| 报告编码: | 4711020080202502162 | | --- | --- | | 合同编号: | NKG 2025 第 1935 号 | | 报告类型: | 非法定评估业务资产评估报告 | | 报告文号: | 北方亚事评报字[2025]第 01-1176 号 | | 报告名称: | 江苏吉鑫风能科技股份有限公司拟股权收购所涉及 的江苏新能轴承制造有限公司股东全部权益价值资 | | | 产评估报告 | | 评估结论: | 416,530,920.747 | | 评估报告日: | 2025 年 1 | | 评估机构名称: | 北方亚事 7.4 下报 责 司 | | 签名人员: | 程巧玉 编号:32200030 | | | 陈卫(资产评估师 会员编号:32180133 | | | (可扫描二维码查询备案业务信息) 说明:报告备案回执仅证明此报告已在业务报备管理系统进行了备案, 不 | 江苏吉鑫风能科技股份有限公司拟股权收购所涉及的 江苏新能轴承制造有限公司股东全部权益价值资产评估报告 声 明 一、本资产评估报告依据财政部发布的资产评估基本准则和中国资产评估协 会发布的资产评估执业准则和职业道德准则编 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥361,018,679.03, an increase of 11.84% compared to the same period last year[3] - Total profit for the quarter was ¥36,641,303.08, reflecting a significant increase of 627.19% year-over-year[3] - Net profit attributable to shareholders was ¥32,498,585.18, up 1,065.54% compared to the same quarter last year[3] - The net profit after deducting non-recurring gains and losses was ¥33,229,921.51, with a year-to-date increase of 352.43%[3] - Basic earnings per share for the quarter were ¥0.0335, representing an increase of 1,055.35% year-over-year[3] - Total operating revenue for the first three quarters of 2025 reached ¥1,075,989,444.63, an increase of 19.1% compared to ¥903,158,948.59 in the same period of 2024[18] - Net profit for the first three quarters of 2025 was ¥114,047,291.72, significantly higher than ¥36,132,847.81 in 2024, marking a growth of 215.5%[18] - Earnings per share for the first three quarters of 2025 was ¥0.1177, compared to ¥0.0372 in the same period of 2024, indicating a substantial increase[19] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,718,839,969.52, a 2.12% increase from the end of the previous year[4] - Shareholders' equity attributable to the company was ¥2,961,073,911.30, up 4.16% from the previous year-end[4] - Total assets as of the end of the reporting period amounted to ¥3,718,839,969.52, compared to ¥3,641,773,498.11 at the end of the previous period, showing a growth of 2.1%[15] - Total liabilities decreased to ¥757,194,668.55 from ¥798,432,135.40, representing a reduction of 5.2%[15] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥153,642,573.48, a decrease of 27.21% compared to the previous year[3] - The company's cash flow from operating activities for the first three quarters of 2025 was ¥757,100,396.72, down from ¥788,948,565.40 in 2024, a decline of 4.0%[21] - Net cash flow from operating activities was $153.64 million, a decrease of 27.2% compared to $211.07 million in the previous period[22] - Total cash outflow from operating activities was $624.79 million, an increase from $607.92 million in the previous period[22] Investments and Financing - The company reported a net cash flow from investing activities, primarily due to increased redemptions of financial products[8] - Total cash inflow from investment activities reached $2.80 billion, significantly up from $974.32 million in the prior period[22] - Net cash flow from investment activities was $126.25 million, recovering from a negative cash flow of $192.65 million in the previous period[22] - Cash inflow from financing activities totaled $135.60 million, down from $153.43 million in the previous period[23] - Net cash flow from financing activities was -$138.38 million, worsening from -$76.55 million in the prior period[23] Shareholder Information - The top shareholder, Bao Shijin, holds 22.17% of the shares, with a total of 214,849,388 shares[10] - The company’s total number of ordinary shareholders at the end of the reporting period was 111,912[10] Operational Metrics - The increase in total profit for the quarter was primarily driven by a rise in sales volume in the casting segment, which saw a revenue increase of ¥1.72 billion, or 22.75% year-over-year[6] - Research and development expenses increased to ¥32,450,217.08 in 2025 from ¥28,056,848.90 in 2024, reflecting a growth of 15.0%[18] - Other income for the year-to-date period was ¥287.26 million, attributed to VAT preferential policies[8] - Contract liabilities at the end of the reporting period were ¥191.23 million, resulting from an increase in contract prepayments[8] - The company’s long-term borrowings decreased by ¥100 million due to partial repayment, with the remaining classified as current liabilities[8] Current Assets - Total current assets as of September 30, 2025, amounted to ¥1,828,679,253.42, an increase from ¥1,713,511,861.64 at the end of 2024[13] - Cash and cash equivalents reached ¥251,027,566.70, compared to ¥108,400,446.55 at the end of 2024, indicating significant liquidity improvement[13] - Accounts receivable increased to ¥577,376,773.64 from ¥490,125,138.57, reflecting a growth of approximately 17.8%[13] - Inventory rose to ¥279,168,094.04, up from ¥254,918,751.62, showing an increase of about 9.5%[13]

Core Viewpoint - The company plans to acquire 100% ownership of Jiangsu Xinneng Bearing Manufacturing Co., Ltd. by purchasing shares from Wuxi Zongmeng Investment Co., Ltd. and Huajie for a total cash payment of 239 million yuan [1] Group 1 - The company will acquire 48.9096% of the shares from Wuxi Zongmeng [1] - The company will acquire 8.5435% of the shares from Huajie [1] - The total cash payment for the acquisition is 239 million yuan [1]

Core Insights - The company reported a third-quarter revenue of 361 million yuan, representing a year-on-year increase of 11.84% [1] - The net profit for the third quarter was 32.5 million yuan, showing a significant year-on-year growth of 1,065.54% [1] - For the first three quarters, the company achieved a revenue of 1.076 billion yuan, which is a year-on-year increase of 19.14% [1] - The net profit for the first three quarters reached 114 million yuan, reflecting a substantial year-on-year growth of 213.98% [1]

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 | ...