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朝闻国盛:卓胜微、万国黄金的深度覆盖
GOLDEN SUN SECURITIES· 2025-08-14 00:14
Group 1: Macro Insights - The credit data for July shows a rare negative turn, with new credit scale turning negative for the first time in 20 years, while social financing continues to grow under government bond support [4] - M1 growth has increased for two consecutive months, indicating faster fund activation in both resident and corporate sectors, particularly driven by a rise in resident demand [4] - The overall monetary policy is expected to remain loose, with potential for further rate cuts and reductions in reserve requirements due to economic downward pressure [4] Group 2: Company Insights - 卓胜微 (Zhuosheng Micro) - The company is advancing its chip project, with significant production capacity achieved in both 6-inch and 12-inch wafer production lines, indicating a strong position in the RF front-end market [8][9] - Revenue projections for 2025, 2026, and 2027 are estimated at 4.91 billion, 5.61 billion, and 6.67 billion CNY respectively, with corresponding net profits of 380 million, 860 million, and 1.29 billion CNY [9] Group 3: Company Insights - 万国黄金 (Wanguo Gold) - The company holds three significant mining assets, including the world-class Jinling Gold Mine, which is expected to contribute significantly to future revenue growth [10][12] - Revenue forecasts for 2025, 2026, and 2027 are projected at 3.49 billion, 4.77 billion, and 5.36 billion CNY, with net profits of 1.41 billion, 1.87 billion, and 2.18 billion CNY respectively [12] Group 4: Company Insights - 海能技术 (Haineng Technology) - The company reported a strong revenue growth of 34.9% year-on-year for H1 2025, reaching 140 million CNY, with a net profit increase of 139% [13] Group 5: Company Insights - 中科三环 (Zhongke Sanhuan) - The company achieved a net profit of 44 million CNY in H1 2025, marking a turnaround from losses, with a significant reduction in expense ratios contributing to improved profitability [14][15] - Future profit projections for 2025, 2026, and 2027 are estimated at 170 million, 250 million, and 350 million CNY respectively [15] Group 6: Company Insights - 奥比中光 (Obi Zhongguang) - The company is focusing on the robotics sector, with a projected revenue growth of 65.9%, 57.6%, and 28.6% for 2025, 2026, and 2027 respectively [16] Group 7: Company Insights - 鹏鼎控股 (Pengding Holdings) - The company reported a revenue of 16.38 billion CNY for H1 2025, a year-on-year increase of 24.8%, with a net profit growth of 57.2% [17][18] - Future revenue projections for 2025, 2026, and 2027 are expected to be 41.2 billion, 48.3 billion, and 55.6 billion CNY respectively [18] Group 8: Company Insights - 甘源食品 (Ganyuan Food) - The company experienced a revenue decline of 9.3% year-on-year for H1 2025, with net profits down by 55.2%, indicating challenges in channel adjustments [20] Group 9: Company Insights - 361度 (361 Degrees) - The company achieved a revenue growth of 11% year-on-year for H1 2025, with a net profit increase of 8.6% [21][22] - Future profit projections for 2025, 2026, and 2027 are estimated at 1.261 billion, 1.420 billion, and 1.588 billion CNY respectively [22]
年薪高至54万,安捷伦 安东帕 日立等高薪仪器岗位
仪器信息网· 2025-08-09 04:04
Job Opportunities - Hitachi is hiring for an Electron Microscope Market Engineer in Guangzhou with a salary range of 10k-30k and 12 months salary [2] - Anton Paar is looking for an Application Engineer (Thermal Analysis) in Shanghai, salary negotiable, requiring a bachelor's degree and two years of relevant experience [3] - LAMBDA is seeking a Chromatography Sales Manager in Qingdao with a salary range of 20k-45k, offering a base salary plus bonuses and commissions [4] - Haisai is hiring a Water Treatment Process Engineer in Shanghai with a salary range of 10k-15k and 13 months salary [5][6] - KZ is looking for a CRO Industry Development Manager in Haikou with a salary range of 15k-30k, requiring familiarity with the CRO industry [6] - Agilent is hiring a Consumables Channel Sales Manager in Beijing with a salary range of 18k-28k, requiring 3-5 years of channel management experience [7] - KLA is seeking a R&D Project Manager (LIBS direction) in Shanghai with a salary range of 20k-30k [8] - Mingxin is hiring a Sales Engineer in Hangzhou with a salary range of 7k-15k [10] - Restek is looking for a Chromatography Consumables Marketing Specialist in Shanghai with a salary range of 13k-26k [12] - Sihuan Qihang is hiring a Senior Business Manager in Guangzhou with a salary range of 8k-13k [13] - Beiyu Analysis is seeking an After-sales Engineer in Taiyuan, salary negotiable [15]
