（文章来源：证券日报） 证券日报网讯海尔生物11月24日在互动平台回答投资者提问时表示，积极把握产业周期，在高潜力赛道 加快布局，为用户提供多品类下的数字场景综合解决方案，是公司中长期持续发展的关键所在。当前， 公司已布局光谱类科研仪器产业，未来公司将精心挑选具有高技术壁垒和巨大发展潜力的公司，继续增 强整体竞争力。后续如有相关计划落地，公司将严格按照相关规定和要求，履行信息披露义务。 ...

格隆汇11月24日丨海尔生物(688139.SH)在投资者互动平台表示，当前，公司已布局光谱类科研仪器产 业，未来公司将精心挑选具有高技术壁垒和巨大发展潜力的公司，继续增强整体竞争力。 （原标题：海尔生物(688139.SH)：当前公司已布局光谱类科研仪器产业） ...

摘要 ： 近日，中国科学院上海微系统与信息技术研究所发布多批政府采购意向，仪器信息网特对其中的仪器设备品目进行梳理，统 计出23项仪器设备采购意向，预算总额达1.46亿元。 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 日 ， 中 国 科 学 院 上 海 微 系 统 与 信 息 技 术 研 究 所 发 布 23 项 仪 器 设 备 采 购 意 向 ， 预 算 总 额 达 1.46 亿 元 ， 涉 及 MEMS晶圆双面对准与光刻系统 、高质量氧化介质薄膜制备单元、高致密度高粘附多层金属材料制备单元 、等离子去 胶机 、晶圆激光解键合机 等，预计采购时间为202 5 年 8~11 月。 采购方简介： 中国科学院上海微系统与信息技术研究所是 中国最早的工学研究机构之一。中国科学院上海微系统与信 息技术研究所原名中国科学院上海冶金研究所，前身是成立于1928年的国立中央研究院工程研究所，是中国最早的工 学研究机构之一。新中国成立后隶属中国科学院，曾命名中国科学院工学实验馆、中国科学院冶金陶瓷研究所。2001 年 8 月 ， 根 据 科 研 领 ...

在位于西部科学城重庆高新区（简称"重庆高新区"）的重庆天怡美生命科学有限公司，某博士带领科研 团队潜心研究推动诱导多能干细胞分化免细胞治疗项目产业化。受重庆高新区良好的人才生态吸引，该 博士于2024年底正式加入重庆天怡美生命科学有限公司，并担任该项目的负责人。这样的故事在重庆高 新区不胜枚举，众多人才在重庆高新区拥有了独立的科研空间，也让他们看到了成果转化的无限可能。 政策引领：构建开放流动、共享共用的汇智用才机制 功以才成，业由才广。 走进中子科学（重庆）研究院，由中国工程院院士领衔的团队正紧张调试着超高流强稳态氘氚中子源大 型科学装置。这一国际领先的大型科学装置，是重庆高新区实施"人才引领、项目驱动"政策结出的硕 果。 人才是产业发展的重要支撑。通过整合科创、产业、人才、金融政策资源，重庆高新区对在区内领衔开 展重大平台建设、重要技术攻关、硬核成果转化的国内外战略科技人才，给予同权共享的政策体系支 持。"十四五"时期，33个市外院士团队、107名高层次人才通过项目纽带汇聚于此，攻克关键技术87 项，转化科技成果173项，形成"引进一个团队、攻克一批关键技术、带动一个产业"的裂变效应。 为让人才突破身份、 ...

11月16日，我国首台高能直接几何非弹性中子散射飞行时间谱仪（以下简称"高能非弹谱仪"）在中国散 裂中子源完成验收并交付使用。作为重要的物质动力学性质研究平台，高能非弹谱仪将为物理、化学、 材料、力学和交叉学科研究提供实验条件。 来源：科技日报 中山大学供图 ◎ 通讯员 谢涛 科技日报记者 龙跃梅 据了解，这台谱仪的独特之处在于，它利用了中子不带电、穿透力强的特性，能够"深入虎穴"，直接探 测到物质内部的微观运动。当中子与物质中的原子核发生"非弹性碰撞"时，中子会改变速度与方向，通 过这些变化，科学家就能反推出物质内部的动态信息。 高能非弹谱仪填补了我国百毫电子伏以上非弹性中子散射的空白。它既可获得散射中子的空间分布信 息，也可获取散射中子的能量变化，可以在动量与能量空间测量物质微观结构的动力学行为。同时，利 用费米斩波器和带宽斩波器协同工作，可实现多波长模式和单波长模式的快速切换。 ...

