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年底最后一波福利!耐驰热分析专场训练营,解锁行业核心技能
仪器信息网· 2025-12-07 09:06
→点击免费限量礼盒 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。 《热分析动力学训练营》:技术进阶的核心王牌课 为什么值得学? 1、高价值定位:热分析技术的高级拓展课,基于 DSC、TG 等数据,结合动力学方程与反应模型,能预测反应转化、 指导科研 / 工艺改进(比如材料固化工艺优化、药物稳定性预测); 还在为热分析实验 "数据看不懂、问题难解决" 发愁?想掌握热分析动力学模型,却找不 到系统落地的学习路径? 「热分析专场专属训练营」正在招生 ,1 2月1日- 3 1日报名享 年底最后优惠,带你从基础操作到高级应用,一站式搞定热分析技术! 两大训练营,覆盖从入门到进阶的全需求 《热重分析技术与应用训练营》:实验必修课 核心亮点: 1、搞懂热重分析基本原理 + 操作技巧,从 "会按按钮" 到 "懂参数逻辑"; 2、拆解实验常见问题(如基线漂移、数据偏差),直接给解决方案。 2、顶配师资:耐驰 2 位资深专家亲授 —— 徐梁(深耕热分析二十余年的应用科学家)+ 王荣(参与国标制定、有十 余年实操 / 培训经验的高级应用专家); 3、完整体系: ...
新天科技:拟将募投项目结项,8805.88万元节余资金拟用于补充流动资金
南财智讯12月5日电,新天科技公告,公司于2025年12月4日召开第五届董事会第十六次会议和第五届监 事会第十六次会议,审议通过了《关于募投项目结项并将节余募集资金永久补充流动资金及注销募集资 金专户的议案》。公司募投项目"智慧水务云服务平台项目"、"智慧农业节水云服务平台项目"、"互联 网+机械表"升级改造产业化项目、"移动互联抄表系统研发项目"已达到预定可使用状态,满足结项条 件。截至2025年12月02日,上述项目节余募集资金合计8805.88万元(含存款利息,最终金额以资金转 出当日银行结息余额为准),拟永久补充流动资金,用于公司日常生产经营及业务发展。节余募集资金 转出后,公司将注销相关募集资金专户。该事项尚需提交公司股东会审议。 ...
深圳宝龙诊断科技有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-12-05 04:20
天眼查App显示,近日,深圳宝龙诊断科技有限公司成立,法定代表人为谢宝同,注册资本100万人民 币,经营范围为一般经营项目是:水质污染物监测及检测仪器仪表制造;水质污染物监测及检测仪器仪 表销售;海洋工程装备研发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;第一 类医疗器械生产;第一类医疗器械销售;第二类医疗器械销售;互联网数据服务;软件开发;软件销 售;农林牧渔专用仪器仪表制造;农林牧渔专用仪器仪表销售;智能农业管理;兽医专用器械销售;农 业面源和重金属污染防治技术服务;野生动物疫源疫病防控监测;水环境污染防治服务;土壤环境污染 防治服务;环境保护专用设备制造;环境保护专用设备销售。(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),许可经营项目是:兽药生产;兽药经营;宠物饲料(宠物食品)生产;第二 类医疗器械生产。(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)。 ...
真兰仪表:燃气表产能扩建募投项目拟调整为新建水表生产基地项目
此次变更主因系燃气表市场需求结构发生变化,超声波燃气表逐步替代传统膜式燃气表成为行业趋势, 公司相应压缩原有产线投资规模;同时,公司通过与下游燃气运营商设立合资公司方式拓展市场,减少 了对自有产能扩张的依赖。 南方财经12月4日电,真兰仪表(301303.SZ)公告称,其募投项目真兰仪表科技有限公司燃气表产能扩 建项目因市场环境变化及产品更新迭代加快,拟调整资金用途,将部分募集资金变更为新建水表生产基 地项目,并永久补充流动资金。截至2025年11月30日,该项目已投入募集资金25,077.55万元,占计划募 集资金投资额77,625.00万元的32.31%,结余资金52,547.45万元中,38,000.00万元将用于真兰仪表新建 水表生产基地项目,其余14,547.45万元及相应利息和理财收益将永久补充流动资金。 ...
