Core Insights - On October 15, 2023, 聚光科技 experienced a slight decline of 0.22% with a trading volume of 201 million yuan, indicating a stable market presence [1] - The company reported a financing buy-in of 25.07 million yuan and a net financing buy of 1.00 million yuan, reflecting investor interest despite the stock's minor drop [1] - As of October 15, the total financing and securities balance for 聚光科技 reached 501 million yuan, which is 6.15% of its market capitalization, suggesting a relatively high level of leverage [1] Financing Overview - On October 15, 聚光科技 had a financing buy-in of 25.07 million yuan, with a total financing balance of 501 million yuan, exceeding the 60th percentile of the past year [1] - The company also saw a securities lending activity with 2,600 shares repaid and 200 shares sold, indicating a cautious approach from short sellers [1] - The securities lending balance stood at 70.75 million yuan, which is above the 50th percentile of the past year, indicating a notable level of short interest [1] Financial Performance - For the first half of 2025, 聚光科技 reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, indicating challenges in maintaining sales [2] - The company recorded a net loss attributable to shareholders of 50.51 million yuan, a significant decline of 210.86% compared to the previous period, highlighting financial difficulties [2] Shareholder Dynamics - As of June 30, 2025, the number of shareholders increased by 10.45% to 20,300, while the average number of circulating shares per person decreased by 9.46% to 22,074 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited increasing its holdings by 12.85 million shares [3] - Notable changes in holdings include an increase in shares by 诺安先锋混合A and a decrease by 睿远成长价值混合A, reflecting shifting investor sentiment [3]

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。 中国实验室企业参与国际市场竞争近30年历史，历经30年风雨兼程，为中国实验室技术的 创新发展及国际市场竞争做出了巨大的贡献。根据中研普华产业研究院2024年底的报告描 述，全球实验室设备市场规模持续增长，2024年市场规模约为650亿美元，而实验室分析 仪器市场规模更是达到了766.5亿美元，并预计2027年将达到872.3亿美元。实验室设备 出口市场正处于一个蓬勃发展的阶段，潜力无限。 在此背景下，国际实验室创新发展大会隆重推出"ILIS 2025 | 现场对接会 Networking for 中国好仪器 & 国际实验室专家 "活动， 助力企业提高自身技术和管理水平，扩大市场 竞争力，更好地了解全球实验室市场的竞争状态、专业化标准化水平、政策趋势动态，应 对全球挑战。 >> ILIS国际实验室创新发展大会现场 >> 时间：2025年11月11-12日 >> 地点：广州朗豪酒店 活动目的 面对全球市场的激烈竞争及壁垒保护，现存的技术、质量、价格和售后服务等一系列问题，如 何不断提高自身技术和 ...

截至6月30日，聚光科技股东户数2.03万，较上期增加10.45%；人均流通股22074股，较上期减少 9.46%。2025年1月-6月，聚光科技实现营业收入12.95亿元，同比减少8.23%；归母净利润-5050.12万 元，同比减少210.86%。 10月9日，聚光科技涨2.06%，成交额2.25亿元。两融数据显示，当日聚光科技获融资买入额3233.64万 元，融资偿还1660.96万元，融资净买入1572.68万元。截至10月9日，聚光科技融资融券余额合计4.98亿 元。 融资方面，聚光科技当日融资买入3233.64万元。当前融资余额4.98亿元，占流通市值的6.23%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，聚光科技10月9日融券偿还0.00股，融券卖出3800.00股，按当日收盘价计算，卖出金额6.76 万元；融券余量4.18万股，融券余额74.40万元，超过近一年60%分位水平，处于较高位。 资料显示，聚光科技(杭州)股份有限公司位于浙江省杭州市滨江区阡陌路459号，成立日期2002年1月4 日，上市日期2011年4月15日，公司主营业务涉及研发、生产和销售应用于环境监测、工业 ...

9月30日，聚光科技跌1.64%，成交额1.81亿元。两融数据显示，当日聚光科技获融资买入额2035.69万 元，融资偿还2849.03万元，融资净买入-813.34万元。截至9月30日，聚光科技融资融券余额合计4.83亿 元。 融资方面，聚光科技当日融资买入2035.69万元。当前融资余额4.82亿元，占流通市值的6.16%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，聚光科技9月30日融券偿还3700.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量3.80万股，融券余额66.27万元，低于近一年50%分位水平，处于较低位。 资料显示，聚光科技(杭州)股份有限公司位于浙江省杭州市滨江区阡陌路459号，成立日期2002年1月4 日，上市日期2011年4月15日，公司主营业务涉及研发、生产和销售应用于环境监测、工业过程分析、 实验室仪器等领域的仪器仪表。主营业务收入构成为：仪器、相关软件及耗材69.24%，运营服务、检 测服务及咨询服务16.42%，环境设备及工程10.46%，其他3.87%。 截至6月30日，聚光科技股东户数2.03万，较上期增加10.45%；人均 ...

