Industry Growth Potential and Competitive Landscape - The penetration rate of the home hair removal device market in China is approximately 10%, significantly lower than that of the US (30%+), Japan (22%+), and South Korea (18%+) [1][22] - The market is expected to grow at a compound annual growth rate (CAGR) of 16% from 2019 to 2030, potentially exceeding 29.8 billion yuan by 2030 [1][22] - The competitive landscape is characterized by a "one strong, many strong" pattern, with the leading brand Ulike holding a 70% market share on Tmall, followed by Beautigo and Jmoon [1][25] - Regulatory measures are tightening, with the introduction of the "Group Standard for Home Photon Hair Removal Devices," which specifies parameters such as wavelength (500-1200nm) and energy density (≤10J/cm²) [1][25] Consumer Demand Upgrade and Technological Iteration - Consumer demand is evolving in three main trends: 1. **Precision in Treatment Areas**: Significant demand for hair removal in sensitive areas such as private parts (39%), lips (39%), and facial hair (38%) [2][31] 2. **Diversification of Functions**: 76% of consumers expect "pain-free" experiences, while 63% seek "permanent hair removal." Additional functions like "whitening" and "spot reduction" have seen sales growth of 867% and 192%, respectively [3][36] 3. **Professional Decision-Making**: 85% of consumers focus on hair removal effectiveness, 79% prioritize safety, and 78% consider technical parameters [3][38] - Technological advancements are centered around "precision, intelligence, and comfort," evolving from early laser technology to IPL precision and intelligence (4.0), incorporating features like sapphire cooling and energy grading [3][30] Demographic Characteristics and Market Segmentation - The primary demographic for hair removal devices consists of women (85%) and the 18-29 age group, with increasing penetration in lower-tier markets (over 40% in third-tier cities) [4][24] - Consumers can be categorized into four segments based on price sensitivity and usage duration: 1. **Practical Rationalists (44%)**: Prefer mid-range models, focusing on safety and overall hair removal [4] 2. **Professional Efficiency Seekers (27%)**: Notable male demand (19%), favoring high-tech products for precise area treatment [5] 3. **Long-term Users (21%)**: Primarily affluent women in high-tier cities, seeking convenience and clinic-level results [6] 4. **Self-Experience Seekers (7%)**: Young consumers driven by social and personal needs, favoring low-cost popular models [7] Merchant Strategies and Brand Cases - Brands should focus on technological innovation (e.g., pain-free hair removal, intelligent adjustments), optimizing user experience (precision mode for sensitive areas), expanding functionalities (whitening and skin care), and portable designs [8] - Effective marketing strategies include professional evaluations (76%) and real-user testing (60%), combined with seasonal promotions to reach targeted demographics [8] - Ulike maintains its market leadership through patented technologies and comprehensive marketing strategies, while Beautigo differentiates itself with wet hair removal features and high energy density [8][26]

商务部数据显示，2025年1-4月，全国新设立外商投资企业18832家，同比增长12.1%；实际使用外资金 额3207.8亿元人民币，同比下降10.9%。从行业看，制造业实际使用外资840.6亿元人民币，服务业实际 使用外资2312.5亿元人民币。高技术产业实际使用外资967.1亿元人民币，其中，电子商务服务业、航空 航天器及设备制造业、化学药品制造业、医疗仪器设备及器械制造业实际使用外资分别增长137%、 86.2%、57.8%和4.9%。从来源地看，东盟地区实际对华投资增长42.9%，日本、瑞士、英国、韩国、德 国实际对华投资分别增长74.2%、68.4%、54.6%、22.3%和12.3%（含通过自由港投资数据）。 ...

Core Viewpoint - The article highlights the resurgence of foreign trade in Yiwu, driven by a temporary easing of trade tensions and a significant increase in orders from the U.S. market, particularly in the wake of tariff reductions and trade negotiations between China and the U.S. [2][4][16] Group 1: Trade Dynamics - Yiwu foreign traders are experiencing a surge in orders, with a notable increase in container bookings to the U.S., which rose nearly 300% following tariff reductions [4][16] - The average booking volume for containers from China to the U.S. increased from 5709 to 21530 standard containers within a week, marking a 277% rise [4][16] - Companies are actively working to fulfill orders, with one business reporting over $1 million in orders ready for shipment to the U.S. [7][11] Group 2: Business Strategies - Companies are adapting to the changing trade environment by diversifying their markets, with some exploring opportunities in Europe and Latin America to mitigate risks associated with U.S. tariffs [11][18] - One company reported that only 5% of its sales come from the U.S., allowing it to remain largely unaffected by the trade tensions [10] - Businesses are also increasing their domestic market efforts, with one company achieving nearly 6 million yuan in sales from domestic gift products in its first year [14] Group 3: Market Trends - The "May Day" holiday saw a significant influx of tourists in Yiwu, with 277.78 million visitors recorded, a 29.99% increase year-on-year, contributing to a tourism revenue of over 1.1 billion yuan [12] - The article notes that the demand for Chinese manufactured goods remains strong, with companies emphasizing that their products have no suitable alternatives abroad [18] - The U.S. Department of Commerce reported a 2.3% year-on-year increase in the Personal Consumption Expenditures (PCE) price index, indicating a potential rise in consumer demand [10]

