Industry Overview - The global capillary electrophoresis (CE) industry is in a critical phase of technological deepening and application expansion, driven by the growing demand for high-precision analysis in biomedicine, environmental monitoring, and food safety [1][10] - The global CE market is projected to reach $250 million in 2024 and approximately $400 million by 2030, with the life sciences sector being the core growth engine [1][10] - The demand for CE instruments is significantly influenced by the explosive growth in gene sequencing and proteomics research, as well as stringent quality control requirements in the biopharmaceutical industry [1][10] Industry Development History - The CE industry in China has undergone four main stages: inception (1981-1989), domestic exploration (1990-1999), rapid development (2000-2010), and internationalization (2010-present) [4][5][6] - The introduction of commercial CE instruments in 1989 marked the beginning of the technology's practical application, with domestic institutions initially relying on imported equipment [4] - By 2000, CE applications expanded rapidly in biomedical fields, with domestic companies increasing R&D investments to develop competitive products [5] Industry Current Status - The CE industry is experiencing continuous growth due to increased regulatory scrutiny on water quality and pesticide residues, leading to deeper applications in heavy metal analysis and food additive screening [1][10] - The demand for high-end CE models is rising, particularly in the biopharmaceutical sector, where there are strict requirements for antibody drug purity testing and mRNA vaccine quality control [1][10] Industry Supply Chain - The upstream supply chain includes materials such as elastic quartz capillaries, high molecular polymers, and components like high-voltage power supplies and temperature control systems [8] - The midstream involves the manufacturing of CE instruments, while the downstream applications span life sciences, biomedicine, environmental monitoring, and food safety [8] Key Companies and Competitive Landscape - The industry is characterized by a competitive landscape where international giants dominate the high-end market, while domestic companies are rapidly gaining ground in the mid-to-low-end segments [14] - Companies like Beijing Huayang Limin and Shanghai Tongwei are making significant strides in technology and market penetration, offering products that match international standards at lower prices [14][21] - The domestic market is seeing a shift towards high-performance CE instruments with independent intellectual property rights, breaking the monopoly of foreign brands [21] Industry Development Trends - The CE industry is poised for technological upgrades and smart development, with advancements in nanotechnology and automation expected to enhance separation efficiency and sensitivity [19] - The application fields of CE instruments are diversifying, particularly in biomedicine, environmental monitoring, and food safety, driven by rapid technological advancements and cost reductions [20] - The acceleration of domestic substitution is evident, with local companies responding quickly to market demands and enhancing their competitive edge through innovation and collaboration [21]

就记者关心的选择白云区落地项目的原因，陈江韩说，因为白云区政府高度重视科技创新工作，先后出 台《广州市白云区科技创新推动产业发展"十四五"规划》《广州市白云区促进新型储能产业高质量发展 若干措施(试行)》等政策文件，旨在推进区域创新高地建设，建设创新、生态、制造协调发展示范区， 加快相关产业高端研发人才、中试及技术转移转化高素质人才在白云集聚；二是白云区传统产业(如化 妆品、皮具、服饰)基础扎实且转型活跃，同时新一代信息技术、人工智能、生物医药等新兴产业迅速 崛起，新城多元化的产业集群，为科技成果提供了丰富且迫切的应用场景和庞大的内需市场支持；三是 中试平台建设获强力支持。白云区政府与广东省科学院深度对接，从土地、资金、政策等维度提供全方 位支持，目标打造中试能力创新高地，助力"一园两城三都四区"建设与新质生产力发展。 据悉，中广测是国家科技部在华南地区布局的唯一国家级综合性分析测试中心，在国内同类综合性分析 测试中名列前茅，在分析测试应用技术研究、仪器研发方向上成果丰富；精密仪器中试验证及成果孵化 取得较好成效。业务能力覆盖从研发到产品质量、物流安全的全流程检验检测需求，可精准对接企业研 发、原材料质量控制 ...

Core Viewpoint - Nanwei Technology (688690) is experiencing growth driven by the booming GLP-1 peptide drug market, leading to increased investment in new drug research and production capacity by domestic and international pharmaceutical companies [2][3]. Group 1: Business Performance - The company's main revenue for Q1 2025 was 189 million yuan, a year-on-year increase of 22.39%, with a net profit attributable to shareholders of 29.22 million yuan, up 72.98% year-on-year [7]. - The gross profit margin for the chromatography filler business is high, accounting for approximately 60% of the company's revenue, which has improved overall profitability [4]. Group 2: Market Strategy - The company is focusing on the antibody new drug projects as a key area for replacing imported products, enhancing competitiveness through continuous R&D investment and product innovation [3]. - To address domestic competition, the company is building a comprehensive chromatography technology platform, providing integrated solutions to avoid price wars in single product categories [6]. Group 3: Mergers and Acquisitions - The acquisition of two instrument companies enhances the company's product line from chromatography fillers to protein purification equipment, improving business and product layout and achieving synergy in customer expansion and market sales [5]. Group 4: Future Outlook - The company is accelerating its overseas market layout and enhancing its overseas sales capabilities to increase application opportunities for its filler products among international clients [3][6].

