证券日报网讯12月17日，友讯达（300514）在互动平台回答投资者提问时表示，公司在智能燃气超声波 计量领域持续投入，推进核心技术突破和国产替代，培育新的业务增长点。 ...

证券日报网12月16日讯真兰仪表在12月15日回答调研者提问时表示，目前市场上，终端用户直接使用膜 式燃气表基表的情况已经较少了；下游客户采购以智能燃气表为主，且智能燃气表的市场渗透率还在不 断提升，预计随着城镇化的不断推进以及存量市场的产品更新换代，智能燃气表的市场规模还将有一定 的提升。另外，随着超声波燃气表技术的不断成熟，国产替代将加速，其市场渗透率将持续提升，预计 未来超声波燃气表可能会逐步成为市场主流。目前国家实施城市燃气管道老化更新改造政策的效果仍在 不断显现，燃气表的更新替换需求还将进一步释放。 （文章来源：证券日报） ...

Core Insights - The company has achieved certain successes in the first three quarters of the year despite the current economic environment [2] Group 1: Business Performance - The gas meter business continues to maintain a certain level of growth, driven by the need to replace outdated gas meters in older residential areas and industrial enterprises [2] - Government and gas companies are actively promoting the replacement of old gas pipelines and facilities, creating demand for the company's products in the stock market renewal [2] - The company has secured a significant number of smart gas meter orders due to its strong comprehensive strength, product quality, performance, and scalability advantages [2] Group 2: Future Plans - The company is planning to expand its water meter business in 2024, which has also shown some growth in the first three quarters of 2025 [2]

证券日报网讯12月16日，川仪股份（603100）在互动平台回答投资者提问时表示，公司多款核电仪控设 备突破关键技术难题，在核电领域填补国内空白，拥有较高的认可度，今年以来公司核电领域新签订单 额持续提升。 ...

证券代码： 301303 证券简称：真兰仪表 上海真兰仪表科技股份有限公司 投资者关系活动记录表 编号：2025-003 | 投资者关系活动 √ | 特定对象调研 分析师会议 □ | | | --- | --- | --- | | 类别 □ | 媒体采访 □ | 业绩说明会 | | □ | 新闻发布会 □ | 路演活动 | | □ | 现场参观 | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 浙商证券、汇丰晋信、大朴资产、上海乾瞻投资、赋格投资 | | | 人员姓名 | | | | 时间 | 年 月 日（周一）14:00~17:30 2025 12 15 | | | 地点 | 公司会议室 | | | 上市公司接待人 | 董事长、总裁：李诗华 | | | 员姓名 | 副总裁、董事会秘书：王文军 | | | | 财务负责人：徐斌 | | | | 证券事务代表：陈意 | | | | 公司董事长、总裁首先对公司近期的经营情况做了简略的介 | | | | 绍；调研期间，公司董事会秘书带领机构调研人员参观了公司的 | | | | 智能化生产车间和数字化产品展厅。 | | | | 提问 ...

格隆汇12月15日丨康斯特(300445.SZ)公布股票交易异常波动公告，近日，公司关注到市场及互动易平 台提到公司涉及与SpaceX合作，现公司对上述相关事项说明及风险提示如下：1)公司秉持全球化经营战 略，主营的校准测试仪表设备营收占比95%，国际市场营收占比超50%，产品应用区域分布广泛且不依 赖某单一客户，国际市场客户集中在石化、生物医药、电力、计量检测及高端制造等行业。2)高端制造 行业客户SpaceX在2016年-2024年各年度采购的校准测试产品订单金额较小，对公司业绩影响非常有 限。 ...

Core Viewpoint - The company, 康斯特, announced an unusual fluctuation in its stock trading, emphasizing its global operational strategy and diversified revenue sources [1] Group 1: Company Overview - 康斯特's main business, calibration testing instruments, accounts for 95% of its revenue [1] - Over 50% of the company's revenue comes from international markets, indicating a strong global presence [1] - The company's product applications are widely distributed and do not rely on a single customer [1] Group 2: Client Base and Industry Focus - The international client base primarily includes industries such as petrochemicals, biomedicine, electricity, metrology, and high-end manufacturing [1] - A notable client in the high-end manufacturing sector, SpaceX, has placed relatively small orders for calibration testing products from 2016 to 2024, which has a limited impact on the company's overall performance [1]

Market Overview - As of November 27, 2025, the number of projects in China's inquiry transfer market reached 163, a 140% increase compared to the entire year of 2024[4] - The transfer scale reached 84.445 billion yuan, which is 380% higher than the total for 2024[4] - The average discount rate for inquiry transfers in 2025 is approximately 84.34%, significantly lower than the 87.2% for private placements[15] Supply and Demand Dynamics - The inquiry transfer mechanism was officially implemented on the ChiNext board in May 2024, leading to a surge in transfer announcements, with 69 recorded in 2025, accounting for 42.33% of the total[4][24] - The inquiry transfer market has seen a compound annual growth rate (CAGR) of 100.74% in project numbers from 2020 to 2025, and a CAGR of 84.68% in transfer scale[20] Investment Characteristics - Inquiry transfers have a shorter registration time of about one week compared to 3 weeks to 1 month for regular private placements, reducing capital occupation time by 2-3 weeks[14] - The inquiry transfer mechanism allows for a more flexible exit strategy for early investors, providing a low-disturbance path for orderly exits, which is crucial in a market with scarce quality assets[18][29] Market Performance - In the week of December 6 to December 12, 2025, the A-share market saw a general increase, with the ChiNext index rising by 2.74%[31] - The CPO index experienced the highest weekly increase of 14.26%, with a year-to-date increase of 183.30%[34] Key Recommendations - Focus on sectors such as smart vehicles (e.g., Hu Guang Co., Rui Hu Mould, Xin Quan Co., and Xin Dong Lian Ke) and high-end manufacturing (e.g., Ao Pu Te, Qing Niao Fire Protection, and Lei Te Optoelectronics) for potential investment opportunities[36]

天眼查App显示，近日，鑫熔仪精工设备（深圳）有限公司成立，法定代表人为廖福华，注册资本100 万人民币，经营范围为电子产品销售；电子专用材料研发；机械设备研发；机械设备销售；专用设备制 造（不含许可类专业设备制造）；电子元器件与机电组件设备销售；仪器仪表制造；电工仪器仪表销 售；智能仪器仪表销售；工业自动控制系统装置销售；通用设备修理；第一类医疗器械销售；第二类医 疗器械销售；教育咨询服务（不含涉许可审批的教育培训活动）；广告制作；广告发布；广告设计、代 理；咨询策划服务；数字广告发布；数字广告设计、代理；国内贸易代理；货物进出口。（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）在线数据处理与交易处理业务（经营类电子商 务）。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文 件或许可证件为准）。 ...

每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 张明双） 2025年1至6月份，真兰仪表的营业收入构成为：仪表制造占比92.18%，其他占比4.02%，汽车行业占比 3.8%。 截至发稿，真兰仪表市值为61亿元。 每经AI快讯，真兰仪表（SZ 301303，收盘价：15元）12月11日晚间发布公告称，上海真兰仪表科技股 份有限公司董事长、总裁、5%以上股东李诗华先生之一致行动人谷丽燕女士计划自公司本公告披露之 日起6个月内，以自有资金通过二级市场以集中竞价方式增持公司股份，谷丽燕女士拟增持金额合计不 低于人民币1000万元且不超过人民币2000万元，增持股份数量不超过公司已发行股份总数的2%。 ...