Core Viewpoint - Haier Biomedical has launched three core strategic directions: AI + Innovation Strategy, Science and Industry Co-creation Strategy, and New Era of Channels Strategy, aiming to provide a systematic answer to "how to grow" in a competitive environment [1][3] Group 1: Science and Industry Co-creation Strategy - The "Science and Industry Co-creation" strategy emphasizes that good products are co-created with users rather than developed in isolation, addressing the gap between fragmented clinical needs and standardized R&D processes [3][4] - Haier Biomedical's approach involves close engagement with customers, with teams spending over 180 days on-site to understand pain points and integrate insights into new products and processes, shifting from selling equipment to providing customized solutions [3][6] Group 2: Achievements of Co-creation - Co-creation has already yielded tangible results, with clinical experts from various hospitals highlighting the need for engineering partners to transform clinical ideas into standardized, scalable products [6][7] - Examples include transitioning from reliance on imported equipment to domestic capabilities, automating manual processes in blood treatment, and developing a fully automated cell expansion system for biopharmaceuticals, demonstrating the value of co-creation in bridging scientific and engineering domains [7][8] Group 3: Support Structure for Co-creation - Haier Biomedical's co-creation capability is supported by three layers: an open demand entry point through the "Haiyi Hui" platform connecting research needs with industrial capabilities, a technical foundation with hundreds of R&D personnel actively engaging in clinical settings, and a channel network that enables collaborative growth [11][12][13] - This structure allows for the rapid transfer of validated solutions across different scenarios, ensuring that all parties involved receive tangible benefits [13] Group 4: Commercialization and Market Expansion - The strategic partnerships formed during the summit indicate a commitment to closing the commercial loop, with collaborations aimed at enhancing clinical transformation and industrialization capabilities in the cell therapy market [16][17] - Co-creation projects span various sectors, including integrated laboratory solutions and pharmaceutical cold chain logistics, demonstrating Haier Biomedical's ability to evolve from equipment sales to comprehensive system solutions [19][21] Group 5: Broader Implications of Co-creation - The co-creation model exemplifies a "positive-sum game" approach, where all stakeholders—research, industry, and channels—collaborate to create value, moving beyond traditional competitive narratives [27] - Haier Biomedical's vision is to become a globally trusted life science brand, emphasizing that trust is built on mutual growth and collaboration [28]

Core Viewpoint - Haier Biomedical held the 2026 Ecological Partner Co-Creation Summit, unveiling three core strategies: AI+ Innovation, Science and Technology Co-Creation, and a New Era of Channels, while signing the "AI Autonomous Laboratory" ecological cooperation agreement with eight leading enterprises to build a new ecosystem in life sciences [2][3][12]. Group 1: AI+ Innovation Strategy - The AI+ Innovation strategy aims to reconstruct intelligent productivity in life sciences by creating an ecosystem that integrates AI, data, robotics, equipment, and applications, facilitating a transition from service processes to enhanced productivity and precision discovery [9]. - Haier Biomedical's CTO introduced the "AutoLab Mind" intelligent brain as the core of a four-layer intelligent architecture, enabling cognitive decision-making in laboratory settings and streamlining process collaboration and data management [9]. Group 2: Science and Technology Co-Creation - The Science and Technology Co-Creation strategy focuses on breaking down barriers between research and application, transforming clinical research pain points into product innovation starting points through collaboration with top research institutions and local agents [6][7]. - A roundtable forum was held to discuss how to promote Chinese solutions globally, featuring representatives from various medical and research institutions [6][7]. Group 3: New Era of Channels - The New Era of Channels strategy emphasizes the importance of ecological integration, scene responsiveness, and user operation capabilities in future competition, moving away from traditional pricing models to a user value contribution commission model [13]. - This model encourages distributors to become innovators in their fields, driving self-evolution and achieving mutual benefits [13]. Group 4: Strategic Partnerships - Haier Biomedical signed strategic cooperation agreements with eight leading enterprises, including Shunfeng Pharmaceutical and Southeast University, to accelerate the construction of a full lifecycle service loop from research to clinical application [7][10]. - The company aims to leverage these partnerships to enhance its capabilities in the life sciences sector and promote technological innovation [7][10]. Group 5: Global Business Expansion - Haier Biomedical has established a presence in over 160 countries and regions, maintaining long-term collaborations with nearly 80 international organizations, including WHO and UNICEF, positioning itself as a leader in the global life sciences laboratory equipment market [15]. - The company focuses on green development and has received multiple certifications, reinforcing its commitment to sustainable practices in the industry [15].

证券代码：688139 证券简称：海尔生物 公告编号：2026-007 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 会议召开时间：2026 年 03 月 30 日 （星期一） 15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址： 会议召开方式：上证路演中心网络互动 投资者可于 2026 年 03 月 23 日（星期一）至 03 月 27 日（星期五）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 haierbiomedical@haierbiomedical.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。 青岛海尔生物医疗股份有限公司 关于召开 2025 年年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、准确性和完整性依 法承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/ ...

