仪器仪表Ⅲ 咸亨国际（605056.SH） 增持-A(维持) 2025 年 5 月 22 日 公司研究/公司快报 | 市场数据：2025 年 5 月 | 21 日 | | | --- | --- | --- | | 收盘价（元）： | | 14.26 | | 年内最高/最低（元）： | | 15.49/9.12 | | 流通A股/总股本（亿）： | | 4.07/4.10 | | 流通 A 股市值（亿）： | | 57.99 | | 总市值（亿）： | | 58.52 | | 年 基础数据：2025 | 月 3 | 日 31 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.05 | | 摊薄每股收益(元)： | | | 0.05 | | 每股净资产(元)： | | | 4.28 | | 净资产收益率(%)： | | | 1.27 | 资料来源：最闻 刘斌 执业登记编码：S0760524030001 邮箱：liubin3@sxzq.com 姚健 执业登记编码：S0760525040001 执业登记编码：S0760519120001 邮箱：yangjingji ...

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。 美国马萨诸塞州米尔福德市，2 0 2 5年5月2 1日，沃特世公司（纽约证券交易所代码：WAT）今 天宣布完成对Ha l o La b s公司的收购。 @ 仪 器 信息网 点此访问展位查看产品、应用方案等 Ha l o La b s是一家专注于成像技术开发的创新企业，其技术可用于检测、识别和计数细胞、蛋 白质或基因疗法等治疗药物中的干扰物质（颗粒）。 Ha l o La b s公司的Au r a™平台采用了高度差异化的技术，可执行全谱图颗粒分析，与沃特世旗 下Wy a tt Te c h n o l o g y™产品组合中的光散射检测解决方案高度互补。例如，在表征细胞疗法中 用于CAR-T细胞扩增的外源性颗粒时，其亚可见颗粒技术可检测出当前标准方法难以发现的半 透明工艺杂质，从而为我们解锁更多深度信息。通过对这家创新型公司的收购，沃特世得以将 这一新兴技术整合到新的及现有的大分子开发及QA/QC流程中，为客户提供关键的增值服务， 同时进一步加快公司在大分子疗法分析和生物工艺检测领域的 ...

| 年 基础数据：2025 | 月 3 | 日 31 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.05 | | 摊薄每股收益(元)： | | | 0.05 | | 每股净资产(元)： | | | 4.28 | | 净资产收益率(%)： | | | 1.27 | 仪器仪表Ⅲ 咸亨国际（605056.SH） 增持-A(维持) 2025 年 5 月 22 日 公司研究/公司快报 | 市场数据：2025 | 年 | 月 | 日 | 5 | 21 | 收盘价（元）： | 14.26 | | --- | --- | --- | --- | --- | --- | --- | --- | | 年内最高/最低（元）： | 15.49/9.12 | | | | | | | | 流通A股/总股本（亿）： | 4.07/4.10 | | | | | | | | 流通 | 股市值（亿）： | 57.99 | A | | | | | | 总市值（亿）： | 58.52 | | | | | | | 执业登记编码：S0760519120001 邮箱：yangjingjing@sxz ...

本报讯 （记者吴奕萱）5月21日，宁波永新光学股份有限公司（以下简称"永新光学"）在证券日报网举办2024年年度网上 业绩说明会，公司管理层向投资者介绍了主营业务、行业趋势及年度工作等。 据悉，在车载激光雷达领域，永新光学已深耕近10年，经过技术迭代和市场验证，公司已成为禾赛、图达通、法雷奥等全 球头部企业的重要合作伙伴。2024年，公司激光雷达光学元组件业务正式进入规模化量产阶段，收入突破"亿元"大关。 在医疗光学领域，永新光学对标国外中高端产品，以国产替代为目标，致力于突破内窥镜、手术显微镜、高端病理诊断设 备等国产化难题。2024年，内窥镜核心光学元部件业务保持快速增长，产品已覆盖国内70%以上重要内窥镜系统厂家，并实现 复杂模组产品出货。应用于手术显微镜的关键核心光学部组件产品取得技术突破，并开发多款应用于病理诊断的高端医疗设 备。 截至目前，永新光学自主研发的高端显微镜在国内的渗透率已达5%，带动了公司显微镜业务毛利上升。 （编辑 张明富） 2024年，永新光学实现营业收入8.92亿元，同比增长4.41%；归属于上市公司股东的扣除非经常性损益的净利润1.85亿元， 同比增长14.25%。2025年， ...