国产替代系列：富煌钢构拟收购中科视界布局第二曲 线，看好高速视觉领域需求成长及国产替代加速 高速摄像机市场高速增长，国产替代需求进一步提升 中科视界是国内少数能够自主生产商品化高速摄像仪的企业，2017 年公司 发布了国产首台万帧级高速相机。高速视觉是一种基于图像处理和计算机视 觉技术的视觉感知技术，公司下游主要为科研客户、工业客户以及军工客户。 2022 年中国高速机器视觉行业市场规模约 100 亿元，其中高速摄像机整机 约占 32 亿元，约占 32%，在新兴技术发展、下游市场增长、国产化替代进 程加快等因素的驱动下，预计 2023-2028 年年均复合增速约为 22%，到 2028 年中国高速机器视觉行业市场规模或将突破 330 亿元。 行业报告 | 行业专题研究 建筑装饰 证券研究报告 高速视觉领域技术壁垒较高，中科视界市场份额快速提升 高速机器视觉行业具有较高的技术壁垒，头部主要为 Phantom、Photron 等 国际高速摄像机龙头，在美国对高速摄像仪进行出口管制背景下，公司产品 市占率由 2019 年 8.6%提升至 2022 年的 22.2%，公司已基本拥有和第一梯队 企业竞争的实力产品，我们 ...

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。 Ho t r e c r u itme n t p o siti o n s 安捷伦科技（中国）有限公司 整机销售 重庆- 1 0 k - 2 0 k · 1 3薪 岗位要求： 化学、药学、生物、食品、环境、材料等相关专业，本科及以上学历；熟练掌握色谱学科理论，具备2年以上相关分析仪器类产品 的销售/应用/支持经验。 常州磐诺仪器有限公司 气相气质销售 仪粉e r们，今天是高薪精品仪器职位专辑，有不少 新的雇主 哦！ 销售精英，热招职位 贵州- 8 k - 1 2 k · 1 2薪 岗位要求： 分析化学、应用化学、食品、农业、环境科学等相关专业，有一定的销售经验或实习经验。 上海闪谱生物科技公司 分析液相销售工程师 杭州- 2 0 k - 3 0 k · 1 2薪 岗位要求： 化学生命科学本科或以上学位；熟悉制药或高校企业，熟悉中药企业优先；有相当客户基础。 赛卡姆(北京)科学仪器有限公司 重庆- 8 k - 1 2 k · 1 3薪 岗位要求： 具有一定理工科背景（分析化学、化工、检 ...

导读： 广东启动"精密仪器设备"研发计划，聚焦高端科学仪器，支持核心技术攻关与应用，推动产业链与创新链融合。 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。 5月1 5日，广东省科学技术厅发布《广东省重点领域研发计划实施方案》，旨在支持精密仪器 设备领域关键核心技术攻关及应用，推动精密仪器 设备领域创新 链与产业链的加速融合，实施"精密仪器设备"专项。 专项目标：原创+自主可控 聚焦高端科学仪器，以关键核心技术的研发为突破口，以应用需求为导向，鼓励和培育具有原创性、自主可控的仪器设备研制开发和产业化，为 科学研究和产业发展提供先 进的精密仪器设备手段和工具，带动精密仪器设备行业整体创新 水平与装备能力提升。 四大专题，11个研发方向覆盖光谱仪、质谱仪、共聚焦显微镜等 专项共部署4个专题，包括11个方向，项目实施周期一 般为3年左右。专题下每个方向原则上支持1个项目，对评审结 果相近且技术路线明显不 同的同一方向可酌情支持2项。原则 上，同一个项目牵头单位与参与单位总数不超过5家。 核心部件国产化率不低于8 0%！鼓励制定标准及规范 原则 上 ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开： 2025年6月12日，首届全球医美科技大会 2025年7月17日，第二届全球医疗科技大会 2025年9月4-5日，第三届全球手术机器人大会 2025年5月22日， 利德健康科技（广州）有限公司 （以下简称"利德健康"）宣布完成 近亿元人民币的天使轮融资 。此轮融资由嘉道资本领投，齐济投资、中科 创星、聚科新兴产业创投、见识资本、九州鑫诺等多家知名投资机构跟投。 融资资金将主要用于加速技术研发、产品产业化以及市场拓展等方面。据悉，此次融资是 近三年内生命科学仪器与生物智造装备领域融资规模最大的一笔天使轮融 资 。 # 关于 利德健康 其中公司的 主动式单细胞测序系统 是业界 首创 的产品，具有主动式编码分选技术、卓越的样本兼容性和高效去除背景噪音等优势。 此外， 高通量AI成像流式细胞仪 结合了细胞高速成像与微流控芯片技术，具备 亚微米分辨率 和 约2万帧率的高速图像采集与智能分析能力 ，能够为药物研发、 细胞治疗和生物医学研究等领域提供精准的高通量细胞图像智能分析工具。 欢迎企业积极参与思宇组织的大会↓ 2025年 ...

