福斯达 20250723 摘要 福斯达 2025 年上半年营收同比增长 154%-190%，主要受益于海盐生 产基地投产，提升了大型装备尤其是海外项目的交付能力。累计订单超 110 亿元，上半年收入约 15 亿元。 公司海外市场收入占比 70%，海外项目平均毛利率超 30%，国内项目 约 15%，整体毛利率提升。上半年新签订单约 12 亿元，空分设备占 70%，液化天然气相关设备占 20%。 国内市场竞争激烈，未能获得大额订单，海外市场表现优异，尤其在化 工油气领域，有望完成全年目标。早期进入海外市场积累的经验是关键 优势。 2025 年上半年项目交付顺利，70%来自海外。预计下半年国内交付量 增加，但全年仍以海外为主，预计全年交付额约 30 亿元人民币。 2025 年第一季度利润率接近 20%，上半年整体利润率保持在 10%以上， 高于去年水平，毛利率呈上涨趋势。预计下半年国内项目占比增加将对 利润率有所支撑。 Q&A 福斯达公司在 2025 年上半年的业绩表现如何？ 福斯达公司在 2025 年上半年取得了显著的业绩增长。净利润达到 2.25 亿至 2.6 亿元，同比增长 115%至 148%。扣除非经常性 ...

从行业市盈率排名来看，公司所处的光伏设备行业市盈率平均30.43倍，行业中值27.07倍，拉普拉斯排 名第54位。 7月23日，拉普拉斯今日收盘45.6元，下跌1.13%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到22.91倍，总市值184.83亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13拉普拉斯22.9125.344.86184.83亿行业平均 30.4333.342.86168.10亿行业中值27.0728.702.2573.34亿1捷佳伟创6.737.051.65194.82亿2奥特维 9.908.412.63107.06亿3阳光电源11.8713.733.721515.72亿4横店东磁13.3314.102.45257.51亿5德业股份 14.8716.244.68480.71亿6晶盛机电18.3214.692.14368.76亿7中信博18.4517.172.40108.44亿8京山轻机 18.8717.341.8074.37亿9通润装备19.6219.892.2543.19亿10阿特斯20.2115.431.51346.69亿11芯能科技 22.1621.7 ...

导读： 武汉理工大学老师杜小弟的作品《GC-MS 分析多环芳烃 PAHs 的几个问题讨论》斩获第17届科学 仪器网络原创作品大赛特等奖，用扎实的经验与深刻的思考，展现了一线分析测试工作者的专业风采。 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。 杜小弟： 参加原创大赛有六七届了吧。我主要用的都是原子吸收、气相、液相这一类的常规仪 器，见识有限。而仪器信息网每年都会关注当前分析测试领域的发展热点，在原创大赛中能吸 引到新的老师参与创作，这非常有利于大家拓展认识、开阔眼界。同时，今年还开设了 "人在 职场" 新赛区，吸引了广大一线打工人踊跃参与，非常贴近生活。 仪器信息网：请介绍您本届获奖作品的创作思路或灵感，希望给广大分析测试工作者带来哪些 启发？ 从实验室一线的基础杂务到 GC-MS 分析领域的技术骨干，武汉理工大学老师杜小弟深耕分 析检测领域数十年，以 "问渠哪得清如许，为有源头活水来" 为信念，在理论与实践的结合中 持续精进。他的作品《 GC-MS 分析多环芳烃 PAHs 的几个问题讨论 》 斩 获 第 17 届 科 学 仪器网络原 ...

| 采购 | | 预算 | 采购 | | --- | --- | --- | --- | | | 需求概况 | | | | 项目 | | 万元 | 时间 | | 绍兴海关综合技 | | | 2025 | | 术服务中心紫外 | 用于食品中的甲醛、亚硝酸盐等项目的检测。 | 15 | 年10 | | 可见分光光度计 | | | 月 | | 绍兴海关综合技 | 用于软性至中硬性以及温敏性样品或纤维材料的高速研磨和软性的, 中硬性, 弹性的, 含水/脂 | | 2025 | | 术服务中心超离 | 肪/油, 干性的, 含纤维的样品粉碎、均化、混和。 | 25 | 年10 | | 心研磨仪 | | | 月 | | 绍兴海关综合技 | | | | | 术服务中心微生 | 用于进出口食品、化妆品、饲料等样品中病原菌的快速监测，重点针对沙门氏菌、李斯特菌、 | | 2025 | | | | 30 | 年10 | | 物全自动免疫分 | 大肠埃希菌O157及葡萄球菌肠毒素等。 | | 月 | | 析仪 | | | | | 绍兴海关综合技 | | | 2025 | | 术服务中心恒温 | 用于进出口食品、化妆品、饲料等样品中微 ...