Mettler-Toledo(MTD) - 2025 FY - Earnings Call Transcript
2025-12-03 16:30
Financial Data and Key Metrics Changes - The company reported a strong third quarter with core industrial business growing 10% organically, exceeding expectations of high single-digit growth [3][4] - The overall guidance for next year anticipates low- to mid-single-digit growth for both core industrial and product inspection segments, with organic growth potentially closer to low single digits [13][14] Business Line Data and Key Metrics Changes - Core industrial business constitutes 25% of global business, with 60% of that sold into core end markets like pharma and food manufacturing [2][3] - Product inspection accounts for about 15% of global business, with 70% of that sold to food manufacturing companies [5][6] - The lab segment experienced 4% growth in Q3, with strengths in bioproduction and bioprocessing, while liquid handling faced challenges [23][27] Market Data and Key Metrics Changes - Strong double-digit growth was observed in the Americas and Europe, with a slight growth in China, marking the first growth in the industrial business in China in two years [4][5] - The company noted that emerging markets now account for 17% of sales, slightly larger than China [68] Company Strategy and Development Direction - The company is focusing on enhancing solutions through automation and digitalization, which aligns with customer needs for process optimization [3][10] - Recent acquisitions are aimed at strengthening the franchise and increasing direct market access, particularly in the service business [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the operating environment, acknowledging ongoing uncertainties but expecting gradual improvement throughout the year [14][40] - The company is well-positioned to benefit from onshoring trends, particularly in the pharma and biopharma sectors, which constitute a significant portion of their business [41][43] Other Important Information - The company is experiencing headwinds from tariffs, with a projected gross margin decline of about 200 basis points due to these tariffs [52][56] - The Swiss tariffs are expected to decrease, which may provide a modest benefit to next year's guidance [58][59] Q&A Session Summary Question: What is the outlook for the industrial piece going into 2026? - Management indicated low- to mid-single-digit growth expectations for both core industrial and product inspection segments, with cautious positioning due to market uncertainties [13][14] Question: How are recent acquisitions expected to impact the business? - Acquisitions are seen as strategic moves to strengthen the franchise and enhance service offerings, with expected benefits in the service business [18][19] Question: What is the company's view on the biopharma market? - Management noted improved headlines but maintained a cautious outlook, expecting some customers to remain in a wait-and-see mode regarding investment commitments [39][40] Question: How does the company plan to address tariff impacts? - The company has implemented measures to mitigate tariff impacts and expects a modest benefit from the reduction of Swiss tariffs in the upcoming year [56][58]
真兰仪表:截至11月28日合并股东总户数18300户
Zheng Quan Ri Bao Wang· 2025-12-03 08:40
证券日报网讯12月3日,真兰仪表(301303)在互动平台回答投资者提问时表示,截至2025年11月28 日,公司含信用账户的合并股东总户数为18300户。 ...
Badger Meter (BMI) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-12-02 18:01
Core Viewpoint - Badger Meter (BMI) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Company Performance Indicators - For the fiscal year ending December 2025, Badger Meter is expected to earn $4.80 per share, with a 1.7% increase in the Zacks Consensus Estimate over the past three months [8]. - The upgrade reflects an improvement in Badger Meter's underlying business, suggesting that investors may push the stock price higher due to this positive trend [5]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - Badger Meter's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].
Mettler-Toledo International (NYSE:MTD) FY Conference Transcript
2025-12-02 15:12
Mettler-Toledo International (NYSE:MTD) FY Conference Summary Company Overview - **Company**: Mettler-Toledo International - **Industry**: Life Sciences and Meta Devices - **Key Products**: Laboratory balances, analytical instruments, liquid handling equipment, automated chemistry equipment, process analytics, and software solutions Core Insights - **Execution and Pricing**: Mettler-Toledo has a consistent pricing strategy with a 1-2% increase, which is at the higher end of the industry. The company attributes this to its strong execution and innovation capabilities [3][4] - **Market Leadership**: Mettler-Toledo holds a global market leadership position in approximately 75-80% of its niche markets, with an average market share of around 25% across 25 product categories [5] - **End Markets**: The company serves attractive end markets, with 40% of sales to pharma/bio-pharma, 20% to food manufacturing, and 