截至9月30日，聚光科技股东户数2.30万，较上期增加13.30%；人均流通股19483股，较上期减少 11.74%。2025年1月-9月，聚光科技实现营业收入20.50亿元，同比减少11.10%；归母净利润-6233.51万 元，同比减少152.98%。 12月29日，聚光科技跌2.13%，成交额1.63亿元。两融数据显示，当日聚光科技获融资买入额2492.25万 元，融资偿还2397.33万元，融资净买入94.92万元。截至12月29日，聚光科技融资融券余额合计4.57亿 元。 分红方面，聚光科技A股上市后累计派现6.30亿元。近三年，累计派现1.12亿元。 融资方面，聚光科技当日融资买入2492.25万元。当前融资余额4.56亿元，占流通市值的6.32%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，聚光科技12月29日融券偿还1000.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 3218.00元；融券余量2.07万股，融券余额33.31万元，低于近一年20%分位水平，处于低位。 资料显示，聚光科技(杭州)股份有限公司位于浙江省杭州市滨江区阡陌路459号，成立日期2002年 ...

Core Viewpoint - The article discusses the measures to support the development of the G60 Science and Technology Innovation Corridor in the Yangtze River Delta, focusing on fostering the scientific instrument industry and enhancing technological innovation and collaboration [2][3]. Group 1: Technology Innovation Initiatives - The government aims to strengthen applied basic research by establishing a multi-party investment mechanism, targeting major industrial technology issues, and providing funding support of up to 30% of total investment, with a maximum of 30 million yuan [4]. - There is an emphasis on accelerating collaborative breakthroughs in key common technologies, with a project demand list to be published regularly, offering funding support of up to 30% of the project amount, capped at 20 million yuan [4]. - The establishment of high-level collaborative innovation platforms is planned, focusing on key industries and frontier fields, with funding support of up to 20 million yuan for creating national key laboratories [5]. Group 2: Industrial Cluster Development - The initiative includes the development of a world-class industrial cluster, with a focus on advanced manufacturing and strategic emerging industries, supported by funding of up to 20 million yuan [6]. - The article highlights the acceleration of the new generation electronic information industry, with funding support of up to 15% of total investment, capped at 5 million yuan for key projects [6]. - The scientific instrument industry will be specifically nurtured, with the establishment of the Songjiang Scientific Instrument Industrial Park and innovation port, receiving funding support of up to 30% of total investment, with a maximum of 2 million yuan [7]. Group 3: Talent and Knowledge Support - The measures include strengthening the integration of education and technology talent development, with support for attracting high-level talent and enhancing the training of innovative personnel [11]. - There is a focus on improving intellectual property protection, with the establishment of a knowledge property protection center to enhance awareness and capabilities [11]. - The article mentions the creation of a special fund for the G60 Science and Technology Innovation Corridor, with a management plan to ensure effective use and performance evaluation [15].

摘要 ： 《鼓励目录》的第二十三项为仪器仪表制造业，涉及环境监测仪器制造、辉光放电质谱仪开发、 生产、电子显微镜的研究、开发、生产等17类。 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 ， 经 国 务 院 同 意 ， 国 家 发 展 改 革 委 、 商 务 部 全 文 发 布 《 鼓 励 外 商 投 资 产 业 目 录 （ 2 0 2 5 年 版）》（以下简称《鼓励目录》），自2 0 2 6年2月1日起施行。 一、2025年最新修订 《鼓励目录》是我国重要的外商投资促进政策，也是重要的外资产业和区域政策。修订出台新 版《鼓励目录》，是更大力度吸引和利用外资的重要举措。 本次修订总的考虑是落实党中央、国务院稳外资决策部署，引导更多外资投向先进制造业、现 代服务业、高新技术、节能环保等领域，以及中西部和东北地区。此次修订主要有3个变化： 一是鼓励引导外商投资先进制造业。 二是鼓励引导外商投资现代服务业。 三是鼓励引导外商投资中西部地区、东北地区和海南省。 4 4 0 .土壤墒情监测设备制造； 值得注意的是，《鼓励目录》的第二十三项 ...

证券日报网讯 12月18日，力合科技（300800）在互动平台回答投资者提问时表示，公司属于制造业大 类下的专用仪器仪表制造行业。公司以自主研发环境监测仪器为核心，掌握环境监测仪器生产及系统集 成的核心技术，并拥有国家级水环境污染监测先进技术与装备国家工程研究中心平台。 ...

