Core Viewpoint - Haidian District has officially released the "Haidian District Scientific Instrument Pioneer Navigation Action Plan (2025-2027)", becoming the first district-level administrative unit in China to issue a three-year action plan specifically for scientific instruments [1][2]. Summary by Sections Innovation and Industry Development - Haidian District aims to leverage its strong resources in scientific instruments to support national strategic technology development, with a robust foundation in research and application driven by 37 universities, including Tsinghua and Peking University [3]. - The district hosts over 200 scientific instrument-related companies, including 112 national high-tech enterprises and 18 specialized "little giant" companies, showcasing a vibrant innovation ecosystem [3]. Four Major Projects - The action plan focuses on four major projects: 1. **Technology Product Strengthening Project**: Enhancing core competitiveness of domestic instruments through breakthroughs in key components and exploring AI applications in scientific instruments [4][10][14]. 2. **Application Promotion Demonstration Project**: Establishing instrument sharing platforms and conducting testing and evaluation to accelerate the iteration of high-end scientific instruments [4][15][16]. 3. **Innovation Entity Quality Improvement Project**: Cultivating leading enterprises in high-end scientific instruments and supporting the growth of small and medium-sized enterprises [4][18][19]. 4. **Industry Ecosystem Optimization Project**: Fostering collaboration between government funds and social capital, enhancing talent recruitment, and promoting standardization and patent strategies [4][22][23][24]. Specific Tasks - The four major projects encompass 15 specific tasks aimed at enhancing the overall innovation and application capabilities of the scientific instrument industry [4]. Goals and Objectives - The plan aims to enhance the research and development capabilities of scientific instruments, cultivate globally competitive industry clusters, and improve the overall industry ecosystem [6][7][9]. Support Measures - The action plan includes measures for coordination, financial support, and promotional activities to ensure effective implementation [27][28][29].

Core Viewpoint - Beijing Haidian District has launched the "Haidian District Scientific Instrument Pioneer Action Plan (2025-2027)", marking it as the first district-level initiative in China to implement a three-year action plan for scientific instruments [1][3]. Group 1: Action Plan Overview - The action plan aims to enhance the core competitiveness of domestic scientific instruments through four major projects: "Technology Product Strengthening Project", "Application Promotion Demonstration Project", "Innovation Entity Quality Improvement Project", and "Industry Ecosystem Optimization Project" [3][4]. - The plan emphasizes a market-driven approach, application-led initiatives, and innovation-driven strategies [3]. Group 2: Industry Ecosystem - Haidian District hosts over 200 scientific instrument-related companies, including 112 national high-tech enterprises and 18 specialized "little giant" companies, indicating a rich innovation resource and a comprehensive industrial ecosystem [3]. - The industry covers various fields, including core component and complete machine R&D, overseas agency, entrusted testing, shared platforms, professional media, and verification evaluation [3]. Group 3: Specific Projects - The "Technology Product Strengthening Project" focuses on key complete machines, core components, underlying software technologies, and exploring AI-enabled pathways for scientific instruments [3]. - The "Application Promotion Demonstration Project" aims to accelerate the iteration and updating of high-end scientific instruments through shared platform construction and user committee establishment [3][4]. - The "Innovation Entity Quality Improvement Project" seeks to cultivate enterprises at different development stages, promoting the transformation of research outcomes from universities and research institutions [3][4]. - The "Industry Ecosystem Optimization Project" will leverage government funds and social capital, enhance professional talent recruitment and training, and build a collaborative platform for industry-academia-research exchanges [4].

