2025.09. 06 把越来越多且越来越高端的研发制造搬到中国实现本土化，这是全球光学巨头蔡司这些年"一以贯之"的行动。 从德国总部决定在中国自购土地建立工厂，到运营一周年后实现营收翻番，成为全球显微镜出货量最大的工厂，蔡司苏州研发制造基地（下称"蔡司苏州"）的持 续进阶成为外资在华持续加码的最新例证。 面对全球经济下行和地缘政治冲突等不确定性加剧，全球实际外国直接投资（FDI）持续两位数下降，中国吸引外资亦不乏挑战，但中国始终是跨国企业不可能 忽视的重要市场。随着中国制造在全球价值链上的升级，外资面临的挑战与机遇并存。 高端产品在华本土化 本文字数：2493，阅读时长大约4分钟 作者 | 第一财 经 缪琦 作为蔡司集团在华本土化战略的核心支点，蔡司苏州开业一年后，较此前实现营收同比翻番，达7.6亿元人民币。与此同时，三款高端显微镜本土化制造落地，标 志着蔡司成为业界首个在激光共聚焦和场发射扫描电子显微镜领域实现在华生产交付的国际厂商，也由此实现了核心显微镜产品线在中国的全面"本土化"。 "中国是蔡司在全球最大的市场，增速也在全球领先。"蔡司大中华区首席运营官谢磊在9月5日的开业一周年庆典上告诉第一财经，苏 ...

公司收到股东麦克奥迪控股有限公司、香港协励行有限公司分别出具的《关于减持股份实施情况的告知 函》，获悉其本次股份减持计划期限已届满。其中，麦克奥迪控股有限公司减持约541万股，减持比例 1.04%；香港协励行有限公司减持约586万股，减持比例1.13%. 2025年1至6月份，麦克奥迪的营业收入构成为：输配电设备制造业占比60.06%，显微镜制造业占比 25.64%，医疗设备及器械制造业占比14.3%。 截至发稿，麦克奥迪市值为91亿元。 每经AI快讯，麦克奥迪（SZ 300341，收盘价：17.6元）8月31日晚间发布公告称，麦克奥迪（厦门）电 气股份有限公司于2025年5月8日在中国证监会指定的创业板信息披露网站巨潮资讯网披露了《关于公司 股东减持股份预披露公告》。持有公司股份约7939万股（占公司总股本比例为15.34%）的股东麦克奥 迪控股有限公司计划自本公告发布之日起15个交易日后的3个月内以大宗交易方式或集中竞价方式减持 公司股份约1242万股（占公司总股本比例为2.4%）。持有公司股份约4858万股（占公司总股本比例为 9.39%）的股东香港协励行有限公司计划自本公告发布之日起15个交易日后的3 ...

Core Insights - A new microscopy technology developed by the University of California, Santa Cruz, has achieved breakthroughs in rapid 3D imaging, enabling real-time observation of cellular dynamics within small biological organisms [1][2] - The M25 system utilizes 25 synchronized cameras to capture images from different focal planes simultaneously, overcoming the limitations of traditional microscopy methods [1][2] Group 1: Technology Overview - The M25 system can capture data in a 3D space of up to 180×180×50 micrometers at a frame rate exceeding 100 volumes per second, achieving real-time imaging capabilities [1] - A custom diffraction optical element is the core of the system, which splits incoming light and directs it to the 25 cameras, each corresponding to an independent focal plane [1] Group 2: Applications and Benefits - The M25 system is particularly suitable for observing embryonic development and the movement of small model organisms, providing a new tool for analyzing biological neural systems [2] - It allows for full tracking of organisms like Caenorhabditis elegans and Drosophila melanogaster in 3D space, which was previously limited to partial observations [2] - The system can be easily integrated into standard commercial microscopes without the need for additional specialized hardware, lowering the technical barriers for adoption [2]

Group 1 - The core viewpoint of the article highlights the successful bid by Guangdong Zhongke Import and Export Co., Ltd. for a high-resolution 3D X-ray microscope at a cost of 11.888 million yuan, under the budget of 11.90 million yuan set by Northwest Normal University [2][3]. - The winning model is the ZEISS VersaXRM 615, which is noted for its advanced imaging capabilities and technology [3][10]. - The procurement project is part of a broader trend in educational institutions investing in advanced scientific equipment to enhance research capabilities [4]. Group 2 - The ZEISS VersaXRM 615 features a dual-stage magnification imaging system that achieves a true spatial resolution of 500nm, with a minimum voxel size of 40nm [10]. - It includes an intelligent imaging workflow with a FAST Mode for rapid 3D imaging, completing scans in under one minute, and AI-driven advanced reconstruction tools [10]. - The microscope supports multi-modal imaging capabilities, including absorption, phase, and diffraction contrast imaging, as well as 4D in-situ imaging [11]. Group 3 - The application fields for the ZEISS VersaXRM 615 include materials science for non-destructive 3D analysis, life sciences for microscopic structure imaging, and earth sciences for geological and paleontological imaging [13]. - It is also applicable in the electronics and semiconductor industries for morphology measurement and failure analysis, as well as in situ mechanical and temperature-variable testing [13].