Core Viewpoint - 聚光科技 is a leading high-end analytical instrument manufacturer in China, focusing on environmental monitoring, industrial process analysis, and laboratory instruments, with strong R&D and technological innovation capabilities [1] Group 1: Financial Performance - In Q3 2025, 聚光科技 achieved revenue of 2.05 billion, ranking 8th in the industry, above the average of 1.64 billion and the median of 0.686 billion, but significantly lower than the top competitors [2] - The main business revenue composition includes instruments, related software, and consumables at 896 million, accounting for 69.24%, while operational services, testing services, and consulting services contributed 213 million, or 16.42% [2] - The net profit for the period was -98.18 million, ranking 27th in the industry, far below the average net profit of 87.63 million and the median of 20.92 million [2] Group 2: Financial Ratios - As of Q3 2025, 聚光科技's debt-to-asset ratio was 64.89%, slightly down from 65.16% year-on-year but still above the industry average of 43.61% [3] - The gross profit margin for Q3 2025 was 39.69%, down from 44.37% year-on-year but higher than the industry average of 25.59% [3] Group 3: Management Compensation - The chairman, 顾海涛, received a salary of 2.1098 million, an increase of 246,700 from the previous year [4] - The general manager, 韩双来, saw a significant salary increase from 1.8931 million to 3.2224 million, an increase of 1.3293 million [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 13.30% to 23,000, while the average number of shares held per shareholder decreased by 11.74% to 19,500 [5] - The top ten circulating shareholders included Hong Kong Central Clearing Limited and 瑞远成长价值混合A, with notable changes in their holdings [5] Group 5: Market Outlook - 华西证券 noted that 聚光科技's performance is under short-term pressure, with a revenue decline of 11.10% year-on-year for Q1-Q3 2025, and a shift from profit to loss in net profit [6] - The company is focusing on high-end scientific instruments and expanding into semiconductor and life sciences sectors, with expected revenue growth in the coming years [6][7]

Core Insights - On October 15, 2023, 聚光科技 experienced a slight decline of 0.22% with a trading volume of 201 million yuan, indicating a stable market presence [1] - The company reported a financing buy-in of 25.07 million yuan and a net financing buy of 1.00 million yuan, reflecting investor interest despite the stock's minor drop [1] - As of October 15, the total financing and securities balance for 聚光科技 reached 501 million yuan, which is 6.15% of its market capitalization, suggesting a relatively high level of leverage [1] Financing Overview - On October 15, 聚光科技 had a financing buy-in of 25.07 million yuan, with a total financing balance of 501 million yuan, exceeding the 60th percentile of the past year [1] - The company also saw a securities lending activity with 2,600 shares repaid and 200 shares sold, indicating a cautious approach from short sellers [1] - The securities lending balance stood at 70.75 million yuan, which is above the 50th percentile of the past year, indicating a notable level of short interest [1] Financial Performance - For the first half of 2025, 聚光科技 reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, indicating challenges in maintaining sales [2] - The company recorded a net loss attributable to shareholders of 50.51 million yuan, a significant decline of 210.86% compared to the previous period, highlighting financial difficulties [2] Shareholder Dynamics - As of June 30, 2025, the number of shareholders increased by 10.45% to 20,300, while the average number of circulating shares per person decreased by 9.46% to 22,074 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited increasing its holdings by 12.85 million shares [3] - Notable changes in holdings include an increase in shares by 诺安先锋混合A and a decrease by 睿远成长价值混合A, reflecting shifting investor sentiment [3]

Core Insights - On October 9, 2023, 聚光科技's stock rose by 2.06%, with a trading volume of 225 million yuan [1] - The company reported a financing buy-in of 32.34 million yuan and a net financing buy of 15.73 million yuan on the same day [1] - As of October 9, the total financing and securities lending balance for 聚光科技 was 498 million yuan, representing 6.23% of its market capitalization [1] Financing Summary - On October 9, 聚光科技 had a financing buy-in of 32.34 million yuan, with a current financing balance of 498 million yuan, which is above the 60th percentile of the past year [1] - The company had no shares repaid in securities lending on October 9, with 3,800 shares sold, amounting to 67,600 yuan at the closing price [1] - The securities lending balance was 744,000 yuan, also above the 60th percentile of the past year [1] Business Performance - As of June 30, 2023, 聚光科技 had 20,300 shareholders, an increase of 10.45% from the previous period [2] - The average number of circulating shares per shareholder was 22,074, a decrease of 9.46% [2] - For the first half of 2023, the company reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, and a net profit attributable to shareholders of -50.51 million yuan, a decline of 210.86% [2] Dividend and Shareholding - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan in the last three years [3] - As of June 30, 2023, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 12.85 million shares to 19.0045 million shares [3] - Notable changes in holdings included an increase of 200,000 shares by 诺安先锋混合A and a decrease of 38.09% in holdings by 睿远成长价值混合A [3]

