Group 1 - The lawsuit is currently in the retrial phase, with the company as the plaintiff and the amount involved being 10,340,829 yuan [2] - The company has previously made full provisions for bad debts related to the advance payment to Hosheng Medical, and it plans to appeal the recent judgment [2][6] - The recent judgment from Huangpu Court has ruled to terminate the nine mold procurement contracts and rejected all claims from Hosheng Medical [4] Group 2 - The company has incurred litigation costs of 87,131.24 yuan for the main case and 41,922.49 yuan for the counterclaim, with additional costs for litigation preservation [4] - The company is unable to predict the impact of the recent judgment on its current and future profits [6] - The company will continue to monitor the case's progress and fulfill its information disclosure obligations [6]

Core Viewpoint - Jiet Bio has evolved from a small workshop to a leading enterprise in the domestic biological laboratory consumables sector, focusing on core technology and long-term development to become a global leader in comprehensive solutions for biological laboratories [1][5]. Group 1: Company Development Stages - Jiet Bio was founded in 2001, with its main business encompassing the R&D, production, and sales of life science consumables related to cell culture and liquid handling [1][2]. - The company has undergone three key phases: the foundational phase (2001-2010), the expansion phase (2011-2019), and the capitalization and high-quality development phase (2020-present), overcoming numerous challenges to grow [1][2]. Group 2: Technological Innovation - Jiet Bio has invested 500 million yuan to establish an intelligent manufacturing factory, marking a significant step towards smart manufacturing and global market positioning [3]. - The factory, designed according to Industry 4.0 standards, enhances production efficiency by over 60% and maintains a product qualification rate of over 99.8% [3]. Group 3: Future Development Strategy - The company aims to transition from a "consumables leader" to a "comprehensive solutions provider for biological laboratories" during the 14th Five-Year Plan period, focusing on domestic and global markets [5]. - Jiet Bio plans to extend its supply chain upstream to core raw materials and downstream to laboratory instruments and reagents, creating a complete industry chain [5]. Group 4: Investor Returns - The company emphasizes investor returns, planning to maintain a cash dividend ratio of no less than 30% of net profit over the next three years [6]. - Jiet Bio aims for significant growth in the next 5-10 years, enhancing its core competitiveness and industry position while providing substantial long-term value to shareholders [6].

Core Viewpoint - Jiet Bio has evolved from a small workshop to a leading enterprise in the domestic biological laboratory consumables sector, focusing on core technology and long-term development to become a global leader in comprehensive solutions for biological laboratories [1][2]. Company Development - Founded in 2001, Jiet Bio specializes in the R&D, production, and sales of life science consumables related to cell culture and liquid handling [1]. - The company has undergone three key phases: foundational period (2001-2010), expansion period (2011-2019), and capitalization and high-quality development period (2020-present) [1]. - Jiet Bio aims to break the import monopoly and achieve domestic production of laboratory consumables, starting with core products like cell culture dishes and centrifuge tubes [1]. Capitalization and Growth - In 2020, Jiet Bio successfully listed on the Sci-Tech Innovation Board, becoming the first "domestic consumables stock," which accelerated its development through capital market leverage [2]. - The company has established a GMP-grade clean production base and transformed from a "single product supplier" to a "comprehensive solution provider" for biological laboratories, serving over 40 countries and regions [2]. Innovation and Technology - Jiet Bio has invested 500 million yuan in a smart manufacturing factory, marking a significant step towards intelligent manufacturing and global market positioning [2][3]. - The factory, designed according to Industry 4.0 standards, enhances production efficiency by over 60% and maintains a product qualification rate of over 99.8% [3]. Future Strategy - During the "14th Five-Year Plan" period, Jiet Bio's core strategy focuses on transitioning from a consumables leader to a comprehensive solution provider for biological laboratories, extending its supply chain upstream and downstream [4]. - The company plans to establish 2-3 regional headquarters or production bases overseas to enhance local production and service capabilities [4]. - Jiet Bio aims to maintain a research and development investment ratio of no less than 8% of revenue annually, with a focus on advanced technologies like 3D cell culture consumables and intelligent laboratory equipment [4]. Investor Returns - Jiet Bio is committed to returning value to investors through stable growth, reasonable dividends, and value enhancement, with a planned cash dividend ratio of no less than 30% of net profit over the next three years [5]. - The company has initiated a share buyback program, investing nearly 5 million yuan to repurchase 272,800 shares [5].