【文/观察者网 心智研究所】 2025年10月29日，在北京怀柔科学城，国家重大科技基础设施建设项目——高能同步辐射光源 （HEPS）顺利通过了工艺验收。这座世界上设计亮度最高的第四代同步辐射光源，如同我国探索微观 世界的"巨型X光机"和"大国重器"，预计将在今年年底正式开启试运行。 从空中俯瞰，这座宏大的装置形似一个超级放大镜，其建成标志着我国同步辐射光源实现了代际跨越， 将为解决国家重大需求和前沿科学问题提供强大的技术支撑。 照亮微观世界的"巨型X光机" 要理解HEPS的强大，必须首先明确它所发出的光线及其特性。 HEPS发出的光是肉眼看不见的X光，即X射线，它是一种波长极短的电磁波，波长介于0.01到100埃之 间。由于物质微观结构中原子和分子之间的距离，大约在1到10埃的范围，恰好落在了X射线的波长 内，因此，X射线通过与物质发生散射、衍射和吸收等作用，能够传递极其丰富的微观结构信息，使其 成为探测物质微观结构的理想探针。HEPS的巨型X光机能让科学家们比以往任何时候都更细致地观察 物质的微观世界。 HEPS产生X光的方式被称为"同步辐射"，其原理可以形象地理解为雨中转动的雨伞：接近光速运动的 带电粒 ...

Core Points - The event held on November 1 at Shanghai Jiao Tong University focused on the construction and management of a scientific instrument platform and the promotion of domestic instruments in educational institutions, aiming to enhance collaboration among government, industry, academia, and research [3][26] - The event was attended by nearly 260 participants, including experts from over 40 universities and research institutions, and representatives from more than 30 domestic instrument companies [3][26] Group 1: Event Overview - The event was guided by the Shanghai Municipal Science and Technology Commission and supported by the National Technology Resources Sharing Service Engineering Research Center [3] - Keynote speeches were delivered by notable figures, including Academician Ding Hong and Vice President Jiang Xinghao of Shanghai Jiao Tong University, emphasizing the importance of scientific instruments in research and innovation [7][9] Group 2: Objectives and Expectations - Zhang Lulu, a researcher from the Shanghai Municipal Science and Technology Commission, highlighted that scientific instruments are the "hardware foundation" for basic and applied research, aligning with Shanghai's goal of becoming a global technology innovation center [7] - Jiang Xinghao expressed hopes for closer communication, smoother channels for ideas to products, and a more robust mechanism for generating results from the platform [9] Group 3: Expert Contributions - Academician Ding Hong presented a report on the impact of high-end scientific instruments and large scientific devices on research, alongside contributions from experts from prestigious institutions like Tsinghua University and Peking University [21][22] - Discussions included topics such as open sharing of large instruments, the construction of shared service platforms for scientific instruments, and the innovation and promotion of domestic scientific instruments [22] Group 4: Practical Engagement - The event featured a visit to the Shanghai Jiao Tong University Analysis and Testing Center and the "Ge Xin Fang" facility, which aims to enhance the maintenance and low-cost upgrading of high-precision instruments [24][17] - A domestic instrument exhibition facilitated in-depth discussions between universities, research institutions, and manufacturers regarding research needs and technological advancements [26]

