Global Market Overview - The global capillary electrophoresis market is steadily growing, with a projected market size of $500 million by 2030 and a compound annual growth rate (CAGR) of 8.7% from 2024 to 2030, driven by increased R&D investments in pharmaceuticals and life sciences [3][9]. Market Competition Landscape - The capillary electrophoresis industry is characterized by a dominance of leading companies and high technical barriers. The top ten manufacturers held approximately 77.0% of the market share in 2022, leveraging advantages in technology development, full industry chain layout, and brand influence [5][6]. Product Types and Applications - Fully automated capillary electrophoresis instruments have become the mainstream product, accounting for about 58.1% of the global market share. These instruments are widely used in clinical diagnostics and pharmaceutical R&D, meeting the high efficiency and precision demands of large-scale sample analysis [6][7]. - Research institutions are the largest downstream market for capillary electrophoresis instruments, holding about 32.0% of the market share, driven by strong demand for biomolecular separation analysis in proteomics and genomics [6][7]. Regional Market Segmentation - North America and Europe are the primary consumption markets for capillary electrophoresis instruments, benefiting from mature medical R&D systems and high research investments. In contrast, South America, the Middle East, and Africa have a combined market share of less than 5%, indicating significant growth potential in these regions [7]. Market Drivers - The demand for high-resolution and high-throughput protein/nucleic acid separation in the pharmaceutical and life sciences sectors is increasing, driving up the procurement of capillary electrophoresis instruments. The rise of personalized medicine and biomarker research is also creating new application scenarios for these devices [9][10]. Market Barriers - The high acquisition cost and operational complexity of capillary electrophoresis instruments pose significant barriers to entry for small laboratories or resource-limited institutions. Additionally, poor compatibility with laboratory information management systems (LIMS) and insufficient reimbursement support in certain regions further complicate market promotion [11][12]. Industry Development Opportunities - Future opportunities in the capillary electrophoresis industry include deep integration with automated workstations and microfluidic high-throughput platforms to enhance efficiency and intelligence. Expanding the application of CE technology in molecular diagnostics for proteomics and genomics, as well as benefiting from increased government and private investment in precision medicine and infectious disease research, will further open market space [13].

Core Viewpoint - The company, as a leader in the domestic scientific instrument industry, is facing significant development opportunities under the national push for self-control and domestic substitution. With the deepening of relevant support policies and the gradual release of equipment renewal demand in downstream industries, the company is expected to achieve rapid growth in order acquisition and revenue conversion in the scientific instrument field by 2025 [1][5][10] Financial Performance - In 2024, the company achieved revenue of 3.614 billion yuan, a year-on-year increase of 13.58%, and a net profit attributable to shareholders of 207 million yuan, a year-on-year increase of 164.11%. The non-recurring net profit attributable to shareholders was 127 million yuan, a year-on-year increase of 132.82% [1][3] - For Q1 2025, the company reported revenue of 547 million yuan, a year-on-year increase of 1.38%, and a net profit attributable to shareholders of -21 million yuan, a year-on-year increase of 18.77% [1][4] Business Strategy - The company is focusing on core businesses such as scientific instruments, life science instruments, and industrial analysis instruments, while appropriately reducing long-term R&D layouts and non-high-end analysis instrument businesses. This strategy has led to a significant turnaround in profitability [3][10] - The company has established four business units targeting clinical research and early disease diagnosis, indicating a proactive approach to expanding into the life sciences sector [7] Operational Efficiency - The overall gross margin for 2024 was 44.43%, an increase of 3.17 percentage points year-on-year. The company has effectively controlled expenses, with a sales expense ratio of approximately 16.67%, a decrease of about 4.21 percentage points [8][9] - The net cash flow from operating activities for 2024 was 688 million yuan, a year-on-year increase of 152.34%, reflecting improved operational quality [8] Future Outlook - The company is expected to benefit from the acceleration of local government debt reduction and the gradual alleviation of the negative impact of PPP projects on overall performance. This is anticipated to support the company's performance recovery [5][6][10] - Projections for 2025-2027 indicate expected revenues of 4.066 billion, 4.538 billion, and 5.039 billion yuan, with corresponding net profits of 320 million, 439 million, and 589 million yuan, reflecting a strong growth trajectory [11]

导读： 近日，昆明医科大学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10项仪器设备采购意向，预算总额达8332万 | 采购 | | 预算 | 采购 | | --- | --- | --- | --- | | 项目 | 需求概况 | 万元 | 时间 | | 教学科研 | | | | | 大型仪器 | | | | | 设备更新 | 为提高学校教学、科研能力，自筹经费更新一批实验室设 | 7100 | 2025年 | | 采购项目 | 备。 | | 2月 | | （自筹经 | | | | | 费） | | | | | 康复学院 | | | | | 省一流学 | | | 2025年 | | 科建设设 | 满足学校教学及科研需求。 | 292 | 5月 | | 备采购项 | | | | | 目 | | | | | 康复学院 | | | | | 智慧教室 | | | 2025年 | | 设备采购 | 满足学校教学及科研需求。 | 100 | 5月 | | 项目 | | | | | 基础医学 | | | | | 院一流学 | | | | | 科团队平 | 设备仪器一批. | 92 | 2025年 ...