摘要 ： 2026年科学仪器行业风向标揭示：跨国企业深化本土化与高端产线转产，国内企业则依靠技术突 破和资本助力快速成长，国资与新品牌积极入局。行业在国产替代与激烈竞争中，正向高端化、智能化加 速发展。 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。 2025年底海关总署一波大标陆续揭晓，据仪器信息网不完全统计，总的中标金额2.8亿，直接拉 高了一些仪器厂商的业绩完成率。 从中标企业看，进口和国产百花齐放，可以说是一个进口和国产仪器的大型竞技场，多少也反映出 当前中国科学仪器行业的竞争态势。一方面，采购本国产品的政策已经开始落地了，另外一方面， 在30天交货期的条件下，外企的本土化进展也得到了验证，而一批品牌力和产品力都优秀的国产 企业，也成功进入守护国门的海关实验室。 2026年，"十五五"迎来开局之年，国家要求完善新型举国体制，采取超常规措施，全链条推动集 成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取得 决定性突破，科学仪器作为高度国家政策导向的行业，蕴藏着巨大的市场机会。 而科学仪器行业玩家不 ...

上海凯来 点击免费限量礼盒 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er们，今天是精品仪器类职位专辑 哦！ 仪器精英，热招职位 Ho t r e c r u itme n t p o siti o n s 销售经理（液体产品线） 上海-25k-40k ·12薪 任职要求： 化学、生物学、材料学等相关专业，本科及以上学历；熟悉ICP-MS液体进样相关 前处理技术和市场，十年以上仪器销售经验，五年以上团队管理经验；熟悉元素分析类用户的 市场特点，能适应出差。 中仪宇盛 销售工程师 广州、上海、贵阳、武汉-10k-15k ·12薪 任职要求： 能接受出差；有分析仪器行业相关工作经验，年龄40以内；专科及以上学历，分 析化学、化工等相关专业优先；热爱销售工作，性格开朗自信；有责任心，上进心，能承受较 大压力、有较强的团队合作精神。 明月湖实验室 复材工艺工程师 重庆-面议 任职要求： 参与产品工艺设计开发及评审，提供工艺可行性建议，优化设计方案；参与产线设 计和建设，根据产品需求设计生产工艺流程，确定产线布局；提供生产用工装、 ...

电导率 仪 ： 测电解质溶液电导率值； 液相色谱仪： 定性、定量分析； 气相色谱仪： 定性、定量分析； 自动电位滴定 仪 ： 酸碱滴定、氧化还原滴定、沉淀滴定、络合滴定； 紫外—可见分光光度计： 测量物质对不同波长单色辐射的吸收程度，定量分析； 可见分光光度计： 测量物质对不同波长单色辐射的吸收程度，定量分析； 摘要 ： 农产品质量安全是食品安全的第一道防线，而农产品质检站实验室则是守护这道防线的核心阵地。要精准把控农产品的成 分、有害物质残留、理化特性等关键指标，离不开专业仪器的支撑。以下为农产品质检站实验室常用的检验检测仪器及具体用途，全 面覆盖农产品质量安全检测的核心需求。 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。 农产品质量安全是食品安全的第一道防线，而农产品质检站实验室则是守护这道防线的核心阵地。要精准把控农产品的 成分、有害物质残留、理化特性等关键指标，离不开专业仪器的支撑。以下为农产品质检站实验室常用的检验检测仪器 及具体用途，全面覆盖农产品质量安全检测的核心需求。 农产品质检站实验室必备仪器及用途 酸度计： 测pH值； ...