截至发稿，麦克奥迪市值为88亿元。 每经头条（nbdtoutiao）——直击首例基孔肯雅热报告社区：下水井盖都加装纱网和胶带，已很难见到 一只蚊子！千人投入"防蚊战" （记者 王晓波） 每经AI快讯，麦克奥迪（SZ 300341，收盘价：16.94元）7月29日晚间发布公告称，持有公司股份约 2551万股（占公司总股本比例为4.93%）的股东嘉兴嘉逸投资合伙企业（有限合伙）计划自本公告发布 之日起15个交易日后的3个月内以集中竞价方式减持公司股份约517万股（占公司总股本比例为1%）。 股东在连续90个自然日内通过证券交易所集中竞价交易减持股份的总数，不超过公司股份总数的1%； 在连续90个自然日内通过证券交易所大宗交易减持股份的总数，不超过公司股份总数的2%。 2024年1至12月份，麦克奥迪的营业收入构成为：输配电设备制造业占比49.27%，显微镜制造业占比 32.12%，医疗设备及器械制造业占比18.61%。 ...

Group 1 - The first cloned yak, weighing 16.75 kg, was born at the Jin Si Wild Yak Breeding Research Base in Tibet, marking a significant achievement in animal cloning technology [1] - The cloning process utilized a combination of whole genome selection and somatic cell cloning techniques, potentially reducing the breeding cycle from 20 years to 5 years, thus enhancing economic benefits and industry potential [1] - The research team from Zhejiang University, led by Professor Fang Shengguo, innovatively proposed a new method that integrates prior experience in endangered species breeding with somatic cell cloning [1] Group 2 - A new high temporal and spatial resolution stimulated Brillouin microscope was developed by the Shanghai Institute of Optics and Fine Mechanics, significantly increasing imaging speed by two orders of magnitude while maintaining high imaging quality [2] - The first 900-volt hybrid high-voltage architecture was recently launched in Zhejiang, breaking the technical bottleneck of the commonly used 400-volt architecture in the electric vehicle industry [2] - A collaborative team from the University of Cambridge and University College London discovered microcrystals within "space ice," challenging previous assumptions and providing new insights into planetary formation and galaxy evolution [2] Group 3 - The Future Science Prize celebrated its tenth anniversary by focusing on the theme of "the future," engaging nearly 20 past winners and scientists in discussions to inspire curiosity and exploration among youth [3] - The importance of identifying opportunities in high-level scientific research was emphasized, with advice on choosing fields based on strategic direction rather than popularity [3] Group 4 - The concept of "high peaks" in innovation emphasizes the need for determination and the ability to learn from others, which can lead to more original achievements and technological advancements [4]

Core Viewpoint - The article highlights the launch of the first Fourier panoramic multimodal digital microscope by Xiguang Instrument, which boasts 100% independent intellectual property rights and offers advantages such as high resolution, large field of view, super depth of field, and rapid imaging, enabling multimodal imaging from micro to mesoscopic levels [1][2]. Group 1: Technology and Innovation - The new generation of computational optical imaging technology, Fourier Layered Microscopy (FPM), significantly reduces hardware complexity and costs while achieving high-performance imaging through innovative LED array lighting and advanced algorithms [3][5]. - The Fourier panoramic multimodal digital microscope incorporates the principle of "animal compound eyes" into its optical design, featuring a programmable LED light source array that captures light information from multiple angles, achieving a maximum resolution close to 200nm, with customizable options reaching 150nm [6][7]. - The imaging system supports various imaging modes, including bright field imaging, quantitative phase imaging, and polarization imaging, and can be integrated with laser confocal and Raman spectroscopy for comprehensive applications in life sciences and clinical diagnostics [7][10]. Group 2: Applications and Market Potential - The FPM technology has shown significant advancements in applications such as cell biology, tissue pathology, and cancer early screening, providing high-resolution imaging that enhances diagnostic accuracy and efficiency [9][10]. - The technology's high-throughput imaging capability allows for rapid imaging and analysis of large cell populations, making it suitable for large-scale drug screening [9][10]. - Xiguang Instrument aims to expand its product framework, offering a range of instruments from portable detection devices to high-end drug screening instruments, and plans to introduce more innovative products for various fields, including semiconductors and materials science [10][13]. Group 3: Company Background - Xiguang Instrument is a leading provider of computational optical imaging technology solutions, collaborating with institutions like the Chinese Academy of Sciences to develop high-throughput and high-content digital microscopes for various applications in life sciences, medical diagnostics, and industrial testing [13].

