Core Viewpoint - Haimer Technology (300084.SZ) announced the transfer of 99.33% equity in Xi'an Sitan Instruments to Xi'an Elite Optoelectronic Technology Co., Ltd. for a transaction price of 370 million yuan, which includes 100% equity of Sitan Software and Sitan Oil Services [2][3][4]. Group 1 - The transaction involves the transfer of 99.33% equity in Sitan Instruments, which includes 100% equity of Xi'an Sitan Software Technology Co., Ltd. and 100% equity of Xi'an Sitan Oil and Gas Engineering Services Co., Ltd. After the transaction, the company will no longer hold shares in Sitan Instruments, and it will be excluded from the company's consolidated financial statements [4]. - Sitan Instruments has incurred cumulative losses of 34.11 million yuan from 2020 to 2024. By transferring the equity, the company will receive 370 million yuan, which will enhance its financial reserves for developing a "second growth curve" [5]. - Haimer Technology also plans to sell 20% of its equity in Haimer Underwater Production Technology (Shenzhen) Co., Ltd. for 25 million yuan and transfer related intangible assets for 75 million yuan. After these transactions, the company's stake in Haimer Underwater will be reduced to 32.23%, and it will no longer have control over Haimer Underwater [5]. Group 2 - The two transactions are expected to generate approximately 500 million yuan in cash inflow for Haimer Technology, providing significant short-term liquidity for future strategic initiatives [5]. - The company is actively optimizing its existing assets while accelerating its layout in the semiconductor and artificial intelligence sectors [5].

Core Points - The Customs General Administration announced the bidding results for the 2025 energy dispersive X-ray fluorescence spectrometer procurement project, with a total of 10 domestically produced devices amounting to 4.1376 million yuan, where Tianrui and Anke Huisheng each won 5 units [1][2]. Group 1 - The total bid amount for the project was 4.1376 million yuan, slightly below the budget of 4.31 million yuan [2]. - The detailed bidding results show that Tianrui won contracts for 5 devices, including 3 portable and 2 desktop models, while Anke Huisheng also secured 5 devices, including 3 sulfur analyzers and 2 dual-source single-wavelength excitation spectrometers [3]. - The specific models and their respective prices include Tianrui's EXPLORER 5000 at 211,200 yuan each and EDX6000C at 336,000 yuan each, and Anke Huisheng's PHECDA-LE at 336,000 yuan each and MEGREZ-α at 912,000 yuan each [3].

锚定高质量发展，我国制造业加速向"新型工业化"战略高地攀升，而金融力量的托举显得越发重要。 在广东，制造业第一大省围绕"制造业当家"发展战略，扎实推进新型工业化，广东金融系统则以前所未 有的服务深度和广度，成为推动产业转型升级的"金引擎"。 其中，中国建设银行广东省分行（下称"建行广东省分行"）紧扣"新型工业化"战略主线，以智能化、绿 色化、协同化为抓手，构建起多层次、全周期的金融服务体系，助力南粤大地书写高质量发展新篇章。 "数"筑根基，构建工业数字化新底座 广州市普同实验分析仪器有限公司（下称"普同公司"）的数字化生产车间里，机械手臂上下挥舞，一台 台薄膜拉伸试验机整装待发。企业的快速发展、车间的繁忙景象，背后离不开金融活水的精准浇灌。 企业相关负责人坦言："研发用于生产高分子材料的设备并不容易，除了要突破技术问题，还要解决资 金问题。" 建行广州分行了解到企业准备进一步扩大生产经营，急需筹集资金后，运用"信用+抵押+核心知识产权 质押"作为授信方案，最终成功为企业申请到1000万元贷款，有效解决了设备智能化改造、产品技术研 发、生产规模扩大等资金问题，在建行的资金支持下，企业加快创新步伐、加大研发力度， ...