Investment Rating - The report maintains a "Strong Buy" rating for the company [1][12]. Core Insights - The company is positioned in the precision scientific instrument sector, focusing on helium mass spectrometry leak detectors, which are critical for vacuum leak detection in nuclear fusion devices. This market is expected to see significant growth due to increasing capital expenditures in the controlled nuclear fusion sector from 2025 to 2028, with projected investments in major nuclear fusion projects in China reaching 146 billion yuan [2][11][48]. Summary by Sections Company Overview - The company specializes in precision scientific instruments and solutions, with a business structure that includes industrial detection instruments (61% of revenue), online monitoring instruments (27%), and laboratory analysis instruments (6%) [6][19]. Industrial Detection Instruments - The core business remains stable, with growth driven by demand in the new energy sector, semiconductors, and 3C products. The share of new energy clients increased from 36.88% in 2017 to 43.64% in 2019. The company has also seen rapid growth in overseas business, with revenue from international markets reaching 21 million yuan in 2024, a year-on-year increase of 447.23% [6][10][36]. Controlled Nuclear Fusion Market - The company has entered the controlled nuclear fusion leak detection field, which is expected to generate future growth potential. The helium mass spectrometry leak detector is a mainstream method for vacuum leak detection in Tokamak devices, which are crucial for nuclear fusion technology [2][11][57]. Laboratory Analysis Instruments - This segment is seen as a sunrise industry with significant potential for domestic substitution. The market for mass spectrometry, chromatography, and spectroscopy instruments exceeds 50 billion yuan, with low penetration rates for domestic products [7][11]. Financial Projections - The report adjusts the projected net profits for 2025 to 2027 to 53 million, 99 million, and 143 million yuan, respectively, reflecting year-on-year growth rates of 266%, 87%, and 45%. The target price is set at 36.2 yuan, indicating a 61% upside from the current price [12][8].

Core Points - The article discusses the procurement project by the General Administration of Customs for 25 gas chromatography-triple quadrupole mass spectrometers with a budget of 36.62 million yuan [1][2] - The overall procurement plan includes 23 projects with a total of 1,108 instruments and a total budget of 891.548 million yuan, expected to be procured between July and October 2025 [2] Procurement Details - The procurement project is specifically for gas chromatography-triple quadrupole mass spectrometers, with a total of 25 units planned for purchase [1][4] - The budget for this specific project is set at 36.62 million yuan [1][4] - The project explicitly states that imported products are not accepted for bidding, which includes products that have been imported through Chinese customs [2][10] Bidding Process - Bidding documents can be obtained online from November 19 to November 26, 2025, with the opening of bids scheduled for December 10, 2025 [4][16] - The bidding process will be conducted online, and paper submissions will not be accepted [16][19] - Potential bidders must register on the customs procurement platform and download the bidding documents after successful registration [12][13] Eligibility Criteria - Bidders must comply with the relevant laws and regulations of the People's Republic of China regarding government procurement [7][8] - The project is open only to small and medium-sized enterprises, and joint bids are not allowed [11][9]

Core Viewpoint - The National Certification and Accreditation Administration (NCAA) has released seven new industry standards for the verification and evaluation of domestically produced testing instruments, aimed at promoting the localization and quality enhancement of mid-to-high-end testing and inspection equipment in China [2][3]. Summary by Relevant Sections - **New Standards Released**: In November 2025, NCAA published the "Guidelines for Verification and Evaluation of Domestic Testing Instruments" covering various devices including liquid chromatographs, liquid chromatography-mass spectrometry systems, ion chromatographs, UV spectrophotometers, capillary electrophoresis instruments, tire-coupled road simulation test machines, and flexible traffic targets [2][3][4]. - **Implementation Timeline**: The new standards were approved on November 1, 2025, and are set to be implemented starting January 1, 2026 [4]. - **Previous Standards**: This is not the first set of guidelines issued by NCAA; five standards were previously released in May 2024, which included gas chromatographs, atomic absorption spectrophotometers, AC power chassis dynamometers, flexible target-driven platform vehicles, and hydrogen fuel cell stack testing equipment [4][5][6][7]. - **Industry Impact**: The establishment of these guidelines is a crucial step towards the high-quality development of domestic testing instruments. It is expected to promote the standardization and normalization of the domestic testing instrument industry, fostering a competitive environment among companies and driving the industry to new heights [8].