Core Viewpoint - The article highlights various high-paying job opportunities in the scientific instrument sector, emphasizing the demand for skilled sales and technical professionals in this industry [2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24]. Job Opportunities - Shanghai Kezhe Biochemical Technology Co., Ltd. is seeking an Amino Acid Analyzer Sales Manager with a salary range of 16k-35k per month [2]. - Guoyi Quantum is looking for a Client Manager in Jinan, offering a salary of 10k-18k per month [3]. - Beijing Leshi Lianchuang Technology Co., Ltd. is hiring a Sales Engineer in Shenyang with a salary of 10k-13k per month [4]. - Shanghai Yanzheng Experimental Instrument Co., Ltd. is offering a Sales Engineer position in Guangzhou with a salary range of 8k-16k per month [5]. - North Division Ruili is recruiting a Sales Manager in Chongqing with a salary of 8k-10k per month [6]. - Beijing Chengda Instrument Co., Ltd. is looking for a Sales Engineer in Beijing with a salary range of 6k-12k per month [8]. - Liaoning Jiahua International Trade Co., Ltd. is hiring an Instrument Sales Engineer in Shenyang with a salary of 5k-10k per month [9]. - Beijing Dongxi Analysis Instrument Co., Ltd. is offering a Sales Engineer position in Xining with a negotiable salary [10]. - Res tek is seeking a Chromatography Consumables Sales Engineer in Suzhou with a salary range of 7k-14k per month [11]. - Shanghai Beiyin Biotechnology Co., Ltd. is looking for an International Trade Sales position in Suzhou with a salary of 8k-15k per month [12]. Technical and Support Roles - Shanghai offers a position for an Application Engineer (Online Analysis Instruments) with a negotiable salary [14]. - Carl Zeiss (Shanghai) Management Co., Ltd. is hiring a Technical Support Engineer with a salary range of 12k-20k per month [16]. - Changzhou Pannuo Instrument Co., Ltd. is looking for a Service Engineer in multiple regions with a salary of 6k-10k per month [17]. - Qingdao Shenghan Chromatography Technology Co., Ltd. is seeking an Application R&D Expert with a salary range of 12k-25k per month [18]. - Beijing Rongchuang Intelligent Instrument Co., Ltd. is hiring a Biological Microscope Technical Service Engineer in Beijing with a salary of 6k-10k per month [19]. Additional Roles - Dalian Huayang Analysis Instrument Co., Ltd. is offering a Service Assistant position in Beijing with a negotiable salary [20]. - Zhuhai Truth Optical Instrument Co., Ltd. is looking for a Regional Manager with a salary range of 8k-20k per month [21]. - Zhejiang Fuli Analysis Instrument Co., Ltd. is hiring a Technical Engineer in Xi'an with a salary of 5k-6k per month [22]. - Yuanwei Max Bio is seeking a Technical Support Engineer in Nanjing with a salary range of 7k-15k per month [23]. - Shenzhen Zhongtu Instrument Co., Ltd. is looking for a Scanning Electron Microscope Product Manager with a salary range of 10k-25k per month [24].

Group 1 - The core viewpoint of the article is that Thermo Fisher Scientific is selling part of its diagnostic business for approximately $4 billion (about 287.24 billion RMB) to optimize its asset portfolio and divest from underperforming business segments [1][4]. - The company has engaged financial advisors to seek private equity investors for the sale of its diagnostic business, which includes the microbiology department that produces infectious disease testing equipment [4]. - There is no guarantee that the asset sale will be completed, and Thermo Fisher Scientific may ultimately decide to retain the asset [4]. Group 2 - Earlier in February, the company completed the acquisition of Solventum's purification and filtration business for $4.1 billion in cash [4].

Investment Rating - The report assigns a "Buy" rating to the company, projecting significant revenue and profit growth in the coming years [88]. Core Insights - The company, 聚光科技, is positioned as a leading domestic high-end instrument manufacturer, with a strong foundation and a turning point in its operations [3][5]. - The global analytical instrument market is expected to grow from $60 billion in 2025 to $111.4 billion by 2034, with a CAGR of 6.5%, indicating substantial growth potential for the industry [3][39]. - The company has successfully turned around its financial performance, achieving a revenue of 3.61 billion yuan in 2024, a 13.58% increase year-on-year, and a net profit of 207 million yuan, marking a 164.11% increase [24][88]. Summary by Sections Company Overview - 聚光科技 was established in 2002 and focuses on high-end analytical instruments, maintaining a "4+X" multi-business layout across various sectors [3][12]. - The company has undergone strategic adjustments, including the divestment of PPP projects, to enhance operational efficiency and focus on core instrument business [9][85]. Market Environment - The global analytical instrument market is dominated by North America, Europe, and China, with significant growth expected in the Asian market due to increasing R&D expenditures [3][39]. - Domestic demand for high-end analytical instruments is rising, driven by the need for local alternatives to imported products, as the import rate for high-end instruments remains high [43][47]. Financial Analysis - The company has experienced historical revenue and profit fluctuations but has shown signs of recovery, with a focus on cash flow and contract quality since 2023 [24][85]. - In 2024, the company achieved a revenue of 3.61 billion yuan and a net profit of 207 million yuan, indicating a successful turnaround [24][88]. Growth Projections - The company is projected to achieve revenues of 4.19 billion yuan in 2025, 4.80 billion yuan in 2026, and 5.41 billion yuan in 2027, with corresponding net profits of 320 million yuan, 451 million yuan, and 556 million yuan [88].

