Company Performance - As of August 13, 2025, Jixin Technology (601218) closed at 4.3 yuan, with a slight increase of 0.23% and a turnover rate of 3.06% [1] - The latest quarterly report shows total revenue of 338 million yuan, a year-on-year increase of 42.86%, and a net profit attributable to shareholders of 42.01 million yuan, up 240.50% year-on-year [1] - The company's non-recurring net profit reached 28.63 million yuan, reflecting a year-on-year growth of 164.53% [1] - Key financial ratios include a current ratio of 4.465, a quick ratio of 3.827, and a debt-to-asset ratio of 21.51% [1] Capital Flow - On the day of reporting, the main capital flow indicated a net outflow of 10.70 million yuan, accounting for 8.42% of the total transaction amount [1] - Large orders experienced a net outflow of 6.25 million yuan, representing 4.91% of the transaction amount, while small orders saw a net inflow of 13.35 million yuan, making up 10.5% of the total [1] Company Background - Jixin Technology, established in 2003 and located in Wuxi City, primarily engages in the manufacturing of electrical machinery and equipment [2] - The company has a registered capital of 969.03 million yuan, with the same amount in paid-in capital [1] - The legal representative of the company is Zhu Taoyun [1] Investment and Intellectual Property - Jixin Technology has made investments in 16 companies and participated in 34 bidding projects [2] - The company holds 30 trademark registrations and 120 patents, along with 54 administrative licenses [2]

Core Viewpoint - The wind power industry is experiencing a strong recovery in the first half of the year, with several companies in the supply chain reporting positive earnings forecasts, driven by supportive policies, accelerated energy structure transformation, and new growth opportunities in overseas and offshore markets [1][2]. Group 1: Company Performance - Among the 12 listed companies in the wind power supply chain, 7 are expected to report positive earnings, including 5 with profit increases, 1 turning profitable, and 1 maintaining profitability [1]. - GuoDa Special Materials anticipates the highest net profit increase of approximately 367.51% year-on-year, while Daikin Heavy Industries and Jixin Technology expect net profit growth of 227.83% and 188.84%, respectively [1]. - Hewei Electric forecasts a net profit increase of 64.75% for the same period [1]. Group 2: Market Dynamics - The recovery in the wind power industry is attributed to increased demand, particularly in offshore wind markets, and improved capacity utilization in component manufacturing [2]. - Daikin Heavy Industries reports significant growth in overseas business, driven by a shift to a higher value-added delivery model, which has substantially enhanced overall profitability [2]. - Analysts maintain an optimistic outlook for the wind power sector, anticipating continued benefits for component manufacturers due to price stability and cost optimization [2][3]. Group 3: Industry Trends - Factors contributing to the positive outlook include a significant year-on-year increase in new wind power installations, particularly in offshore projects, and improved competitive order within the industry [3]. - The industry is witnessing a rational return and increased concentration, leading to a stabilization of pricing mechanisms and gradual recovery of profitability [4]. - Future growth is expected in both onshore and offshore wind sectors, with technological advancements and policy support creating new opportunities [4].

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 65.94 million and 96.88 million yuan for the first half of 2025, representing an increase of 32.40 million to 63.34 million yuan compared to the same period last year, which is a year-on-year increase of 96.61% to 188.84% [1][2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to increase by 142.75% to 256.63% [1][2] - The main reasons for the profit increase include an increase in operating hours for wind power business, overall improvement in demand for the casting business, an increase in orders for the casting sector, and a decrease in raw material prices, leading to growth in revenue and gross margin [2]

