (Scanning) Transmission Electron Microscope - iQuad 2300P Directional Quantitative Microwave Sample-ICP Mass Spectrometer by Allhengsheng Mass Spectrometry (Beijing) Instrument Co., Ltd. - SURFSeq Q Ultra-High Throughput Gene Sequencing Instrument by Shenzhen Zhenmai Biotechnology Co., Ltd. - SE420 Flow Cytometry Sorting Instrument by Shanghai Weiran Technology Co., Ltd. [8][9].

Core Viewpoint - The 3i Award ceremony at the 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) recognized six outstanding scientific instruments for their contributions to the industry, emphasizing innovation, interaction, and integration [1][5]. Group 1: Award Details - The 3i Award, established in 2006, is co-hosted by Instrument Information Network and Woyaocai Network, focusing on recognizing innovative products and outstanding contributions in the scientific instrument and testing industry [5]. - Six instruments were awarded the "2024 Annual Green Instrument Award," showcasing advancements in technology and environmental considerations [1][4]. - The awarded instruments include: - Plasma 3000 by Steel Research and Testing Technology Co., Ltd. - STA 509 Jupiter by Niche Scientific Instruments Trading (Shanghai) Co., Ltd. - QPursue-6khex by Chengdu Qitan Technology Co., Ltd. - CN802 Carbon and Nitrogen Element Analyzer by Italy's VELP. - ACQUITY QDa II Mass Detector by Waters Technology (Shanghai) Co., Ltd. - LC 5190 Low-Pressure Ultra-High-Performance Liquid Chromatograph by Zhejiang Fuli Analytical Instrument Co., Ltd. [4][5]. Group 2: Event Highlights - The event gathered over 1,700 industry professionals, highlighting the importance of collaboration and recognition in the scientific instrument sector [1][3]. - The 3i Award aims to promote positive energy and accelerate the development of the industry by adhering to principles of fairness and transparency in the selection process [5].

Core Insights - The favorable business environment, abundant talent resources, strong policy support, and vast market space are key factors for multinational companies to establish a presence in China [1] Group 1: ABeam Consulting - ABeam Consulting has experienced rapid growth since establishing its presence in Shanghai in 2003, with branches in multiple cities including Beijing, Shenzhen, and Hong Kong [4] - The company employs over 1,100 staff in China, with more than 600 based in Shanghai, and offers two main business brands: management consulting and technology development [7] - ABeam has expanded its services beyond manufacturing and retail to include sectors like semiconductors and renewable energy, increasing its client base significantly [7] Group 2: Danaher Corporation - Danaher has established a comprehensive industrial layout in China, with a focus on local R&D and manufacturing, supported by nine local R&D and manufacturing bases [9] - The company launched the QPix FLEX microbial cloning screening system, marking a significant step in its localization strategy [12] - Danaher aims for 80% of its products sold in China to be produced locally and to source 80% of materials domestically, reflecting its commitment to localization [14] Group 3: Investment Trends - Numerous multinational companies, including Roche Pharmaceuticals, are increasing investments in China, signaling confidence in the Chinese economy [15] - Roche announced a 2.04 billion RMB investment to build a new biopharmaceutical production base in Shanghai, enhancing its local supply chain and production capabilities [15]

Group 1: Company Strategy and Development - In 2025, the company views itself in a critical strategic opportunity and transformation period, focusing on green transition and high-quality development [3] - The company aims to strengthen internal management and optimize market initiatives while integrating resources to adjust development strategies [3] Group 2: Accounts Receivable Management - The company's accounts receivable are primarily from local governments and state-owned enterprises, with ongoing efforts to enhance collection and management systems [3] - Collection targets are included in key performance indicators to ensure timely recovery of accounts receivable [3] Group 3: New Orders and Growth - From January to March 2025, the company signed new sales contracts worth approximately RMB 1.328 billion, representing a 57.32% increase compared to the same period last year [3] - The company is optimizing its order structure by focusing on key clients and projects to secure high-quality orders [3] Group 4: Mergers and Acquisitions - The company is currently conducting due diligence, auditing, and evaluation for its acquisition of Zhongke Shijie, with progress being made [4] - Future acquisition plans will be considered based on strategic needs and will comply with relevant disclosure regulations [4] Group 5: Technological Advancements - Zhongke Shijie specializes in high-speed visual perception and measurement technology, with proprietary technology in high-speed imaging [4] - The recent launch of the "Qianyanlang ACE" ultra-high-speed camera sets new industry standards, supporting 1 million pixels at 100,000 frames per second with a data bandwidth of 100G/s [4]

Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) was held in Shanghai, focusing on "Digital Intelligence Driven, New Quality Leading" and featuring over 150 reports, attracting more than 1800 participants from various sectors of the scientific instrument industry [1][2]. Group 1: High Spectral and Imaging Technology - The development and application of hyperspectral and imaging technology have made significant progress in China, with the country now ranking among the world's leaders in hyperspectral remote sensing technology [4]. - The Gaofen-5 satellite's wide-band hyperspectral camera, launched in 2018, has achieved a 2% error rate in methane detection, outperforming international standards [4]. - Future advancements will focus on spectral resolution (0.1 nm), spatial resolution (sub-meter level), temporal resolution (dynamic monitoring), and radiation sensitivity (single-photon detection), integrating AI and quantum optics [5]. Group 2: Quantum Technology - The report on quantum computing highlights the need for self-reliance and the importance of scientific instruments in advancing quantum technology [6][7]. - Shenzhen has made notable achievements in quantum research, transitioning from non-existence to being part of the national laboratory system, and has made key breakthroughs in quantum computing [7]. - The report emphasizes the necessity for industry integration and resource consolidation to overcome challenges in innovation and originality [7]. Group 3: Industry Trends and Opportunities - In 2024, the revenue of China's scientific instrument industry reached 108.038 billion yuan, marking a 4.3% year-on-year growth, with significant contributions from domestic brands [11]. - The industry is expected to benefit from national productivity development, the implementation of new policies, and the ongoing US-China trade dynamics [11]. - The report analyzes changes in demand across different fields, user types, and brand preferences, indicating a shift in market dynamics [11]. Group 4: Corporate Strategies - Shimadzu's report outlines its strategic layout and breakthroughs in China, focusing on contributing to human and environmental health through advanced technology [15]. - The company aims to deepen localization efforts and collaborate with top scientific talents and enterprises to drive innovation [15]. - Future focus areas include healthcare, environmental protection, materials, and industrial sectors, aligning with societal needs [15]. Group 5: Domestic Instrument Development - The report discusses the evolution of China's scientific instrument industry over the past 70 years, highlighting the transition from low-end to high-end markets [18]. - Key factors for the growth of domestic scientific instrument companies include talent development, capital focus, and leveraging national policies to enhance competitiveness [18]. - The report concludes with a positive outlook for the future of domestic instruments, emphasizing the importance of innovation and resilience in the industry [18].

Group 1 - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) was held in Shanghai, featuring over 150 reports and attracting more than 1800 participants from various sectors including government, academia, and industry [2][32] - The theme of the conference was "Digital Intelligence Driven, New Quality Leading," with a focus on the integration of artificial intelligence (AI) and scientific instruments [2][5] - The "Artificial Intelligence and Scientific Instrument Integration Development Forum" was a key highlight, discussing new paths for AI and scientific instrument integration and fostering collaboration in the field [2][5][32] Group 2 - Since AI was first mentioned in the government work report in 2017, it has gained significant attention, with the 2024 report emphasizing the "AI+" initiative to cultivate emerging industries [5] - The forum featured eight guest speakers who shared insights on how AI can drive breakthroughs in scientific instruments and its profound impact on the industry [5][8] - Various reports highlighted AI's role in enhancing efficiency and accuracy in scientific research, including advancements in electronic paramagnetic resonance spectroscopy and crystal structure analysis [9][18] Group 3 - The application of AI in aerospace technology was discussed, focusing on the development of spectral detection instruments and the need for high-resolution, high-sensitivity instruments [11][12] - The potential of large models in scientific instruments was explored, showcasing their capabilities in reasoning, innovation, and automation [14][15] - AI's ability to automate and enhance laboratory processes was emphasized, with examples of successful implementations in various experimental settings [20][18] Group 4 - AI's transformative impact on environmental monitoring was presented, with case studies on pollution management and water quality monitoring [28][29] - The integration of AI in environmental monitoring systems was discussed, highlighting its role in improving monitoring efficiency and accuracy [29] - The forum served as a high-quality platform for industry professionals to exchange ideas and foster the deep integration of AI and scientific instruments [32]

Project Overview - The procurement project is for the purchase of field emission scanning electron microscopes and other scientific equipment for Zhengzhou University, with a total bid amount of 29.28 million [2][3]. - The project includes multiple packages, such as field emission scanning electron microscopes, mass spectrometers, and liquid chromatography mass spectrometry systems [3]. Procurement Details - The procurement method used was open bidding, with the announcement published on April 14, 2025, and the evaluation date set for May 7, 2025 [3]. - The delivery period is 180 calendar days from the effective date of the contract, and the delivery location is designated by the purchaser [3]. Bidder Information - The winning bids include: - HITACHI for a field emission scanning electron microscope at a price of 6,695,000 CNY [4]. - Bruker for a mass spectrometer at a price of 6,480,000 CNY [4]. - SCIEX for a liquid chromatography mass spectrometry system at a price of 4,990,000 CNY [5]. - Thermo Fisher Scientific for another liquid chromatography mass spectrometry system at a price of 8,220,000 CNY [5]. Quality Assurance - The quality assurance periods vary by package, with the field emission scanning electron microscope having a 5-year warranty and the mass spectrometers and liquid chromatography systems having a 3-year warranty [3].