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内容概况：全球毛细管电泳仪行业正处于技术深化与应用拓展的关键阶段，受益于生物医药、环境监测 及食品安全等领域对高精度分析需求的增长，全球毛细管电泳仪行业规模持续扩大。2024年，全球毛细 管电泳仪市场规模为2.5亿美元，预计到2030年，其值将达到4亿美元左右。生命科学领域是核心增长引 擎。基因测序、蛋白质组学研究的爆发式增长，直接拉动了对毛细管电泳仪的需求。例如，在单细胞测 序技术普及的背景下，高灵敏度CE设备成为解析细胞异质性的关键工具。此外，生物制药行业对抗体 药物纯度检测、mRNA疫苗质量控制的严格要求，也推动了高端机型的市场渗透。环境监测与食品安全 领域的需求同样显著。全球范围内对水质污染、农药残留的监管趋严，促使毛细管电泳仪在重金属形态 分析、食品添加剂筛查等场景中的应用深化。 相关上市企业：聚光科技（300203）、 相关企业：大连日普利科技仪器有限公司、北京中成石英玻璃制品有限责任公司、上海三瑞高分子材料 股份有限公司、苏州苏纳光电有限公司、昂纳科技（深圳）集团股份有限公司、苏州汶颢芯片科技有限 公司、聚光科技（杭州）股份有限公司、苏州长光华芯光电技术股份有限公司、武汉光迅科技股份有限 公司、 ...

Core Viewpoint - The joint venture automotive companies in China have shown a significant recovery in sales during the first half of 2025, with most brands experiencing growth after a challenging 2024, although some, like Honda and Nissan, continue to struggle [2][3]. Group 1: Sales Performance - In the first half of 2025, major joint venture brands, except for Honda and Dongfeng Nissan, achieved sales growth, with FAW Toyota leading at a 16% increase [2]. - FAW-Volkswagen sold 436,100 units, a 3.5% increase, while SAIC Volkswagen's sales reached 523,000 units, up 2.3% [3]. - GAC Toyota's sales grew by 11%, and SAIC GM saw an 8.6% increase, marking a turnaround from previous declines [2][3]. Group 2: Fuel Vehicle Recovery - Several joint venture companies relied on fuel vehicles for recovery, with FAW-Volkswagen's fuel vehicle market share increasing by 0.7 percentage points to 7.6% [3]. - The sales of classic fuel models like the Lavida and Sagitar contributed significantly to the overall sales increase [3]. - GAC Toyota's fuel models, such as the Camry and Highlander, saw a 30% increase in sales [3]. Group 3: Electric Vehicle Challenges - Despite the recovery in fuel vehicle sales, joint venture brands continue to struggle in the electric vehicle (EV) sector, with a mere 5.3% penetration rate for mainstream brands compared to 75.4% for domestic brands [3][4]. - The overall market share for joint venture brands in the EV segment remains low, with only a few models like Volkswagen's ID series and Toyota's bZ series performing relatively well [4]. Group 4: Strategic Adjustments - Analysts attribute the sales rebound to strategic adjustments, particularly in enhancing the intelligence of fuel vehicles through partnerships with domestic tech companies [5][6]. - Joint venture brands are increasingly localizing their management and product development to better cater to Chinese consumers [7]. Group 5: Pricing Strategies - Many joint venture brands have shifted from aggressive price competition to a "reduce volume to maintain price" strategy, stabilizing terminal prices and improving dealer confidence [8]. - The introduction of fixed pricing models has also helped reduce consumer hesitation and increased foot traffic [8]. Group 6: Future Outlook - Despite the positive sales trends, joint venture brands face a challenging future, with predictions of market share declining from 40% to 10% over the next few years [9][10]. - The need for a robust electric vehicle strategy is critical, as many brands are reconsidering their electric vehicle timelines and focusing on maintaining profitability in the fuel vehicle market [10][11].