[Announcement on Preliminary Half-Year Performance Forecast for 2025](index=1&type=section&id=Jiangsu%20Jixin%20Wind%20Energy%20Technology%20Co.%2C%20Ltd.%20Announcement%20on%20Preliminary%20Half-Year%20Performance%20Forecast%20for%202025) [Preliminary Performance Forecast Summary](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts substantial performance growth for the first half of 2025, with net profit attributable to shareholders projected to increase by 96.61% to 188.84% Preliminary Performance Forecast for H1 2025 | Financial Metric | Estimated Amount (RMB Million) | Year-over-Year Growth | Amount in Prior Period (RMB Million) | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Parent Company Shareholders** | 65.94 - 96.88 | 96.61% - 188.84% | 33.54 | | **Net Profit Excluding Non-Recurring Gains/Losses** | 59.53 - 87.46 | 142.75% - 256.63% | 24.53 | - This preliminary performance forecast is based on the company's financial department's initial estimates and has not been audited by a certified public accountant[4](index=4&type=chunk) [Review of Prior Period Performance](index=1&type=section&id=II.%20Operating%20Performance%20and%20Financial%20Position%20in%20Prior%20Period) The company's H1 2024 performance, including net profit attributable to shareholders and EPS, serves as the comparative baseline for the current forecast Key Financial Data for H1 2024 | Metric | Amount | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | 33.54 RMB Million | | Net Profit Excluding Non-Recurring Gains/Losses | 24.53 RMB Million | | Earnings Per Share | 0.0343 RMB | [Drivers of Performance Growth](index=2&type=section&id=III.%20Primary%20Reasons%20for%20Current%20Period%20Performance%20Increase) Performance growth is primarily attributed to positive developments in wind power and casting businesses, driven by increased generation hours, higher orders, and improved margins - Wind Power Business: Increased power generation hours enhanced the contribution from power generation operations[6](index=6&type=chunk) - Casting Business: Favorable industry demand led to a year-over-year increase in order volume[6](index=6&type=chunk) - Cost and Profit: Decreased raw material prices contributed to a dual increase in revenue and gross margin for the casting business[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) Investors are cautioned that this unaudited preliminary forecast is subject to change, with final audited financial data to be presented in the official 2025 half-year report - This preliminary performance forecast is an initial estimate by the company's financial department and has not been audited by a certified public accountant[7](index=7&type=chunk) - The company advises investors to be aware of investment risks, as the precise financial data will be subject to the official 2025 half-year report[7](index=7&type=chunk)

Core Viewpoint - Jixin Technology (601218) expects to achieve a net profit attributable to shareholders of the parent company ranging from 65.94 million to 96.88 million yuan for the first half of 2025, representing a significant increase compared to the same period last year [1] Financial Performance - The projected net profit increase is between 32.40 million and 63.34 million yuan, which corresponds to a year-on-year growth of 96.61% to 188.84% [1]

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

Group 1 - The wind power equipment sector continues to decline, with Jixin Technology (601218) dropping nearly 10% [1] - Taisheng Wind Power (300129) has seen a decline of over 4% [1] - Other companies such as Dajin Heavy Industry (002487), Yunda Holdings (002120), and Jinlei Co., Ltd. (300443) also experienced declines [1]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-021 江苏吉鑫风能科技股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 ●根据中证指数有限公司发布的滚动市盈率（中证行业分类），公司最新滚 动市盈率为 80.10 倍（7 月 2 日数据），公司所处行业发电设备最新滚动市盈率为 22.39 倍（7 月 2 日数据），公司滚动市盈率显著高于平均水平。近期公司股票累 计涨幅较大，公司股价可能存在短期涨幅较大后下跌的风险，敬请广大投资者注 意二级市场交易风险，理性决策，审慎投资。 ●根据公司公开披露的《2024 年年度报告》，2024 年度公司归属于上市公司 股东的净利润为 3,045.21 万元，同比下降 76.81%。公司特别提醒投资者注意业 绩风险。 ●经公司自查及发函问询公司控股股东、实际控制人包士金先生，截至本公 告披露日，公司及公司控股股东、实际控制人包士金先生不存在对公司股票价格 造成重大影响的事项，也未涉及公司应披露而未披露的重大信息。 一、股票交易异常波动的具体 ...

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]