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。 近年来，流式细胞仪正以瞩目的速度迭代升级：一方面，流式细胞仪分辨率与灵敏度持续提升，细胞信息捕获能力向"高维度、高精度、单细 胞"演进。另一方面，产业格局正经历结构性变革——国产化浪潮加速推进，安捷伦、贝克曼、SONY 等国际品牌纷纷推出本土化机型，国产 厂商亦从中低端市场形成突破。 为透视市场真实生态，仪器信息网对2025年上半年国内流式细胞仪公开中标数据进行了整理分析。 （注：受招标平台公示范围限制，统计存在样本局限性，仅供参考） 进口品牌仍占绝对优势 2025年上半年流式细胞仪中标金额为2.3亿元，中标台套数为208台。本次调研统计到18家流式细胞仪企业，进口厂牌7个，国产厂牌多达11 个。从中标金额来看，进口品牌占比91.89%，国产品牌占比8.11%。 从中标数量来看，进口品牌占比85.29%，进口品牌占比14.71%。单从中标金额和中标数量来看，进口品牌占比仍远高于国产品牌，进口品 牌仍然占市场主导。 导读： 2025年上半年流式细胞仪中标金额为2.3亿元，中标台套数为208台。B ...

二季度港股定价权有何变化 [Table_Authors] 吴信坤(分析师) 策 略 研 究 本报告导读： 二季度以来，南向资金继续流入港股，其港股持股市值占比随之创下历史新高。 投资要点： 风险提示：资金数据为估算值。 | | 021-38676666 | | --- | --- | | 登记编号 | S0880525040061 | | | 陈菲(分析师) | | | 021-38676666 | | 登记编号 | S0880525040127 | 海 外 策 略 研 究 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 策略研究 /[Table_Date] 2025.07.02 [Table_Summary] 二季度以来，南向资金继续流入港股，Q2 累计净流入 2925 亿港元， 南向在港股中的持股市值占比随之创下历史新高，港股通持股金额 占比由 Q1 末的 19.0%升至 Q2 末的 20.7%，与此同时外资占比从 62.8%降至 60.4%。 分行业看，存量视角下外资在港股大部分细分行业仍占据主导地位。 但伴随南向流入，消费者服务、家庭用品、汽车、商业服务、耐用 消费、生物制药、医疗设备服务、 ...

7月2日【立方招采通】标讯亮点包括工程建设、医疗药械、商务服务、设备采购等项目。其中：山姆会 员商店建设施工项目和南阳市第六人民医院医疗设备采购项目（第一批）可重点关注。 预算金额：318.00万元 项目概况：采购全数字化彩色多普勒超声诊断仪、全自动生化免疫流水线、全自动分枝杆菌培养监测仪 等21项设备 提交投标文件截止时间：2025年7月24日9时 郑州东沃管理有限公司发布山姆会员商店建设施工项目招标计划，计划招标时间为2025年7月，合同估 算价为2.5亿元；该工程监理项目同日启动招标，合同估算价为125万元。项目位于郑州市郑东新区如意 东路东、如意河东十街北，总用地面积29338.4平方米（约44.01亩）。其中商业用地21508.4平方米，总 建筑面积61600平方米。该地块于今年1月由郑州东沃管理有限公司以2.03亿元竞得；今年3月中国建筑 西南设计研究院成功中标该项目建筑方案设计。 南阳市第六人民医院医疗设备采购项目（第一批）资金来源为财政资金，采购内容为：全自动细菌鉴定 及药敏分析系统、全自动流式细胞仪、全自动细菌分散计数仪、全自动微生物培养系统、全自动医用 PCR检测系统等21套设备，包含医疗 ...

