Core Points - Amazon Web Services announced the establishment of the Greater Bay Area Industry Digital Empowerment Center in collaboration with the Nanshan District government, marking its sixth center in China and the only one in the Greater Bay Area, aimed at providing high-quality technology and solutions for local enterprises [1] - The Go Global center is designed to serve both domestic companies looking to expand internationally and foreign enterprises seeking to enter the Chinese market, facilitating a comprehensive international service platform [1][3] Group 1: Go Global Center - The Go Global center aims to lower the "psychological threshold" for companies venturing into unfamiliar global markets by offering customized solutions based on real needs [3] - The center has formed a service team that proactively addresses the challenges faced by companies in their international expansion efforts [3] - The center provides extensive support to companies like Di Shang Tie, which operates over 170,000 electric logistics vehicles across more than 200 cities in China, helping them navigate potential risks in international partnerships [4][6] Group 2: Case Studies of Companies - Di Shang Tie has expressed that the center's expert team has significantly boosted their confidence in international expansion by providing comprehensive reports on potential overseas partners [4] - Companies like Rayman Optoelectronics and Ruivode have successfully expanded globally, with Rayman participating in high-profile events like the 2022 Beijing Winter Olympics and Ruivode engaging in over 300 international exhibitions in 2024 [5][10] - The center has provided tailored support to Ruivode in overcoming challenges in entering the Dutch market, including assistance with talent recruitment and establishing distribution channels [10] Group 3: Service Offerings - The Go Global center operates on a model that integrates government guidance, enterprise collaboration, and platform services, creating a market-oriented international service "joint fleet" [11] - The center has partnered with renowned service providers like Dun & Bradstreet for consulting services, offering access to a vast database of global enterprises [13] - The center aims to enhance the international business environment in Nanshan District, promoting two-way interaction between domestic and foreign enterprises to drive high-quality economic development [14]

导读： 丹纳赫发布一季度财报，营收57.41亿美元，同比小幅下降0.95%，核心业务收入持平超预期。此外，关于关税问题，丹纳赫回应相信通过供应链重组和本 土化布局，能够很大程度抵消当前关税影响。 特别提示 微信公众号机制调整，请点击顶部"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。 关税政策的影响持续发酵。生命科学和诊断领域的巨头丹纳赫发布一季度财报，谈及了如何应对关税影响。 在当前形势下，加速供应链重组与 本土化布局，已然成为企业应对潜在的新政风险的必要之举。 先看财报，丹纳赫2 0 2 5年Q1营收5 7 . 4 1亿美元，同比小幅下降0 . 9 5%。 | | Three-Month Period Ended | | | --- | --- | --- | | | March 28, 2025 March 29, 2024 | | | Sales (GAAP) | | | | Biotechnology | 5 1,612 $ | 1,524 | | Life Sciences | 1,680 | 1,745 | | Diagnostics | 2.449 | 2, ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界 范围重要科技研究进展和未来趋势研究。（ 点击这里查看欧米伽理论 ） 在全球经济格局风云变幻，科技浪潮日新月异的今天，创新已成为衡量一个国家竞争力的核心标尺，是驱动经济增长和社会进 步的根本动力。刚刚过去的几年，世界经历了诸多挑战，从全球疫情到地缘政治紧张，再到气候变化的严峻考验，这一切都使 得国家层面的战略规划，特别是关于如何通过创新保持韧性、抓住机遇显得尤为重要。 正是在这样的背景下，英国剑桥大学制造研究所 (Institute for Manufacturing, IfM) 旗下的剑桥工业创新政策小组 (Cambridge Industrial Innovation Policy, CIIP) 于2025年3月发布了最新的《英国创新报告》。这份报告并非仅仅是数据的罗列，它更像是一 次对英国创新生态系统和工业表现的深度"体检"，旨在通过翔实的数据和国际比较，为政策制定者、行业领袖以及所有关心英 国未来发展的人们，提供一个清晰、客观的参照系。 这份报告的独特之处在于，它突破了传统创新报告常 ...

