厦门东亚机械工业股份有限公司 投资者关系活动记录表 证券代码：301028 证券简称：东亚机械 编号：2025-08-001 | | 国等国外的机械展会，2024 年度境外收入同比增长 18.22%，海外业务 | | | --- | --- | --- | | | 呈现稳健有升的态势。2025 年上半年公司依旧积极拓展海外市场，主要 | | | | 还是以东南亚等国家建立更多外贸销售通道，借助"一带一路"更好地 | | | | 布局境外销售网点，扩大公司出口销售。 | | | | 四、公司对 2025 年及未来经营情况的展望？ | | | | 年上半年公司经营情况依旧维持稳步向上的态势。公司管理层 2025 | | | | 依旧对 年充满信心，公司将继续推进高端机型的研发创新、拓宽产 2025 | | | | 品线，继续优化销售渠道、搭建更完善的大客户及高端产品用户的销售 | | | | 团队，建立更完善的外贸通道，不断提升产品竞争力和市场占有率，让 | | | | 年经营情况依旧维持稳步向上的态势。 2025 | | | | 今年公司的新厂区将完成建设，预计 2026 年将投入使用，公司未来 | | | | ...

Core Insights - The article highlights a 10.1% quarter-on-quarter increase in inquiry volume for scientific instruments in Q2 2025, with gas chromatography, infrared spectroscopy, and ultraviolet spectrophotometry being the top three categories [1][4][6]. Inquiry Volume Analysis - In Q2 2025, the majority of inquiries came from industrial enterprises, followed by universities, with industrial inquiries being more numerous but university inquiries having higher individual values [4]. - Among the top 10 inquiry categories, six remained consistent from Q1 to Q2, including gas chromatography, infrared spectroscopy, and ultraviolet spectrophotometry [6]. Domestic vs. Imported Instruments - The inquiry statistics indicate a rising demand for domestic instruments, with a 19% requirement for domestic products and 3% for imports, reflecting a 1.7 percentage point increase for domestic and a 0.2 percentage point increase for imports [8]. Service Activities and AI Integration - Q2 2025 saw a variety of service activities, including offline resource matching and visits to major buyers, enhancing communication between suppliers and buyers [10][13]. - The launch of the AI assistant "Yizhi Xing" during the ACCSI2025 CMO Summit aims to improve instrument selection accuracy, leveraging 26 years of industry data and over 500 daily updates [17][19]. Membership and Platform Benefits - The "Yixin Tong" membership program offers manufacturers a dedicated website and access to over 25 million professional users, enhancing product exposure and brand empowerment [20]. - The "Instrument Selection" service platform has partnered with over 2,000 domestic and international manufacturers, facilitating efficient access to instrument buyers with an annual procurement amount exceeding 65 billion [22].

