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。 组织机构 | 指导单位 上海市松江区人民政府 | 主办单位 仪器信息网（instrument.com.cn） (北京信立方科技发展股份有限公司旗下网站) l 协办单位 上海科学院 , 测 ⁄ ZUZ4年反 ⁄ ZUZ4 ⁄ ZUZ4年反 ⁄ ZUZ4 ⁄ 〈 〈 〉 彩 奖"、"2024年度企业年度人物"等多项年度行业大奖， 引领科学仪器产业及检验检测方向。 上海市松江区投资促进和企业服务中心 上海市松江区中山街道办事处 上海启迪漕河泾科技园 南京市产品质量监督检验院 我要测网(woyaoce.cn) "五一专享"优惠 购票即享8折优惠 活动日期:5月1日-5日 重要时间安排 • 5月11日10:00-20:00 注册报到+CMO论坛+战 略座谈会 ·5月12日全天 (09:00-20:00) 大会主会场+3i奖颁奖典礼 ·5月13日全天 (09:00-17:00) 检测峰会+主题分论坛 · 5月12日、13日 (09:00-17:00) 新品发布会+工厂参观 会议日程 (最终以年会官网显示信 ...

Core Viewpoint - Sifang Optoelectronics Co., Ltd. reported a revenue increase of 26.23% to 873.13 million yuan, but net profit decreased by 15.03% due to increased R&D and market expansion efforts, while the medical health business experienced a decline [2][3]. Financial Performance - The company achieved operating income of 873.13 million yuan, a year-on-year increase of 26.23%, primarily driven by growth in automotive electronics, scientific instruments, and smart metering sectors, while the medical health business saw a decline [4][5]. - Net profit attributable to shareholders was approximately 112.75 million yuan, down 15.03% year-on-year, mainly due to increased expenses related to sustainable development initiatives [5][6]. - R&D expenses increased by 37.60% to 113.16 million yuan, accounting for 12.96% of operating income [7]. Business Segments - The HVAC business saw a revenue increase of 11.57%, while the industrial and safety business grew by 136.01%. The automotive electronics business revenue rose by 15.97%. However, the medical health business revenue declined by 52.32% [8]. - The company operates in various sectors, including HVAC, industrial safety, automotive electronics, medical health, smart metering, and scientific instruments, with a focus on gas sensing technology [10][11]. Market Expansion and R&D - The company has established 12 specialized laboratories equipped with over 100 advanced instruments to support technological innovation [8]. - The workforce includes 382 R&D personnel, with a significant proportion holding master's degrees or higher [7]. Awards and Recognition - The company and its subsidiaries received multiple awards, including recognition as a "Prominent Contribution Unit" in Wuhan and "Innovative Small and Medium Enterprises" in Hubei Province [12].

Financial Data and Key Metrics Changes - Total revenue increased approximately 17.2% year on year to $207.8 million, reflecting a 26.3% benefit from recent acquisitions, partially offset by an organic revenue decline of 8.1% [15][16] - Adjusted operating margin increased 280 basis points year on year to a record 19.4% [15][16] - Adjusted earnings per share increased 3.7% year on year to $1.95 [16] Business Line Data and Key Metrics Changes - **Electronics Segment**: Revenue increased 38.4% year on year to $111.3 million, with a 48.1% benefit from acquisitions, partially offset by an organic decline of 8.9% [17] - **Engraving Segment**: Revenue decreased 15.7% to $30.6 million, driven by an organic decline of 12.6% [19] - **Scientific Segment**: Revenue increased 8.1% to $18.3 million, due to a 16.1% benefit from recent acquisitions, partially offset by an organic decline of 8% [20] - **Engineering Technologies Segment**: Revenue increased 36.2% to $27.4 million, driven by a 26.3% benefit from recent acquisitions and organic growth of 9.9% [21] - **Specialty Solutions Segment**: Revenue decreased 13.9% year on year to $20.2 million, primarily due to general market softness [23] Market Data and Key Metrics Changes - Sales into fast growth markets increased to 29% of total company sales, primarily driven by electrical grid, commercialization of space, defense applications, and renewable energy [7][25] - Electronics organic bookings were up more than 10% year on year, with a book to bill of 0.98 indicating stable markets [5][17] Company Strategy and Development Direction - The company plans to continue investing in key growth priorities and new product developments while navigating tariff impacts through pricing and productivity actions [12][27] - Expansion plans in India, Europe, and the USA are underway, with significant customer commitments extending years into the future [6][12] - The company aims to achieve long-term targets of sales greater than $1.15 billion, adjusted operating margin greater than 23%, and ROIC greater than 15.5% by fiscal 2028 [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's agility and resilience to navigate current economic challenges, emphasizing strong customer relationships and regional operations [10][12] - The company anticipates slightly to moderately higher revenue in the fiscal fourth quarter driven by recent acquisitions and higher sales into fast growth end markets [8][19] - Management remains optimistic about organic growth in fiscal 2026, particularly in the electronics segment, supported by strong order intake rates [35][51] Other Important Information - The company declared its 243rd consecutive quarterly cash dividend of $0.32 per share, reflecting a 6.7% increase year on year [24] - The integration of recent acquisitions, including McStarlight, is progressing well, expanding the addressable market within engineering technologies by over $300 million [13][14] Q&A Session Summary Question: Impact of tariffs on cost of goods sold - Management confirmed that approximately 6% of COGS is imported from China, split across electronics, specialty, and scientific segments [31] Question: Organic growth expectations for fiscal 2026 - Management indicated that they expect to see organic growth in electronics and engineering technologies, with a strong order book and positive market conditions [35][51] Question: Capacity utilization and margin impact from new plant in Europe - Current capacity utilization is around 60-70%, with no anticipated margin impact from the new plant in Europe [48][50] Question: Plans for new product releases in fiscal 2026 - The company plans to release a similar number of new products in fiscal 2026 as in fiscal 2025, with ongoing adoption expected from products released in 2025 [71] Question: Leverage and debt management strategies - Management emphasized the priority of paying down debt while also focusing on organic growth initiatives [53][56]

