会 议 现 场 导读： 5月13日，由仪器信息网与苏州无损检测协会联合举办的"第二届无损检测技术创新发展论坛"于5月13日上午成功举办，论坛吸引近百位行业内人士参会。 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。 2025年5月13日，作为第十八届中国科学仪器发展年会（ACCSI2025）的重要分论坛，由仪器信息网与苏州无损检测协会联合主办的"第二 届无损检测技术创新发展论坛"在上海成功召开。论坛聚焦X射线能谱成像、太赫兹技术、超声传感等前沿领域，吸引了近百位行业专家、企业 代表及科研人员参会，共同探讨无损检测技术的创新应用与未来趋势。 苏 州 无 损 检 测 协会 副 会长沈 明 奎 主 持 会 议 论坛报告 魏 存 峰 中 国 科 学 院 高 能 物 理 研 究 所 研 究 员 、 核 技术 应 用 研究 中 心主 任 报 告 题 目 ： 《 光 子 计 数 能 谱 C T 原 理 及 应 用 》 魏存峰指出，在检测技术不断革新的当下，传统CT已难以满足复杂场景需求，而能谱CT凭借多能探测器，可同时对多个能量范围的X射线进行 ...

Core Viewpoint - The announcement highlights that a significant shareholder of Berry Genomics, Gao Yang, is subject to judicial enforcement regarding the forced liquidation of a portion of his shares due to a breach of contract with Guoxin Securities [1][2]. Group 1: Shareholder and Legal Actions - Gao Yang, the controlling shareholder of Berry Genomics, holds 31,988,723 shares, accounting for 9.05% of the total share capital [1]. - The Chengdu Financial Court has ordered the forced liquidation of 3,535,214 shares held by Gao Yang due to a breach of a stock pledge repurchase agreement with Guoxin Securities [1][2]. - The enforcement action is based on a legally effective arbitration ruling from the Shenzhen International Arbitration Court [1]. Group 2: Financial Performance - Berry Genomics reported net profits attributable to shareholders of -117 million yuan in 2021, -249 million yuan in 2022, -427 million yuan in 2023, and -192 million yuan in 2024 [3]. - The company's operating revenue for 2024 is 1,078 million yuan, a decrease of 6.36% from 2023, which had revenue of 1,151 million yuan [4]. - The net profit attributable to shareholders for 2024 improved by 54.96% compared to 2023, indicating a reduction in losses [4].

Group 1 - Jiangsu Province has officially released the list of technology innovation voucher service units for 2025, with Nanjing Urban Construction Group's Jianzheng Construction Quality Testing Co., Ltd. being recognized for its leading technical strength and service system [1] - The recognition opens up convenient access to provincial platforms for collaboration with universities and research institutions, enhancing the efficiency of technology service enterprises and promoting regional innovation ecosystem development [1][2] Group 2 - The Jiangsu technology innovation voucher is a government initiative aimed at encouraging small and medium-sized enterprises to engage in technological innovation by subsidizing R&D costs, thus fostering deep integration of industry, academia, and research [2] - The selection of Jianzheng Testing Company as a service unit reflects its comprehensive strength and allows it to provide high-quality, low-cost technical testing and R&D support to more small and medium-sized construction enterprises [2][3] Group 3 - As a certified technology service provider, Jianzheng Testing Company's technical capabilities and service quality have undergone rigorous evaluation, enhancing its brand influence in the construction testing field and building trust among clients and partners [3] - The technology innovation voucher policy enables the company to reach more small and medium-sized construction enterprises, particularly those unable to afford high-end testing services, thus transforming testing services from traditional support to innovative empowerment [3] Group 4 - With over 20 years in the industry, Jianzheng Testing Company emphasizes "scientific, fair, precise, and efficient" service, continuously enhancing its core competencies in technical strength, innovation, and service reach [4] - The company aims to optimize resource connections, ensure effective policy implementation, and actively promote policy value while responding to market demands, contributing to the intelligent, green, and high-end transformation of the construction quality testing industry [4]

