截至2025年8月26日收盘，泰坦科技股价报29.41元，较前一交易日下跌0.75元，跌幅2.49%。当日开盘 价为30.20元，最高触及30.70元，最低下探至29.16元，成交量为5.30万手，成交额1.57亿元。 泰坦科技属于专业服务行业，公司业务涵盖科研试剂、实验耗材、仪器设备等领域，主要服务于科研机 构、高校及企业研发部门。 消息面上，泰坦科技当日发生一笔净流入，成交10万股，金额250万元，成交价25.00元，较收盘价折价 14.99%。此外，公司主力资金净流入1634.73万元，近五日累计净流入1097.44万元。 风险提示：市场有风险，投资需谨慎。 ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [3][27] Core Insights - The trend of self-control in the research service and upstream sectors is deepening, presenting significant development opportunities for domestic manufacturers due to U.S. export controls and reciprocal tariffs [1][2] - The import dependence and trade deficit in scientific instruments are high, with a low domestic production rate. In 2023, China's scientific instrument imports were approximately 17 billion USD, while exports were about 4.3 billion USD, indicating a substantial trade deficit [7][14] - The recent U.S. export controls and tariff increases have heightened the importance of self-sufficiency in the domestic scientific instrument industry, with significant opportunities expected for domestic manufacturers in various segments [22][18] Summary by Sections 1. Scientific Instruments: Core Track Under Self-Control Trend - Current Situation: High import dependence, large trade deficit, and low domestic production rates. The market for high-end scientific instruments is dominated by imported brands [7][14] - Marginal Changes: U.S. export controls and reciprocal tariffs have increased the urgency for self-sufficiency in the domestic scientific instrument supply chain [18][22] - Outlook: The procurement difficulty and costs for imported scientific instruments are expected to rise, reshaping the market landscape and providing growth opportunities for domestic manufacturers such as Haier Biomedical and East China Pharmaceutical [22][9] 2. Research Reagents and Laboratory Consumables: Acceleration of Domestic Substitution - The impact of U.S. tariffs on imports may benefit domestic products, particularly in the research reagent and laboratory consumables sectors, where the domestic production rate is low [2][23] - The market for laboratory consumables in China was approximately 57.55 billion CNY in 2023, with a compound annual growth rate (CAGR) of about 20% from 2019 to 2023 [25] - Potential beneficiaries of the domestic substitution trend include companies like Nanwei Technology and Aolimai, which have a significant domestic revenue structure [24][9]