Financial Data and Key Metrics Changes - Total revenue increased approximately 17.2% year on year to $207.8 million, reflecting a 26.3% benefit from recent acquisitions, partially offset by an organic revenue decline of 8.1% [16][18] - Adjusted operating margin increased 280 basis points year on year to a record 19.4% [16] - Adjusted earnings per share increased 3.7% year on year to $1.95 [17] - Free cash flow for the third quarter was $3.5 million, down from $19.3 million a year ago, impacted by one-time transaction-related payments and longer customer credit terms [18] Business Line Data and Key Metrics Changes - **Electronics Segment**: Revenue increased 38.4% year on year to $111.3 million, with a 48.1% benefit from acquisitions, partially offset by an organic decline of 8.9% [19] - **Engraving Segment**: Revenue decreased 15.7% to $30.6 million, driven by an organic decline of 12.6% [21] - **Scientific Segment**: Revenue increased 8.1% to $18.3 million, due to a 16.1% benefit from recent acquisitions, partially offset by an organic decline of 8% [22] - **Engineering Technologies Segment**: Revenue increased 36.2% to $27.4 million, driven by a 26.3% benefit from recent acquisitions and organic growth of 9.9% [23] - **Specialty Solutions Segment**: Revenue decreased 13.9% year on year to $20.2 million, primarily due to general market softness [24] Market Data and Key Metrics Changes - Sales into fast growth markets increased to 29% of total company sales, primarily driven by electrical grid, commercialization of space, defense applications, and renewable energy [7][26] - Electronics organic bookings were up more than 10% year on year, with a book to bill ratio of 0.98, indicating stable markets [5][19] Company Strategy and Development Direction - The company plans to continue investing in new product development and applications across markets with growth potential, with 13 new products released year to date [26][28] - The company is expanding its footprint in Europe and the U.S. to support additional demand, with a greenfield site in Europe expected to be operational within six months [6][20] - The company anticipates achieving long-term targets of sales greater than $1.15 billion, adjusted operating margin greater than 23%, and ROIC greater than 15.5% by fiscal 2028 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's agility and resilience to navigate through current economic challenges, emphasizing strong customer relationships and a disciplined approach to pricing and productivity actions [11][28] - The company expects slightly to moderately higher revenue and adjusted operating margin in the fiscal fourth quarter, driven by recent acquisitions and higher sales into fast growth end markets [9][21] Other Important Information - The company declared its 243rd consecutive cash dividend of $0.32 per share, representing a 6.7% increase year on year [25] - The company has a current liquidity of approximately $170 million and net debt of $470.4 million, with a leverage ratio of 2.8 [24][25] Q&A Session Summary Question: What is the impact of tariffs on the company's operations? - Approximately 6% of the cost of goods sold is due to imports from China, split across electronics, specialty, and scientific segments [32] - The company believes it can cover about 70% of the incremental tariff with price and productivity actions in the scientific segment, while other segments are expected to manage better [34][35] Question: What are the expectations for organic growth in fiscal 2026? - Management is optimistic about organic growth in electronics, with a robust order book and expected contributions from recent acquisitions [36][38] Question: What are the plans for new product releases in fiscal 2026? - The company plans to release a similar number of new products in fiscal 2026 as in fiscal 2025, with ongoing adoption expected from products released in 2025 [75] Question: How is the company managing its leverage and potential acquisitions? - The company aims to prioritize paying down debt while also focusing on organic growth initiatives, with a current leverage ratio of about 2.8 [56][58]

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 ...