华金证券8月6日发布研报称，给予永新光学（603297.SH，最新价：90元）买入评级。评级理由主要包 括：1）迈向高端光学显微镜国产替代新阶段，共聚焦显微镜未来可期；2）深耕车用光学领域多年，激 光雷达逐步向低价车型渗透有望带动相关产品量能增长；3）条码机器视觉稳定发展，医疗光学/半导体 光学或为公司后续重要增长极。风险提示：技术革新风险；新增产能的市场拓展风险；市场需求不及预 期；汇率波动风险；国际贸易环境变化风险。 （文章来源：每日经济新闻） ...

Core Insights - The article discusses the procurement and bidding results for confocal microscopes during the 27th week of 2025, highlighting a total of 18 projects with 8 successful bids amounting to 25.89644 million yuan [1][2]. Summary by Sections Bidding Results - A total of 18 confocal microscope-related bidding projects were published, with 8 successful bids totaling 25.89644 million yuan [1][2]. - The leading brands in the bidding were ZEISS, Leica, and OLYMPUS, with ZEISS winning 3 bids for a total of 12.39764 million yuan, followed by Leica with 4 bids totaling 11.3188 million yuan, and OLYMPUS with 1 bid for 2.18 million yuan [2]. Detailed Bidding Information - The detailed bidding table lists various projects, including: - OLYMPUS FV4000 for 1 unit at 2.18 million yuan [3]. - Leica STELLARIS for 4 units with a total of 11.3188 million yuan [3]. - ZEISS LSM 910 and LSM 990 for 3 units with a total of 12.39764 million yuan [3]. Planned Procurement - There were 10 planned procurement projects with a total budget of 30.801 million yuan, where the highest single unit budget was 6 million yuan for the Chinese Academy of Sciences [4][5]. - The procurement projects include high-resolution laser confocal microscopes and other related equipment, with various universities and research institutions participating [5].

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]

Core Viewpoint - The article highlights the advancements in confocal microscopy technology and its applications in various fields such as cell biology, neuroscience, and disease research, emphasizing the importance of an upcoming online seminar to discuss these innovations [2][3]. Group 1: Event Details - The "Second Conference on Advances in Confocal Microscopy Technology and Applications" will be held on June 18, 2025, organized by Instrument Information Network [2][3]. - The seminar aims to provide a platform for researchers and professionals to exchange knowledge on new technologies and methods in confocal imaging [2][3]. Group 2: Technical Highlights - The event will cover topics including the integration of confocal imaging with artificial intelligence, rapid super-resolution imaging, stimulated Raman scattering imaging, and multi-label imaging techniques [3]. - Key discussions will focus on the principles of confocal technology, experimental techniques, and recent research advancements in cell biology, neuroscience, immunology, and precision medicine [3]. Group 3: Expert Participation - The seminar will feature presentations from eight experts from prestigious institutions such as Tsinghua University, Zhejiang University, and the University of Science and Technology of China [3][4]. - Notable topics include dynamic regulation of cytoskeletal intermediate filaments and the application of atomic force microscopy in conjunction with confocal microscopy [4]. Group 4: Schedule Overview - The agenda includes sessions on confocal microscopy fundamentals, advanced imaging strategies, and applications in life sciences, with specific time slots allocated for each presentation [4]. - The event will also showcase innovative products from leading manufacturers like Leica and Bruker [3].