丹纳赫集团高层换帅：Chr is Ha g en掌舵SCIEX，J o e Fo x转任贝克曼库尔特 丹 纳 赫 集 团 （ Da n a h e r Co r p o r a ti o n ） 旗 下 两 家 子 公 司 完 成 核 心 管 理 层 互 换 ： 原 SCIEX 总 裁 J o e Fo x 即 日 起 调 任 贝 克 曼 库 尔 特 生 命 科 学 公 司 （Be c kma n Co u lt e r Lif e Sc i e n c e s）总裁，其职位由贝克曼库尔特诊断公司（Be c kma n Co u lt e r Di a g n o sti c s）前高管Ch ris Ha g e n接任。 跨界履新：Ha g en携诊断经验赋能分析科学 新任SCIEX总裁Ch ris Ha g e n在医疗健康领域深耕超2 0年，曾先后服务于雅培（Ab b o tt）、辉瑞子公司赫士睿（Ho s p ir a）及贝克曼库尔特诊 断公司。在贝克曼库尔特任职期间，他先后主导血液学、尿液分析、实验室自动化及临床信息学等核心业务，并推动北美市场运营体系升级， 其跨领域的管理经验覆盖全球营销、销售支持 ...

Core Viewpoint - The company, Shanghai Univey Biotech Co., Ltd., has conducted a self-evaluation of its internal control effectiveness as of December 31, 2024, and found no significant defects in both financial and non-financial reporting internal controls [3][34]. Internal Control Evaluation Conclusion - The board of directors concluded that the company has maintained effective internal controls over financial reporting in all significant aspects [3]. - No significant defects were identified in non-financial reporting internal controls as of the evaluation report date [3]. Internal Control Evaluation Work Situation Evaluation Scope - The evaluation scope was determined based on a risk-oriented principle, covering the company and its important subsidiaries, focusing on five main elements of internal control: internal environment, risk assessment, control activities, information and communication, and internal supervision [4]. Internal Environment - The company has established a governance structure in compliance with relevant laws and regulations, ensuring effective division of responsibilities and checks and balances [5][6]. - Internal audit functions are managed by the corporate management department, which oversees both internal and external audits [8]. Risk Assessment - The company has identified various internal risk factors, including management integrity, employee competence, and operational safety, and has established a risk management framework to address these risks [10][11]. Control Activities - The company has implemented control policies and procedures, including authorization management, segregation of incompatible duties, accounting system controls, asset protection controls, and independent auditing controls [13][14]. Information and Communication Control - A robust information and communication system has been established, ensuring effective information flow across departments and timely financial reporting [15]. Internal Control Defects Recognition and Rectification - The company has not identified any significant or important defects in internal controls during the reporting period [34]. Company Overview Main Business - The company provides life science reagents and related instruments, consumables, and comprehensive technical services, focusing on antibody-based products [38]. - It has integrated over 60 well-known brands and offers more than 9.7 million SKUs, covering various research areas in life sciences [38][41]. Operating Model - The company employs a dual procurement model, including stock procurement and sales-driven procurement, to meet the diverse needs of its clients [42]. - Sales are conducted through a nationwide network of subsidiaries and offices, complemented by an online platform [43][44]. Production Model - The company primarily acts as an agent for third-party brand products while also engaging in self-production through its subsidiaries [48][49]. Research and Development - The company focuses on innovative research and development based on customer needs, with dedicated teams for product and technology development [51][53].

Core Viewpoint - The Shandong Provincial Department of Industry and Information Technology has initiated the cultivation and recognition of manufacturing innovation centers, focusing on traditional, emerging, and future industries in the province [1] Group 1: Traditional Industries - The initiative emphasizes traditional industries such as metallurgy, chemicals, light industry, building materials, textiles and apparel, and machinery [1] - The goal is to encourage leading enterprises to take the lead in creating provincial manufacturing innovation centers [1] Group 2: Advantageous Industries - Key advantageous industries targeted include high-end chemicals, automotive, smart home appliances, industrial mother machines, rail transportation, marine engineering equipment, agricultural machinery, high-end aluminum materials, and modern food [1] Group 3: Emerging Industries - The focus also extends to emerging industries such as next-generation information technology, high-end equipment, new energy materials, modern medicine, green environmental protection, new energy vehicles, low-altitude economy, safety emergency equipment, and magnetic levitation [1] Group 4: Future Industries - Future industries highlighted in the initiative include the metaverse, artificial intelligence, life sciences, future networks, quantum technology, humanoid robots, and deep-sea and aerospace technologies [1]

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重 要科技研究进展和未来趋势研究。（ 点击这里查看欧米伽理论 ） 首次公开募股（Initial Public Offering, IPO），通常被称为"上市"，是企业发展历程中的一个重要里程碑。它不仅意味着一家私营公司 首次向公众发售股票，打开了通往资本市场的大门，更为企业的转型升级、技术创新和规模扩张提供了强大的资金引擎。然而，通往 IPO的道路并非坦途，它深受全球宏观经济、地缘政治、技术变革、监管政策等多重因素的复杂影响。刚刚过去的2024年，全球IPO市 场就在机遇与挑战的交织中，展现出复杂而深刻的图景。安永发布的《2024年-2025全球IPO趋势报告》为我们提供了一个窗口，深入 洞察这一充满变数的市场，并展望其未来的发展方向。 | | | 数量 | | | | 收益 (美元$b) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2024 | | 2023 | 2024 | % 变化 | 2023 | 2024 | ...