10-15% to specialty chemicals. These markets are expected to grow due to increasing investments in automation and digitalization [8][9] - **Sales Strategy**: The Spinnaker program focuses on operational excellence in sales and marketing, utilizing a dedicated sales force of about 3,000 application experts to target the most profitable market segments [6] Financial Performance - **Revenue Breakdown**: 55% of Mettler-Toledo's business comes from laboratory products, with laboratory balances being the largest category. The industrial business accounts for 40% of total revenue, split between core industrial (25%) and product inspection (15%) [13][21] - **Growth Trends**: The company experienced strong growth in process analytics, particularly in bioprocessing and semiconductor applications. However, the research side of the lab business has faced challenges due to funding issues in biotech and academia [59][60] Macro Environment - **Economic Sentiment**: The company remains cautious about the macroeconomic environment, citing trade disputes and governmental policies affecting core markets. However, there is optimism for future investment as conditions improve [25][26] - **Impact of Shutdown**: Minimal impact from government shutdowns was noted, primarily affecting the liquid handling business, which is a small part of overall sales [28] Onshoring and Replacement Cycle - **Onshoring Opportunities**: Mettler-Toledo is well-positioned to benefit from onshoring trends, with customers expressing interest in relocating operations. The company anticipates a shift from replacement business to new opportunities in the coming years [34][35] - **Replacement Cycle**: The average product lifecycle is estimated at seven years, with the current install base being older than usual, indicating potential for future sales growth as customers begin to replace aging equipment [36] Digitalization and AI Initiatives - **Digital Transformation**: Mettler-Toledo has been investing in digitalization for over 15 years, focusing on harmonizing processes and enhancing customer interactions through AI and automation [39][41] - **AI Applications**: The company is developing AI-driven tools for internal processes, customer interactions, and product enhancements, which are expected to provide significant competitive advantages [44][48] Future Outlook - **Guidance for 2026**: The company anticipates mid to high single-digit growth in services and overall cautious optimism for the industrial and product inspection segments, with expectations of low to mid-single-digit growth in these areas [69][57] - **Investment in R&D**: Mettler-Toledo has increased R&D spending to drive innovation and product development, aiming to emerge stronger from current market challenges [38] Conclusion Mettler-Toledo International is positioned for growth through its strong market leadership, innovative product offerings, and strategic focus on digitalization and automation. The company remains cautious yet optimistic about future economic conditions and market opportunities.
精创电气北交所上市首日涨幅超3倍,北交所新股热度延续
Xin Jing Bao· 2025-12-02 09:56
Group 1 - Jiangsu Jingchuang Electric Co., Ltd. officially listed on the Beijing Stock Exchange on December 2, with an opening price of 51 yuan and a closing price of 52.12 yuan, resulting in a surge of 330.74% and a total market capitalization of 3.015 billion yuan [1] - The company raised 175 million yuan through the issuance of 14.46 million shares at an initial price of 12.1 yuan per share, with the funds allocated for smart upgrades of core production lines, R&D center construction, and marketing network expansion [2] - The company aims to deepen its "AI+" strategy and expand into new areas such as energy storage, data centers, and thermal management for robotics, while maintaining a focus on technological innovation [2] Group 2 - The performance of new stocks on the Beijing Stock Exchange remains strong, with an average first-day increase of over 360% for 22 companies listed from January 1 to November 21 [3] - The IPO approval process has accelerated, with 38 companies having their IPOs reviewed this year, and 11 of those occurring in November, indicating a growing market supply [4] - The average net profit of companies in the IPO queue is close to 100 million yuan, with 92.9% of these companies reporting net profits exceeding 50 million yuan, suggesting strong profitability among upcoming listings [5]
CSA+UL双认证!北美专用网络电力仪表
Sou Hu Cai Jing· 2025-12-02 03:46
胡冠楠 Acrelhgn 安科瑞电气股份有限公司 上海嘉定 201801 基础电量 四象限电能、四象限无功电能、分相电能、视在电能、复费率电能 脉冲输出:总有功、总无功电能脉冲输出 1市场背景 在用电场景中,电表是连接电力供应与用户的 "桥梁",它不仅要精准计量每一度电,更需守护用电安全与合规性。尤其对于布局北美市场的企 业,或对家用用电安全有高要求的消费者而言,一款带有 UL 认证的电表,早已成为选型时。 某家电企业曾因配套电表未通过北美安全认证,导致整批货物滞港,不仅产生高额仓储费用,还错失了关键销售窗口期。这一案例也印证:在电 力设备领域,"安全合规" 从来不是附加项,而是产品进入市场的 "入场券"。 2概况Overview: APM521网络电力仪表(以下简称仪表)按IEC国际标准设计,具有全电量测量、电能统计、电能质量分析事件记录功能及网络通讯等功能,主 要用于电网供电质量的综合监控。该系列仪表配有功能丰富的DI/DO模块、AO模块,可以灵活实现电气回路全电量测量及开关状态监控。 The APM521 network power meter (hereinafter referred to as t ...