摘要 ： 近日，南方医科大学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25项仪器设备采购意向，预算总额达8004万元。 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， 南方医科大学发布 25 项仪器设备采购意向，预算总额达 8004万 元，涉及荧光定量 PCR仪、液相色谱-电感耦合等离子体质谱仪、离子色谱仪、高效 液相色谱仪、激光共聚焦显 微镜等，预计采购时间为2025年 8月 ~ 2026年3 月。 详细采购清单： 南方医科大学2 0 2 5年 8 月~ 2 0 2 6年3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 | | 南方医院荧光定量 | 标的名称:荧光定量 PCR 仪、梯度 PCR 仪模 | | 202 | | | 块 标的数量:2 主要功能或目标:满足医院临床/ | | | | PCR 仪、梯度 PCR 仪 | 科研需求 需满足的要求:满足医院临床/科 ...

摘要 ： 近日，北京林业大学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9项仪器设备采购意向，预算总额达9111万元。 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。 | 来 源 ： 仪 器 信 息 网 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 北京林业大学2 0 2 5年 5 月~ 2 0 2 6年2月 仪器设备采购 意向汇总表 | | | 预 | 采 | | --- | --- | --- | --- | | 采购 | | 算 | 购 | | | 需求概况 | | | | 项目 | | 万 | 时 | | | | 元 | 间 | | 国家林草种质资源 | | | 202 | | | 采 购 一 批 种 质 资 源 保 存 瓶 、 筐 用 于 低 温 库 区 。 确 保 | | 6 | | 设施保存库（雄 | 在-20℃、45%相对湿度的环境中长期稳定使用，且可分批 | 384 | 年 | | 安）建设项目种质 | 供货，具体要求详见采购文件。 | | 2 | | 资源保存容器采购 | | | ...

点击免费限量礼盒 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，山东省生态环境监测中心二楼办公区，加速溶剂萃取仪、电感耦合等离子体质谱仪、离 子色谱仪3台"共享"仪器已经封存打包，山东省济南生态环境监测中心的工作人员正在做拉运 准备。 据了解，为补充实验室分析能力，山东省济南生态环境监测中心向省生态环境监测中心借用了 这3台设备，用于土壤有机物监测、国控及省控地表水断面重金属及无机阴离子分析，涉及监 测项目34项，共节约财政资金188万元。 山东省济南生态环境监测中心这次"借用"监测仪器设备，正是受益于山东省在全国首创的生态 环境监测仪器设备共享共用机制。 山东省济南生态环境监测中心遵循"能共享尽共享"原则，全面清查盘点，开展省级监测仪器设 备 共 享 共 用 。 自 2025 年 3 月 至 今 ， 在 平 台 录 入 共 享 共 用 设 备 311 台 （ 套 ） ， 设 备 原 价 值 9540.9347万元。 记者看到，平台上列出了资产类别、资产所在区域、资产状态、是否可应急、价值范围、资产 所属单位等栏目，并附有仪器设备 ...

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 Insights - The Chinese ion chromatography market has seen over 300 bids with a total value exceeding 150 million RMB in the first three quarters of 2025, with domestic brands leading in quantity but imported brands dominating in value [2][3][4] - The market is characterized by a high concentration of leading companies, with top players like Thermo Fisher, Qingdao Shenghan, and others capturing a significant share of the market [7][10] Market Overview - Ion chromatography is essential in key sectors such as environmental monitoring, food safety, pharmaceutical research, and semiconductor manufacturing, driven by China's "dual carbon" goals and regulatory requirements [3] - The market for ion chromatography instruments has shown a noticeable increase in procurement activity in Q3 2025 compared to previous quarters, although there is a decline in both the number of bids and total value compared to 2024 [3][4] Brand Analysis - A total of 17 ion chromatography companies were identified, with 3 being imported brands and the rest domestic. Domestic brands accounted for 55% of the number of bids, while imported brands held about 65% of the total bid value [4][10] - Qingdao Shenghan emerged as the leading domestic brand, surpassing Thermo Fisher in the number of bids, while Thermo Fisher maintained a strong position in terms of bid value [10] Competitive Landscape - The market is increasingly concentrated, with the top five companies accounting for 85% of the total bid value. This concentration is expected to rise to over 95% when considering only known brands [7][10] - Domestic brands are experiencing growth, with Qingdao Shenghan closely competing with Thermo Fisher, indicating a shift towards domestic brand acceptance and market penetration [10] Buyer Segmentation - The primary buyers of ion chromatography instruments include public health, research institutions, and environmental governance, with the disease control system projects representing 27.8% of the procurement volume [11] - Educational institutions and research institutes contribute 22.7% to the procurement projects, while the industrial sector's share has increased to around 7% [11] Key Products - Notable products in the market include Thermo Fisher's Dionex Inuvion and ICS6000, Qingdao Shenghan's CIC-D160+ and CIC-D120+, and others from brands like Swiss Metrohm and Anhui Wanyi [13]

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]

Industry News - The National Development and Reform Commission has approved five flexible power interconnection projects, which will enhance inter-provincial power support and accident response capabilities, providing reliable power for economic and social development [3] - The Ministry of Industry and Information Technology has announced the establishment of a Green Low-Carbon Standardization Technical Committee, aiming to gather opinions from various sectors [3] - The Ministry of Industry and Information Technology has published a list of typical cases for power demand-side management in the industrial sector for 2025, including 34 enterprises and 30 products [3] - The Daqin Railway has maintained high coal transportation levels, with daily shipments exceeding 1.2 million tons, and a total coal transport volume of 21.166 million tons in November [3] Company News - China Petroleum Group Electric Power Co., Ltd. was officially established, focusing on integrating power generation and consumption resources to build a comprehensive energy supply system [5] - Two achievements from State Power Investment Corporation were awarded gold medals at the 50th International Quality Control Circle Conference, highlighting the company's commitment to quality management [5] - The first "Hualong One" nuclear power unit with a cooling tower has begun construction, marking a significant step in the project [5] - Inner Mongolia Power Group signed a cooperation agreement with China Southern Power Grid to deepen strategic collaboration on flexible DC technology [5] Local News - The Gansu Electric Power Zhangye Power Plant's expansion project has successfully put its third unit into operation, significantly enhancing the power supply capacity in the Hexi Corridor [6][7] - A 900,000-kilowatt renewable energy project in Xinjiang is nearing completion, combining solar thermal and photovoltaic technologies to optimize energy structure and improve system stability [9] International News - Two nuclear power plants in Ukraine are operating at reduced capacity due to military attacks on substations, which are critical for maintaining external power and safety systems [11]

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].