- The report introduces a comprehensive impact coefficient model to measure the influence of index rebalancing on individual stocks, particularly focusing on the March 2026 adjustments for key indices such as STAR 50, STAR-ChiNext 50, STAR 100, Dividend Low Volatility 100, and Beijing Stock Exchange 50[9][11][14] - The comprehensive impact coefficient is defined as follows: $ effect\_total_{s}=\sum_{i=1}^{n}\frac{wt\_chg_{s_{i}}\times fund\_size_{i}}{amount\_avg_{s_{i}}20} $ where: - $ wt\_chg_{s_{i}} $ represents the weight change of stock $ s $ in index $ i $ - $ fund\_size_{i} $ is the tracking scale of index $ i $ - $ amount\_avg_{s_{i}}20 $ is the average trading volume of stock $ s $ over the past 20 days[11] - The model evaluates the impact of passive trading caused by index rebalancing, emphasizing that larger indices with higher tracking scales (e.g., STAR 50 with 1489 billion RMB) generate more significant passive trading effects, creating potential investment opportunities for stocks added to these indices[13][14] - The report provides detailed calculations of the comprehensive impact coefficients for stocks with significant adjustments, identifying stocks like Jikang Technology (impact coefficient: 5.95), Zhongke Feice (impact coefficient: 1.73), and Taoli Bread (impact coefficient: 1.55) as having notable positive impacts due to their inclusion in indices such as Beijing Stock Exchange 50 and STAR 50[14][17] - Stocks removed from indices also exhibit negative impact coefficients, such as Weida Optoelectronics (-2.95), Jike Shares (-2.65), and Junshi Biosciences (-1.73), reflecting the adverse effects of exclusion from key indices[17]

Core Viewpoint - Haier Biomedical's performance report indicates a revenue of 2.33 billion yuan for 2025, reflecting a year-on-year growth of 2.0%, with overseas revenue reaching 840 million yuan, accounting for 36% of total revenue. The company continues to innovate and deepen its global layout, leading to improved profitability [1][2]. Group 1: Revenue and Growth - In 2025, Haier Biomedical achieved a revenue of 2.33 billion yuan, marking a 2.0% increase year-on-year, with a fourth-quarter revenue growth of 13.1% [2]. - The overseas revenue reached 840 million yuan, showing a year-on-year growth of 17.9%, and its share of total revenue increased by 5 percentage points compared to 2024 [3]. - The new industries and markets, along with AI engines, are driving strong growth momentum for the company [2]. Group 2: Product Performance and Market Position - Haier Biomedical's products have gained widespread trust globally, with its ultra-low temperature and constant temperature product lines leading the market in six countries [4]. - The company has implemented a localized strategy, with operational teams covering 18 countries and over 400 local product certifications [5]. - New industries contributed significantly to revenue, with new industry revenue accounting for 48.5% of total revenue, growing by 8.8% year-on-year [6]. Group 3: Innovations and Technological Advancements - The smart medication industry showed remarkable growth of 18.8%, with the company ranking among the top three in market share for automated medication [6]. - The blood technology sector also maintained double-digit growth at 14.8%, with a market share exceeding 50% in plasma collection solutions [7]. - AI technology has become a significant driver of revenue, contributing 15% to total revenue in 2025, an increase of 2.5 percentage points from 2024 [10]. Group 4: Future Outlook - The company is expected to see a profit turning point in 2026 as new capacities are gradually released and innovative product categories accelerate [10]. - The integration of AI and research capabilities is expected to further enhance the company's growth trajectory in the life sciences sector [9].

2月27日晚间，海尔生物（688139.SH）发布了2025年业绩快报，公司去年实现营业收入 23.3亿元 ，同 比增长 2.0% ，第四季度收入同比增速 13.1% 。新产业、新市场和AI引擎动能澎湃，海尔生物展现出强大 发展韧性。 海外发展超预期，营收占比突破 36% 作为深耕全球市场多年的中国生命科学上游企业，海尔生物海外业绩持续增长， 2016 年至 2024 年海外 收入 复合增长率超过 20% 。 2 025 年， 2025 年公司实现海外收入 8.4 亿元 ， 同比增长 17.9% ， 占 公司主营收入比重再创新高达到 36% ， 较 2024 年 提升 5 个百分点 。其中 欧洲区域表现尤为突出，增 长 16.0% ， 亚太区域增长 26.0% ， 美洲区域增长 12.2% ， 非洲区域增长 17.8% 。 凭借高可靠的产品性能与技术领先性，海尔生物已在全球市场赢得广泛信赖，其 超低温、恒温产线 在英 国、意大利、澳大利亚等 6 个国家 占据市场第一份额。 这一市场地位的背后，是 技术的 有力支撑 —— 公司 自主研发的 Eco-Drive 超绿技术 将效能较行业目前最高能效水平提升 30% ...