Group 1 - The core viewpoint of the articles highlights the resurgence of headquarters projects in Guanggu, attracting significant foreign investment from global leading companies and Fortune 500 firms [1][2][3] - In 2025, the Wuhan Investment Promotion Conference resulted in the signing of 10 major projects in Guanggu, with a total investment amounting to 16.74 billion yuan [1] - Guanggu has signed over 60 projects worth more than 100 million yuan this year, indicating a consistent trend of investment activity [1] Group 2 - The "second headquarters" phenomenon in Guanggu began in 2017, with over 80 leading internet companies and numerous major enterprises establishing their second headquarters in the region by 2020 [2] - The focus of Guanggu's investment strategy is not merely on scale but on aligning with regional strategies and supporting industrial upgrades, thereby enhancing the local industrial ecosystem [2] - Guanggu has attracted over 1,300 foreign enterprises, including nearly 100 Fortune 500 companies, with more than 120 foreign enterprises registered last year, accounting for nearly 30% of new foreign investment enterprises in the city [3] Group 3 - The efficient business environment in Guanggu has been a key factor in attracting foreign investment, with companies like Amber Group citing quick establishment processes as a significant advantage [6] - Guanggu has optimized its foreign investment policies, introducing new incentives for development, research, and green initiatives, which have led to over a hundred foreign enterprises benefiting from these policies [7] - Recent initiatives include the establishment of overseas offices by local companies and the signing of agreements with international firms, enhancing Guanggu's global connectivity [7][8]

Group 1 - The company, Jiangsu Kangzhong Digital Medical Technology Co., Ltd., has filed a lawsuit against Hefei Dentifi Medical Equipment Co., Ltd. regarding a payment dispute related to a product sales contract and sales orders [1][2] - The lawsuit was filed in the Suzhou Industrial Park People's Court, and the case has been accepted by the court but has not yet been heard [1][2] - The company is seeking a total of 16,371,482.80 yuan in overdue payments and late payment penalties, along with litigation costs of 120,029.00 yuan [2] Group 2 - The company has already made provisions for bad debts in accordance with accounting standards, but the impact of the lawsuit on current and future profits remains uncertain until the court's decision [2] - The lawsuit is a legal action taken by the company to assert its rights and protect the interests of the company and its shareholders, and it will not affect the company's normal production and operations [2]

导读： 作为医疗临床检验仪器及配套试剂的供应商，迪安致力于将国际前沿的医学检验技术和设备引进中国，获得德国Roche(罗氏诊断)、德国QIAGEN (凯杰生 物)、德国科宝等全球著名企业产品代理资质。 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。 | 各中心 | 设备类别 | 参数 | 数量 | | --- | --- | --- | --- | | | | 检测速度大于2000测试/小时 | | | | | 试剂位≥120个 | | | | 1.全自动生化分析系统 | 样本位≥250个 | 1套 | | | | (按照实际需求提供) | | | | 2、全自动化学发光免疫分 | 检测速度大于600测试/小时 试剂位≥30个 | | | | | | 1套 | | | 析系统 | 样本位≥160个 | | | | | (按照实际需求提供) 干化学测试模式≥200个/每 | | | | | 小时 | | | | 3.全自动尿液分析系统 | 有形成分测试模式≥100个/ | 1套 | | | | 每小时: | | | | | (按照实际需求提供 ...

2025年6月27日至30日，第20届中国国际中小企业博览会（简称"中博会"）在广州成功举办。本届展会 以"加强合作，扩大交流，互利共赢，携手发展"为主题，由工信部主办，埃及中小微企业发展局、联合 国工业发展组织担任主宾方，广东省工业和信息化厅、广州市人民政府承办。展会规模约8万平方米， 总展位数超3500个，50多个国家（地区）和国际组织的超2000家企业参展；吸引全球超1300万人次线上 线下（300959）关注、参与。 据介绍，本届展会设7个展厅，包括主题展、专业展、配套活动和网上中博会，主题展包括国际展区、 港澳台展区、省区市专精特新展区。专业展包括制造业数字化转型专题展、工业设计展、智能穿戴与现 代钟表展、老字号企业展。 本届中博会举办首日，广东省委书记黄坤明，工信部党组书记、部长李乐成，广东省委副书记、省长王 伟中出席开幕式并在中博会展区巡馆调研。主宾方埃及展览和会议总局主席埃萨姆·埃尔·纳加尔、主宾 方联合国工业发展组织副总干事邹刺勇，以及柬埔寨工业和科技创新部国务秘书尼姆·克梅拉出席开幕 式并致辞。 本届展会上，还举办了60多场系列配套活动，并通过发布第三批中小企业数字化转型城市试点名单，启 ...