Core Viewpoint - The inverted fluorescence microscope market is projected to reach $505 million by 2030, with a compound annual growth rate (CAGR) of 6.54% in the coming years [1]. Market Overview - The global market for inverted fluorescence microscopes is expected to show steady growth, with sales reaching $319 million in 2024 and projected to hit $491 million by 2031, reflecting a CAGR of 6.05% from 2025 to 2031 [14]. - The primary demand for these microscopes is driven by advancements in life sciences, industrial inspection upgrades, and the promotion of STEM education [14]. Key Manufacturers - Major manufacturers in the global inverted fluorescence microscope market include Leica Microsystems, Nikon Instruments, Zeiss, Keyence, and Evident, with the top five companies holding approximately 82.39% of the market share [5]. Product Type Segmentation - The three-microscope type currently dominates the market, accounting for about 77% of the total market share [8]. Application Segmentation - Hospitals represent the largest downstream market for inverted fluorescence microscopes, capturing approximately 44.09% of the market share [10]. Technological Advancements - The integration of AI and automation in devices has significantly improved research efficiency and data accuracy, with features like automatic focusing and image recognition [15]. - High-resolution imaging and multi-modal integration technologies are enhancing imaging quality, particularly in tumor diagnosis [16]. Industry Challenges - Rapid technological iteration poses a significant challenge, with international giants maintaining high barriers to entry through advanced technologies [18]. - Domestic companies face difficulties in high-end optical components, relying heavily on imports from German and Japanese firms [18]. Opportunities for Growth - Chinese government policies are favoring high-end equipment development, with a special fund of 5 billion yuan allocated for research [20]. - Increased international research funding is expected to drive demand for high-end equipment, particularly in North America and Europe [20]. - Emerging fields such as materials science, environmental monitoring, and pharmaceuticals are identified as new growth points [22].

Core Insights - The article highlights the procurement of confocal microscopes, with a total of 22 bidding projects announced in the 26th week of 2025, resulting in 13 units being awarded with a total value of 36.7877 million yuan [1][2][5]. Summary by Sections Procurement Overview - A total of 22 confocal microscope-related bidding projects were published, with 13 units awarded, amounting to 36.7877 million yuan [1][2]. - The planned procurement quantity is 23 units, with a disclosed budget exceeding 25.241 million yuan [5]. Key Players and Awards - ZEISS led the bidding with 5 units awarded (3 LSM 900 and 2 LSM 910), totaling 14.176 million yuan [2]. - Leica followed with 3 units of STELLARIS, achieving a bid amount of 10.0064 million yuan [2]. - The primary purchaser was Kunming Medical University, acquiring 3 units for a total of 11.12 million yuan [2]. Detailed Bidding Results - A detailed table lists the awarded projects, including brands, models, quantities, and bid amounts, showcasing various institutions such as Jining College, Guizhou University, and others [3][4][6]. - Notable projects include the procurement by Hebei Medical University and the ongoing projects at Inner Mongolia University of Science and Technology, which plans to replace 50 old devices and purchase 44 new ones with a budget of 62 million yuan [5][6].

Core Insights - In the 25th week of 2025 (June 14-20), a total of 17 projects related to confocal microscopes were announced, with 6 projects awarded, totaling 6 units and a total bid amount of 16.251 million yuan [1][2] - There are 11 additional tender projects planned, with a total procurement quantity of 14 units and a disclosed budget exceeding 18.41 million yuan [2] Summary of Awarded Projects - The awarded projects include: - Nanjing Medical University: Super-resolution laser confocal microscope, brand: Nikon AX, date: June 20, 2025 - Hubei University: Laser scanning confocal microscope, brand: OLYMPUS, price: 1.959 million yuan, date: June 19, 2025 - Hebei Medical University: Laser confocal microscope, brand: ZEISS, price: 2.48 million yuan, date: June 18, 2025 - Shanghai Jiao Tong University: Multi-color photon quantitative confocal microscope, brand: Leica, price: 2.682 million yuan, date: June 17, 2025 - Ningbo University: Laser scanning confocal microscope, brand: Nikon AX, price: 2.46 million yuan, date: June 16, 2025 - Wenzhou Medical University: Laser confocal microscope, brand: ZEISS, price: 2.49 million yuan, date: June 16, 2025 [2] Summary of Tender Projects - The tender projects include: - Guangxi University: Laser scanning confocal microscope, budget: 1 million yuan, deadline: June 26, 2025 - Guangdong Agricultural Academy: Intelligent breeding platform, budget: 11.4 million yuan, deadline: July 2025 - Liaoning University of Traditional Chinese Medicine: Various confocal microscopes, budget: 16.802 million yuan, deadline: July 2025 - Capital Medical University: Laser confocal microscope, budget: 3.95 million yuan, deadline: July 9, 2025 - Beijing Normal University: Continuous spectrum laser confocal microscope, budget: 3.6 million yuan, deadline: July 2025 - Tongji University: Confocal microscope, budget: 1.77 million yuan, deadline: June 17, 2025 - Suzhou University: Ultra-high resolution confocal microscope system, deadline: July 7, 2025 - Fujian University of Technology: Laser confocal microscope, deadline: June 20, 2025 - Chongqing People's Hospital: Laser confocal microscope, budget: 3.4 million yuan, deadline: August 2025 - Quzhou People's Hospital: Laser confocal microscope, budget: 2.49 million yuan, deadline: July 1, 2025 - Xi'an Jiaotong University: High-resolution laser confocal microscope, budget: 3.2 million yuan, deadline: June 2025 [3][4]