机构：中信建投证券 简评 1、下游高景气+自身竞争力突出，25Q2 营收、利润创历史新高当前国内风电装机处于持续景气阶段， 使得塔筒升降设备等产业链上游环节受益明显。2025 年上半年，我国风电新增并网装机51.39 GW ，同 比增长98.88%，其中5 月单月新增装机26.32GW，主要得益于发改委与能源局"136 号文"("531"政策)刺 激下带来抢装需求。下游行业高景气，叠加公司自身产品竞争力凸显，2025Q2 营收、利润创单季历史 新高。1)分业务：2025H1 公司升降设备收入同比增长34. 34%至5.47 亿元，营收占比66.87%；安全防护 设备收入同比增长71. 24%至2.40 亿元，营收占比29.29%，一定程度上受益于风电抢装；作业服务收入 同比增长36.66%至2,627.74 万元，营收占比3.21%。 2)分地区：2025H1 公司境内收入同比增长39.49%至3.65 亿元，营收占比44.61%；海外收入同比增长 46.94%至4.53 亿元，营收占比55.39%。公司在海外提前备货，无惧关税扰动；长期中公司持续做好国 际化布局，在海外设立子公司并建立专门的海外销售团队， ...

Core Viewpoint - Anhui Medical University has announced multiple government procurement intentions for laboratory instruments, with a total budget of 114 million yuan, indicating significant investment in research and educational infrastructure [1][2]. Summary by Sections Procurement Overview - The procurement includes seven types of laboratory instruments such as UV-visible spectrophotometers, fluorescence spectrometers, high-performance liquid chromatographs, ion chromatographs, flame atomic absorption spectrophotometers, and fluorescence quantitative PCR instruments [2][4]. - The expected procurement period is from January to June 2025 [2]. Specific Projects and Budgets - The total budget for the procurement is 114 million yuan, allocated for various projects aimed at enhancing the educational and research capabilities of the university [2][4]. - Specific projects include: - Public Health College's basic experimental teaching support project with a budget of 3.76 million yuan [4]. - Health Toxicology and Quarantine Experimental Teaching Support project with a budget of 4.76 million yuan [4]. - Research instrument procurement for the Basic Medical College with a budget of 4 million yuan [5]. - Construction of a population health data platform with a budget of 15 million yuan [5]. - Modern pharmacy laboratory infrastructure with a budget of 20 million yuan [5]. - Basic facility equipment procurement for the Public Health College with a budget of 20 million yuan [5]. - Biological sample library platform construction with a budget of 10 million yuan [5]. Supplier Responsibilities - Suppliers are required to ensure that all equipment meets industry standards, provide a warranty of no less than one year, and complete installation and acceptance within specified timeframes [4][5]. - Responsibilities include procurement, packaging, transportation, installation, and after-sales service [5].