导读： 5月20日，蔡司工业质量解决方案长春质量卓越中心（QEC）于长春市高新区创投高新产业园正式揭幕。 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。 5月2 0日，正值第2 6个"世界计量日"， 蔡司工业质量解决方案长春质量卓越中心（QEC）于长春市高新区创投高新产业园正式揭幕。 作为蔡 司 在 东 北 地 区 布 局 的 综 合 性 质 量 服 务 平 台 ， 该 中 心 聚 焦 多 个 核 心 产 业 ， 以 全 球 领 先 的 测 量 技 术 赋 能 区 域 工 业 升 级 ， 开 启 " 计 量 筑 基 、 质 量 赋 能"的新篇章。 长春质量卓越中心（QEC）占地超过650平方米，是蔡司在中国东北地区最大规模的质量技术投资，配备覆盖全产业链的智能检测体系及全球 专家领衔的服务团队。 AI大潮袭来，唯有学习方能不被淘汰。 全新升级版 的 AI学习资料包 免费下载：《 AI资料包升级版 新增厦大湖南大学等》 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 ...

Core Viewpoint - Lide Health has successfully completed nearly 100 million yuan in angel round financing, focusing on AI + life science instruments and biopharmaceutical equipment development, aiming to break foreign technology monopolies and receiving support from several well-known institutional investors [1][2]. Financing and Market Opportunity - The financing round was led by Jia Dao Capital, with participation from Qi Ji Investment, Zhongke Chuangxing, Ju Ke New Emerging Industry Venture Capital, Jian Shi New Intelligence Investment, and Jiu Zhou Xin Nuo. The funds will be used to accelerate technology research and development, product industrialization, and market expansion [2]. - The global scientific instruments and biopharmaceutical equipment market is vast, but China faces a domestic production rate of less than 20%, indicating a significant opportunity for domestic breakthroughs [2]. Company Overview and Product Development - Founded in October 2023, Lide Health is a benchmark hard-tech startup in Guangzhou focused on the independent research and development of AI + high-end life science instruments and biomanufacturing equipment [3]. - The company has developed a comprehensive ecosystem including AI algorithms, biochips, and reagent consumables, with a product lineup that includes ten products such as single-cell multi-omics systems and high-throughput AI imaging flow cytometers [3]. Team and Intellectual Property - The core team includes experts from Huawei and medical device technology specialists, with over 70% of the team dedicated to product research and development [4]. - Lide Health has signed a cooperation agreement for the transformation of intellectual property with Guangzhou Laboratory, converting 22 patents and applying for 57 additional patents and 10 software copyrights [4]. Partnerships and Market Engagement - The company has signed technical service contracts with top hospitals and equipment contracts with leading universities and biopharmaceutical companies, securing over 10 million yuan in commercial orders in 2024 [5]. - The CEO emphasized that this financing not only provides sufficient funds for R&D and product industrialization but also reflects the capital market's recognition of Lide Health's direction in the life science instruments and biomanufacturing equipment sector [5]. Investor Insights - Investors from Jia Dao Capital and Qi Ji Investment expressed confidence in Lide Health's technological strength and innovation potential, anticipating significant value creation and market expansion [6].

市场经济的工业化进程已接近尾声，分析仪器行业将如何发展、行业用户新需求点，厂家与经销商如何整合变现？ 导读： 2025年6月28~29日，北亿联盟实验室分析仪器领域行业大会将在成都召开，行业内专家，优质品牌，优秀经销商齐聚一堂，共同探讨行业现状与未来， 共建行业健康新秩序，共创行业发展，共赢行业未来！ 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。 2025年6月28~29日，北亿联盟实验室分析仪器领域行业大会将在成都召开，行业内专家，优质品牌，优秀经销商齐聚一堂，共同探讨行业现 状与未来，共建行业健康新秩序，共创行业发展，共赢行业未来！ 主办单位： 四川北亿数字科技有限公司、四川北亿联创共盟信息科技有限公司 协办单位 ： 四川高能科迪仪器有限公司 四川中科申科技有限公司 北京赛必达科技有限公司 成都世纪方舟科技有限公司 北京鸿信智远科技有限公司 北京中兴伟业世纪仪器有限公司 屹谱仪器制造（上海）有限公司 武汉纳厘科技有限公司 成都厚德富铭环境科技有限公司 德合创睿科学仪器（青岛）股份有限公司 奥普乐科技集团（成都）有限公司 广州谱临晟科技 ...