本文来自微信公众号"山上"，作者：山上，36氪经授权发布。 作者｜王彬 封面｜《超人》 酒旅赛道已经很久没有新鲜事儿了。 这个互联网公司们最先介入的赛道，过去 20 多年来的玩法几乎没有发生过什么变化。中国最早也是最大的 OTA 平台在 1999 年诞生，那时整个中国互联 网渗透率还不足 1%，后来人们熟知的搜索引擎、社交媒体乃至电商网站们都还没有在中国出现。 增长的市场，固化的格局 即便酒旅行业发展了 20 多年，但它仍然是当前互联网行业中少有的仍处在高速增长的赛道之一。甚至可以说，随着国民经济水平的不断提高，酒旅行业 的市场想象力还在不断放大。 看看过去几年 OTA 平台们的财报你就知道了。疫情恢复后的第一年，携程 2023 年营收增速高达 122%，体量稍小的同程旅行同样实现超 80%的营收增 速。即便是进入平稳恢复期的 2024 年，携程也依然保持着近 20% 的营收增长，同程更是高达 45.8%。 与之对比，包括电商、社交、游戏等在内的多个互联网赛道近年来增长已逐渐见顶，几家互联网巨头公司们的营收增速常年维持在个位数水平，部分公司 甚至呈现负增长。今年上半年中国互联网公司市值排名中，携程位列第 7， ...

导读： 本次招中标数据统计中，共涵盖ICP-MS品牌6个，其中进口、国产品牌各占据3席，进口梯队包含安捷伦、珀金埃尔默、赛默飞，国产阵营包括谱育科技、 莱伯泰科、衡昇质谱。 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。 作为科学仪器的重要分支，质谱类仪器正在迎来新一轮的采购浪潮。此前仪器信息网曾对1955-2020年间国家重大科研平台启用的122561 台仪器设备进行统计分析，数据显示在服役超过10年的化学分析仪器中，质谱类设备占比最高。特别是2009-2014年间采购的质谱仪器，目 前已集中进入更新换代周期。 海关系统的仪器设备升级趋势同样显著。2024年启动的大规模设备更新计划中， 电感耦合等离子体质谱仪（ICP-MS） 因其高灵敏度、高通 量的技术优势，被海关系统列为重点采购设备，旨在提升进出口商品检测能力。 为帮助广大用户了解当前海关设备更新项目ICP-MS采购市场 现状，仪器信息网基于近半年中标数据，对ICP-MS设备采购情况进行汇总分析。 据中国政府采购网公开信息， 2024年11月至今，海关设备更新项目采购ICP-MS的中标 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 电子玻璃 群 玻璃通孔 (TGV) ，是玻璃芯基板的支柱之一，为更紧凑、更强大的设备铺平了道路，有助于提 高层间连接密度。从实际应用中来看，这些通孔有助于提高高速电路的信号完整性，连接之间 的距离减小可减少信号损失和干扰，从而提高整体性能。同时，TGV 的集成可以通过消除对单 独互连层的需求来简化制造流程。 近几年来，随着微型电子设备的需求不断增长，也显著推动了 TGV基板的采用—— 同时，物联网 (IOT)中的新兴应用程序为TGV基板市场带来了显着的增长前景，估计有50%的 新物联网设备预计将整合TGV基板以提高性能并降低尺寸；用于先进芯片封装的玻璃基板在高 性能计算中,使芯片性能最高可提升40%，同时极大减少能源消耗；且电信部门还提供了机会， 预计5G基础设施组件中有40%可能采用TGV技术来满足高频要求。 从市场规模预测来看， 根据势银（ TrendBank）了解，玻璃VIA(TGV)基板2024年市场价值 为1. ...

一、童颜美肤：耐药性预防与产品选择的关键 在当今追求 "童颜" 的潮流中，紧致、无皱且光滑的肌肤是理想的目标。肉毒素注射是维持童颜肌肤的 典型项目，广受爱美人士喜爱。然而，肉毒素治疗并非能达到永久性效果，其效果一般仅能维持 1 至 3 个月左右，并且频繁注射可能引发耐药性，从而对治疗效果产生不良影响。 VelyB 医院木洞店的尹智妍院长着重指出，预防肉毒素耐药性具有至关重要的意义。她提出应选择蛋白 含量低、纯净度高的产品，以减少抗体形成的风险。例如 "Xeomin(极线)"，它以蔗糖作为辅料，去除 了不必要的复合蛋白，属于高纯度的肉毒素产品，对于部分患者而言，是更为安全稳定的选择。在 VelyB 医院，专业的医生团队会依据顾客的肌肤状况和需求，精心定制个性化的肉毒素注射方案，从而 在追求童颜美肤的同时，最大程度地降低耐药性风险。 二、脱毛护理：激光脱毛的优势与 VelyB 医院 的特色 在韩国，医美与皮肤管理行业呈现出蓬勃发展的态势，皮肤科诊所与医院在大街小巷随处可见。这众多 的选择让消费者在抉择时往往陷入困境。在此，特向大家推荐一家备受推崇的皮肤科医院 ——VelyB 医 院，其在童颜美肤、脱毛护理以及色素 ...

