证券代码：601218 证券简称：吉鑫科技 公告编号：2025-035 江苏吉鑫风能科技股份有限公司 关于召开 2025 年半年度暨第三季度 业绩说明会的公告 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。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 24 日（星期五）至 10 月 30 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 jixin@sinojit.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 江苏吉鑫风能科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司《2025 年半年度报告》，将于 2025 年 10 月 29 日发布公司《2025 年 第三季度报告》。为便于广大投资者更全面深入地了解公司 2025 年半年度及第 三季度的经营成果、财务状况，公司计划于 2025 年 10 月 31 日（星期五） 14: ...

Group 1 - The wind power equipment sector experienced a volatile pullback, with significant declines in stock prices [1] - Shuangyi Technology saw a drop of over 7%, while Jixin Technology fell by more than 6% [1] - Other companies such as Electric Wind Power, Weili Transmission, and Guoda Special Materials also followed the downward trend [1]

Core Viewpoint - Jixin Technology's stock has shown significant performance with an 81.54% increase year-to-date, despite a recent decline of 4.68% over the last five trading days [1] Company Overview - Jixin Technology, established on December 19, 2003, and listed on May 6, 2011, is located in Jiangyin City, Jiangsu Province. The company specializes in the research, production, and sales of components for large wind turbines [1] - The main revenue composition includes: 82.16% from main products like hubs and bases, 17.17% from wind power, and 0.66% from other supplementary sources [1] Financial Performance - For the first half of 2025, Jixin Technology achieved a revenue of 715 million yuan, representing a year-on-year growth of 23.20%. The net profit attributable to shareholders was 81.56 million yuan, marking a substantial increase of 143.18% [2] - The company has distributed a total of 469 million yuan in dividends since its A-share listing, with 156 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Jixin Technology had 54,700 shareholders, a decrease of 10.27% from the previous period. The average number of circulating shares per shareholder increased by 11.44% to 17,716 shares [2] - Notable new institutional shareholders include Baodao Growth Zhihang Stock A and Baodao Yuanhang Mixed A, holding 4.33 million and 4.19 million shares respectively [3] Market Activity - On October 22, Jixin Technology's stock price reached 5.90 yuan per share, with a trading volume of 1.79 billion yuan and a turnover rate of 3.21%. The total market capitalization stood at 5.717 billion yuan [1] - The stock has appeared on the daily trading leaderboard 14 times this year, with the most recent appearance on October 14, where it recorded a net purchase of 34.47 million yuan [1]

Core Insights - The wind power equipment sector experienced a 1.99% increase on October 21, with Jixin Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Jixin Technology (601218) closed at 5.76, up 4.16%, with a trading volume of 1.2579 million shares and a transaction value of 724 million yuan [1] - Haili Wind Power (301155) closed at 90.30, up 4.08%, with a trading volume of 41,900 shares and a transaction value of 375 million yuan [1] - Tianneng Heavy Industry (300569) closed at 6.48, up 3.85%, with a trading volume of 486,900 shares and a transaction value of 314 million yuan [1] - Other notable performers include Tongyu Heavy Industry (300185) at 3.04 (+3.40%), and Daqian Vehicle Engineering (002487) at 46.80 (+3.31%) [1] Capital Flow - The wind power equipment sector saw a net inflow of 31.51 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [2] - The sector's overall capital flow indicates a strong interest from institutional and speculative investors, with retail investors pulling back [2] Individual Stock Capital Flow - Goldwind Technology (002202) had a net inflow of 12.4 million yuan from institutional investors, while retail investors saw a net outflow of 96.9 million yuan [3] - New Strong Union (300850) reported a net inflow of 87.8 million yuan from institutional investors, with a net outflow of 14.1 million yuan from retail investors [3] - Haili Wind Power (301155) experienced a net inflow of 28.7 million yuan from institutional investors, but retail investors had a net outflow of 17.1 million yuan [3]

Group 1 - The core point of the news is that Jixin Technology's stock price dropped by 5.14% to 5.54 CNY per share, with a trading volume of 233 million CNY and a turnover rate of 4.25%, resulting in a total market capitalization of 5.368 billion CNY [1] - Jixin Technology, established on December 19, 2003, and listed on May 6, 2011, is located in Jiangyin City, Jiangsu Province, and specializes in the research, production, and sales of components for large wind turbines [1] - The company's main business revenue composition includes 82.16% from main products like hubs and bases, 17.17% from wind power, and 0.66% from other supplementary sources [1] Group 2 - According to data, one fund from Xinhua Fund holds a significant position in Jixin Technology, with the Xinhua Active Value Flexible Allocation Mixed A Fund (001681) owning 313,700 shares, representing 2.05% of the fund's net value, making it the largest holding [2] - The Xinhua Active Value Flexible Allocation Mixed A Fund was established on December 21, 2015, with a latest scale of 57.4815 million CNY, and has achieved a year-to-date return of 5.87% [2] - The fund manager, Lin Zhai, has been in position for 5 years and 283 days, with the fund's total assets amounting to 131 million CNY, and the best and worst returns during his tenure being 12.98% and -5.55%, respectively [2]

证券之星消息，10月16日风电设备板块较上一交易日下跌2.64%，吉鑫科技领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。风电设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301456 | 盘古智能 | 32.46 | 6.08% | 9.64万 | | 3.13亿 | | 688660 | 电气风电 | 20.87 | 2.30% | 40.21万 | | 8.29亿 | | 600072 | 中船科技 | 12.10 | -0.98% | 9.55万 | | 1.16亿 | | 300850 | 新强联 | 43.29 | -1.21% | 13.91万 | | 6.00亿 | | 688349 | 三一重能 | 30.32 | -1.30% | 3.11万 | | 9447.98万 | | 301155 | 海力风电 | 91.98 | -1.51% | 2.53万 | | 2.34亿 | ...