Core Viewpoint - The company is currently involved in a legal dispute with Shenzhen Hosheng Medical Technology Co., Ltd. regarding a mold procurement contract, with a total claim amount of 10,340,829 yuan and additional losses of 644,911 yuan [2][3]. Group 1: Litigation Status - The case is at the stage of retrial in the first instance [2]. - The company is the plaintiff (and counter-defendant) in this litigation [2]. - The company has previously fully provided for bad debts related to the advance payment to Hosheng Medical [2][5]. Group 2: Background of the Litigation - The company filed a lawsuit against Hosheng Medical in August 2022 due to disputes over nine mold procurement contracts signed between November 2020 and January 2021 [3]. - In March 2023, the Huangpu Court ruled to terminate the contracts and ordered Hosheng Medical to refund the payment and compensate for losses, but Hosheng Medical appealed the decision [3]. - In March 2024, the Guangzhou Intermediate People's Court annulled the original ruling and sent the case back for retrial [3]. Group 3: Retrial Judgment - The Huangpu Court recently issued a civil judgment, which includes the termination of the contracts and rejection of the company's other claims, while also dismissing all claims from Hosheng Medical [4]. - The company is responsible for the litigation costs amounting to 87,131.24 yuan for the main case and 5,000 yuan for litigation preservation [4]. Group 4: Future Implications - The company plans to appeal the recent judgment, but it is currently unable to estimate the impact on its profits for the current and future periods [5]. - The company will continue to monitor the case's progress and fulfill its information disclosure obligations [5].

Trading Information Summary - On February 4, 2026, Jiet Bio (688026) closed at 18.41 yuan, up 0.99%, with a turnover rate of 1.33% and a trading volume of 18,700 shares, amounting to a total transaction value of 34.1688 million yuan [1] - The net inflow of main funds was 2.7775 million yuan, accounting for 8.13% of the total transaction value [2] - Retail investors experienced a net outflow of 2.9683 million yuan, representing 8.69% of the total transaction value [1] Company Announcement Summary - Jiet Bio is involved in a legal dispute with Shenzhen Hesheng Medical Technology Co., Ltd. regarding nine "Mold Procurement Contracts," with a total amount in dispute of 10,340,829.00 yuan [1] - The court ruled to terminate the contracts and rejected all claims from both parties, including Jiet Bio's other litigation requests and Hesheng Medical's counterclaims [2] - Jiet Bio has fully provided for bad debts related to the advance payment made to Hesheng Medical and plans to appeal the court's decision, with the impact on current and future profits yet to be determined [1]

| 证券代码：688026 | 证券简称：洁特生物 | 公告编号：2026-009 | | --- | --- | --- | | 转债代码：118010 | 转债简称：洁特转债 | | 广州洁特生物过滤股份有限公司 关于公司诉讼事项重审一审判决的进展公告 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： 一、本次诉讼的基本情况 广州洁特生物过滤股份有限公司（以下简称"公司"）与深圳市合盛医疗科技 有限公司（以下简称"合盛医疗"）分别于 2020 年 11 月至 2021 年 1 月期间签署 了九份《模具采购合同》。因与合盛医疗的模具采购合同纠纷，公司于 2022 年 8 月向广州市黄埔区人民法院（以下简称"黄埔法院"）提起诉讼，诉讼涉案金额 为货款共计 10,340,829.00 元以及损失共计 644,911.00 元。 2023 年 3 月，黄埔法院一审判决，判令解除案涉九份《模具采购合同》， 被告合盛医疗向公司退还货款 10,340,829.00 元并向公司赔偿损失，驳回合盛医 疗的反诉诉讼请求。合盛医疗 ...

Core Viewpoint - The company is experiencing steady growth in market penetration in Europe, leveraging competitive pricing and customizable services to enhance its brand presence in the region [1] Group 1: Market Expansion - The company has successfully entered 15 European countries, including Germany, France, and the UK, targeting research institutions and small to medium enterprises [1] - The overseas main business revenue is projected to reach 66.13% in 2024, indicating a significant shift towards international markets [1] Group 2: Business Strategy - The company maintains partnerships with international giants in the life sciences sector through an ODM business model [1] - The German subsidiary serves as a base for expanding the company's own brand promotion efforts, supported by sales teams located in Western Europe, the Middle East, South America, and Southeast Asia [1]

Group 1 - The company has approved a share repurchase plan using its own funds, with a total amount between RMB 15 million and RMB 30 million, and a maximum repurchase price of RMB 25.32 per share, to be executed within 12 months [1] - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] - As of January 31, 2026, the company has repurchased 272,799 shares, accounting for 0.19% of the total share capital, with a total expenditure of RMB 4.9714 million [2] Group 2 - The highest repurchase price was RMB 18.43 per share, while the lowest was RMB 18.05 per share [2] - The company will adhere to relevant regulations and will make repurchase decisions based on market conditions during the repurchase period [4] - The company is committed to timely information disclosure regarding the progress of the share repurchase [4]

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

每经AI快讯，洁特生物2月2日晚间发布公告称，截至2026年1月31日，公司通过上海证券交易所系统以 集中竞价交易方式已回购公司股份约27万股，占目前公司总股本约1.4亿股的比例为0.19%，回购成交的 最高价为18.43元/股，最低价为18.05元/股，支付的资金总额为497.14万元。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 曾健辉） ...