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。 在口香糖产品的研发与品质控制中，咀嚼质感是决定消费者喜好与产品成败的核心因素。盈盛恒泰质构仪以其卓越的测 试精度与模拟可靠性，已成为将这种主观的"口感"转化为客观科学数据的关键工具。该仪器通过高度模拟人体口腔咀嚼 的力学模式与运动轨迹，能够对口香糖进行精确的拉伸测试，从而量化多项核心质构参数： 最 大 拉 伸 力 ： 直 接 表 征 产 品 的 耐 嚼 性 与 基 础 强 度 ， 数 值 越 大 通 常 意 味 着 咀 嚼 时 需 要 更 大 的 初 始 力 ， 给 人 以 更 " 筋 道"或"扎实"的第一印象。 断裂距离： 精确反映口香糖的延展性与柔韧度。在达到断裂点前能被拉伸的长度，直接关联到产品在口中是否能带来 绵长、柔和的咀嚼体验。 拉伸功： 综合体现咀嚼全程的能量消耗，即从开始拉伸到最终断裂所需的总能量。这一参数将耐嚼性与延展性结合， 是评价整体咀嚼愉悦感与持久性的综合性指标。 通过上述精确测量，盈盛恒泰质构分析成功地将"柔韧耐嚼"、"筋道持久"等模糊的感官描述，转化为可对比、可复现 ...

Core Viewpoint - Blue Shield Optoelectronics experienced a stock price increase of 5.48%, reaching 27.15 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 4.10%, resulting in a total market capitalization of 5.012 billion CNY [1] Company Overview - Anhui Blue Shield Optoelectronics Co., Ltd. was established on December 28, 2001, and went public on August 24, 2020. The company is located in the Electronic Industrial Zone of Shicheng Road, Tongling City, Anhui Province. Its main business includes the manufacturing of high-end analytical measurement instruments, software development, system integration, engineering, operation and maintenance services, data services, and production of military radar components [1] - The revenue composition of the company is as follows: Environmental Monitoring 82.61%, Traffic Management 11.66%, Meteorological Observation 3.19%, and Others 2.55% [1] Shareholder Information - Longcheng Fund has a fund that ranks among the top ten circulating shareholders of Blue Shield Optoelectronics. The Longcheng Jiujia Innovation Growth Mixed A Fund (004666) entered the top ten circulating shareholders in the third quarter, holding 2.7 million shares, which accounts for 1.78% of the circulating shares. The estimated floating profit today is approximately 3.807 million CNY [2] - The Longcheng Jiujia Innovation Growth Mixed A Fund (004666) was established on July 5, 2017, with a latest scale of 1.974 billion CNY. Year-to-date returns are 38.02%, ranking 1733 out of 8122 in its category; the one-year return is 36.36%, ranking 1663 out of 8056; and since inception, the return is 124.08% [2]

Core Viewpoint - ST Tianrui (SZ300165) is planning a change in control, which may lead to a shift in its major shareholder and actual controller, Liu Zhaogui, who currently holds 20.37% of the company's shares [2][3][6]. Group 1: Control Change Announcement - Liu Zhaogui, the founder and actual controller of ST Tianrui, is in the process of planning a change in the company's control, with the stock being suspended from trading starting December 1, 2023, for no more than two trading days [2]. - The transaction related to the control change is still uncertain, as no agreements have been signed, and discussions regarding the specific transaction plan are ongoing [3]. Group 2: Regulatory Issues and Penalties - ST Tianrui has been under risk warning since December 2024 due to violations related to revenue recognition, leading to a warning and fines totaling 3 million yuan for the company and additional fines for Liu Zhaogui and other executives [3][7]. - The previous attempt to change control was halted due to an investigation by the China Securities Regulatory Commission (CSRC) [4]. Group 3: Financial Performance - ST Tianrui's financial performance has been declining, with revenue dropping to 851 million yuan in 2024, only 55.2% of its 2021 revenue, and a cumulative net loss of 354 million yuan since 2021 [7]. - The company specializes in analytical testing instruments and environmental governance, with core products including spectrometers and chromatographs [7].