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e r们，今天是高薪精品仪器职位专辑，有不少 新的雇主 哦！ 销售精英，热招职位 Ho t r e c r u itme n t p o siti o n s 安捷伦科技（中国）有限公司 整机销售 重庆-10k-20k ·13薪 任职要求： 化学、药学、生 物、食品 、环境、材料等相关专业，本科及以上学历；熟练掌握色谱学科理论，具备2年以上相关分析仪器类产 品的销售/应用/支持经验。 骇思仪器科技(上海)有限公司 销售工程师 重庆-7k-10k ·12薪 任职要求： 本科及以上学历，性别不限；生物、化学、环境、材料或仪器分析等相关专业教育背景；3年及以上科学仪器行业相关从业经验。 博赛德科技有限公司 销售工程师 北京-6k-40k ·13薪 任职要求： 化学、生物、分析仪器等理工科毕业，本科及以上学历，具有1年以上销售或技术工作经验，英语良好，可出差；具备有机化学 分析仪器或环保分析仪器销售经验者优先。 杭州谱育科技发展有限公司 省区经理-实验室 北京-15k-25k ·22薪 任 ...

导读： 广东省麦思科学仪器创新研究院成功开发并交付定制气相色谱-高分辨飞行时间质谱联用仪，具备高分辨率与可切换离子源，适用于复杂样品分析。 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7月7日，广东省麦思科学仪器创新研究院完成了某高校委托定制的气相色谱-高分辨飞行时间质谱联用仪的开发 。 该仪器在交付现场 完成了各项技术指标测试，并通过了验收，现 已正式投入使用 ！ 气相色谱-高分辨飞行时间质谱联用仪集分离与高精度检测于一体，搭载可切换离子源（光电离源和EI源），质量分辨率超过5000。该仪器利 用气相色谱高效分离复杂样品中的组分，再通过高分辨飞行时间质谱实现精准的分子量测定和结构解析。可切换离子源的设计显著提升了化合 物的覆盖范围和定性能力，从而能够对复杂样品进行准确分析，可广泛应用于化学、环境等研究领域。 点击文末"阅读原文"查看详情 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 转 载 ： 须 本 号 授 ...

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， 东北石油大学 围绕大科学装置发布多批政府采购意向，仪器信息网特对其进行梳理，统计出 99 项仪器设备采 购意向，预算总额达 1.22亿 元，涉及真空应用设备、电池及能源系统、环境监测仪器及综合分析装置 、色谱仪、工 艺试验机 等，预计采购时间为202 5 年 1~7 月。 东北石油大学 202 5 年 1~7 月 导读： 近日，东北石油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99项仪器设备采购意向， 预算总额达1.22亿元。 | | | 预算 | 采购 | | --- | --- | --- | --- | | 采购项目 | 需求概况 | | | | | | 万元 | 时间 | | 2025年重大 | | | 2025 | | 科研设备购 | 采购内容:真空应用设备 采购数量:1.0000套 主要功能或 | 20 | 年2 | | | 目标:教学科研使用 需满足的要求:详见采购文件。 | | | | 置 | | | 月 | | 2025年重大 | 采购 ...

证券研究报告 2025年07月11日 行业报告 | 行业深度研究 科学仪器行业深度：雄关漫道真如铁，自主可控势如潮 作者： 分析师 朱晔 SAC执业证书编号：S1110522080001 1 行业评级： 上次评级： 强于大市 强于大市 维持 （ 评级） 请务必阅读正文之后的信息披露和免责申明 机械设备 摘要 科学仪器行业：高端化海外品牌占主导，政策推动国产替代 科学仪器是指以检出、测量、观察、计算各种物理量、物质成分、物性参数等的器具或设备。分为分析仪器类、生命科学类、物理实验类和化学实 验四大类。2023年我国科学仪器市场规模突破2200亿元，增幅超过12%。目前我国科学仪器行业国产品牌市场占有率远低于国外品牌，国产替代任 重道远。国务院、发改委、国家税务总局等部门陆续出台政策性文件，推动国产仪器设备发展、鼓励国内厂商创新，促进国产设备应用、支持国内 科学实验仪器设备厂商发展。 科学分析仪器：市场广阔，质谱、色谱仪器国产化率仍偏低 质谱仪：2023年国内达167.12亿元，国外公司占据了全球超90%的质谱仪市场份额。与此同时，质谱仪整体进口率呈现逐步降低的态势。根据测算， 2018~2023进口率从89%降 ...