Key Insights - The report highlights the strong growth potential of Wanyi Technology (688600.SH), a leading domestic helium mass spectrometer manufacturer, which is expanding into analytical and medical instruments to create a second growth curve [11][12][13] - The company has established a solid foundation in industrial detection and online monitoring, with a market share exceeding 40% in helium mass spectrometers, primarily serving sectors such as new energy and automotive components [11][12] - Wanyi Technology's laboratory analysis instruments and medical devices are emerging as new growth engines, with successful product selections in provincial procurement and ongoing development of dialysis machines [12][13] Industry and Company Analysis - The report emphasizes the investment strategy for the metal industry in 2026, focusing on the resonance between supply-demand dynamics and interest rate cuts, anticipating a recovery in profitability and valuation [4] - The electric equipment and new energy sector is highlighted for its lithium battery materials, which are expected to see comprehensive price increases, alongside a sustained demand for domestic energy storage systems [4] - The media industry is advised to focus on trends in prosperity and policy shifts, particularly in AI applications [4] - The food and beverage sector is analyzed through macroeconomic indicators, particularly in relation to the liquor industry [4] - The petrochemical industry is projected to recover in terms of profitability, while the organic silicon sector is expected to enter a price uptrend due to coordinated production cuts [4]

Investment Rating - The report assigns an "Outperform" rating to the company for the first time, with a reasonable valuation range of 28.85 to 30.40 CNY, indicating a potential premium of 22.9% to 29.5% over the current stock price of 23.48 CNY [6][3]. Core Insights - The company is a leading domestic manufacturer of helium mass spectrometers, focusing on industrial detection and online monitoring instruments, while also expanding into laboratory analysis and medical instruments to create a second growth curve [1][2]. - The industrial detection and online monitoring segments are expected to solidify the company's revenue base, with projected revenues of 4.55 billion CNY and 1.98 billion CNY respectively for 2024 [1]. - The laboratory analysis and medical instruments are emerging as new growth engines, with expected revenues of 0.47 billion CNY for laboratory instruments and ongoing development in medical devices [2]. - The company is poised for growth due to recovering product demand, expansion into downstream applications, and strong government support for domestic alternatives in laboratory and medical instruments [3]. Summary by Sections Company Overview - Founded in 2003, the company has evolved from a regional technology firm to a national-level specialized "little giant" and is listed on the Sci-Tech Innovation Board [13]. - The company operates across four main business segments: industrial detection instruments, online monitoring instruments, laboratory analysis instruments, and medical instruments, forming a synergistic growth model [1]. Financial Performance - The company has experienced significant revenue growth, with a compound annual growth rate (CAGR) of 11.99% from 2020 to 2024, despite facing profit pressures due to high R&D investments [23]. - In 2025, the company is expected to see a substantial improvement in performance, with projected revenues of 8.99 billion CNY and net profits of 660 million CNY, reflecting a year-on-year growth of 358.5% [5][3]. Business Segments - The industrial detection segment is the primary revenue contributor, projected to generate 4.55 billion CNY in 2024, while online monitoring instruments are expected to account for 1.98 billion CNY [1][45]. - The laboratory analysis instruments and medical devices are still in the early stages of revenue contribution, with laboratory instruments expected to generate 0.47 billion CNY in 2024 [2][45]. Growth Drivers - The demand for industrial detection instruments is anticipated to benefit from the expansion of major battery manufacturers and government policies aimed at environmental monitoring [3]. - The company has implemented a stock incentive plan to align employee interests with company performance, which is expected to further drive growth [20][21].