Core Insights - The Chinese manufacturing industry faces significant challenges in high-end scientific instruments, which are crucial for technological innovation, with over 90% of the global market dominated by US and Japanese companies [7][9] - Despite investing 380 billion yuan in research and development, the domestic production rate for high-end scientific instruments remains below 20%, with some sectors like mass spectrometry having less than 5% localization [7][9][15] Group 1: Market Overview - The global market for scientific instruments is primarily controlled by companies such as Thermo Fisher, Agilent, and Shimadzu, with China being the second-largest market but struggling with high import dependency [7][9] - In 2023, China imported scientific instruments worth 16.98 billion USD while exporting only 4.27 billion USD, resulting in a trade deficit exceeding 10 billion USD [7][9] - The import rate for analytical instruments is 83.67%, with mass spectrometers and chromatographs having over 85% of their market supplied by imports [7][9] Group 2: Challenges in Localization - The high precision and complexity of scientific instruments create significant barriers to domestic production, with Chinese companies facing difficulties in replicating the technology due to a lack of accumulated expertise [9][15] - The market for semiconductor testing equipment is projected to reach 12 billion USD in 2024, with domestic production increasing from 5% to 12%, but overall localization in scientific instruments remains low [9][15] Group 3: Government Initiatives - The Chinese government has outlined plans to enhance high-end instrument research and development, with significant funding allocated to support domestic innovation [11][13] - The 14th Five-Year Plan emphasizes the importance of localizing high-end scientific instruments, with various initiatives launched to support research and development [11][13] Group 4: Future Outlook - The scientific instrument market is expected to grow, with the mass spectrometry market projected to reach 16.7 billion USD in 2023, reflecting a growth rate of 19.53%, although foreign companies still dominate [15] - The government is providing tax incentives and funding to encourage mergers and acquisitions, but challenges remain due to the small scale of Chinese companies [15]

Core Viewpoint - The article outlines the Henan Provincial Government's comprehensive policy measures aimed at reducing operational costs for enterprises across various dimensions, including R&D, transformation, human resources, funding, energy, logistics, land use, import/export, and operational costs, to promote high-quality development [2][5][6]. Group 1: R&D Cost Reduction - The policy encourages key industry chain enterprises to collaborate with research institutions to establish provincial manufacturing innovation centers, providing a subsidy of 30% of actual investment in technology introduction and research equipment, capped at 5 million yuan [2][7]. - For the first set of major technical equipment and new materials developed by enterprises, a reward based on a certain percentage of sales is available, with a maximum of 5 million yuan per enterprise annually [2][7]. - Support for key core technology projects includes a subsidy of 30% of the approved total investment, with a maximum of 20 million yuan per project [2][7]. Group 2: Transformation and Upgrade Cost Reduction - The policy includes loan interest subsidies for equipment updates and financing leasing support, with a 15% subsidy for major technical transformation projects exceeding 50 million yuan, capped at 10 million yuan [3][7]. - Digital transformation initiatives are supported, including subsidies for industrial internet platform construction, with a maximum of 5 million yuan [3][7]. - Green transformation projects recognized as national-level green factories can receive a subsidy of 20% of actual investment in equipment and software, up to 5 million yuan [3][7]. Group 3: Human Resource Cost Reduction - Social insurance subsidies are available for enterprises hiring unemployed individuals, covering the actual social insurance contributions made by the employer [8]. - A stable employment return policy allows enterprises that maintain employment levels to receive a return of 30% for large enterprises and 60% for small and micro enterprises on their unemployment insurance contributions [8]. - A one-time expansion subsidy of 1,500 yuan per person is available for enterprises hiring recent graduates or unemployed youth [8]. Group 4: Funding Cost Reduction - The policy aims to enhance credit services for small and micro enterprises, with a target of 160 billion yuan in new loans for technology enterprises in 2025 [9][10]. - Tax incentives include VAT refunds and deductions for R&D expenses, as well as exemptions from certain taxes for small loans to micro enterprises [10]. - Measures to clear overdue payments to small and medium enterprises are emphasized, ensuring timely payments from state-owned enterprises [10][11]. Group 5: Energy and Logistics Cost Reduction - The policy promotes the use of renewable energy sources and aims to reduce electricity and water costs through various measures, including direct supply trials for large users [11]. - Logistics cost reductions include toll exemptions for hydrogen and electric trucks and subsidies for updating older vehicles [11][12]. Group 6: Land Use and Import/Export Cost Reduction - The policy encourages the use of standard land supply for industrial use and supports flexible land leasing arrangements [12][13]. - Measures to enhance customs efficiency and support for import/export enterprises are outlined, including simplified procedures and financial support for certifications [13][14]. Group 7: Operational Cost Reduction - The article emphasizes improving service quality for enterprises through streamlined administrative processes and enhanced support for industrial parks [13][14]. - Initiatives to establish modern enterprise systems and training programs for private enterprises are also highlighted [14].