Financial Performance Summary - In 2025, the company achieved operating revenue of 2.33 billion RMB, representing a year-on-year growth of 2.0%, with a notable 13.1% increase in the fourth quarter [2] - The company's overseas revenue reached 840 million RMB, up 17.9% year-on-year, accounting for 36% of total revenue, an increase of 5 percentage points from 2024 [2] - Domestic revenue was 1.47 billion RMB, down 5.5% year-on-year, but showed recovery with a 14.5% increase in the fourth quarter [2] Growth Drivers - The growth was primarily driven by accelerated globalization, with localized operations in 18 countries and over 400 product certifications abroad [2] - The company reported significant growth in new industries, with new industry revenue accounting for 48.5% of total revenue, growing by 8.8% year-on-year [3] - The AI-related revenue constituted 15% of total revenue, an increase of 2.5 percentage points from 2024, indicating a strong integration of AI and automation technologies [5] Profitability and Challenges - The net profit attributable to shareholders was 250 million RMB, a decline of 31.6% year-on-year, influenced by external market conditions and strategic investments [5] - The gross profit margin was 46.8%, affected by the ramp-up of new production capacity, with a slight improvement of approximately 0.7 percentage points in the fourth quarter [5] - The company faced challenges such as trade frictions and the need for ongoing investments in globalization and innovation, which impacted profitability [6]

Core Viewpoint - Haier Biomedical demonstrates strong growth resilience with a revenue of 2.329 billion yuan in 2025, reflecting a year-on-year increase of 1.96%, and a notable 13.1% growth in the fourth quarter [1] Group 1: Overseas Development - Haier Biomedical's overseas revenue reached 840 million yuan in 2025, marking a 17.9% increase and accounting for 36% of total revenue, a 5 percentage point increase from 2024 [2] - The company has achieved a compound annual growth rate of over 20% in overseas revenue from 2016 to 2024, with Europe, Asia-Pacific, Americas, and Africa showing growth rates of 16.0%, 26.0%, 12.2%, and 17.8% respectively [2] - Haier Biomedical's Eco-Drive technology enhances efficiency by 30%, achieving the highest energy efficiency in the industry [2] Group 2: Innovation and New Industries - New industries contributed 48.5% of total revenue in 2025, with a year-on-year growth of 8.8%, particularly in smart medication and blood technology [4] - The smart medication sector saw an 18.8% revenue increase, positioning the company among the top three in market share for automated medication [4] - Blood technology revenue grew by 14.8%, with a market share exceeding 50% in plasma collection solutions [4] Group 3: AI and Technological Advancements - AI-related revenue constituted 15% of total revenue in 2025, an increase of 2.5 percentage points from 2024, with a significant reduction in product development cycles by 6% [7] - The company launched 11 new AI-driven products, including fully automated cell culture workstations and automated tumor liquid preparation robots, enhancing its technological capabilities [6] - Collaboration with Guangzhou National Laboratory led to the creation of the world's first fully automated PBMC cell extraction workstation, addressing sample management challenges [6] Group 4: Future Outlook - With the release of new capacities and accelerated innovation, Haier Biomedical is expected to reach a profit turning point in 2026, providing high-quality products and solutions to global users [8]

Group 1 - The company Haier Bio announced that it expects to achieve total operating revenue of 2,328.67 million yuan in 2025, representing a year-on-year growth of 1.96% [2] - The net profit attributable to the parent company is projected to be 250.73 million yuan, which reflects a year-on-year decline of 31.61% [2]

Core Viewpoint - Haier Biomedical (688139.SH) reported a revenue of 2.33 billion yuan for the fiscal year 2025, reflecting a year-on-year growth of 2.0%, while the net profit attributable to shareholders decreased by 31.6% to 250 million yuan [1] Group 1: Revenue Breakdown - The company achieved overseas revenue of 840 million yuan, marking a year-on-year increase of 17.9%, which accounted for a record high of 36% of total revenue, up 5 percentage points from 2024 [1] - Revenue from the European region grew by 16.0%, the Asia-Pacific region by 26.0%, the Americas by 12.2%, and Africa by 17.8% [1] - Domestic revenue reached 1.47 billion yuan, showing a decline of 5.5% year-on-year [1] Group 2: Industry Segmentation - Revenue from new industries (300832) constituted 48.5% of total revenue, with a year-on-year growth rate of 8.8% [1] - Revenue from the low-temperature storage industry accounted for 51.5% of total revenue, experiencing a year-on-year decline of 3.9% [1] - Following a positive growth in the third quarter, the low-temperature storage segment accelerated its recovery in the fourth quarter, indicating a gradual exit from the bottom [1]