格隆汇8月27日｜国盛证券研报指出，聚光科技上半年实现归母净利润-5050.1万元（yoy-210.9%）。单 季度来看，25年Q2实现归母净利润-2997.3万元（yoy-142.3%）。在主动深化业务优化与聚焦高价值领 域的转型过程中，公司经营成果阶段性承压，营收与利润较上年同期有所回调。上半年，公司集中资源 发展高端分析仪器、科学仪器业务。公司高端质谱产品在食品、农业安全和公安司法等领域的应用并取 得了重点突破，全自动AI实验室应用进一步得到推广，在临床质谱方面，公司已有3款三重四极杆液质 联用仪、2款微量元素质谱仪获得二类医疗器械注册证，发布了全自动临床质谱解决方案。根据历史经 验，科学仪器客户采购在三四季度较多，公司积极抓住市场机遇，下半年业务有望突破。此外，公司出 台大规模回购方案，彰显发展信心。公司产品实力行业领先，看好公司产品市占率提升和高端分析仪器 国产化提速，维持"买入"评级。 ...

摘要 ： 本文介绍稀土资源的战略价值及检测挑战，探讨科学仪器如何助力稀土成分精准识别，并预告仪器信息网于2025年8月28日 举办的主题直播，解析稀土检测技术与资源安全问题。 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。 稀土，作为不可再生的"工业黄金"，正成为全球科技竞争与资源博弈的焦点。从新能源电池到芯片制造，其战略价值 已超越传统矿产范畴，成为支撑现代产业体系的"关键基因"。 然而，稀土元素化学性质高度相似等特性，给其检测工作带来了巨大挑战。 在此背景下，如何实现稀土成分的精准识 别？又如何让检测速度契合安全防控的紧迫要求？ 仪器信息网于8月28日策划了一场主题直播，聊聊科学仪器如何以"火眼金睛"穿透伪装，成为守护稀土资源的第一道 科技防线。 一、主办单位 仪器信息网 四、直播主题 稀土"守门员"：科学仪器助力资源安全 五、嘉宾 冯先进 矿冶科技集团北矿检测技术股份有限公司 研究员/正高级工程师 SAC/TC481委员，SAC/TC118/SC3委员，ISO/TC 183 WG25委员。《冶金分析》、《中国无机分析化学》杂 志编委， ...

Core Insights - Revvity (RVTY) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.14 per share, but down from $1.22 per share a year ago, resulting in an earnings surprise of +3.51% [1] - The company achieved revenues of $720.28 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.27% and up from $691.68 million year-over-year [2] - Revvity has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The earnings surprise for the previous quarter was +5.21%, with actual earnings of $1.01 per share compared to an expected $0.96 [1] - The current consensus EPS estimate for the upcoming quarter is $1.27, with projected revenues of $711.17 million, and for the current fiscal year, the EPS estimate is $4.82 on revenues of $2.85 billion [7] Market Position - Revvity shares have underperformed the market, losing about 7.1% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The Zacks Industry Rank places Medical Services in the top 37% of over 250 Zacks industries, indicating a favorable position compared to the bottom 50% [8] Future Outlook - The sustainability of Revvity's stock price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Revvity was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]

Core Viewpoint - Revvity (RVTY) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of surpassing expectations [1]. Earnings Performance - Revvity has consistently exceeded earnings estimates, averaging a 4.81% beat over the last two quarters [2]. - In the last reported quarter, Revvity achieved earnings of $1.01 per share, surpassing the Zacks Consensus Estimate of $0.96 per share by 5.21% [3]. - For the previous quarter, the company reported earnings of $1.42 per share against an expectation of $1.36 per share, resulting in a surprise of 4.41% [3]. Earnings Estimates and Predictions - Recent changes in earnings estimates for Revvity have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [7]. - Revvity currently has an Earnings ESP of +0.88%, suggesting increased analyst optimism regarding the company's earnings prospects [9]. Upcoming Earnings Report - The next earnings report for Revvity is expected to be released on July 28, 2025 [9].

Group 1 - The core viewpoint of the article emphasizes Suzhou's focus on three main directions: industrial instruments, scientific instruments, and specialized instruments, aiming to strengthen six key advantageous areas and optimize the industrial system with 18 specific tasks, targeting a scale of over 150 billion yuan for high-end scientific instruments by 2027, maintaining the top position in the country [1][3] Group 2 - On July 21, the municipal government held an executive meeting to review and approve the "Suzhou AI Chip Industry Innovation Development Three-Year Action Plan (2025-2027)" and related measures, aiming for the AI chip industry scale to exceed 50 billion yuan by 2027, with over 30 industrialization projects introduced and more than 10 innovative products filling domestic gaps [2] - The "Quality Suzhou" construction action plan was also approved, focusing on quality branding, market expansion, and growth promotion, with 18 key tasks across six areas to comprehensively advance the "Quality Suzhou" initiative [2]

