南方财经 21世纪经济报道记者袁思杰香港报道 在粤港澳大湾区，一条跨城协作的创科纽带正在形成：香港科学园的实验室里，前沿黑科技悄然诞生； 深圳的产业园中，科研成果快速转化为市场产品；东莞的厂房内，精密零部件高效组装成型；广州的物 流网络里，创新产品运往全球各地。 据世界知识产权组织今年9月发布的最新《2025年全球创新指数报告》，"广深港"创新集群首次登顶全 球百强创新集群排行榜榜首，实现从连续五年全球第二到第一的历史性跨越。 这一成绩的背后，是大湾区打破地域壁垒、整合创新资源的持续探索。从光谱仪国产化到AI健康筛 查，从具身智能机器人到6G前沿技术，一批初创企业与科研团队在湾区沃土上快速成长，用技术突破 见证协作力量，用产业融合诠释湾区精神。 粤港澳大湾区的创科协作，本质上是一场精准的城市分工与资源整合。 香港凭借顶尖科研实力聚焦基础研发，深圳依托产业优势推动成果转化，东莞以精密制造赋能量产落 地，广州、江门等城市则提供物流、政策等配套支持，形成了覆盖 "研发—转化—制造—销售" 的全生 命周期闭环体系，让创新想法能够快速落地生根。 威视佰科CEO刘玮对此有着深刻体会。2020 年受邀担任香港大学兼职教授后 ...

Core Insights - Agilent is enhancing its production capacity in China, particularly in the Shanghai factory, which now produces a wide range of analytical instruments including liquid chromatography, spectroscopy, and mass spectrometry [2][4] - Approximately 80% of Agilent's global demand for gas chromatography instruments is met by the Shanghai facility, indicating a strong reliance on local production to serve diverse industries [2] - The company is committed to local innovation and investment in China, aligning with its global strategy of "global technology + local innovation" to meet the evolving needs of its customers [4][5] Group 1: Business Strategy and Market Position - Agilent's strategy focuses on supporting the energy and chemical industries in their green and low-carbon transitions, leveraging over 30 years of experience in the Chinese market [4] - The company aims to capitalize on new opportunities arising from geopolitical risks and the migration of European energy and chemical enterprises to emerging markets [6][10] - Agilent has established deep collaborations with leading domestic companies, providing high-end analytical instruments and automation platforms to meet the growing demand for advanced materials and specialty chemicals [10][14] Group 2: Technological Innovation and Environmental Focus - Agilent is actively involved in developing solutions for new pollutants and environmental monitoring, addressing the challenges posed by emerging contaminants in the energy and chemical sectors [15][16] - The company is participating in the formulation of international standards and collaborating with local institutions to enhance the sustainability of the chemical industry [13][14] - Agilent's technological solutions cover various aspects of clean energy research and environmental compliance, including hydrogen energy and sustainable aviation fuels [15][16] Group 3: Digital Transformation and Automation - Agilent is advancing its "Ignite Transformation" strategy to promote smart and automated laboratory solutions, responding to the increasing demand for digital transformation across various industries [17][18] - The Shanghai facility has been upgraded to an international standard "lighthouse factory," utilizing AI and automation to enhance production efficiency [18][19] - Agilent has established an automated demonstration laboratory in Shanghai to assist clients in accelerating their digital transformation efforts [19]

