"给公司取名'泰坦'，就是冲着希腊神话里巨人敢扛敢闯的劲儿，想在科学服务领域闯出新路。"谢应波 笑着说，创业后没空打游戏，但一点点磨技能、攒经验直至通关的"进阶劲儿"没丢。"我们心怀成就伟 业的抱负，希望做一家不辜负青春年华、受人尊重的企业。" 从"造自行车"到"造飞机" "经过多年在科学服务行业摸爬滚打，像泰坦科技这样的本土企业，手里早已攥满优质技术和产品，可 真要打破国外品牌'卡脖子'的局面，还需要产业能级的'纵身一跃'。"谢应波一语点透行业进阶的核心痛 点。 谢应波介绍，公司近些年聚焦产业能级建设这一件事，把原先顶多算"造自行车"的制造能级，迭代升级 为"造飞机"，力求打破行业发展的天花板，让本土产品也能撑得起高端场景。 泰坦科技累计服务超过6万家客户、100万科研人员，其中世界500强客户超150家，全国研发型生物医药 企业的覆盖率更是突破八成。 ◎记者 王墨璞嘉 曾长期困于海外技术垄断、受制于产业基础薄弱的国内科学服务行业，如今正迎来本土企业突围的澎湃 浪潮。这场"科学服务突围战"的关键破局者，正是泰坦科技。 从2007年萌芽于华东理工大学宿舍的大学生创业项目，到2020年登陆科创板成为"科学服务第 ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **Chinese research service market**, particularly focusing on the **biotechnology sector** and the challenges faced in the **domestic and foreign markets** [1][5][7]. Core Insights and Arguments - **High Domestic Replacement Rates**: The domestic market has a high localization rate for general and high-purity reagents, such as HQC reagents. However, high-end mass spectrometry and ultra-pure reagents still face significant technical barriers for domestic replacement [1][2][4]. - **Impact of US-China Relations**: The US-China trade relations and tariffs have affected the ability of Chinese research service companies to expand internationally. There is a growing desire for self-sufficiency, but the short-term increase in domestic replacement rates is not significant [5][6]. - **Foreign Investment in China**: Foreign companies like Thermo Fisher and Merck are increasing their investments in local production lines in China to mitigate the impact of tariffs. This includes establishing factories in Wuxi and Nantong [1][6]. - **Market Growth Projections**: The overall growth rate for biotechnology companies is expected to be low in 2025 due to tariffs, increased domestic inventory, and the impact of domestic replacement [3][13]. - **Customer Behavior**: Customers are increasingly concerned about supply chain stability, leading to panic buying and stockpiling of products [5][15]. Additional Important Content - **Product Categories**: The research service sector is divided into biological design and chemical design, with significant growth in areas like LVD and CRO due to the pandemic [2]. - **Barriers to Entry**: High-end products in the mass spectrometry and ultra-pure reagent categories have high barriers to entry, with customers requiring strong quality and technical reputation [4][8]. - **Price Trends**: Prices for certain reagents are declining due to increased competition and inventory pressures, with some imported reagents seeing price reductions of 5% to 10% [15][16]. - **Future Strategies for Companies**: Companies are advised to either focus on a large market segment to achieve monopolistic status or pursue acquisitions to create a comprehensive product line [20]. - **Market Dynamics**: The market is experiencing a potential shakeout, with smaller manufacturers facing intense competition, which may lead to consolidation through mergers and acquisitions [21][23]. Conclusion - The Chinese research service market is navigating complex challenges due to international relations, domestic competition, and evolving customer needs. While there are opportunities for growth, particularly in domestic production, the overall outlook remains cautious with significant barriers to entry in high-end product categories.