Core Viewpoint - The company is required to provide detailed explanations regarding its revenue recognition, cash flow trends, and the impact of recent asset sales on its financial performance, particularly focusing on the sustainability of its operations and compliance with regulatory guidelines. Group 1: Revenue and Profitability - The company must explain the growth prospects of its revenue, considering industry conditions, main business developments, and changes in market share, with a focus on whether there is a realistic possibility of revenue falling below 100 million [2] - The company reported a gross margin of 38.26% for its main business of vehicle inspection equipment, an increase of 0.87 percentage points, with revenue growth of 12.40% and cost growth of 10.84% [3] - The company needs to clarify the reasons for the rapid growth in production and sales of vehicle inspection equipment not aligning with revenue and gross margin increases [3] Group 2: Cash Flow Analysis - The company’s net cash flow from operating activities has decreased for three consecutive years, with figures of 29.39 million, 10.99 million, and 4.97 million respectively [4] - The company is required to explain the reasons for the continuous decline in cash flow and its inconsistency with revenue and net profit trends [5] - The company must assess whether the declining cash flow trend is likely to continue and outline any measures taken or planned to address this issue [5] Group 3: Asset Transactions - The company sold assets to a related party for 52.57 million, and it must detail the internal review process and disclosure obligations related to this transaction [6] - The company is required to explain the rationale and necessity of the asset sale, ensuring it has commercial substance and does not manipulate profits [6] - The company must provide information on the pricing basis and fairness of the transaction, as well as the impact of this sale on the 2024 net profit [7]

Core Viewpoint - The article discusses the rapid growth and development opportunities in China's scientific instrument industry, driven by domestic policy support and the need for self-reliance in technology due to international export restrictions and tariffs [3][13][14]. Group 1: Industry Overview - Scientific instruments are essential for scientific research and analysis, with applications across various sectors including food, pharmaceuticals, agriculture, and environmental monitoring. The life sciences sector accounts for 41% of the analytical instrument market demand [4][10]. - The market for experimental analysis instruments and electronic measurement instruments in China reached approximately 38 billion and 37.8 billion yuan respectively in 2023, together representing over 70% of the scientific instrument market [7]. Group 2: Market Dynamics - The Chinese scientific instrument market is heavily reliant on imports, with over 70% of high-end instruments being imported. However, recent policies and capital support have led to significant progress in domestic alternatives [19]. - The market for mass spectrometers, chromatography, and electronic measurement instruments is expected to grow, with domestic companies increasing their market share from 5% in 2020 to approximately 15% in 2024 [17]. Group 3: Policy and Support - The Chinese government has introduced multiple policies to support the development of scientific instruments, including funding for high-end instruments and prioritizing equipment updates in educational institutions [13][14]. - In 2024, a 20% price subsidy will be provided for domestic products participating in competitive bidding, further encouraging local production [13]. Group 4: Investment Trends - Investment activity in the scientific instrument sector has increased, with numerous funding events occurring since 2025, particularly in early-stage rounds. This reflects a growing interest from capital in the sector's long-term potential [19][20]. - Key areas of investment include mass spectrometers, chromatography, and electronic measurement instruments, with a notable overlap with the pharmaceutical and health sectors [20]. Group 5: Competitive Landscape - The market for mass spectrometers is highly concentrated, with a CR5 of 88%. In Q1 2025, China's mass spectrometer imports amounted to $301 million, while exports were only $57 million, indicating a significant trade imbalance [16][17]. - Domestic products are generally priced at 60% of their foreign counterparts, but performance gaps remain, particularly in high-end instruments [17][18]. Group 6: Future Outlook - The domestic scientific instrument industry is expected to see a substantial increase in the localization rate, driven by technological advancements and supportive policies, positioning it for significant growth in the coming years [18][19].

5月14日，中美关税调整，第一时间接到消息的东莞外贸企业，加班加点生产，争取早点出货早点回 款；有物流公司反映，货柜难得地出现一个多月以来的"爆仓"现象！一时之间，前往美国的海运变得热 闹起来，外贸工厂里，机器轰鸣声不断！ 连日来，记者走访多家外贸企业时发现，企业在赶工完成美国订单的同时，也在积极开拓新的市场。东 莞外贸迎来"大变局"：从早期的单一市场到全球化布局；从纯代工转型为"品牌出海"；推动"出口转内 销"落地，在政企联动下，也正进行得如火如荼！ 企业赶制对美订单，争取尽早出货 "之前暂停的订单，现在全面恢复啦，我们正在努力往前赶！"5月19日，东莞市厨管家电器科技有限公 司（以下简称"厨管家"）销售总监王巍桦在忙碌之余，抽空接受了记者的采访。早前受到关税影响，厨 管家在和美国客户商量后，对美订单暂停生产、发货。在中美互降关税消息传来后，厨管家第一时间接 到了美国客户的通知。"现在工厂在加班加点生产，比较忙，大家都在争取早一点出货，早点收款。" 每年的7月中旬是亚马逊Prime会员日，为了迎接这个购物节，不少跨境电商企业在五六月就会忙碌起 来。莞商跨境创始人、东莞铂力跨境电子商务有限公司首席产品官劳文启 ...