Financial Data and Key Metrics Changes - Bruker's reported revenues for Q2 2025 decreased by 0.4% year over year to $797.4 million, with an organic revenue decline of 7% [16][26][27] - Non-GAAP diluted EPS was $0.32, down 39% from $0.52 in 2024, primarily due to organic revenue decline, tariff impacts, and foreign exchange headwinds [18][29] - Non-GAAP operating margin was 9%, a decrease of 480 basis points year over year, impacted by lower revenue absorption and additional costs [18][28] Business Line Data and Key Metrics Changes - The Scientific Instruments (BSI) segment experienced a 7.2% organic revenue decline, with BSI Systems declining roughly 10% [27][28] - The CALID Group revenue increased in the low teens percentage, driven by strong growth in microbiology and infection diagnostics [20] - BEST revenues declined in the low teens percentage due to softness in the clinical MRI market [21] Market Data and Key Metrics Changes - Americas revenue declined in the low double digits percentage, while European revenue also saw a similar decline [27] - Asia Pacific revenue grew in the low single digits percentage, despite a low single-digit decline in China [27] - EMEA region revenue was up in the high single digits percentage [27] Company Strategy and Development Direction - The company is expanding cost-saving initiatives, aiming to reduce annual costs by €100 million to €120 million, affecting all business areas [14][31] - Bruker is focused on reaccelerating growth in the post-genomic era, particularly in biopharma drug discovery tools [12][24] - The company anticipates a return to organic revenue growth of 200 to 300 basis points above market levels beyond 2026 [15] Management's Comments on Operating Environment and Future Outlook - Management noted that the life science research instruments market is under pressure due to U.S. academic funding headwinds and delays in China stimulus [8][9] - The company expects a flat constant exchange rate revenue growth and an organic revenue decline of 2% to 4% for fiscal year 2025 [15][32] - Management remains cautiously optimistic about a partial recovery in fiscal year 2026, driven by significant margin improvements and cost reduction initiatives [35] Other Important Information - The company is observing tariff settlements and anticipates that global biopharma and industrial companies will accelerate investments once uncertainties are resolved [11][12] - Bruker is leveraging its backlog, which has slightly decreased from seven months to 6.5 months, to manage revenue expectations [39][98] Q&A Session Summary Question: Why is the backlog not helping this year? - Management indicated that while the backlog is being utilized, production and delivery times are planned and locked in by customers, leading to a slight decrease in backlog duration from seven months to 6.5 months [39] Question: What is the expectation for ultra-high field revenue recognition? - Management does not expect ultra-high field revenue recognition in Q3 but anticipates it in Q4 [43] Question: Why were cost-saving initiatives not initiated sooner? - Management explained that initial savings programs were started earlier in the year, but the expansion of cost-saving measures was necessary due to emerging headwinds [48][50] Question: What is the outlook for fiscal year 2026? - Management expressed uncertainty about growth in 2026 but emphasized the commitment to significant margin expansion and EPS growth regardless of market conditions [51][56] Question: How is the company addressing the free cash flow burn in Q2? - Management noted unusual outflows related to tax payments, which are not expected to recur, and anticipates a return to normal cash flow levels [65][66] Question: What is the visibility into the Q4 ramp? - Management acknowledged that Q4 typically sees a significant ramp, but visibility remains challenging due to current market conditions [101]