7月16日，第三届链博会在北京中国国际展览中心（顺义馆）开幕。图为客商在展位参观。本报记者 郭 昭摄 7月17日，第三届中国国际供应链促进博览会开幕第二天，各大展区依旧人气高涨。在清洁能源链展 区，有一个特装展位尤为抢眼，这是河北3家企业组团参展。 来源：河北日报 "阳光制绿氢""绿电造绿钻""点石成金" 河北企业组团亮相清洁能源链展区 "这块灰绿色的石头就是玄武岩原石，我们拉成纤维丝后就变成了金褐色。"中纤新材料副总经理周宏伟 说，作为砂石骨料，玄武岩一吨只卖几十元，但把玄武岩拉成纤维每吨可售十几万元，做成玄武岩鳞片 每吨售价高达40万元。 果然是"点石成金"！利用承德丰富的绿电资源，该公司在国内首创全电系列大小池窑体系，可将当地品 质优良的玄武岩拉制成纤维，生产过程中除蒸发水分，无废物排放。 展位上有一根钢筋，还有一根玄武岩纤维复合筋，外观看粗细长短相似，但记者用手一拎，感到玄武岩 纤维复合筋明显更轻。 展位上方在3个方向，分别标有"阳光制绿氢""绿电造绿钻""点石成金"字样，现场围了不少观众，还吸 引了不少国内外媒体前来采访。 啥是"阳光制绿氢"？ 在承丰氢能智能装备（河北）有限公司展位沙盘里，有黑色和 ...

导读： 近日，zycgr发布多批政府采购意向，仪器信息网特对其中的仪器设备品目进行梳理，统计出30项仪器设备采购意向，预 算总额达1.37亿元。 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。 近日，z ycgr发布30项仪器设备采购意向，预算总额达1.37亿元，涉及多通道超声波检测系统、全频段非线性高能量 超声检测系统、增材制造综合实验系统、等离子物理气相沉积设备、傅里叶转换红外光谱仪等，预计采购时间为2025 年7~12月。 Zy c g r 2 0 2 5年7 ~ 1 2月仪器设备采购意向汇总表 | 采购 | | 预算 | 采购 | | --- | --- | --- | --- | | | 需求概况 | | | | 项目 | | 万元 | 时间 | | 定制高温 | 1. 质量不少于1550公斤； 2.各元素控制符合国标； 3.球形度、 | | 202 | | 合金母合 | 霍尔流速等指标满足打印要求； 4. 出厂提供质检报告； 5.货期： | 525 | 5 年 | | 金及粉末 | 合同签订后三个月； 6.采购数量:1批。 | ...

