近日，聚光科技（杭州）股份有限公司（简称聚光科技）公布2 0 2 4年年度报告 ，本报告期内，聚光科技营业收入约3 6 . 1亿元，比上年同期增长 1 3 . 5 8%；归属于上市公司股东的净利润约2 . 0 7亿，比上年同期增长增长1 6 4 . 11%；归属于上市公司股东的扣除非经常性损益的净利润为1 . 2 7 亿元，亏损比上年同期增长1 3 2 . 8 2%。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 3, 613, 587, 983. 95 | 3,181,605,089.02 | 13.58% | 3.450.620, 276. 09 | | 归属于上市公司股东 | 206, 861, 837, 72 | -322,649,870.67 | 164. 11% | -374,816,820.15 | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 127, 434, 954. 32 | -388, 280, 918. 08 | 132 ...

Group 1: BOE Technology Group Co., Ltd. (京东方A) - BOE Technology indicated that the prices of mainstream LCD TV panels will rise starting January 2025 and continue until March 2025 [1] - The average operating rate of the LCD industry is expected to increase from November 2024, maintaining above 80% in Q1 2025 [1] - The company aims to ship approximately 140 million flexible MOLED panels in 2024, with a target of 170 million in 2025 [1] - Depreciation is projected to be around 38 billion in 2024, with minimal fluctuations in 2025 and 2026 [1] - Capital expenditures will focus on semiconductor display business and IoT innovations [1] - In 2024, the revenue breakdown for display devices will be 26% from TV, 34% from IT, and 40% from mobile and other products, with OLED business revenue accounting for 27% [1] - The company plans to repurchase minority shareholder equity based on operational performance and cash flow [1] Group 2: Guangguang Technology (聚光科技) - Changes in tariff policies have increased procurement costs for scientific instruments but present strategic opportunities for domestic manufacturers [2] - The company's business restructuring has improved gross margins and reduced costs, with plans to increase investment in advantageous business areas [2] - The subsidiary, Lingxi Optoelectronics, has a high-precision greenhouse gas analyzer, with a rapidly growing contract amount expected in 2024 [2] - Laboratory instruments are experiencing good growth, and the environmental monitoring market is steadily increasing, focusing on high-end instruments centered around mass spectrometers [2] - The company aims to establish a modern environmental management model based on "intelligent perception - precise decision-making - closed-loop management" [2] - Goodwill is approximately 200 million, with impairment testing required based on the operational status of each company [2] Group 3: Shanghai Mingcun Investment Management Co., Ltd. (明汯投资) - Shanghai Mingcun Investment was established in 2014 with a registered capital of 10 million, focusing on quantitative investment [3] - The company utilizes strong data mining, statistical analysis, and software development capabilities to create a systematic trading and asset management platform [3] - Investment strategies include quantitative stock selection, CTA, and arbitrage, with a diverse strategy development team [3] - The firm has a deep understanding of the financial securities market, covering market analysis, strategy development, asset allocation, risk management, and system development [3] - Mingcun Investment is recognized as a leading quantitative investment institution in China, integrating international experience with local market conditions [3]

Group 1: Shijia Photon - Shijia Photon is expected to continue revenue and profit growth in Q1 2025, driven by demand for computing power and rapid growth in the data communication market [1] - The overseas revenue proportion is projected to reach 26% by the end of 2024, with an increase in Q1 2025, while gross margin improvement is attributed to resource allocation, scale effects, and customer structure adjustments [1] - Increased borrowing is due to capacity expansion, raw material reserves, equity acquisitions in industry funds, and liquidity reserves [1] - The company is developing new types of cables, including high-temperature resistant and liquid-cooled cables, to meet the growing demand from data center wiring [1] Group 2: JuGuang Technology - Changes in tariff policies have raised procurement costs for scientific instruments but present strategic opportunities for domestic manufacturers [2] - The company's business restructuring has improved gross margins and reduced costs, with plans to increase investment in advantageous business areas [2] - The subsidiary Lingxi Optoelectronics is experiencing rapid growth in contracts for high-precision greenhouse gas analyzers, indicating a positive future outlook [2] Group 3: NewEase - NewEase achieved a revenue of 8.647 billion yuan in 2024, a year-on-year increase of 179.15%, with a net profit of 2.838 billion yuan, up 312.26% [3] - In Q1 2025, revenue reached 4.052 billion yuan, and net profit was 1.573 billion yuan, reflecting growth rates of 264.13% and 384.54% respectively [3] - The company is focusing on domestic market opportunities and has a dedicated team to track progress, with no significant changes in overseas market demand observed [3]

导读： 在国家政策推动下，我国生态环境监测加速数智化转型，聚光科技以 "自动化无人运维+深度AI融合" 破局，推出 "超感官" 机器狗、高精度温室气体分析仪 等，应对关税挑战，预计2025年国产化率大幅提升。 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。 从《关于加快建立现代化生态环境监测体系的实施意见》到《国家生态环境监测网络数智化转型方案》，我国生态环境监测数智化转型迈出实 质性步伐。在这一浪潮中，环境监测仪器厂商拿出了怎样的 创新解决方案 ？ 与此同时，当前对美关税事件在科学仪器企业前行的航道上，既掀起了机遇的浪潮，也带来了挑战的暗礁。国产科学仪器企业该如何精准洞察 其中的机遇与挑战？国产替代的技术、产品储备又是否足以支撑行业实现进一步突破？ 值第二十三届中国国际环保展览会举办之际，仪器信息网特别 专访了 ： 聚光科技 总经理韩双来 ，邀请他就当下热点聚焦的 环境监测数智化 以及国产替代等话题 ，深度剖析、分享见解。 从分析仪器到分析机器人，AI深入应用方兴未艾 在 《关于加快建立现代化生态环境监测体系的实施意见》、 《国家 ...