Core Viewpoint - ST Tianrui's 2024 annual report indicates a decline in revenue and persistent net losses, despite a significant improvement in operating cash flow, highlighting challenges in market expansion and operational efficiency [1][2][4]. Financial Performance Summary - Revenue for 2024 was 851,122,143.12 CNY, a decrease of 16.33% from 1,017,212,385.17 CNY in 2023. The ecological protection and environmental governance sector saw a significant revenue drop of 46.45%, while the instrument manufacturing sector experienced a slight increase of 1.15% [2][3]. - Net profit attributable to shareholders was -97,318,864.53 CNY, showing a reduction in losses by 14.95% compared to -114,432,116.75 CNY in 2023. The losses were primarily due to substantial credit and asset impairment provisions [4][5]. Cost Management and R&D Investment - Sales expenses decreased by 8.76% to 191,282,704.27 CNY, indicating effective cost control measures. Management expenses also fell by 15.99% to 94,570,634.58 CNY, reflecting improved internal management efficiency [6][7]. - R&D expenses were reduced by 16.54% to 70,358,494.49 CNY, attributed to a decrease in R&D personnel. This reduction may impact the company's innovation capabilities and long-term growth [6][7]. Cash Flow Analysis - Operating cash flow improved significantly to 110,994,114.72 CNY from -202,352,290.56 CNY in the previous year, marking a 154.85% increase. This improvement was driven by reduced procurement expenditures in PPP projects [8][11]. - Investment cash flow was -21,524,032.63 CNY, a decline from 5,609,134.07 CNY in 2023, primarily due to fewer recoveries from short-term financial products [8][11]. - Financing cash flow was -243,930,537.23 CNY, a significant decrease from 26,624,650.47 CNY in the previous year, reflecting reduced bank loans and repayments [9][10][11]. Risk and Opportunity Analysis - The company faces risks related to PPP project receivables, which are sensitive to macroeconomic conditions and policy changes. Delays in payments could increase accounts receivable and pressure on cash flow [12]. - Intense competition in the domestic analytical instrument market poses a risk, with international players having advantages in technology and capital. The company needs to enhance R&D investment to improve product differentiation and market competitiveness [13]. - There is a risk of goodwill impairment due to acquisitions, which could affect current profits if the acquired companies do not perform well. The company must focus on post-merger integration to enhance profitability [14]. Overall Evaluation - ST Tianrui's significant improvement in operating cash flow indicates some success in cost control and cash recovery, but ongoing issues with net losses and declining revenue need to be addressed. The company must balance cost management with business development and increase R&D investment to strengthen its core competitiveness while monitoring risks associated with PPP projects, market competition, and goodwill impairment [15].

刚刚过去的两个月，我们经历了一场跌宕起伏的关税博弈。当美国对华关税壁垒持续升级，将严肃的贸易规则变成畸形 的数字游戏，科学仪器行业相关从业者最关心的，是仪器是否会涨价，以及国产是否能替代？在这场胶着的博弈中，国 产替代成为破局关键。 围 绕 中 美 关 税 战 对 用 户 和 仪 器 企 业 的 影 响 、 国 产 仪 器 替 代 的 需 求 和 建 议 ， 仪 器 信 息 网 专 家 委 员 会 联 合 品 类 先 锋 项 目 组，于第十八届中国科学仪器发展年会（ACCSI 2 0 2 5）同期举办"ACCSI 2 0 2 5松江煮酒论仪器"活动。 特别邀请到来 自北京大学、清华大学、上海科技大学、华东理工大学、中国科学院分子细胞科学卓越创新中心、昌平实验室、生态环 境部海河流域北海海域生态环境监督管理局、国家能源集团北京低碳清洁能源研究所、核工业北京地质研究院、北京理 化分析测试中心等单位的专家，以及盛瀚、骇思、海光、屹尧、衡昇、惠分、纳克微束、皖仪、乐枫、祥鹄、伍丰、欧 美克、禾工等1 3家仪器厂商的负责人，共同就当下行业最关心的国产替代等话题展开交流。 波动的关税税率，影响几何？ A C C S I ...

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 ...