Group 1 - Gan Li Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, representing a year-on-year increase of 100.73% to 114.12%, driven by significant revenue growth and refined expense management [1] - The company successfully expanded its market share through two rounds of insulin procurement, indicating effective strategic positioning [1] - The anticipated performance increase is likely to boost investor confidence and enhance the company's valuation amid the normalization of centralized procurement in the pharmaceutical industry [1] Group 2 - Sinovac Biotech's special shareholder meeting resulted in the election of 10 new directors proposed by SAIF Partners, aimed at supporting the company's announced dividend distribution plan [2] - The new board members' commitment to closely collaborate with management is expected to stabilize investor confidence and unlock long-term value for shareholders [2] - SAIF Partners' involvement as a significant shareholder may enhance Sinovac's attractiveness and value in the capital market [2] Group 3 - Wohua Pharmaceutical anticipates a net profit of 37 million to 53 million yuan for the first half of 2025, reflecting a year-on-year increase of 233.89% to 378.27%, attributed to adapting to market changes and various marketing strategies [3] - The implementation of cost reduction and efficiency enhancement measures has effectively compressed costs and improved operating profits [3] - The strong performance is expected to bolster investor confidence in the company's future profitability and market appeal [3] Group 4 - Shanghai Pharmaceuticals projects a net profit of approximately 4.45 billion yuan for the first half of 2025, marking a year-on-year growth of about 52%, primarily due to the completion of acquiring a 10% stake in Shanghai Hutchison Pharmaceuticals [4] - The change in accounting treatment from equity method to subsidiary accounting is expected to enhance profitability and market competitiveness [4] - Investors are likely to view the company's strategic expansion positively, anticipating growth potential from this acquisition [4] Group 5 - Nanwei Technology expects a net profit of 61 million to 73 million yuan for the first half of 2025, representing a year-on-year increase of 35% to 62%, driven by a 20% growth in sales revenue of core products [5] - The anticipated growth is expected to enhance investor confidence in Nanwei's future development and market valuation [5] - The rapid development of the biopharmaceutical industry positions Nanwei to leverage its technological advantages and market expansion for further performance potential [5]

证券研究报告 晨会 hyzqdatemark 2025 年 07 月 09 日 投资要点： 资料来源：聚源，华源证券研究所，截至2025年07月09日 华源晨会精粹 20250709 固定收益 美降息预期回落，国内债基久期继续上升——利率周报：中观高频数据： 经济修复呈现"弱复苏中的结构性亮点"的格局。消费市场复苏动能分化；货运量 保持韧性，出口指标承压；基建相关行业扩张，化工链阶段性调整；商品房成交量 分化；大宗商品价格承压。机构行为：截至 7 月 6 日，理财公司公募理财产品破净 率约为 0.86%，较年初下降 1.11pct，当前破净率的年内百分位已低于 10%。截至 7 月 4 日，本周债基久期继续上升，我们估算利率债中长期债基久期平均数自 4 月初 以来快速走高，7 月 4 日测算约 5.2 年，信用债中长期债基久期平均数自 5 月中旬以 来持续窄幅震荡，7 月 4 日测算约 2.2 年。三季度利率债预计窄幅震荡，继续看多收 益率 2%以上的长久期城投债及资本债。7 月理财规模预计大幅增长，看多长久期下 沉的城投及资本债，看多城投点心债及美元债，力推民生、渤海、恒丰银行永续债， 关注保险次级债机会。 ...

导读： 生态环境部发布4项国家生态环境标准，2025年8月1日实施，规范大气颗粒物来源解析，涉及扬尘采样、滤膜称量及糖类物质测定。 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。 为加强大气污染防治，规范环境空气颗粒物来源解析工作，生态环境部批准《环境空气 颗粒物来源解析 开放源扬尘采样技术规范》等4项标准 为国家生态环境标准，并予发布，2025年8月1日起实施。 一、《 环境空 气 颗粒物来源解析 开放源扬尘采样技术规范》（HJ 1411-2025） 本标准为首次发布。 本标准主要起草单位：中国环境监测总站、南开大学、西安市环境监测站、天津市生态环境监测中心、福建省福州环境监测中心站。 本标准规定了开放源扬尘（土壤扬尘、道路扬尘、施工扬尘、堆场扬尘、混合扬尘）采样的技术内容和要求。 本标准适用于环境空气颗粒物来源解析工作中开放源扬尘的采样。 二、 《环境空气 颗粒物来源解析 颗粒物滤膜自动称量技术规范》（HJ 1412-2025） 三、 《环境空气 颗粒物来源解析 离子色谱法测定颗粒物中左旋葡聚糖、甘露聚糖和半乳聚糖》（HJ 1413-2 ...