年薪高至40万,安捷伦 磐诺 海能等高薪仪器岗位
仪器信息网· 2025-08-02 10:23
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,今天是高薪精品仪器职位专辑 哦! 销售精英,热招职位 Ho t r e c r u itme n t p o siti o n s 安捷伦科技(中国)有限公司 耗材-渠道销售经理 上海-18k-28k ·13薪 任职要求: 3~5年渠道管理经验,具有仪器耗材或相关领域背景优先;丰富的实验室行业销售经验者优先;至少具备相关领域的学士学位;熟 悉渠道管理的运作模式,有优秀的规划、执行与团队协作能力;合规意识强。 磐诺 工业在线-大区经理 成都-20k-30k ·13薪 任职要求: 熟悉工业在线气相色谱仪的原理、性能、应用场景及市场竞争态势;具备出色的商务谈判、沟通协调和团队管理能力,能够有效地 领导和激励销售团队;能协同技术团队为客户提供专业解决方案(如根据客户检测目标设计色谱柱选型、流路配置及集成方案);其中至少 3 年以上销售管理经验(团队规模通常在6人以上),有工业在线气相色谱仪销售经验者优先;有石油化工和天然气行业相关经验者优先考虑; 本科及以上学历,化工、仪器仪表、 ...
年薪高至60万,安捷伦 九圃 大束科技等高薪仪器岗位
仪器信息网· 2025-07-26 01:15
Core Viewpoint - The article highlights various high-paying job opportunities in the instrumentation and analytical chemistry sectors, emphasizing the demand for skilled professionals in these fields. Group 1: Job Opportunities - Agilent Technologies (China) is hiring for an Application Engineer in Gas Chromatography with a salary range of 25k-35k and requires over 7 years of relevant experience [2] - Shanghai Kezhe is looking for a CRO Industry Development Manager in Nanjing with a salary range of 15k-30k, requiring familiarity with CRO operations and chromatography instruments [3] - Fuli Analysis is seeking an Application Engineer in Taizhou with a salary range of 6k-8k, requiring at least 2 years of liquid chromatography experience [4][5] - Anton Paar is hiring an Application Engineer (Thermal Analysis) in Guangzhou, requiring over 2 years of relevant experience [9] - North China Institute of Science and Technology is looking for a Product Manager for laboratory analytical instruments in Beijing with a salary range of 9k-15k, requiring 3 years of product management experience [10] Group 2: Job Requirements - Positions often require a bachelor's degree or higher in relevant fields such as chemistry, chemical engineering, or related disciplines [5][9][10] - Many roles demand specific experience with analytical instruments, including gas chromatography, liquid chromatography, and other laboratory techniques [4][5][9] - Strong communication skills, the ability to work under pressure, and a willingness to travel are common requirements across various job listings [9][10][12]
统统都猜错!关税没影响,安捷伦Q2财报显示中国区增长10%!
仪器信息网· 2025-05-30 07:10
Core Viewpoint - Agilent Technologies reported a revenue of $1.67 billion for Q2 of fiscal year 2025, representing a 6% year-over-year growth, with a net profit of $373 million [1][2]. Revenue Breakdown - The Life Sciences and Diagnostics Group (LDG) generated revenue of $654 million, an 8% increase year-over-year, with a core business growth of 3% and an operating profit margin of 19.7% [4]. - The Agilent CrossLab Group (ACG) achieved revenue of $713 million, a 7% increase year-over-year, with a core business growth of 9% and an operating profit margin of 32.4% [4]. - The Applied Markets Group (AMG) reported revenue of $301 million, a 1% decline year-over-year, with core business remaining flat and an operating profit margin of 19.5% [4]. Regional Performance - Revenue in China grew by 10%, with strong performance in Asia, while the Americas saw low single-digit growth and Europe, the Middle East, and Africa experienced mid-single-digit growth [7]. - The CEO noted that all end markets achieved mid to high single-digit growth, except for a slight decline in the academic and government sectors [7]. Impact of Tariff Events - The CFO stated that the revenue for Q2 was not affected by the April tariff events, with an estimated additional tariff exposure of $5 million for the second half of the fiscal year [8][9]. - The company has implemented supply chain adjustments and cost-saving measures to mitigate the impact of tariffs, expecting to fully offset related costs by fiscal year 2026 [9].