Group 1 - The environmental industry has shown significant growth, with the Shenwan (2021) environmental industry index rising by 3.34% as of June 20, 2025, ranking 9th among 31 industries. Key sectors such as monitoring/detection, air pollution control, and solid waste treatment have experienced substantial increases of 18.3%, 7.9%, and 7.8% respectively [8][10][11] - The overall PE ratio for the environmental sector is 35.62X as of June 20, 2025, indicating a notable increase compared to the first half of 2024. Specific sectors like water treatment and solid waste management have PE ratios of 23.8X and 30.2X respectively, suggesting a positive outlook for the industry driven by policy incentives and market mechanisms [10][12][17] Group 2 - The public utility price reform is progressing, with water price adjustments becoming a trend. Major cities like Shanghai, Guangzhou, and Shenzhen have implemented water price increases ranging from 10% to 30%, indicating a shift towards a more sustainable pricing mechanism [18][21][22] - The ongoing debt reduction efforts are expected to improve the accounts receivable situation for some operational companies in the water and solid waste sectors. The government’s commitment to resolving local debt risks is anticipated to facilitate quicker recovery of receivables [28][30][31] Group 3 - The report highlights the potential for domestic substitution and intelligent upgrades in the environmental sector, particularly in scientific instruments and sanitation equipment. The demand for carbon measurement and monitoring devices is expected to rise due to supportive national policies and the expansion of the carbon trading market [17][19] - The sanitation equipment market is poised for growth, with a notable increase in the sales of new energy sanitation vehicles, which reached a penetration rate of 15.4% in Q1 2025. The integration of autonomous sanitation solutions is also gaining traction [19][21][26] Group 4 - Investment recommendations focus on stable operational assets in the waste incineration and water sectors, as well as growth opportunities in scientific instruments and sanitation equipment. Companies such as Huanlan Environment, Xinyuan Environment, and Hongcheng Environment are highlighted for their strong performance and dividend potential [5][6][30] - The report emphasizes the importance of companies with high operational efficiency and significant water service revenue, as they are likely to benefit from the anticipated water price increases [24][25]

Core Viewpoint - PerkinElmer is taking a significant step towards localization in China with the completion of its factory expansion in Taicang, which is set to officially commence operations on July 2, 2025 [2][12]. Group 1: Factory Expansion and Production - The Taicang factory expansion is a milestone for PerkinElmer's commitment to the Chinese market and local production [4][12]. - The factory will serve as China's largest procurement and logistics center, ensuring efficient and stable supply chains for all instruments and consumables [5]. - Key areas of the factory include the infrared spectroscopy room for product development and production, showcasing PerkinElmer's technological innovation capabilities [6]. Group 2: Product Quality and Testing - The production area encompasses various specialized fields, including inorganic spectroscopy, material characterization, and food testing, demonstrating PerkinElmer's comprehensive layout in high-end scientific instrument manufacturing [6]. - All instruments will undergo 100% factory testing, ensuring high quality and reliability of the products [6]. Group 3: Leadership Insights - Dirk Bontridder, the global CEO of PerkinElmer, emphasizes the company's strategic commitment to "rooted in China, serving China" [4][8]. - Li Bing, President of PerkinElmer Greater China, will discuss the significance of the Taicang factory expansion and its profound impact on the Chinese market [9]. - Professor Liu Huwei from Peking University will provide insights into the latest trends and developments in the scientific instrument industry [10]. Group 4: Celebration and Engagement - To celebrate the factory's opening, PerkinElmer has organized interactive sessions and prizes for participants, including opportunities to engage with factory leaders and technical experts [11]. - Participants can win various gifts, including instrument model USB drives and other merchandise, encouraging community involvement [11].

Group 1 - The 2025 DEMO WORLD Enterprise Innovation and Investment Conference will be held in Songjiang, Shanghai, on July 3-4, 2025, aimed at promoting the deep integration of technological and industrial innovation [1] - The conference will feature a special session on "Smart Terminals (Instruments and Meters, Optoelectronic Equipment) & Songjiang New Bridge Town," focusing on sharing the latest technologies and products, and exploring cross-industry collaboration [1] - The smart terminal industry in Songjiang is a key focus area, with a projected scale of nearly 40 billion yuan in 2024, and the new generation information technology industry expected to exceed 130 billion yuan [1] Group 2 - Songjiang is developing a new highland for the instrument and meter industry, with 84 enterprises and a total industrial output value of 8.626 billion yuan as of 2024, showing a year-on-year growth of 2.0% [2] - New Bridge Town, located in the northeastern part of Songjiang, is a hub for innovation, hosting numerous tech companies and achieving breakthroughs in technology and product innovation [2] - The region boasts 10 listed companies, 13 specialized and innovative "little giants," and 407 high-tech enterprises, indicating a strong industrial base [2] Group 3 - The "New Quality Talk" segment will gather over 10 smart terminal tech companies to share their latest technologies, products, and future collaboration needs [3]

2 0 2 5年5月1 2日，第十八届中国科学仪器发展年会（ACCSI 2 0 2 5）在上海富悦大酒店盛大开幕。大会由仪器信息网 (www.i n str ume n t. c om. c n )主办，上海科学院、上海市松江区投资促进和企业服务中心、上海市松江区中山街道办事处、南 京市产品质量监督检验院、上海启迪漕河泾科技园、我要测网协办，并得到中国认证认可协会、中国分析测试协会、中国仪 器仪表行业协会分析仪器分会、中国仪器仪表学会近红外光谱分会等4 0余家单位的鼎力支持。 导读： 5月12日，2024第十八届中国科学仪器发展年会(ACCSI2025)在上海松江区盛大开幕。晚间，ACCSI2025仪器及检测3i奖颁奖盛典 隆重举行，10+奖项获奖名单新鲜出炉！ 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。 A C C S I 2 0 2 5 现场盛况 ACCSI 2 0 2 5期间，仪器信息网和我要测网联合举办的" 2 0 2 4年度仪器及检测3 i奖颁奖盛典"隆重举行，在现场1 8 0 0位科学仪 器行业相关政府领导、院士专家 ...

Zimmer Biomet (ZBH) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.84%. A quarter ago, it was expected that this orthopedic device maker would post earnings of $2.30 per share when it actually produced earnings of $2.31, delivering a surprise of 0.43%.Over the last four quarters, t ...