高端装备：2024&2025Q1 业绩回顾及展望 20250518 摘要 • 部分高端装备制造领域公司业绩超预期，如春风动力、捷昌驱动、隆鑫通 用和宗申动力等，主要受益于去年 11 月开始的抢出口潮流和中美关税谈 判的缓和效应，预计二季度仍可能延续超预期表现。 • 新国标的实施将推动复合集流体产业链发展，因其经济性和易于大规模商 业化落地，头部电池厂已具备稳定供货能力。材料商将在二季度末启动新 一轮资本开支，设备龙头东威科技有望受益。 • 机床链自 2025 年一季度以来营收同比增幅超预期，汽车零部件领域资本 开支踊跃，但国际贸易壁垒加剧扰动。头部企业坚持全球化布局，与 AI 相 关的 AIDC 服务器加工及人工机器人产业拉动了订单需求。 • 国产数控系统及相关滚动元件硬件企业，如华中数控、豪尔达和浩志机电 等，受益于内需市场的开拓，预计 2024 年和 2025 年将实现双高位数增 长。 • 2025 年工业机器人市场前景乐观，汽车和 3C 电子仍是主要拉动领域。尽 管 2024 年价格战导致部分企业财务状况恶化，但今年一季度销售回暖信 号明显，与华为等 AI 大厂的深度合作将备受关注。 Q&A 始反弹，公 ...

Investment Rating - The report maintains a "Strong Buy" rating for the machinery sector [4] Core Insights - Major companies like Huawei and Tencent are actively collaborating with robotics manufacturers, leveraging their capabilities in application scenarios and AI infrastructure to enhance model training and R&D efficiency, which is expected to accelerate the commercialization of humanoid robots [1][11][41] - The China Securities Index Company has launched the Innovation and Entrepreneurship Robotics Index, which includes 34 companies, indicating a potential influx of capital into the robotics sector, supporting continued market momentum [1][11][41] - The report emphasizes a strong outlook for embodied intelligence, including both humanoid and non-humanoid robots, and encourages exploration of investment opportunities in "AI + Robotics" beyond just humanoid robots [1][11][41] Summary by Sections Humanoid Robots - Major tech giants are enhancing robotics manufacturers' capabilities, which is expected to boost the commercialization of humanoid robots [2][11] - The newly launched robotics index includes companies such as Huichuan Technology, Hubei Zhongke, and others, with expectations for increased capital inflow into the sector [2][11] - The report suggests focusing on embodied intelligence and exploring various robotics applications, including exoskeletons and sensors, which do not necessarily depend on humanoid robot proliferation [2][11] Engineering Machinery - Recent rumors about poor domestic sales data for engineering machinery in early May have led to significant stock corrections among leading companies, but the report suggests that this data may not represent the entire month [12][21] - The report anticipates double-digit growth in domestic sales for the year, supported by a low base from the previous year [12][21] - The domestic market is expected to recover, driven by increased investment in infrastructure and construction projects [21][22] Semiconductor Equipment - The report highlights the increasing importance of domestic semiconductor equipment due to export restrictions from the U.S., which is expected to accelerate the domestic production rate [25][26] - The overall outlook for the semiconductor equipment sector remains positive, with anticipated growth in orders for 2025 [26] 3C Equipment - The report notes that domestic manufacturers are well-positioned to benefit from the ongoing adjustments in Apple's production strategy, with expectations for strong demand in 2025 [27] Other Equipment Sectors - The report provides insights into various sectors, including oil service equipment, elevators, rail transit equipment, and mining machinery, with specific recommendations for companies within these sectors [30][31][32][33]

"共享实验室"是通过与各类实验室等主体合作建立"资源与收益共享"机制，将分散的仪器资源、人才资 源、技术资源高效整合，搭建智力资源与知识成果的共享平台，既避免了重复建设，又显著降低了研发 成本。作为科技创新链条中的关键环节，共享实验室正成为加速科技成果转化的"助推器"。 5月15日，"中试工程师培训暨共享平台搭建技术研讨会"在四川天府新区成都科创生态岛举行，会上， 米格实验室重点展示了其创新的运营模式以及共享实验室线上平台的功能升级成果，通过整合设备、工 程师和专家资源，为中试服务提质增效提供全新解决方案。 作为一家具有中国科学院"基因"的创新机构，米格实验室自去年1月将西南总部落地成都以来，始终致 力于以市场化的力量推动仪器共享。据介绍，自2016年成立以来，米格实验室便通过市场化方式推动大 型科学仪器设备共享，不仅培养了一支专业工程师团队，更建立起多项标准化测试体系，聚焦半导体制 造业、光电显示、航空航天、新材料新能源等领域开展科研检测服务。 目前，米格实验室以"集中式+分布式"共享实验室运营模式，已推动与天府新区兴隆湖实验室等38家单 位建立合作关系，联合营运设备250台（套），服务极米科技、京东方等龙 ...