Core Insights - The global scientific instrument industry reported a total net profit of 19.8 billion yuan from 21 listed companies in 2024, showing a slight decline year-on-year, with the average net profit margin dropping to 11.6% from 15.7% in 2023, indicating a slowdown in industry growth and increasing strategic differentiation among companies [1][2]. Group 1: Financial Performance - The top three companies maintained their positions, with Thermo Fisher leading with a net profit of 6.33 billion USD, a profit margin of 14.8%, driven by a decrease in sales costs and an increase in gross profit margin [5]. - Danaher and Merck, while retaining their second and third positions, faced challenges with Danaher's net profit declining for two consecutive years due to a drop in the biotechnology segment, while Merck managed a slight profit decrease of 1.7% through market expansion in emerging regions [5][6]. - Among the 21 companies, 10 had net profit margins significantly above the industry average of 11.6%, highlighting the profitability efficiency of leading firms [8]. Group 2: Strategic Adjustments - Companies like SIBAT and Sartorius showed remarkable performance, with SIBAT achieving a 60.79% increase in net profit despite a 10% revenue decline, demonstrating effective cost control strategies [6]. - Sartorius experienced a 46.1% increase in net profit, attributed to a 16% revenue growth in the North American market and strategic focus on energy measurement [6]. - Agilent, despite a slight revenue decline, successfully implemented cost reduction strategies, resulting in a record high net profit and an improved global ranking [6]. Group 3: Challenges and Market Dynamics - Nine companies, including Zeiss and Veralto, faced profit declines despite revenue growth due to factors like currency fluctuations and rising costs [9]. - Companies such as Illumina and Bio-Rad encountered dual declines in revenue and profit, with Illumina suffering from goodwill impairment and Bio-Rad facing increased restructuring costs [9]. - The industry is experiencing structural adjustments, with emerging markets like Latin America and the Middle East driving growth for some companies, while the Chinese market presents challenges [10]. Group 4: Future Outlook - The ability of Thermo Fisher to return to peak profitability, the effectiveness of Danaher's cost-saving initiatives, and Sartorius's growth potential in energy measurement will be key indicators for the industry's direction [10]. - Companies must address the challenge of achieving sustainable growth through technological innovation, market rebalancing, and operational efficiency amidst overall profit margin pressures [10].

导读： 本文深度聚焦国内50家上市仪器公司，通过解析2024年度研发投入金额、占比、人员规模等关键数据，绘制出一份全景式创新图谱。 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。 科学仪器，被誉为现代工业的"隐形基石"和科技创新的"眼睛与双手"。从基础研究到产业升级，从实验室探索到高端制造，仪器的精度与可靠 性直接决定着科研的高度与产业的质量。然而，这一关键领域曾长期被国际巨头垄断，国产仪器的"卡脖子"之痛，不仅关乎企业生存，更牵系 国家科技自主的战略安全。 近年来，政策东风频吹——从"十四五"规划的顶层设计，到财政专项的精准滴灌；从进口替代的硬性指标，到产学研协同的技术攻坚，国产科 学仪器行业正迎来前所未有的历史性机遇。在这场必须打赢的"逆袭战"中，研发投入成为企业竞争力的核心标尺：唯有真金白银砸向创新，才 能突破技术壁垒；唯有顶尖人才汇聚，方能锻造出与进口品牌抗衡的"中国精度"。 基于此，仪器信息网深度聚焦国内50家上市仪器企业，通过解析2024年度研发投入金额、占比、人员规模等关键数据，绘制出一份全景式创 新图谱。我们试图回答：谁在引 ...

Investment Rating - The report suggests a positive outlook for the scientific instruments industry, particularly in the context of domestic substitution driven by tariff uncertainties and export restrictions [4]. Core Insights - The scientific instruments market is undergoing a transformation, with domestic alternatives becoming essential due to increased import costs and supply chain risks [3][7]. - The analysis instruments market is experiencing growth, with the domestic market exceeding 30 billion yuan, and global market growth from 57.8 billion USD to 77.1 billion USD from 2017 to 2023, reflecting a CAGR of 4.92% [3][17]. - Increased R&D investment and supportive policies are expected to accelerate domestic substitution in the scientific instruments sector [3][27]. - The mass spectrometry and chromatography sectors face significant barriers, with high-end applications still dominated by foreign brands [3][4]. Summary by Sections Section 1: Domestic Substitution in Scientific Instruments - Tariff uncertainties and U.S. export controls are pushing for domestic alternatives in scientific instruments [7]. - The analysis instruments segment is a major branch of the scientific instruments industry, with high added value and a domestic market exceeding 30 billion yuan [17][11]. - R&D investment intensity is increasing, with 2024 funding reaching 3.61 trillion yuan, a growth of 8.3% year-on-year [25][26]. Section 2: Barriers in Mass Spectrometry and Chromatography - The mass spectrometry market in China reached 16.7 billion yuan in 2023, with a year-on-year growth of 19.53% [3][4]. - The chromatography market is projected to grow to around 16 billion yuan in 2024, with significant potential for domestic substitution [3][4]. Section 3: Innovation and Domestic Substitution - Companies like 聚光科技 (Juguang Technology) are turning losses into profits and expanding their business layout [4]. - 皖仪科技 (Wanyi Technology) is a leader in leak detection instruments, continuously investing in R&D [4]. - 莱伯泰科 (Leibotai Technology) is expanding from sample preparation to high-end analytical testing instruments [4]. - 雪迪龙 (Xuedilong) is actively positioning itself in the scientific instruments market, benefiting from the expansion of the carbon market [4].