编 译 / 路 行 设 计 / 赵昊然 来 源 / CNBC、路透社、electrek、福布斯等 作 者 / L o r a K o l o d n y 、 A l e x a n d r a U l m e r 、F r e d L a m b e r t 、A l a n O h n s m a n 等 自2022年埃隆·马斯克（Elon Musk）正式收购推特（现更名为X）以来，特斯拉这家全球电动车巨 头似乎进入了一个风暴旋涡。随着品牌声誉下滑、全球销量放缓、投资者信心动摇，公司核心高管 的频繁更替也逐渐浮出水面。 据知情人士透露，马斯克已解雇特斯拉负责北美和欧洲业务的运营副总裁奥米德·阿夫沙尔 （Omead Afshar），此举发生在这两个关键市场销量持续下滑、电动车品牌整体人气下降的背景 下。 阿夫沙尔其人 根据阿夫沙尔的领英个人资料，他曾在加州大学欧文分校学习生物医学工程，并于2011年至2017年 期间在医疗设备制造商圣犹达医疗公司工作。 他在洛杉矶的医疗保健巨头雅培公司短暂担任了7个月的"高压运营和运营业务系统经理"，之后进 入埃隆·马斯克的"首席执行官办公室"。 在马斯克长期担任幕僚长（正式 ...

Market Overview - The A-share market experienced a significant rebound on June 30, with the Shanghai Composite Index rising by 0.59%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.35% [2] - A total of 4,056 companies saw their stock prices increase, while 1,127 companies declined, with 92 stocks hitting the daily limit up [3][4] - In the first half of the year, the Shanghai Composite Index rose by 2.76%, and the North Star 50 Index surged by 39.45%, reaching a historical high [3] Sector Performance - The military industry sector saw a notable surge, with stocks like Great Wall Military Industry and North Navigation hitting the daily limit up. This was influenced by the upcoming grand military parade on September 3, showcasing domestically produced main battle equipment [5] - The brain-computer interface sector also experienced a rise, with stocks such as Xiangyu Medical and Innovation Medical reaching the daily limit up. This was driven by Neuralink's recent developments and future plans for human-machine integration [7][8] Gaming Industry - The gaming sector saw a significant increase following the announcement of 147 domestic game approvals and 11 imported game approvals by the National Press and Publication Administration, marking a record high for monthly approvals in recent years. Major companies like Tencent and NetEase received approvals [9] - Citic Securities expressed optimism about the gaming sector, highlighting that the core companies' valuations are significantly lower than those in the new consumption sector, suggesting potential growth [9] Trade Developments - Positive trade news emerged as Canada lifted its digital services tax on tech companies, aiming to restart negotiations with the U.S. [9] - India's trade team extended its stay in Washington to resolve differences, with hopes of reaching a temporary agreement before the July 9 deadline [10]

Group 1 - The core viewpoint is that by 2025, domestic PFA brands are expected to enter a rapid commercialization phase, gradually replacing traditional radiofrequency and cryoablation technologies due to their non-thermal ablation characteristics, shorter operation times, lower complication risks, and better long-term efficacy [1] - Six domestic brands have already been approved, indicating a growing market presence [1] - The National Medical Products Administration has approved measures to optimize the lifecycle regulation to support the innovation and development of high-end medical devices, which includes ten initiatives aimed at promoting the development of medical robots, high-end medical imaging equipment, AI medical devices, and new biological materials [1] Group 2 - The medical device sector is currently valued at historical lows, with policy benefits expected to materialize starting from Q2 2025, particularly in the AI + imaging/surgery direction [1] - The innovative drug sector is experiencing short-term fluctuations but is viewed positively in the long term, driven by accelerated overseas expansion and changes in payment systems [1] - The traditional Chinese medicine sector is seeing reduced impacts from centralized procurement, with improved gross margins for OTC products; the blood products industry is experiencing increased concentration and favorable demand for immunoglobulin [1] Group 3 - The retail pharmacy industry is undergoing accelerated clearing, with AI empowerment enhancing operational efficiency and outpatient coordination creating incremental opportunities [1] - The CXO sector is gradually stabilizing in performance, with a recovery in overseas investment and financing driving industry growth [1] Group 4 - The ChiNext Medical ETF tracks the ChiNext Medical Index, which is compiled by China Securities Index Co., Ltd., selecting listed companies in the medical and health industry from the ChiNext market to reflect the overall performance of the medical and biological sector [2] - This index focuses on high-growth and innovative sub-sectors such as biomedicine, medical devices, and medical services, effectively showcasing the investment value and development potential of the ChiNext medical industry [2]