证券研究报告·行业跟踪周报·机械设备 机械设备行业跟踪周报 看好估值底部&业绩高增长的装备出海板块 （工程机械、高空作业平台、油服设备等） 增持（维持） [Table_Tag] [Table_Summary] 1.推荐组合：北方华创、三一重工、中微公司、恒立液压、中集集团、拓荆科技、海天 国际、柏楚电子、晶盛机电、杰瑞股份、浙江鼎力、杭叉集团、迈为股份、先导智能、 长川科技、华测检测、安徽合力、精测电子、纽威股份、芯源微、绿的谐波、海天精 工、杭可科技、伊之密、新莱应材、高测股份、纽威数控、华中数控。 2.投资要点： 【出口链】中美协议超预期降低双边关税+90 天窗口期，建议关注估值回落的优质机 械出口标的 2025 年 5 月 12 日，中美日内瓦经贸会谈联合声明发布：此前中国出口美国关税为 145%，合约落地后，90 天内中国出口美国关税降至 30%，90 天后再提升至 54%。中 美协议为企业产品出口、海外产能储备等提供了缓冲期，为盈利水平较为突出的企业 提供了保留美国市场份额的机遇。建议关注(1)【浙江鼎力】降税短期为公司获发货备 货窗口，中长期公司国内产能出口美国仍有望保持较好盈利水平，增强业绩兑现 ...

《关于持续推进城市更新行动的意见》发布，污水厂网一体化建设有望加快 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 《关于持续推进城市更新行动的意见》发布，污水 厂网一体化建设有望加快 2025 年 5 月 18 日 本期内容提要: 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 5 月 18 日 15666646523.tcy | 证券研究报告 | | --- | | 行业研究——周报 | | [Table_ReportType] | | 行业周报 | | [Table_StockAndRank] | | 环保 | | 投资评级 看好 | | 上次评级 看好 | | [左前明 Table_Author] 能源行业首席分析师 | | 执业编号：S1500518070001 | | 联系电话：010-83326712 | | 邮 箱：zuoqianming@cindasc.com | | 郭雪 环保联席首席分析师 | | 执业编号：S150052503000 ...

牛栏山地区党委副书记、镇长周健介绍，2025年1至4月，全镇盘活嘉民、闽京蒲等闲置资源3处，共计 1.6万平方米，工业总产值45.1亿元，同比增长22%；固定资产投资1.5亿元，同比增长27%，镇级一般公 共预算收入9102.9万元，同比增长11%，地区经济发展势头强劲。 牛栏山镇对2024年做出贡献的重点企业进行了表彰，现场颁发四大奖项，包括北京顺鑫农业（000860） 股份有限公司牛栏山酒厂、北京龙湖物业服务有限公司等10家荣获"特殊贡献奖"；北京市石油化工产品 开发供应有限公司牛山油库、中交路桥检测养护有限公司等10家摘得"精英企业奖"；闽京蒲企业园、北 京韩江自动化玻璃机械设备有限公司等10家企业获"优秀企业奖"；优秀招商团队及个人代表接受表扬。 "在牛栏山，政府是企业的坚强后盾和有力支撑。"企业分享环节，三家标杆企业讲述"潮牛故事"，其中 康仁堂药业回顾13年扎根历程，点赞镇政府"上门问需"机制，镇党委书记带队对接天津总部精准服务， 协调区卫健委搭建本地医疗机构合作平台，助推企业年增收7200万元。周健介绍，全镇持续优化营商环 境，高效办理企业诉求、落实政策兑现，自2024年以来，落实助力企业发展投 ...

电表智慧计量技术突破。基于元器件失效性分析的计量风险评估理论，利用人工智能解决使用环境条件 对电能计量性能影响，构建首个智能电表计量大数据库，建立电能表首检远程监测系统，填补了电能计 量技术多项空白，提高了在用智能电表的准确度。 在保障民生方面，开展专项民生计量监督检查行动。2024年，组织对加油站、集贸市场、眼镜制配场 所、粮库等计量器具使用单位和计量器具生产企业开展监督检查。检查各类计量器具5.33万台件，查处 计量违法案件270件。对全市8家计量授权单位开展检定、管理情况检查。组织电商平台肃清124件作弊 计量器具。今年，北京市市场监管局还开展了居民水电气计量及收费集中整治工作。针对群众反映较多 的问题，深入排查计量及收费等问题。 在"公众开放日"活动中，邀请社会公众走进科技馆、博物馆、计量科普基地等地，深入了解计量检测服 务过程，近距离感受计量科技成果，增进了对计量工作的科学认知。 新京报讯（记者陈琳）5月16日，北京市市场监管局组织开展2025年"世界计量日"北京主场活动，现场 发布了多项智慧计量技术成果。记者获悉，北京市出租汽车计价器实现在线检定，预计到2030年，北京 市出租车计价器在线检定覆盖 ...