文章来源： 思 宇Me dTec h 转载要求：可以直接转载，请在文首注明来源 2026年3月24日， 海尔生物医疗（688139.SH） 举办 "应AI而变 跃迁·共生" 生态合作伙伴共创峰会，对外 发布了三大核心战略方向： AI+创新战略、科工共创战略与渠道新纪元战略。 思宇 MedTech 受邀到现场参加这场干货满满的会议， 主编赵清 主持了 "科工共创，共筑全球生命科学新生 态" 圆桌论坛环节。会后最强烈的感受是：发布战略背后， 是一家企业对 "如何增长"的系统性回答 。 先看一组数据。海尔生物的产品及解决方案已应用于 全球 160多个国家和地区， 超低温、恒温产线在多个国 家实现第一份额。 2025年 海外收入持续增长，占主营业务比重预计超过 36%， 同比增长 17.9%； 公司研 发投入占比 14%， 新产业收入占比 48.5% …… 数据背后，是战略和组织能力。 本文聚焦 "科工共创战略"战略做一次深度解读，试图回答一个更大的问题： 在存量竞争的时代，企业到底靠 什么赢？ 一、"科工共创"到底在说什么？ 海尔生物选了一条笨办法： 扎下根来贴近客户，弯下腰走入最基层。 有的团队在客户那里一呆就是 ...

摘要： 3月24日，海尔生物医疗举办2026生态合作伙伴共创峰会，发布AI+创新、科工共创、渠道新纪元三大战略，签约"AI自主实验室"生态合作，携手8家龙头 企业共建生命科学新生态。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 3月2 4日， 海尔生物 医疗举办了以"应AI而变 跃迁·共生"为主题的2 0 2 6生态合作伙伴共创峰会。会上，海尔生物（股票代码：6 8 8 1 3 9）重磅 发布AI+创新战略、科工共创战略、渠道新纪元战略三大核心战略；并联合用户生态方和渠道生态方代表，举办了"科工共创"和"多元场景时代 渠道力"两大主题论坛；同时，现场完成了2 0 2 6海尔生物医疗战略合作签约和"AI自主实验室"共创生态合作签约，推动生命科学研究从"经验驱 动"向"AI驱动"升级，为国家生命科学领域的新质生产力探索提供了创新范式。 现场，多家医疗、生命科学、AI科技等行业协会的负责人参与了现场互动分享，共同绘制出生命科学与AI融合发展的新蓝图。致力于成为全球 引领的一体化生命科学工具与智能生产力平台提供商的海尔生物，在此次共创峰会的一系 ...

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]

摘要： 海尔生物业绩快报：2025年营收23.3亿元，同比增长2.0%，海外收入8.4亿元，占比36%。新产 业收入占比48.5%，AI收入15%。公司持续创新，全球化布局深化，盈利能力持续改善。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 创新驱动，新产业贡献近半营收 2 0 2 5年海尔生物旗下四大产业发展势头稳健，以智慧用药、血液技术、实验室解决方案为代表 的新产业势能加速释放，全年新产业收入占比4 8 . 5%，同比增速8 . 8%。 智慧用药产业表现尤为亮眼，增长1 8 . 8%。公司在自动化用药的市场份额已跻身行业前三，出 口体量领跑行业内国产品牌。智慧用药产业持续创新，打造全流程数智化闭环方案，彻底重构 了医院用药场景，实现了多品类药品的灵活抓取与分拣，适配门诊药房、住院药房、静配中心 等医院全场景需求，将药房发药效率提升4 0%以上。公司已累计服务医疗机构突破4 0 0家。海 外市场同样实现突破，公司推动中国原创AI智慧药房出海，在东南亚、中东等区域多点开花。 血液技术产业同样保持双位数增长，增长1 4 . 8%。血液 ...

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]