特别提示 微信公众号机制调整，请点击顶部"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。 仪粉e r们，长假袭来，正是静下心来更新简历寻找新工作机会的好时机，所以国庆假期8天，小编每天会为大家推荐一 些优质岗位，不要错过哦！ 今天是第一期： 高薪仪器销售职位专场 。另外再附送仪器信息网牵头编写出版的 《土壤检测实战指南》 1本： 销售精英，热招职位 Ho t r e c r u itme n t p o siti o n s 安捷伦 仪器销售 杭州-面议 任职要求： 本科或以上学历，制药、化学、生物、食品等相关专业；三年以上实验室产品相关行业销售经验，具备 扎实的实验室产品知识；出色的人际交往能力和沟通能力，团队合作能力强；有明确的自我提升意愿和目标，持续学 习能力强。 安东帕 销售工程师（分析测试服务） 销售工程师（材料表征） 北京-面议 任 职要求 ： 具备比表面、物理吸附、化学吸附、粒度仪等仪器的相关知识以及实际操作经验；本科及以上学历， 材料、高分子、化学、物理等相关专业；两年以上相关产品行业经验，有一定的行业客户基础；有独立开发业务的能 力，积极主动地开拓市场；有 ...

Group 1: Haitan Ruisheng - The company expects a revenue growth of 69.54% in the first half of 2025, driven by significant growth in computer vision, natural language processing, and intelligent voice sectors [1] - Computer vision and natural language processing account for 40% and 14% of the revenue respectively, while intelligent voice shows slower growth [1] - The company has established partnerships with Huawei for the Ascend integrated machine and is involved in various projects across multiple cities in China [1] - Internationally, the company has acquired a delivery base in the Philippines and is expanding its presence in Hong Kong, the US, and Europe [1] - Core competencies include dual-mode service products, technology platforms, supply chain management, and data security compliance [1] Group 2: World - The company is experiencing revenue growth without profit increase due to intensified industry competition, rising depreciation, and increased expenses [2] - Diamond functional materials are currently in the investment phase, with expectations for breakthroughs leading to industrial application [2] - The company focuses on superhard tools as its core product while expanding into sound, light, electricity, and heat fields with diamond functional materials [2] - CVD diamond heat sink products are available but generate low revenue, facing challenges in technology transfer and market uncertainty [2] Group 3: Juguang Technology - The company views existing PPP policies positively and is in discussions with the government for implementation [3] - Payment trends in July and August have slightly improved compared to the first half of the year, with laboratory instruments performing well [3] - The company has announced a share buyback plan of 100 million to 150 million, intended for employee stock ownership plans [3] - Market demand remains stable, although some large project procurements are postponed to the fourth quarter [3] - Domestic high-end instruments still face challenges in complex scenarios and require time for adaptation [3]

Group 1: Lianhua Technology - The company expects significant profit growth in the first half of 2025, driven by cost reduction, efficiency improvement, increased capacity in the plant protection business, optimized product structure, and concentrated shipments in the pharmaceutical business, along with increased foreign exchange gains [1] - The pharmaceutical segment focuses on a major client strategy, expanding its coverage of high-quality domestic and international clients [1] - The UK subsidiary has improved capacity utilization and operational performance due to increased foreign exchange gains [1] - The new energy business has achieved stable commercial delivery of electrolyte, electrolyte main salt, and cathode materials, with revenue expected to exceed in 2025 [1] - The company is actively exploring cutting-edge technologies like solid-state batteries and believes it has competitive advantages in supply chain, environmental protection, and intellectual property rights against Indian competitors [1] Group 2: Ju Guang Technology - The company views the existing PPP policy as positively impacting its operations and is in communication with the government for implementation [2] - The repayment trend in July and August is slightly better than the first half of the year, with good repayment from laboratory instruments, although the environmental protection sector still faces significant pressure [2] - The company has announced a share repurchase plan of 100 million to 150 million, intended for equity incentives or employee stock ownership plans [2] - Overall market demand remains stable, but some large project procurements may be postponed until the fourth quarter [2] - The domestic substitution policy focuses on "first sets" and "two new and two heavy" without new policies currently; awareness of the "first set" policy is increasing and implementation is progressing [2] - Domestic high-end instruments still have gaps in adaptability and method validation in complex scenarios, requiring time for accumulation [2] - Core components can be self-manufactured domestically, with cost reduction potential as scale and processes improve [2]

Group 1: Policy Impact and Business Performance - The recent PPP policy from the State Council is expected to have a positive impact on the company's existing PPP business, with active communication with relevant government projects [3] - The repayment situation from July to August shows a slight improvement compared to the first half of the year, particularly in the laboratory instruments sector, while the environmental protection sector still faces significant pressure [3] Group 2: Share Buyback and Employee Incentives - The company announced a share buyback plan on August 22, with a budget of 100 million to 150 million [3] - Future employee incentive plans will be developed based on operational performance, business development, job importance, and historical contributions [3] Group 3: Market Demand and Policy Implementation - Current market demand for scientific instruments has not changed significantly, with some large project procurement plans potentially delayed until Q4 [3] - The "first set" policy is being gradually implemented, with increased awareness among relevant units, and expected to show results in Q4 [4] Group 4: Domestic Instrument Competitiveness - The gap between high-end domestic instruments and imported ones lies in the adaptability to complex application scenarios and the maturity of method validation [4] - The company is working on increasing the domestic production rate of core components, which can lower costs through economies of scale and improved yield rates [4]