Core Viewpoint - Jixin Technology experienced a decline of 3.13% in stock price on October 15, with a trading volume of 1.135 billion yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On October 15, Jixin Technology had a financing buy-in amount of 96.8556 million yuan and a financing repayment of 115 million yuan, resulting in a net financing outflow of 17.9739 million yuan [1] - The total financing and securities balance for Jixin Technology as of October 15 is 282 million yuan, which accounts for 4.70% of its circulating market value, indicating a high level of financing activity compared to the past year [1] - The company had no short-selling activity on October 15, with a short-selling balance of 5.94 million yuan, also reflecting a high level compared to the past year [1] Business Overview - Jixin Technology, established on December 19, 2003, and listed on May 6, 2011, is located in Jiangyin City, Jiangsu Province, and specializes in the research, production, and sales of large wind turbine components [1] - The main revenue composition of Jixin Technology includes 82.16% from main products such as hubs and bases, 17.17% from wind power, and 0.66% from other supplementary sources [1] Financial Performance - For the period from January to June 2025, Jixin Technology reported a revenue of 715 million yuan, representing a year-on-year growth of 23.20%, and a net profit attributable to shareholders of 81.5617 million yuan, reflecting a significant year-on-year increase of 143.18% [2] - Since its A-share listing, Jixin Technology has distributed a total of 469 million yuan in dividends, with 156 million yuan distributed over the past three years [2] Shareholder Information - As of June 30, 2025, Jixin Technology had 54,700 shareholders, a decrease of 10.27% from the previous period, while the average number of circulating shares per shareholder increased by 11.44% to 17,716 shares [2] - Notably, two new institutional shareholders, Baodao Growth Zhihang Stock A and Baodao Yuanhang Mixed A, have entered the top ten circulating shareholders list, holding 4.3345 million shares and 4.1943 million shares, respectively [2]

Core Insights - The wind power equipment sector saw a 0.7% increase on October 15, with Zhonghuan Hailu leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Wind Power Equipment Sector Performance - Zhonghuan Hailu (301040) closed at 24.07, up 6.08% with a trading volume of 95,900 shares and a transaction value of 227 million [1] - Electric Wind Power (688660) closed at 20.40, up 4.29% with a trading volume of 339,800 shares and a transaction value of 677 million [1] - Tai Sheng Wind Energy (300129) closed at 8.45, up 3.94% with a trading volume of 506,100 shares and a transaction value of 421 million [1] - Other notable performers include Jin Lei Co. (300443) up 3.87%, Shuangyi Technology (300690) up 3.56%, and Changyou Technology (301557) up 3.10% [1] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 320 million from institutional investors and 210 million from retail investors, while retail investors saw a net inflow of 531 million [2] - The capital flow for individual stocks indicates that Tai Sheng Wind Energy had a net inflow of 35.63 million from institutional investors, while it faced a net outflow of 42.72 million from retail investors [3] - Other stocks like He Wang Electric (603063) and Tian Shun Wind Energy (002531) also showed mixed capital flows, with varying net inflows and outflows from different investor categories [3]

Core Insights - Jixin Technology (601218) experienced a 4.24% increase in stock price with a turnover rate of 27.76% and a trading volume of 1.751 billion yuan on the day of reporting [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its high turnover rate, with a net buying amount of 34.4669 million yuan from brokerage seats [2] - Over the past six months, the stock has appeared on the Dragon and Tiger List 13 times, with an average price increase of 1.61% the next day and 1.85% over the following five days [3] Trading Activity - The top buying brokerage was Guotai Junan Securities Headquarters, with a purchase amount of 48.3883 million yuan, while the top selling brokerage was UBS Securities Shanghai Huayuan Shiqiao Road, with a selling amount of 41.6863 million yuan [2][4] - The total trading volume from the top five buying and selling brokerages amounted to 342 million yuan, with a net buying of 34.4669 million yuan [2] Fund Flow - The stock saw a net inflow of 128 million yuan from main funds, with a significant inflow of 140 million yuan from large orders, while smaller orders experienced a net outflow of 11.9289 million yuan [3] - The latest margin trading data shows a total margin balance of 335 million yuan, with a financing balance of 335 million yuan and a securities lending balance of 58,800 yuan [3] - Over the past five days, the financing balance increased by 105 million yuan, representing a growth of 45.77% [3] Financial Performance - According to the semi-annual report released on August 29, the company achieved a revenue of 715 million yuan in the first half of the year, reflecting a year-on-year growth of 23.20%, and a net profit of 81.5617 million yuan, marking a significant increase of 143.18% [3]

Core Viewpoint - The wind power equipment sector experienced a decline of 3.16% on October 14, with Weili Transmission leading the drop. The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1]. Group 1: Market Performance - The wind power equipment sector saw significant individual stock movements, with Jixin Technology closing at 6.39, up 4.24%, and Weili Transmission closing at 82.46, down 8.21% [1][2]. - The total trading volume for Jixin Technology was 2.69 million shares, with a transaction value of 1.75 billion yuan, while Weili Transmission had a trading volume of 43,300 shares and a transaction value of 387 million yuan [1][2]. Group 2: Capital Flow - The wind power equipment sector experienced a net outflow of 733 million yuan from institutional investors, while retail investors saw a net inflow of 821 million yuan [2]. - The capital flow data indicates that Jixin Technology had a net inflow of 96.37 million yuan from institutional investors, while Weili Transmission had a net outflow of 8.87 million yuan from retail investors [3].