Core Viewpoint - The detection technology has evolved from a laboratory tool to an "invisible gatekeeper" of national security, highlighting the strategic importance of diamond powder in geopolitical contexts [2][14]. Policy Upgrade: Precise Control of the Diamond Industry Chain - The announcement No. 55 by the Ministry of Commerce and the General Administration of Customs will implement export controls on synthetic diamond micro-powder and specific types of synthetic diamond single crystals starting November 8, 2025, expanding the scope of regulation from equipment and technology to materials and products directly applied in the industry [3][5]. - Six categories of controlled items have been detailed, including synthetic diamond micro-powder and single crystals, while cultured diamonds for decoration are explicitly excluded [5]. - China dominates the global synthetic diamond market, producing 90% of the world's synthetic diamonds, with 80% of that production coming from Henan [5]. Detection Challenges: Upgraded Requirements for Diamond Identification Technology - The implementation of export controls has significantly increased the demand for detection technology to ensure compliance with new regulations [6][8]. - Exporters are required to certify the authenticity of their goods, marking controlled items as "dual-use" and providing specific parameters for similar non-controlled items [7]. Market Outlook: Structural Opportunities for Detection Instruments - The shift from a "scale-oriented" to a "technology-oriented" industry will create three levels of opportunities in the detection technology market: - **Enterprise Level**: Increased demand for compliance self-testing, leading to the necessity for detection equipment to prove non-controlled attributes of products [12]. - **Regulatory Level**: Upgraded port detection networks favoring portable instruments for on-site analysis [12]. - **R&D Level**: Accelerated domestic replacement of high-end instruments, emphasizing the importance of supply chain autonomy [12]. - The synthetic diamond industry is projected to exceed $270 million in export value by 2024, with breakthroughs in technical barriers increasingly reliant on precise identification capabilities [13].

Summary of the Conference Call on the Scientific Instrument Industry Industry Overview - The scientific instrument industry in China is experiencing growth driven by increasing R&D expenditure, which reached 3.34 trillion yuan in 2023, a year-on-year increase of 8.4% [1][3] - The market for scientific instruments, including mass spectrometry, chromatography, and spectroscopy, exceeds 50 billion yuan, but remains highly dependent on imports, with mass spectrometry and chromatography import rates at 90% and 88% respectively [1][3] Key Insights - The proportion of R&D expenditure to GDP in China has been steadily increasing, reaching 2.6% in 2023, indicating stronger governmental support for technological innovation and a rising demand for high-end scientific instruments [1][3][6] - The mass spectrometry market in China is approaching 20 billion yuan, with a growth rate of approximately 15%, but it is still heavily reliant on imports, particularly from the U.S., which maintains a stable market share of around 20% [1][8][10] - The scientific service industry encompasses research institutions, universities, and innovative enterprises, providing high-tech solutions and third-party testing services, characterized by high technological content and talent concentration [4][5] Market Dynamics - The scientific instrument supply chain consists of three main segments: 1. Reagent and consumables companies (e.g., Titan Technology, Aladdin) 2. Scientific instrument manufacturers (e.g., Focused Photonics, Labtech) 3. Third-party testing service providers (e.g., Huace Testing, Puni Testing) [6] - The increasing focus on domestic scientific instruments due to U.S.-China trade tensions is expected to enhance the market share of domestic manufacturers [3][10] Competitive Landscape - There is a significant gap between Chinese scientific service companies and their overseas counterparts, with leading foreign firms like Merck and Agilent having market capitalizations exceeding 100 billion USD, while only five Chinese companies exceed 10 billion USD in market cap [2][11] - The average gross margin for Chinese companies is 46%, lower than the 52% average for foreign companies, indicating potential for profit margin improvement as domestic companies scale up [11][12] Future Outlook - As penetration rates increase and costs decrease, the gross margins of Chinese scientific service companies are expected to improve, potentially leading to the emergence of new domestic leaders in the industry [12] - Investment recommendations include focusing on companies engaged in R&D and the scientific instrument sector, such as Focused Photonics, Wuyi Technology, and Labtech, which are in the early stages but show significant growth potential [13]

Core Insights - The 2025 Shanghai AI+ Instrument Summit focuses on the integration of AI and scientific instruments, promoting domestic substitution and technological innovation, with 11 hard-tech companies showcasing advancements in life sciences, microscopy, and analytical instruments [2]. Group 1: Event Overview - The summit, held on August 29, is the first high-level event following the launch of the national AI+ instrument industry cluster in Xuhui, Shanghai, aimed at fostering innovation and project implementation [4]. - The event included theme reports, roadshows, and expert evaluations, emphasizing the spirit of "innovation" and "support" throughout [4][15]. Group 2: Industry Trends and Opportunities - AI is expected to transform biomedicine from science to engineering, enabling high-throughput data collection and intelligent decision-making, as highlighted by the chairman of Cybernaut Investment Group [6]. - The optical detection market in China is projected to reach 73 billion yuan by 2026, despite challenges posed by U.S. restrictions on high-end semiconductor manufacturing and testing equipment exports [8]. - The integration of AI technology is significantly lowering the barriers to using analytical instruments and enhancing their functionality, as noted by the former chairman of Shanghai Yidian Scientific Instrument Co., Ltd. [10]. Group 3: Company Highlights - Xuhui District's scientific instrument manufacturing group is one of the largest in China, with brands focusing on electrochemical, analytical, and optical instruments [10]. - The vision of Xinfang Technology is to become an efficient industrial internet service platform for the scientific instrument and testing industry, boasting 4.6 million registered users and 27 million annual unique visitors [12]. Group 4: Roadshow Projects - The roadshow featured 11 hard-tech companies, primarily in the life sciences automation sector, reflecting the deep integration of AI and life sciences [35]. - Companies presented projects across various fields, including high-throughput single-cell optical microfluidic systems, advanced microscopy technologies, and automated online detection systems for airborne infectious particles [39][36][31].

