导读： 沃特世Q2营收达7.71亿美元，同比增长8.9%；中国区营收达1.17亿美元，创近三年新高。此外，沃特世正式公布了收购BD的计划，称该收购将通过成本 与收入层面的协同效应，创造显著的价值增量。 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8月4日，沃特世（Water s ） 公布了2025年第二季度财务业绩，展示了其强劲的财务表现并宣布了一项具有变革性的收购计划。 2025年Q2，沃特世业绩表现如何？ 财报显示， 沃特世Q2营收达7.71亿美元（约人民币55.6亿元），同比增长8.9%，环比增长达16.6%。 公司业绩增长主要来源于仪器业 务：按固定汇率计算，仪器业务增长 4%， 液相色谱(LC)和质谱(MS)实现高个位数增长； 此外，作为沃特世重点布局的领域，经常性收入 （按固定汇率计算）也增长了 11%。 总体来看， 沃特世 Q2业绩延续了此前的增长势头，且超出预期。 沃特世 公司总裁兼首席执行官Udit Batra博士表示：" 本季度，我们的团队持续展现卓越的执行力，再次取得优异业绩。这主要得益于仪器 更新需求的 ...

Core Viewpoint - In the fiscal year 2024, Shimadzu achieved record revenue for the fifth consecutive year, reaching 539 billion yen (approximately 26.88 billion RMB), with a year-on-year growth of 5% [1][2]. Financial Performance - Despite the challenging environment in fiscal year 2024, Shimadzu reported a slight decline in net profit by 1% to 71.7 billion yen (approximately 3.58 billion RMB) [2]. - In Q4 of fiscal year 2025, Shimadzu's revenue and profit both reached new highs, with revenue increasing by 6% to 154.8 billion yen (approximately 7.74 billion RMB) and profit rising by 12% to 24.7 billion yen (approximately 1.23 billion RMB) [2]. Regional Market Analysis - Japan remains the most significant revenue source for Shimadzu, accounting for 43.5% of total revenue in fiscal year 2024 [5]. - The Chinese market experienced a decline, with revenue falling by 9% to 91.3 billion yen (approximately 4.56 billion RMB) [5]. Segment Performance - The Analytical and Measuring Instruments segment saw a revenue increase of 3% to 347.9 billion yen (approximately 17.4 billion RMB), but operating profit decreased by 9% to 52.1 billion yen (approximately 2.61 billion RMB) due to rising R&D and labor costs [8]. - Core products (LC, MS, GC) had a global sales increase of 3% to 190.5 billion yen (approximately 9.53 billion RMB), with a 7% growth in regions outside China [9]. Strategic Actions - Facing multiple challenges, including tariffs, rising raw material costs, and increased competition from local brands, Shimadzu forecasts a decline in operating profit for fiscal year 2025 to approximately 515 billion yen (about 25.76 billion RMB) and a 19% drop in net profit to 58 billion yen (approximately 2.9 billion RMB) [11]. - The company plans to enhance the promotion of high-value-added products and adjust sales strategies based on regional tariff impacts [11][12]. - In the U.S. market, Shimadzu will implement short-term price adjustments and increase local inventory, while long-term strategies will focus on optimizing sales through its U.S. production base [11]. Innovation and Future Growth - Shimadzu is celebrating its 150th anniversary and aims to contribute to society through science and technology, focusing on healthcare, green energy, and industrial sectors [16]. - The company is set to launch over 10 new products to enhance performance and provide new value to customers [13].