全文阅读时间约为15分钟。 综合来看，我们预计2025年全球并购市场终将踏上上升轨道，交易回报有望改善，甚至大幅提升。当 然，新的地缘政治、贸易或政策壁垒可能对这一前景构成挑战。此外，并非所有交易参与者都能在并购 浪潮中同等受益。不同地区、行业甚至细分领域所受到的市场力量影响可能大相径庭。那些已经根据新 形势调整并购策略的交易参与者最有可能脱颖而出。 随着时间推移，并购市场将逐渐分化，交易参与者将分为两大阵营：大赢家和其他人。领先的交易参与 者必须具备清晰的战略愿景，深刻理解并购与有机增长在企业发展中的不同作用，并具有确保并购交易 顺利推进的独特内部能力——从交易筛选和尽职调查，到实现协同效应和优化业务组合。 并购前景乐观 尽管全球并购市场仍交汇着诸多错综复杂的对立力量，使交易参与者的决策复杂化，但许多支持因素使 我们有理由对2025年持乐观甚至看涨观点。 首先，与过去几年相比，宏观经济环境更为有利。全球经济展现出较强韧性，人们普遍担忧的全球性经 济衰退并未发生，就业率保持稳定，资本成本随着限制性货币政策的放松而下降，估值逐步回归正常水 平。 此外，寻求并购的企业普遍拥有稳健的资产负债表和丰厚的现金储备（据估 ...

星标 ★ IPO日报 精彩文章第一时间推送 2025年第一季度刚刚过去，港股IPO市场继续火热， 首发上市15家企业，募资177亿港元，相比去年同期增长超过270%。其 中包括蜜雪冰城在内的6家公司实际募资超过10亿港元。 值得一提的是，2025年第一季度港股新增51家上市申请，其中11家为A股已上市公司，占比接近四分之一。 制图：佘诗婕 募资额增长270% 东方财富Choice数据统计显示， 截至2025年3月31日，港股市场有15家公司首发IPO，共实际募集资金约177亿港元（约相当于165.37 亿人民币）。相比2024年同期，首发上市的公司数量增加了3家，募资资金规模也相应增加了129.16亿港元，同比增长超过270%。 其中，40% 的IPO企业来自消费品市场，20%来自工业市场，13%来自能源及天然资源市场。 也就是说，港股出现大量首次向港交所递交IPO申请的企业，且这一数量显著增多。 目前，港股共有120家企业在IPO申报阶段，较2024年年底86家有显著增加。 其中包括大家耳熟能详的京东工业、周六福、先导智 能、宁德时代、八马茶业、海天调味、恒瑞医药、北京同仁堂、麦德龙、沪上阿姨、绿茶集团、曹 ...

证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 未经许可，禁止转载 资料来源: Wind, 华创证券 ω · 本周，中信医药指数上涨1.04%，跑赢沪深300指数1.03个百分点，在中信30个一级行业中排名第1位。 · 本周涨幅前十名股票为怡和嘉业、润都股份、德源药业、智翔金泰-U、河化股份、荣昌生物、康弘药业、博腾股份、迈威生物-U、三元基因, • 本周跌幅前十名股票为ST香雪、创新医疗、爱朋医疗、*ST龙津、东方生物、恩威医药、*ST吉药、康惠制药、普瑞服科、翔宇医疗。 管 == $( +) 行情回顾 01 02 板块观点和投资组合 03 行业和个股事件 本周行情回顾 =半创研究 本周中信一级行业指数涨跌幅 本周涨幅排名前/后十名的股票 -40.829 ST香雪 怡和露业 40 200 22.7496 创新医疗 润都股份 | 21.83% 爱朋医疗 德源药业 19.07% 0% *ST龙津 智翔金泰-U 18.34% -1% 河化股份 东方生物 16.23% -29 圆威医药 美昌生物 15.38% -36 *ST吉药 康弘药业 15.3596 -11.54% -49 康惠制药 ...