Investment Rating - The report suggests a positive outlook for the scientific instruments industry, particularly in the context of domestic substitution driven by tariffs and export restrictions [4]. Core Insights - The scientific instruments market is undergoing a transformation due to increased tariffs and export controls from the U.S., pushing domestic alternatives from an option to a necessity [3][7]. - The analysis instruments market is experiencing continuous growth, with the domestic market exceeding 30 billion yuan, and the global market growing from 57.8 billion USD in 2017 to 77.1 billion USD in 2023, reflecting a CAGR of 4.92% [3][17]. - Increased R&D investment and supportive policies are expected to accelerate domestic substitution in the scientific instruments sector [3][27]. - The mass spectrometry and chromatography sectors face significant barriers, with high-end applications still dominated by foreign brands, indicating a long road ahead for domestic high-end development [3][4]. Summary by Sections Section 1: Domestic Substitution in Scientific Instruments - Tariff uncertainties and U.S. export controls are reshaping the landscape, making domestic substitution essential [3][7]. - The analysis instruments segment is a major branch of the scientific instruments industry, with high added value and a domestic market exceeding 30 billion yuan [3][17]. - R&D investment intensity is increasing, with 2024 funding reaching 3.61 trillion yuan, a growth of 8.3% year-on-year, surpassing the EU average [3][26]. Section 2: Barriers in Mass Spectrometry and Chromatography - The mass spectrometry market in China reached 16.704 billion yuan in 2023, growing by 19.53% year-on-year, but remains dominated by foreign brands [3][4]. - The chromatography market is projected to reach around 16 billion yuan in 2024, with significant potential for domestic substitution as import amounts decline [3][4]. Section 3: Innovation and R&D Focus - Companies like 聚光科技 (Juguang Technology) are turning losses into profits and diversifying their business models [4]. - 皖仪科技 (Wanyi Technology) is a leader in leak detection instruments, continuously investing in R&D [4]. - 莱伯泰科 (Leibotai Technology) is expanding from sample preparation to high-end analytical instruments, exploring new mass spectrometry technologies [4]. - 雪迪龙 (Xuedilong) is actively positioning itself in the scientific instruments market, benefiting from the expansion of the carbon market [4].

Core Insights - Agilent reported Q2 revenue of $1.67 billion, a 6.0% increase compared to Q2 2024, with core business growth of 5.3% [1] - GAAP net income for Q2 was $215 million, or $0.75 per share, down from $308 million, or $1.05 per share in Q2 2024 [1] - Non-GAAP net income for the quarter was $373 million, or $1.31 per share, compared to $356 million, or $1.22 per share in the same period last year [1] - The CEO highlighted the success of the Ignite transformation as a key driver of financial performance [1] Business Segment Performance - AMG segment revenue was $301 million, a decline of 1.3% year-over-year and 10.9% quarter-over-quarter [1] - LDG segment revenue reached $654 million, an increase of 8.3% year-over-year and 1.1% quarter-over-quarter [1] - ACG segment revenue was $713 million, showing a year-over-year growth of 7.4% and a quarter-over-quarter increase of 2.4% [1] Fiscal Year and Q3 Outlook - The full-year revenue outlook is between $6.73 billion and $6.81 billion, representing a growth of 3.4% to 4.6%, with core revenue growth of 2.5% to 3.5% [2] - Q3 revenue is projected to be between $1.645 billion and $1.675 billion, with a report growth of 4.2% to 6.1% and core growth of 1.7% to 3.6% [2] - Non-GAAP earnings per share for Q3 are expected to be between $1.35 and $1.37 [2]