Core Insights - On September 30, 2023, 聚光科技 experienced a decline of 1.64% in stock price with a trading volume of 181 million yuan [1] - The company reported a financing buy-in of 20.36 million yuan and a financing repayment of 28.49 million yuan, resulting in a net financing outflow of 8.13 million yuan [1] - As of September 30, 2023, the total margin balance for 聚光科技 was 483 million yuan, with a financing balance of 482 million yuan, accounting for 6.16% of the circulating market value [1] Financing and Margin Data - On the same day, 聚光科技 had a financing buy-in of 20.36 million yuan, with a current financing balance of 482 million yuan, which is above the 60th percentile level over the past year [1] - The company repaid 3,700 shares in margin trading with no shares sold, resulting in a margin balance of 662,700 yuan, which is below the 50th percentile level over the past year [1] Company Overview - 聚光科技, established on January 4, 2002, and listed on April 15, 2011, is located in Hangzhou, Zhejiang Province [1] - The company's main business involves the research, production, and sales of instruments and equipment used in environmental monitoring, industrial process analysis, and laboratory instruments [1] - The revenue composition includes 69.24% from instruments, software, and consumables; 16.42% from operational, testing, and consulting services; 10.46% from environmental equipment and engineering; and 3.87% from other sources [1] Shareholder and Financial Performance - As of June 30, 2023, 聚光科技 had 20,300 shareholders, an increase of 10.45%, with an average of 22,074 circulating shares per shareholder, a decrease of 9.46% [2] - For the first half of 2023, the company reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, and a net profit attributable to shareholders of -50.51 million yuan, a year-on-year decrease of 210.86% [2] Dividend and Institutional Holdings - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan distributed in the last three years [3] - As of June 30, 2023, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 19.0045 million shares, an increase of 12.853 million shares [3] - Notable changes in institutional holdings include an increase in shares held by 诺安先锋混合A and a decrease in shares held by 睿远成长价值混合A and 汇添富医药保健混合 [3]

Core Viewpoint - The environmental monitoring instrument industry in China has rapidly developed into one of the largest markets globally, driven by national policies and market demand, with significant growth expected in production and sales in the coming years [1][2][3]. Industry Definition and Classification - Environmental monitoring involves analyzing and monitoring toxic substances in air, water, and soil, with specialized instruments used for assessing environmental quality across various sectors [1]. Current Development Status - China has over 2,000 production companies in the environmental monitoring instrument sector, with approximately 350 large-scale manufacturers. The sales of specialized instruments are projected to grow from 253,000 units in 2023 to 290,000 units in 2024, and further to 330,000 units in 2025 [1][3]. Industry Chain - The industry chain includes upstream components like sensors and materials, midstream manufacturing of monitoring instruments, and downstream applications in government, enterprises, and research [3]. Policy Environment - The government has introduced policies to support the establishment of a modern ecological monitoring system, promoting the development of high-tech monitoring instruments and their application in various environmental assessments [5]. Competitive Landscape - The market is characterized by low concentration and intense competition, with major players including 聚光科技 (Juguang Technology), 雪迪龙 (Xuedilong), and others. The high-end monitoring market is still dominated by foreign products, although domestic companies are closing the technology gap [6][8]. Major Companies - 聚光科技 (Juguang Technology) is a leading enterprise in high-end analytical instruments, with a projected output of 29,300 units in 2024 [6][7]. - 雪迪龙 (Xuedilong) focuses on smart equipment and has provided over 50,000 environmental monitoring devices, with an expected revenue of 747 million yuan in 2024 [8]. Development Trends - The industry is moving towards increased domestic production, driven by technological advancements and policy support. Future trends include the integration of IoT, big data, and cloud computing, leading to smarter, more portable, and collaborative monitoring solutions [9].

Core Points - Company reported a revenue of 111 million yuan for the first half of 2025, representing a year-on-year growth of 11.16% [1] - However, the company faced challenges in profitability, with a total profit of -29.68 million yuan, compared to -9.13 million yuan in the same period last year [1] - The net profit attributable to shareholders was -23.91 million yuan, worsening from -6.01 million yuan year-on-year [1] Revenue and Profitability - Revenue growth was primarily driven by the recognition of income from existing environmental monitoring instruments and digital public security business [1] - Sales of high-margin products faced pressure, and delays in customer project progress led to increased costs [1] - The increase in bad debt provisions for accounts receivable significantly impacted net profit [1] Cash Flow and Accounts Receivable - The net cash flow from operating activities was -47.51 million yuan, a decline from 129 million yuan in the same period last year [2] - A high proportion of accounts receivable aged over one year indicates significant capital occupation, which could affect operational cash flow if not managed properly [2] - The company also has a large inventory scale, which needs effective control to maintain reasonable turnover rates [2] Assets and Equity - As of June 30, 2025, the total assets of the company were 1.36 billion yuan, a decrease of 1.57% from the end of the previous year [2] - The net assets attributable to shareholders were 1.08 billion yuan, down 2.00% from the end of the previous year [2] Industry Outlook - The environmental monitoring industry is rapidly developing, and the company must maintain continuous technological innovation and market expansion to avoid declining competitiveness and market share [2]