Core Viewpoint - Jiangsu Tianrui Instrument Co., Ltd. reported a revenue of 295 million yuan for the first half of 2025, a decrease of 22.36% year-on-year, with a net loss of 10 million yuan, which is an improvement of 35.63% compared to the previous year [1][2]. Financial Performance - Revenue for the reporting period was 294,836,797.54 yuan, down from 379,766,029.27 yuan in the same period last year, reflecting a decrease of 22.36% [3][4]. - The net profit attributable to shareholders was -9,583,899.20 yuan, compared to -14,889,218.28 yuan last year, showing an improvement of 35.63% [3][4]. - The net cash flow from operating activities increased by 232.41%, reaching 69,961,169.89 yuan, primarily due to reduced payments for goods and services [4]. - Total assets at the end of the reporting period were 3,367,406,120.47 yuan, a decrease of 1.72% from the previous year [3]. Cost and Expenses - Operating costs decreased by 27.89% to 162,878,741.21 yuan, mainly due to reduced revenue [4]. - Sales expenses were reduced by 11.31% to 68,195,633.27 yuan, attributed to lower revenue [4]. - Management expenses decreased by 9.96% to 43,556,304.34 yuan, primarily due to reduced depreciation and amortization [4]. - Research and development expenses saw a significant drop of 55.09%, totaling 19,242,304.07 yuan, due to the completion of certain projects [4]. Product and Service Overview - The company specializes in spectrometers, chromatographs, and mass spectrometers, which are widely used in various industries for detection and analysis [1][6]. - The product line includes energy dispersive X-ray fluorescence spectrometers, atomic absorption spectrophotometers, and gas chromatography-mass spectrometry systems, among others [5][6]. - The applications span across electronics, jewelry, material analysis, petrochemicals, food safety, environmental protection, geological exploration, and scientific research [6]. Revenue Breakdown - The revenue from laboratory analysis instruments and systems was 167,122,157.22 yuan, a decrease of 7.14% year-on-year [8]. - Environmental engineering and services generated 30,513,388.42 yuan, down 64.24% compared to the previous year [8]. - Revenue from operation and maintenance detection and accessory sales was 42,651,800.46 yuan, an increase of 26.94% year-on-year [8].

Core Viewpoint - The Beijing Municipal Bureau of Economy and Information Technology is organizing the compilation of the "Beijing Instrumentation and Intelligent Detection Equipment Innovation Product Recommendation Directory (2025)" to promote the development of the intelligent manufacturing equipment industry in Beijing and enhance the high-quality technical supply capacity of instrumentation and intelligent detection equipment [2][4]. Group 1: Scope of Collection - The collection scope includes instrumentation and intelligent detection equipment, specifically covering scientific research instruments such as mass spectrometers, chromatographs, spectrometers, microscopes, and electronic measurement instruments [2][6]. - Industrial instruments include online analysis instruments, non-destructive testing instruments, vacuum testing instruments, and mechanical testing instruments [2][6]. - Other specialized instruments for industries such as aerospace, geological exploration, meteorology, environmental monitoring, and nuclear radiation are also included [2][6]. Group 2: Requirements for Application - Applicants must be registered in Beijing, possess independent legal status, and have a fixed office location [11]. - There should be no significant negative records in safety, environmental protection, taxation, or intellectual property in the past three years [12]. - Applicants must hold at least three relevant patents or software copyrights, with at least one being an invention patent, and have no intellectual property disputes [13]. - The products must be classified as innovative instrumentation and intelligent detection equipment, with key technologies at a leading domestic or advanced international level [14]. Group 3: Application Process - Applicants need to fill out the "Beijing Instrumentation and Intelligent Detection Equipment Innovation Product Application Form" and submit it by September 22, 2025 [16]. - The Bureau will select products through expert evaluation and comparative research, promoting those included in the directory through publicity and supply-demand matching activities [16]. Group 4: Contact Information - For inquiries, contact Mr. Tian at 010-63266510, located at 397 Jia, Guang'anmenwai Street, Xicheng District, Beijing [17].