Group 1 - The Bay Chip Award has attracted 86 outstanding companies and elites from various segments of the semiconductor industry as of July 16, highlighting the industry's enthusiasm for the event [1] - The award aims to recognize exceptional contributions in technology breakthroughs, product innovation, and ecosystem development within the semiconductor industry [1] - The selection process is currently ongoing, with a list of participating companies being updated continuously [2] Group 2 - Aifake China Group specializes in vacuum technology solutions, providing high-precision micro-manufacturing equipment and comprehensive solutions for the semiconductor, flat panel display, and lithium battery sectors [3] - Xinxin Financing Leasing Co., Ltd. focuses on integrated circuits and artificial intelligence, with a registered capital of 132.09 billion and a total asset target of over 68 billion by 2025 [5] - Jiangsu Weidao Nano Technology Co., Ltd. is a high-end micro-nano equipment manufacturer, successfully applying atomic layer deposition technology in integrated circuit manufacturing [8] - Rorze Corporation's subsidiary in China specializes in semiconductor wafer transport equipment, leveraging nearly 40 years of experience in the field [10] - Anji Microelectronics Technology Co., Ltd. focuses on high-end semiconductor materials, providing solutions for chip manufacturing processes and aiming to enhance its global market share [11] - SEMILAB, established in 1989, is a leading supplier of testing equipment with applications in photovoltaics, semiconductors, and scientific research [12] - Xi'an Yiswei Material Technology Co., Ltd. is a leading provider of 12-inch electronic-grade silicon wafers, with a production capacity expected to exceed one million wafers per month [14] - China Shipbuilding (Handan) Special Gas Co., Ltd. specializes in electronic specialty gases and is a state-owned enterprise listed on the Science and Technology Innovation Board [16] - Huafeng Technology focuses on advanced packaging equipment and has established branches in multiple locations, aiming to provide cutting-edge semiconductor packaging solutions [18] - Shenzhen Aichip Semiconductor Technology Co., Ltd. is dedicated to overcoming challenges in high-end measurement equipment for semiconductors, with products already in commercial use [20] - The Chinese Academy of Sciences Shenyang Scientific Instrument Co., Ltd. has a history of innovation and focuses on high-end scientific instruments and semiconductor applications [21] - Beijing ShuoKe ZhongKe Xin Electronic Equipment Co., Ltd. is the only domestic supplier of ion implantation machines in the integrated circuit field, covering various core technologies [22] - Guangdong Huate Gas Co., Ltd. is a major private supplier of specialty gases in China, with products exported to over 50 countries [24] - Hubei Xingfu Electronic Materials Co., Ltd. is a national high-tech enterprise focusing on electronic chemicals, receiving recognition from top government officials for its development [27] - Shenzhen Qingyi Microelectronics Co., Ltd. produces semiconductor masks and has adapted its processes to meet the evolving needs of the semiconductor industry [28]

最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13拉普拉斯23.3225.804.95188.15亿行业平均 30.0833.312.85165.60亿行业中值27.3628.332.2373.35亿1捷佳伟创6.707.011.64193.75亿2奥特维 9.748.272.58105.30亿3阳光电源11.7313.573.671498.10亿4横店东磁13.2614.022.43256.04亿5德业股份 15.0016.384.72484.96亿6晶盛机电18.0214.452.11362.74亿7中信博18.6517.352.42109.60亿8京山轻机 18.8217.301.7974.18亿9通润装备19.5519.822.2443.04亿10阿特斯19.9915.261.50343.00亿11芯能科技 22.0121.592.0241.80亿12永臻股份22.3719.001.3550.94亿 本文源自：金融界 作者：行情君 7月18日， ...

Investment Rating - The industry rating is "Overweight" (maintained) [7] Core Viewpoints - Recent price increase of organic silicon intermediates is attributed to sufficient pre-sale orders and rising metal silicon prices [9][11] - The supply side is expected to see limited new capacity for organic silicon in China, while demand from electronics, new energy vehicles, and photovoltaics is anticipated to grow [30] - The closure of overseas production capacity, such as Dow's UK facility, is beneficial for China's organic silicon exports, improving the supply-demand balance [29][30] Summary by Sections Industry Overview - From July 7 to July 11, 2025, the basic chemical industry rose by 1.53%, ranking 19th among all Shenwan first-level industries [12] - The top five stocks by weekly increase in the basic chemical industry included: Shangwei New Materials, Hongbo New Materials, Chenguang New Materials, *ST Yatai, and Dongyue Silicon Materials [12] Sub-industry - Organic Silicon - As of July 11, 2025, the price of organic silicon intermediate DMC was 11,000 RMB/ton, up 1.9% from the previous week [11][14] - The industry is experiencing a decrease in inventory and a strong willingness to maintain prices, although downstream demand has not significantly increased [14] - The recent rise in metal silicon prices is providing cost support for organic silicon prices [14] Investment Recommendations - The organic silicon industry is expected to see an improvement in supply-demand dynamics, with a potential recovery in industry prosperity [30]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace in the photovoltaic equipment industry, noting its current stock price, market capitalization, and financial metrics [1][2] - As of July 11, Laplace's closing stock price was 46.51 yuan, with a decline of 1.46%, resulting in a rolling price-to-earnings (PE) ratio of 23.37 times and a total market value of 18.852 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 31.01 times, with a median of 28.57 times, placing Laplace at the 54th position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, 118 institutions held shares in Laplace, with a total of 769,400 shares valued at 34 million yuan [1] - Laplace's main business involves the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company achieved a revenue of 1.451 billion yuan in the first quarter of 2025, representing a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1]