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。 近期，证监会网站公示，天津三英精密仪器股份有限公司2026年2月3日向天津证监局办理辅 导备案登记，辅导机构为华泰联合证券有限责任公司。 | 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 者 本 人 ， 不 代 表 本 号 立 场 发 文 不 易 ， 请 帮 编 点 下 "❤️" ↓ | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 来 源 ： 经 济 观 察 网 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 ...

Core Insights - The AI industry is transitioning from technological breakthroughs to application implementation, with enterprise-level AI applications accelerating towards large-scale deployment [1] - The Chinese government aims for AI integration in six key sectors by 2027, with a target of over 70% application penetration for new intelligent terminals and rapid growth in the core industries of the intelligent economy [1] Group 1: Company Strategy and Market Position - Huashengchang has been deeply rooted in the instrument and meter industry for 35 years, adhering to the principle of "precise measurement" while proactively advancing its "AI+" strategy to redefine its product line from "precise measurement" to "intelligent diagnosis" [2] - The company is expected to benefit from the projected growth of China's enterprise-level AI application market, which is anticipated to reach 44 billion yuan by 2025, representing a year-on-year increase of 37.5% [2] - Huashengchang is enhancing its supply chain resilience through its manufacturing base in Vietnam, enabling efficient responses to global market demands for AI products [2] Group 2: Technological Foundations - The foundation of Huashengchang's AI strategy lies in its deep understanding of measurement needs, extensive experience in measurement technology, and comprehensive knowledge of industry applications [3] - The company has developed the "DeepSense" model, the first nationally registered vertical model in the instrument measurement sector, which features self-learning capabilities and multi-modal data analysis [3] Group 3: Product Development and Applications - Huashengchang's "AI+ instrument and meter" strategy has achieved significant results in both industrial and medical fields, with new products like the AI-7760 power quality analyzer and AI arc detection series filling gaps in the domestic high-end instrument market [4] - The AI-7760 integrates the DeepSeek model and RAG knowledge graph, offering advanced features such as voice control and proactive monitoring, transforming industrial measurement from mere data recording to intelligent decision-making [4] - In the medical field, Huashengchang launched four smart home medical devices at the 2025 CMEF Expo, showcasing how AI technology enhances traditional medical equipment [5] Group 4: Future Outlook - The continuous iteration of foundational models is expected to trigger explosive growth in AI applications, pushing the intelligent transformation of the instrument and meter industry into a deeper phase [5] - Huashengchang aims to maintain its innovative spirit and deepen the implementation of its "AI+" strategy, integrating precise measurement with intelligent AI to contribute to industrial upgrades and improvements in public welfare [5]

（文章来源：证券日报） 证券日报网讯 2月2日，四方光电在互动平台回答投资者提问时表示，公司与机器人产业链企业目前主 要处于交流探索阶段。公司将持续关注包括机器人产业在内的新兴市场动向，并积极对接其在特种环境 安全监测、自动化巡检等场景下对气体检测技术的潜在需求。 ...

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。 一、本期业绩预计情况 1、业绩预告期间：2 0 2 5年1月1日至2 0 2 5年1 2月3 1日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 二、与会计师事务所沟通情况 四、其他相关说明 本业绩预告是公司财务部门初步测算的结果，未经注册会计师审计。2 0 2 5年度业绩 的具体财务数据将在公司2 0 2 5年年度报告中详细披露,公司 将严格按照有关法律法规的要 求，及时做好信息披露工作。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 佛山市南华仪器股份有限公司董事会 2 0 2 6 年0 1 月3 0日 本业绩预告相关财务数据未经注册会计师审计。但公司已就业绩预告有关事项与年报 审计会计师事务所进行了预沟通，公司与会计师事务所在 本报告期的业绩预告方面不存在 重大分歧。 三、业绩变动原因说明 1、报告期内，归属于上市公司股东的净利润- 3 0 0万元至- 2 0 0万元，较上年同期下降， 主要原因为本报告期非经常性损益较上年同期较大幅度 减少，预计2 0 2 5年 ...

业绩大幅下滑主要受三方面因素影响：主营业务方面，公司核心产品环境在线监测用质谱仪市场受政府 采购周期影响处于深度调整期，同时新产品收入未能弥补传统业务下滑，加之公司主动放弃部分高风险 订单导致收入收缩；资产减值方面，公司对存货及部分长期资产计提减值准备；此外，政府补助确认金 额减少及递延所得税资产转回也对利润形成拖累。由于初步测算的扣非前后净利润孰低者为负值，且扣 除类营业收入低于1亿元，公司触及《上海证券交易所科创板股票上市规则》规定的退市风险警示情 形，可能在2025年年度报告披露后被实施*ST处理。 南方财经2月2日电，禾信仪器(688622.SH)2026年1月31日发布了2025年年度业绩预亏公告及首次退市风 险提示性公告。公告显示，公司预计2025年年度归属于母公司所有者的净利润约为-8,900万元，同比大 幅下降93.52%；扣除非经常性损益后的净利润约为-9,300万元，同比下降47.39%。营业收入预计为9,700 万元，同比下降逾五成，扣除与主营业务无关的收入后约为9,000万元，低于1亿元。 同日，禾信仪器已收到关于业绩预告事项的监管工作函，监管类型为监管工作函，涉及对象为上市公 司。 ...