Core Insights - Meta's aggressive acquisition strategy, including the $14.8 billion purchase of a 49% stake in Scale AI, reflects a deep-seated anxiety about keeping pace in the AI sector [1][6] - The competition among major tech companies for AI talent is intensifying, with significant financial resources being allocated to secure top researchers and teams [11][12] Group 1: Meta's Acquisition Strategy - Meta's recent acquisitions include Scale AI, with a valuation of $30 billion, and attempts to acquire other AI companies like Perplexity and Safe Super Intelligence [6][8] - The acquisition of Scale AI is primarily a talent acquisition, bringing in CEO Alexandr Wang to lead a new AI team focused on developing advanced models [6][12] - Meta's recruitment efforts have included offering $100 million transfer fees to top AI researchers from OpenAI, highlighting the high stakes in talent acquisition [8][11] Group 2: Industry Trends and Comparisons - The current trend in AI acquisitions is characterized by buying talent rather than assets, as the industry is still in its early stages [12][13] - Other tech giants like Google and Microsoft are also engaging in similar acquisition strategies to bolster their AI capabilities, indicating a broader industry trend [11][12] - The ease of exit strategies for startups in the U.S. contrasts with the situation in China, where high-value talent acquisitions are less common [14][15] Group 3: Future Outlook - The AI sector is expected to see further evolution in acquisition strategies, with a focus on different types of talent as the industry matures [15][16] - The potential for U.S. companies to acquire Chinese AI startups is anticipated, reflecting a growing interest in cross-border talent acquisition [15][16]

Core Insights - BILL Holdings (BILL) shares have declined 43.7% year-to-date, underperforming the broader Zacks Computer & Technology sector and the Zacks Internet - Software industry, which have returned 7% and 16.1% respectively [2][9] - The decline is attributed to a challenging macroeconomic environment, persistent inflation, and high interest rates affecting small and medium businesses (SMBs) spending on digital initiatives [2][9] Company Performance - BILL is experiencing growth in its SMB clientele, with partnerships with companies like Regions Financial and Adyen enhancing its digital payment solutions [5][6][7] - In Q3, BILL processed nearly $79 billion in payments across 30 million transactions, adding 4,200 new customers, driven by AI and automation features [10][12] - The company launched new solutions like Supplier Payments Plus and financial automation innovations to streamline SMB payments and improve cash flow management [11] Financial Guidance - For Q4 fiscal 2025, BILL expects revenues between $370.5 million and $380.5 million, indicating year-over-year growth of 8-11% [13] - For the full fiscal 2025, revenues are projected between $1.45 billion and $1.46 billion, suggesting a year-over-year growth of 12-13% [14] Earnings Estimates - The Zacks Consensus Estimate for Q4 fiscal 2025 earnings is 40 cents per share, reflecting a year-over-year decline of 29.82% [15] - The consensus for fiscal 2025 revenues is pegged at $1.46 billion, indicating a year-over-year growth of 13.02% [16] Competitive Landscape - Despite its expanding portfolio, BILL faces stiff competition from accounting software providers like SAP and Intuit, which have launched services that directly challenge BILL's market position [17][18]

Core Insights - Storebrand Asset Management AS has released its semi-annual report for securities funds, which was approved by the Board of Directors [1] - The report includes 10 funds listed on Nasdaq Copenhagen, available for download on their website [1] Company Overview - Storebrand is Norway's largest private asset manager with approximately DKK 900 billion in assets under management (AuM) [2] - The company is a leading Nordic provider of sustainable pensions and savings, with over 30 years of experience in ESG investing [2] - Storebrand offers a multi-boutique platform in Denmark, featuring brands such as Storebrand Funds, SKAGEN Funds, Cubera Private Equity, and Capital Investment [2]