Group 1 - The company, Steel Research Nake, primarily engages in metal material testing services, including capabilities related to aerospace materials [2] - The company undertakes material testing tasks in significant aerospace projects [2] - Some of the analytical instruments, such as spectrometers and mass spectrometers, are applicable for aerospace material testing [2]

Core Viewpoint - The article highlights a range of high-paying job opportunities in the scientific instrument sector, emphasizing the demand for skilled sales professionals in various companies across China [2][3][5][9][12]. Group 1: Job Opportunities - Agilent Technologies (China) Co., Ltd. is hiring for a sales position in Chongqing with a salary range of 10k-20k and requires a background in chemistry, pharmacy, or related fields [2]. - Hais Instrument Technology (Shanghai) Co., Ltd. is looking for a sales engineer in Chongqing with a salary range of 7k-10k [3]. - Bosted Technology Co., Ltd. is offering a sales engineer position in Beijing with a salary range of 6k-40k, requiring at least one year of sales or technical experience [5]. - Hangzhou Puyue Technology Development Co., Ltd. is seeking a sales engineer in Beijing with a salary range of 15k-25k, requiring over eight years of experience in the instrument industry [7][8]. - Ailimonte Trading (Shanghai) Co., Ltd. is hiring a sales engineer in Guangzhou with a salary range of 10k-11k [9]. Group 2: Job Requirements - Positions generally require a bachelor's degree or higher in relevant fields such as chemistry, biology, or environmental science [4][10][14]. - Many roles demand specific experience in sales or technical support within the scientific instrument sector, with some requiring over three years of relevant experience [8][11][21]. - Certain positions prefer candidates with experience in specific industries, such as pharmaceuticals, environmental testing, or materials analysis [10][12][20].

Industry Rating - The report maintains an "Outperform" rating for the scientific instruments industry, consistent with the previous rating [1]. Core Insights - The scientific instruments market in China surpassed 220 billion yuan in 2023, with a growth rate exceeding 12%. The market is dominated by high-end foreign brands, and there is a significant push for domestic alternatives driven by government policies [2][12]. - The domestic market for mass spectrometers reached 16.712 billion yuan in 2023, with foreign companies holding over 90% of the global market share. The import rate for mass spectrometers has decreased from 89% in 2018 to 81% in 2023, indicating a gradual shift towards domestic production [3][41]. - The electronic measurement instruments market is projected to exceed 40 billion yuan in 2024, with a notable focus on mid-to-high-end products. The market for oscilloscopes is expected to reach 650 million USD by 2025 [4]. Summary by Sections 1. Scientific Instruments Industry - The scientific instruments industry is characterized by high-end foreign brands dominating the market, while domestic brands struggle to gain market share. The government has introduced various policies to promote domestic innovation and application of scientific instruments [2][24]. 2. Scientific Analysis Instruments - The market for scientific analysis instruments is vast, with mass spectrometers and chromatographs showing low domestic production rates. The mass spectrometer market is expected to grow significantly, with a focus on high-resolution and triple quadrupole models as key areas for domestic manufacturers to target [25][50]. 3. Electronic Measurement Instruments - The electronic measurement instruments market is rapidly expanding, with a projected market size of 16.307 billion USD globally by 2024. The domestic market is expected to exceed 40 billion yuan, with a significant portion of high-end products still being imported [4][6]. 4. Policy Guidance - Recent government policies have aimed to support the development of domestic scientific instruments, including tax exemptions for imported instruments used in research and education, which will lower costs for research institutions [21][24].