截至9月30日，聚光科技股东户数2.30万，较上期增加13.30%；人均流通股19483股，较上期减少 11.74%。2025年1月-9月，聚光科技实现营业收入20.50亿元，同比减少11.10%；归母净利润-6233.51万 元，同比减少152.98%。 分红方面，聚光科技A股上市后累计派现6.30亿元。近三年，累计派现1.12亿元。 机构持仓方面，截止2025年9月30日，聚光科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1381.53万股，相比上期减少518.92万股。睿远成长价值混合A（007119）位居第五大流通 股东，持股1085.88万股，相比上期增加242.09万股。诺安先锋混合A（320003）、汇添富医药保健混合 （470006）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月30日，聚光科技跌1.78%，成交额1.67亿元。两融数据显示，当日聚光 ...

Investment Rating - The report maintains a rating of "Buy" for the mechanical equipment industry, with a focus on specific companies such as SANY Heavy Industry and Jiangsu HJT Equipment [1][35]. Core Insights - The report highlights significant opportunities in the photovoltaic equipment sector, particularly due to the dual demand from both ground and space applications, driven by initiatives like SpaceX's satellite deployment [2][25]. - The engineering machinery sector is expected to see a surge in activity as the construction season approaches, with historical data indicating a strong performance in Q1 [3][41]. - The report emphasizes the importance of AI-driven demand in various sectors, including the semiconductor and energy industries, which are expected to experience substantial growth [38][44]. Summary by Sections Photovoltaic Equipment - SpaceX's application for deploying a satellite constellation presents a unique opportunity for equipment manufacturers, with a projected demand for GW-level space photovoltaic solutions [2][25]. - The ground photovoltaic market is also experiencing robust demand, particularly in Europe and the U.S., with expectations of equipment demand reaching 70-90 GW [2]. Engineering Machinery - The report notes that Q1 typically sees a spike in machinery activity due to budget releases and favorable weather conditions, with excavator sales historically accounting for a significant portion of annual sales [3][41]. - Recommended companies in this sector include SANY Heavy Industry, XCMG, and LiuGong [3][41]. AI and Semiconductor Equipment - The report discusses the increasing demand for AI computing power, which is expected to drive growth in the semiconductor equipment market, particularly for companies involved in PCB and PCBA production [19][32]. - Companies like North Huachuang and Zhongwei are highlighted as key players benefiting from this trend [32]. Gas Turbine and Energy Equipment - The report identifies a growing demand for gas turbines due to the increasing electricity needs driven by AI data centers, with a projected supply gap in the market [29][30]. - Recommended companies in this area include Jereh and Yingliu, which are positioned to benefit from this demand surge [30]. Robotics and Automation - The anticipated mass production of Tesla's Optimus robot is expected to create opportunities for domestic component manufacturers, with companies like Hengli Hydraulic and New Coordinates being highlighted [45]. - The report suggests that the automation of assembly lines in the optical module sector is becoming a necessity due to the evolving market demands [20].

Group 1 - The article highlights various job openings in the instrumentation sector, emphasizing the demand for skilled sales engineers and technical roles across multiple companies [3][4][5][6][7][8][9][10][12][13][16][17][18][19][20][22][24][27][29][35][36] - Positions require a range of qualifications, typically a bachelor's degree or higher in relevant fields such as chemistry, biology, or engineering, with many roles preferring candidates with prior sales experience in the instrumentation or related industries [6][9][12][19][22][35] - Salary ranges for these positions vary significantly, with some roles offering monthly salaries between 8,000 to 55,000 RMB, depending on experience and specific job responsibilities [4][7][18][27][35] Group 2 - Companies are looking for candidates with strong interpersonal skills, the ability to work under pressure, and a commitment to continuous learning and professional development [6][9][12][19][22][35] - Many job descriptions emphasize the importance of technical knowledge related to laboratory instruments and the ability to provide solutions tailored to client needs [16][19][22][35] - The article indicates a trend towards remote collaboration and the use of CRM and data analysis tools in sales processes, reflecting the evolving nature of the industry [12][19][22][35]

证券日报网讯1月30日，康斯特（300445）在互动平台回答投资者提问时表示，2025年度，公司贯彻"区 域深耕+风险分散"的全球经营策略，经营成本持续优化，在复杂的经贸环境与新旧产能切换的背景 下，继续实现业务的发展韧性与稳健增长态势，详情请参看公司年度业绩预告，最终详细财务数据请以 年度报告为准。 ...

Group 1 - The stock of Guangge Technology closed at 29.75 yuan, with an increase of 1.85% on January 30 [1] - A block trade occurred, totaling 370,000 shares and an amount of 11.0075 million yuan, with a premium rate of 0.00% [1] - The buyer was Dongbei Securities Co., Ltd., and the seller was Huatai Securities Co., Ltd. [1] Group 2 - In the last three months, there has been one block trade for this stock, with a total transaction amount of 11.0075 million yuan [1] - Over the past five trading days, the stock has decreased by 2.71%, with a net outflow of 2.9201 million yuan from main funds [1]