Core Viewpoint - The scientific instrument industry is undergoing a structural transformation driven by artificial intelligence (AI), leading to a reallocation of value within the industry. Traditional manufacturers face the risk of becoming marginalized unless they evolve into intelligent experimental solution providers [3][4]. Group 1: Paradigm Shift - The industry is transitioning from "tool intelligence" to "system intelligence," where AI enhances decision-making and optimizes processes across instruments rather than just improving individual hardware performance. This shift emphasizes the integration of hardware, data, algorithms, and services [4]. Group 2: Value Chain Erosion - New solution providers, exemplified by companies like Megatech and Huixiang Technology, are benefiting from this value transfer by offering integrated and value-added services. Their business models focus on automation solutions that command higher profit margins compared to traditional hardware sales, indicating a trend where hardware profits are diminishing [6][7]. Group 3: Dual Situation for Domestic Instruments - The transformation presents a dual opportunity for domestic instrument manufacturers. While AI creates a chance for "leapfrog" development in specific verticals, there is a risk of being relegated to mere hardware suppliers if they fail to build interoperable intelligent ecosystems [7][8]. Group 4: Key to Breaking the Deadlock - Traditional manufacturers must undergo a strategic transformation to avoid marginalization. This includes restructuring capabilities to integrate software, algorithms, and domain knowledge, shifting business models to subscription or solution contracts, and actively participating in industry ecosystem development [9][10]. Group 5: Policy and Market Context - The Beijing "High-end Scientific Instrument Innovation Development Action Plan" emphasizes the need for AI-enabled innovation in instruments, highlighting the importance of positioning as a core component in the intelligent ecosystem rather than a standard hardware supplier [11]. Group 6: Comparative Analysis of Solution Providers - A comparison of domestic and international solution providers reveals various core positions and technological features, indicating a competitive landscape where companies are leveraging AI to enhance their offerings across different application areas [12][14].