Core Viewpoint - The localization of foreign instrument companies in China is accelerating, driven by government policies such as a 20% price discount for eligible products and new regulations from the State Council, leading to a significant transformation in the competitive landscape of the instrument market [2][3]. Group 1: Localization Models - 2025 is identified as the "Year of Localization" for foreign instrument companies, with four primary localization models emerging: 1. **Production Base Localization**: Companies are establishing manufacturing bases in China to enhance responsiveness to market demands and reduce production costs [3][4]. 2. **Innovation and R&D Localization**: Some firms are focusing on local innovation by setting up R&D centers in China to better understand market needs and develop tailored products [5]. 3. **Supply Chain and Cooperation Localization**: Companies are building local supply chains and collaborating with domestic suppliers and research institutions to enhance their integration into the Chinese market [6]. 4. **Key Product Localization Breakthroughs**: Certain companies are achieving breakthroughs in local production of critical medical devices, thereby strengthening their brand presence and market share in China [7]. Group 2: Reshaping Market Competition - The accelerated localization process is reshaping the competitive landscape of China's instrument market, characterized by increased concentration and differentiated competition. Foreign companies maintain dominance in high-end markets due to their technological advantages and brand equity, while local firms are adopting differentiated strategies to compete effectively [8][9]. - Local companies are leveraging cost control, rapid response mechanisms, and flexible customization services to create a niche in the mid-to-low-end market, gradually breaking the monopoly of foreign firms in specific segments [9][10]. - The "Belt and Road" initiative is enabling local companies to leverage cost advantages and geographical familiarity to establish a collaborative competitive landscape with foreign firms in emerging markets, further optimizing the domestic market structure [10]. Group 3: Opportunities and Challenges - The new competitive landscape presents significant opportunities for local companies to upgrade and transform, driven by national policies promoting self-sufficiency in high-end instruments and the growth of downstream industries like smart manufacturing and biomedicine [11]. - However, foreign brands still dominate high-end markets due to their patent barriers and established service ecosystems, posing challenges for local firms in terms of technology gaps and service capabilities [12][13]. - Local companies need to adopt differentiated strategies to navigate this complex environment, focusing on core technology breakthroughs and enhancing their operational efficiency by learning from foreign firms [14].

Core Viewpoint - Domestic substitution not only breaks the technological monopoly but also promotes the industry transition from "Me too" to "Me better" and even "Me different," laying the foundation for the autonomy and controllability of China's life science equipment [2] Group 1: User Feedback and Product Selection - The initiative "Good Domestic Instruments" has been ongoing for over a decade, adhering to the principle that "only what users say is good is truly good," based on real feedback from long-term users [3] - Over 400 high-quality and stable-performing domestic products have been carefully selected from thousands of candidate instruments [3] Group 2: User Research and Participation - To better understand user needs, the "Good Domestic Instruments" initiative has been upgraded to conduct more in-depth and targeted user research [3] - Users who have used the displayed instrument products can participate in the survey by scanning the corresponding QR code for a chance to win prizes [3][4] Group 3: Incentives for Participation - Participants in the survey have the opportunity to win a custom glass cup and a 15 yuan phone credit reward for valid questionnaires [4][6][7]

Group 1 - The core viewpoint of the article highlights that Laibotai Technology has been re-certified as a national-level "specialized and innovative" small giant enterprise, effective for another three years [1] - Laibotai Technology's revenue composition for the year 2024 is detailed, with other sectors accounting for 38.69%, environmental protection at 18.46%, medical testing at 6.91%, disease control at 6.79%, research institutions/universities at 6.61%, food and drug industry at 6.51%, geology/minerals/energy at 5.84%, and third-party testing at 5.6% [1] - The current market capitalization of Laibotai Technology is reported to be 2.4 billion yuan [2]

Core Viewpoint - Domestic substitution not only breaks the technology monopoly but also promotes the industry transition from "Me too" to "Me better" and even "Me different," laying the foundation for the autonomy and controllability of China's life science equipment [1] Group 1 - The "Good Domestic Instruments" initiative has been ongoing for over a decade, adhering to the principle that "what users say is good is truly good," based on long-term user feedback [2] - Over 400 high-quality and stable-performing domestic instruments have been carefully selected from thousands of candidates [2] - The initiative has been upgraded to better listen to user voices through more in-depth and targeted user research, helping instrument users find the right products from a vast amount of information [2] Group 2 - Users participating in the survey have the chance to win customized pipette glass cups, and those with valid questionnaires will receive a reward of 15 yuan in phone credit [3] - The survey aims to gather essential feedback from users, which is crucial for the research [3] Group 3 - Specific instruments mentioned include the QX96 Real-time Fluorescent Quantitative PCR System from Sichuan Jialei Technology Co., Ltd. and the SHH-SD-2T Stability Testing Chamber from Chongqing Kangcheng Yongsheng Testing Equipment Co., Ltd. [5][6]