Core Viewpoint - The article highlights various high-paying job opportunities in the scientific instrument sector, focusing on positions related to after-sales service and sales roles, emphasizing the qualifications and experience required for each position. Group 1: After-Sales Service Positions - Agilent Technologies (China) is hiring for a Service Engineer role with a salary range of 13k-18k, requiring a bachelor's degree in relevant fields and 2-4 years of experience in laboratory operations [2] - Puxi is looking for a Customer Service Manager with a salary range of 8k-14k, requiring a bachelor's degree in chemistry and prior experience with analytical instruments [3] - Jinyi Shengshi is seeking a Service Engineer in Hangzhou with a salary range of 8k-15k, requiring a background in mechanical or electrical engineering and experience in the pharmaceutical industry [4] - Innovative Power is hiring a Validation Engineer in Beijing with a salary range of 10k-15k, requiring experience in pharmaceutical quality management systems [7] - Oushisheng is looking for a Service Engineer in Beijing with a salary range of 15k-25k, requiring a master's degree and over 3 years of experience in analytical instrument application validation [9] - Labtech is hiring a Mass Spectrometry Maintenance Engineer in Guangzhou with a salary range of 10k-12k, requiring a bachelor's degree in analytical chemistry and over 1 year of experience [11] - Beiyu Analysis is seeking a Service Engineer in Jinhua with a negotiable salary, requiring over 3 years of experience in equipment maintenance [12] - Dazhu Technology is looking for an Electron Microscope Service Engineer in Beijing with a salary range of 12k-24k, requiring experience with electron microscopes [14] - Puyou is hiring a Service Engineer in Hohhot with a salary range of 6k-10k, requiring a bachelor's degree and at least 1 year of relevant experience [15] Group 2: Sales Positions - Oubotong is hiring a Sales Manager in the electronic semiconductor industry with a salary range of 20k-30k, requiring over 3 years of sales experience in related fields [16] - Jinyi Shengshi is looking for a Sales Manager in Beijing with a salary range of 10k-20k, requiring similar experience as above [17] - Shanghai Jiahang is seeking a Sales Engineer in Fuzhou with a salary range of 5k-20k, requiring a background in chemistry or biology [18] - Kailai is hiring a Sales Engineer for analytical testing services in Qingdao with a salary range of 15k-25k, requiring a degree in relevant fields and sales experience [20] - Shanghai Licheng is looking for a Private Domain Sales Engineer in Changsha with a salary range of 6k-9k, requiring 2 years of sales experience [21] - Anton Paar is hiring a Sales Engineer in Wuhan with a negotiable salary, requiring over 3 years of sales experience in related industries [22] - Jingwei Gaobo is seeking a Sales Engineer for thermal analysis in Beijing with a salary range of 15k-30k, requiring over 3 years of sales experience in laboratory analysis instruments [23] - Xiamen Shangshan is looking for a Regional Manager in Fuzhou with a salary range of 6k-20k, requiring over 2 years of sales experience in scientific instruments [24] - Chengbang Haoran is hiring a Sales Engineer for centrifuges in Chengdu with a salary range of 5k-10k, requiring 2 years of sales experience in scientific instruments [26]

Core Insights - The demand for laboratory centrifuges in week 28 exceeded 98 units, with a total budget of over 4.8696 million yuan, indicating a strong market interest in this equipment [1][2]. Procurement Overview - The highest procurement budget was allocated by Chongqing Medical University Affiliated Children's Hospital, amounting to 2.5591 million yuan, with a bid deadline set for August 1, 2025 [2][3]. - Southwest Forestry University had the highest quantity of procurement, requesting 27 units, with a bid deadline also on July 31, 2025 [3][4]. Detailed Procurement Data - Chongqing Medical University Affiliated Children's Hospital is procuring various centrifuge models, including a super-speed centrifuge and a multifunctional refrigerated centrifuge, with budgets of 2,034,300 yuan and 524,800 yuan respectively [3][6]. - Southwest Forestry University is acquiring multiple types of centrifuges, including high-speed and low-speed models, with a total of 17 units specified in their procurement plan [4][6]. Additional Procurement Projects - Other institutions, such as the Chinese Academy of Traditional Chinese Medicine and Yunnan Forestry Vocational Technical College, are also participating in the procurement of centrifuges, with budgets ranging from 40,000 yuan to 700,000 yuan for various models [5][6]. - The procurement landscape includes a variety of centrifuge types, such as mini centrifuges, high-speed refrigerated centrifuges, and low-speed centrifuges, reflecting diverse needs across different educational and research institutions [5][7].

Group 1: Product Development and Market Performance - In 2024, the company increased R&D investment, upgrading oil-free screw compressors and screw vacuum pumps, leading to a steady sales growth in these products, particularly in the semiconductor and new energy sectors [2] - The centrifugal compressor models completed phase application tests in 2024, with new models introduced in early 2025 and existing orders expected to generate shipments this year [2][3] - The company has successfully launched its first dry vacuum pump products for high-end industries, expanding its product line [2] Group 2: Domestic Replacement Progress - The company has achieved significant progress in domestic substitution, with products in the medical, electronics, and semiconductor sectors gaining recognition from major companies [2] - Key clients include Dabo Medical, Farah Electronics, Beileisheng Electronics, and Jiangfeng Electronics, indicating a solid foothold in the domestic market [2] Group 3: International Expansion - The company currently exports to Southeast Asian countries such as Indonesia, Vietnam, Malaysia, and Thailand, with overseas revenue growing by 18.22% year-on-year in 2024 [2] - Future plans include expanding overseas markets, particularly in Southeast Asia, leveraging the "Belt and Road" initiative to enhance export sales channels [2] Group 4: Profitability and Cost Management - The company maintains a stable gross margin due to a strong R&D team, enhanced competitiveness of high-end products, and an increasing number of major clients [3] - Effective cost control measures include improved internal management, strategic partnerships with suppliers, and lean production practices [3] Group 5: Future Outlook - The company anticipates steady growth in 2025, with ongoing confidence in maintaining a positive business outlook [3] - Plans for 2026 include adjusting business strategies based on market conditions and expanding into emerging industries to enhance operational quality and shareholder value [3]

