Core Viewpoint - The recent institutional research on 聚光科技 (300203) highlights the company's proactive approach to policy changes, market demand fluctuations, and industry competition, providing investors with critical insights into its investment value [5] Company Overview - 聚光科技, established in 2002, has become a leader in the high-end instrumentation industry in China, with a diverse business covering smart environment, smart industry, smart laboratory, and life sciences [1] - The company employs over 1,000 R&D personnel, with approximately 60% holding master's or doctoral degrees, and has established several important R&D platforms [1] - 聚光科技 has participated in the formulation of over 90 standards and holds more than 770 authorized patents [1] Business Performance - The company's revenue for the first half of 2025 was 1.295 billion yuan, with significant advancements in technology and business layout [4] - The laboratory instrument business showed favorable collection trends in July and August, while the environmental sector continues to face challenges [2] - The company plans to leverage opportunities in the coming months to improve overall collection status [2] Market Dynamics - There has been no significant change in market demand for scientific instruments, with some large project procurement plans potentially delayed until the fourth quarter [3] - The "first set" policy is crucial for promoting the application of domestic high-end instruments, with gradual implementation expected in the fourth quarter [3] Technological Innovations - 聚光科技 has launched several new products in the high-end instrument sector, including greenhouse gas monitoring systems and an industrial online mass spectrometer [4] - The company is also making strides in the life sciences sector, with its subsidiary obtaining medical device registration for clinical mass spectrometry systems [4] Employee Incentives - The company announced a share repurchase plan of 100 to 150 million yuan to be used for employee stock ownership plans or equity incentive plans [2] - Future incentive plans will consider various factors, including operational performance and historical contributions [2]

导读： "在科学仪器研发方面，上海有条件、有基础、有需求，应该勇挑重担，参与国际竞争，在部分领域改变长期受制于人的局面。" 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。 产无城不立，城无产不兴。 2 0 2 4年1 2月，上海市科委印发《上海市促进科学仪器和科研试剂创新发展行动方案（2 0 2 5 - 2 0 2 7年）》（下称"《行动方案》"），提出要 进 一步增强科学仪器、科研试剂科技创新能力，完善产业创新生态，到2 0 2 7年科学仪器和科研试剂产业产值4 5 0亿元左右。 这份经过深入调研后 所形成的文件一经发布，便引起了国内科学仪器行业的广泛关注。 近年来，上海已成为我国科学仪器产业的前沿阵地，吸引了众多企业、高校和科研院所的汇聚。这背后，究竟隐藏着怎样的吸引力和优势？ 科学仪器产业为何向上海靠拢？ 上海是我国仪器仪表行业的发源地之一，自2 0世纪5 0年代以来一直处于国内领先地位。经过长期以来的技术培育和积淀，上海不仅奠定了雄厚 的产业基础，更掌握了一系列前沿关键技术，为我国科学仪器行业发展起到了重要的引领和示范作用。 上海市 ...