Core Insights - Many business decision-makers underestimate the complexity of corporate relocations, leading to significant risks such as equipment damage and operational downtime [1][2] - The choice of a moving company should prioritize their ability to ensure business continuity rather than just cost [1][2] Risk Factors - **Precision Equipment and Data Security Risks**: High-value equipment like semiconductor etching machines and ultra-low temperature storage devices require specialized handling to prevent damage [1][2] - **Business Disruption and Production Delays**: Traditional moving companies often cannot provide solutions that minimize downtime, which can lead to significant financial losses [2][5] - **Project Management and Compliance Risks**: Relocations involve numerous steps that require professional project management to avoid delays and ensure compliance with regulations [2][5] Professional Moving Services - A reliable moving service must offer a comprehensive, high-standard solution from risk assessment to asset restoration [2][5] - Professional moving companies can achieve a fault rate of approximately 0.12% for precision equipment relocations, significantly lower than the industry average [3][5] Investment Value - Investing in professional moving services is seen as a high-efficiency investment, with potential cost savings of up to 30% in the long run due to improved efficiency [5][12] - Professional movers can reduce project timelines by 40%, translating to significant savings in downtime and labor costs [5][12] Selection Criteria for Moving Companies - **Experience and Team**: Companies with extensive project experience and specialized teams are better equipped to handle complex relocations [11] - **Service Network and Response Capability**: A strong local presence and quick response times are crucial for addressing unexpected issues during the move [11] - **Process and Tools**: Professional movers should utilize advanced project management tools and specialized equipment to ensure quality service [11] - **Industry Reputation and Client Endorsements**: Proven track records with reputable clients in high-tech sectors serve as indicators of reliability [11] Case Studies - **Case Study 1**: A semiconductor company successfully relocated its cleanroom within 50 hours, avoiding over 10 million yuan in potential losses due to production delays [8] - **Case Study 2**: A biotech firm managed to transport sensitive biological samples and high-precision instruments without temperature fluctuations, ensuring the continuity of critical drug development [9] Common Client Questions - **Minimizing Downtime**: Effective planning and execution strategies can keep production interruptions to a minimum, often within 48 hours [12] - **Safety of Precision Equipment**: Customized packaging and specialized transport methods are essential for safeguarding sensitive instruments during relocation [12] - **Cost Calculation**: Moving costs are typically project-based, requiring detailed breakdowns to avoid hidden fees [13][14]

Core Insights - Agilent is enhancing its production capacity in China, particularly in the Shanghai factory, which now produces a wide range of analytical instruments including liquid chromatography, spectroscopy, and mass spectrometry [2][4] - Approximately 80% of Agilent's global demand for gas chromatography instruments is met by the Shanghai facility, indicating a strong reliance on local production to serve diverse industries [2] - The company is committed to local innovation and investment in China, aligning with its global strategy of "global technology + local innovation" to meet the evolving needs of its customers [4][5] Group 1: Business Strategy and Market Position - Agilent's strategy focuses on supporting the energy and chemical industries in their green and low-carbon transitions, leveraging over 30 years of experience in the Chinese market [4] - The company aims to capitalize on new opportunities arising from geopolitical risks and the migration of European energy and chemical enterprises to emerging markets [6][10] - Agilent has established deep collaborations with leading domestic companies, providing high-end analytical instruments and automation platforms to meet the growing demand for advanced materials and specialty chemicals [10][14] Group 2: Technological Innovation and Environmental Focus - Agilent is actively involved in developing solutions for new pollutants and environmental monitoring, addressing the challenges posed by emerging contaminants in the energy and chemical sectors [15][16] - The company is participating in the formulation of international standards and collaborating with local institutions to enhance the sustainability of the chemical industry [13][14] - Agilent's technological solutions cover various aspects of clean energy research and environmental compliance, including hydrogen energy and sustainable aviation fuels [15][16] Group 3: Digital Transformation and Automation - Agilent is advancing its "Ignite Transformation" strategy to promote smart and automated laboratory solutions, responding to the increasing demand for digital transformation across various industries [17][18] - The Shanghai facility has been upgraded to an international standard "lighthouse factory," utilizing AI and automation to enhance production efficiency [18][19] - Agilent has established an automated demonstration laboratory in Shanghai to assist clients in accelerating their digital transformation efforts [19]