Group 1 - Iran's nuclear facilities were reported to be "severely damaged" by a U.S. airstrike, marking the first acknowledgment from Iran regarding the damage caused [1] - The U.S. military targeted three key nuclear facilities in Iran: Fordow, Natanz, and Isfahan, with President Trump claiming that these facilities were "totally destroyed" [1] - Iran stated that it had previously evacuated materials from the targeted facilities and claimed that the U.S. attack did not result in significant losses [1] Group 2 - A preliminary intelligence assessment from the U.S. Department of Defense indicated that the airstrikes did not destroy Iran's nuclear facilities, suggesting that the nuclear program's development may only be delayed by a few months [1] - The assessment reported that the core components of the uranium enrichment centrifuges remained intact, and the strikes primarily sealed the entrances of two facilities without destroying underground structures [1] - Trump and Defense Secretary Esper denied the claims of the intelligence assessment, asserting that the airstrikes had completely destroyed Iran's nuclear facilities [2]

Group 1 - The core viewpoint of the articles revolves around the escalating military conflict between the U.S. and Iran, particularly focusing on the recent attacks on Iranian nuclear facilities and the resulting casualties on both sides [1][2][5][6][7][11]. - U.S. President Trump claimed a "successful strike" on three Iranian nuclear facilities, including Fordow, Natanz, and Isfahan, with all military aircraft returning safely [2][4]. - The ongoing conflict has resulted in significant casualties, with reports indicating that Iranian attacks have led to 24 deaths and 1,272 injuries in Israel, while Israeli strikes have caused over 400 deaths and 3,056 injuries in Iran [5][6]. Group 2 - The International Atomic Energy Agency (IAEA) has warned that the attacks on Iranian nuclear facilities have severely deteriorated Iran's nuclear safety and security status, although no radioactive consequences have been reported from the recent strikes [7][10]. - Iranian President Raisi emphasized that Iran will not abandon its right to peaceful nuclear energy use and condemned Israeli military actions as violations of international norms [11][12]. - The conflict has drawn attention from regional actors, with the Houthi movement in Yemen threatening to attack U.S. naval vessels if the U.S. strikes Iran, indicating a broader regional implication of the conflict [13][14].

Group 1 - The article discusses the successful strikes by the United States on three Iranian nuclear facilities: Fordow, Natanz, and Isfahan, as stated by President Trump [1][2] - The U.S. B-2 bombers were involved in the attacks, with reports indicating that they dropped fully loaded bombs on the Fordow facility and returned safely [2][11] - Israel conducted airstrikes on Iranian facilities, including the Isfahan centrifuge production site, which was confirmed to have no nuclear materials, thus posing no radioactive threat [3][6][7] Group 2 - Iran's military response included launching a significant number of drones towards Israel, marking the beginning of their 19th wave of attacks [5] - The Israeli military claimed to have destroyed three Iranian F-14 fighter jets during their operations against Iranian military infrastructure [6] - Iran's military intelligence reported that Israel is facing ammunition and equipment shortages despite its advanced defense systems [9] Group 3 - The Iranian president emphasized the country's right to peaceful nuclear capabilities and expressed willingness to engage in dialogue regarding its nuclear activities [10] - The U.S. is redeploying B-2 bombers to Guam, potentially carrying massive bunker-busting bombs aimed at Iranian underground facilities, amid escalating tensions [4][11]

Group 1 - The International Atomic Energy Agency (IAEA) reported an attack on a centrifuge manufacturing facility in Isfahan [1]

Core Viewpoint - The International Atomic Energy Agency (IAEA) reported that Iranian centrifuge production facilities were damaged in recent attacks, with no response from Iran yet [1] Group 1 - The IAEA released information indicating damage to two Iranian centrifuge production facilities [1] - The Israeli Defense Forces confirmed an airstrike on a facility in Tehran aimed at enhancing Iran's uranium enrichment capabilities [1]