证券代码：688356 证券简称：键凯科技 公告编号：2026-006 北京键凯科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度 的提示性公告 投资者吴凯庭保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 5%以上大股东及其一致行动人 ☑其他 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 上述权益变动主体无一致行动人。 二、 权益变动触及 1%刻度的基本情况 公司于 2026 年 4 月 1 日收到股东吴凯庭出具的《关于权益变动触及 1%刻 度的告知函》，股东吴凯庭于 2026 年 2 月 11 日至 2026 年 2 月 27 日通过集中竞 价方式减持公司股份 517,115 股，所持公司股份数量由 7,843,44 ...

Group 1 - The company reported a total operating revenue of 316,085,006.71 yuan for the fiscal year 2025, representing a year-on-year growth of 39.19% [2] - The net profit attributable to the parent company's shareholders reached 63,393,506.15 yuan, showing a significant year-on-year increase of 112.46% [2]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the fiscal year 2025, driven primarily by strong performance in overseas markets [1] Financial Performance - The company achieved total operating revenue of 316.085 million yuan, representing a year-on-year increase of 39.19% [1] - The net profit attributable to the parent company was 63.3935 million yuan, reflecting a year-on-year growth of 112.46% [1] Business Segments - The growth in revenue and profit was largely attributed to a notable increase in overseas business [1] - Sales of new drug products from overseas customers continued to grow significantly after their market launch, leading to substantial revenue from related orders [1] - The order volume from the company's largest overseas medical device customer increased significantly compared to the same period last year, contributing to steady growth in overseas medical device sales [1]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the fiscal year 2025, driven primarily by strong performance in overseas markets [1] Financial Performance - The company achieved total operating revenue of 316.085 million yuan, representing a year-on-year increase of 39.19% [1] - The net profit attributable to the parent company was 63.3935 million yuan, reflecting a year-on-year growth of 112.46% [1] Business Drivers - The growth in revenue and profit was largely attributed to a notable increase in overseas business [1] - Sales of new drug products from overseas clients continued to expand significantly after their market launch, leading to substantial revenue from related orders [1] - The order volume from the company's largest overseas medical device client increased significantly compared to the same period last year, contributing to steady growth in overseas medical device sales revenue [1]

Core Viewpoint - JianKai Technology (688356.SH) reported significant growth in its 2025 annual performance, driven by strong overseas business expansion [1] Financial Performance - The company achieved total operating revenue of 316.085 million yuan, representing a year-on-year increase of 39.19% [1] - Net profit attributable to the parent company reached 63.3935 million yuan, marking a year-on-year growth of 112.46% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 49.4382 million yuan, reflecting a year-on-year increase of 153.79% [1] Business Growth Drivers - The growth in operating revenue and profit was primarily due to significant increases in overseas business [1] - Sales of new drug products from overseas customers continued to grow, leading to substantial revenue from related orders [1] - Orders from the company's largest overseas medical device customer increased significantly compared to the same period last year, contributing to steady growth in overseas medical device sales revenue [1]

Financial Performance - Total revenue for 2025 reached CNY 316.09 million, a year-on-year increase of 39.19%[5] - Net profit attributable to shareholders of the parent company was CNY 63.39 million, up 112.46% compared to the previous year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 49.44 million, reflecting a growth of 153.79%[5] - Basic earnings per share increased to CNY 1.05, representing a 114.29% rise year-on-year[5] Assets and Equity - Total assets at the end of the reporting period were CNY 1,419.87 million, a 3.85% increase from the beginning of the period[6] - Shareholders' equity attributable to the parent company grew to CNY 1,319.31 million, up 4.15% from the start of the period[6] - The weighted average return on net assets improved to 4.90%, an increase of 2.55 percentage points[5] Business Growth Drivers - The significant growth in revenue and profit was primarily driven by a notable increase in overseas business, particularly in new drug sales and medical device orders[7] - The company reported a substantial increase in orders from its largest overseas medical device client, contributing to steady revenue growth in this segment[7] Reporting Accuracy - There are no major uncertainties affecting the accuracy of the performance report, and the data is preliminary and subject to final audit[10]

Summary of Key Points from Conference Call Industry Overview - The military trade market is experiencing long-term demand growth due to increased regional conflicts and geopolitical tensions, which are expected to persist over the next 5-10 years [1][4] - Current geopolitical conflicts include the India-Pakistan, Israel-Palestine, Iran, and Russia-Ukraine situations, as well as recent events in Venezuela, indicating unresolved core issues and ongoing tensions [5] Core Insights and Arguments - The absence of a "world police" due to the U.S. focusing on domestic issues under the Trump 2.0 era is leading to heightened insecurity and more regional conflicts, thus driving military trade demand [3][11] - Europe faces ongoing threats from Russia, necessitating increased military spending and autonomy [5] - In the Middle East, the failure of U.S.-Iran negotiations keeps tensions high, while countries like Japan are significantly increasing military budgets [5] - The U.S. is shifting its strategic focus towards South America, making it a new focal point for military trade [5] China's Military Trade Developments - China has made progress in international military trade orders, with potential agreements emerging from events like the Saudi Housing Exhibition [6] - Reports indicate that China has signed procurement agreements with at least six countries, including Pakistan's expected purchase of the HD-1 hypersonic missile and air defense systems [7] - Companies such as Guorui Technology and Gaode Infrared have reported significant increases in related transactions, reflecting a rise in new orders [7] Investment Opportunities - Investors are encouraged to focus on companies with clear military trade order expectations, such as Guangdong Hongda, Hongdu Aviation, Gaode Infrared, Inner Mongolia First Machinery, and AVIC Chengfei [9] - Companies involved in dual-use technologies, like Ruichuang Weina, Beihua Co., Optoelectronics Co., and Zhongrun Optics, are also highlighted for their strong performance [9] - Strategic recommendations include companies like AVIC Shenyang Aircraft, Guorui Technology, Aerospace Nanhua, and AVIC Xifei, which have long-term growth potential [9] Strategic Military Trade Orders - The cycle for strategic military trade orders is lengthy, with significant performance improvements in listed companies expected over time [10] - Long-term investment strategies should consider the gradual replacement of Russian military trade by Chinese products, particularly high-end aircraft and air defense missiles [10] U.S. Military Strategy Characteristics - The Trump 2.0 era is characterized by increased military spending, reaching historical highs, and a focus on asymmetric warfare, including the establishment of a Space Force [12] - The U.S. is exhibiting a trend of strategic withdrawal, with a reduction in large-scale wars but an increase in regional conflicts [12] Middle East Dynamics - The Middle East is characterized by four power centers: Israel, Iran, Turkey, and Arab states, forming three main camps: anti-U.S., pro-U.S., and reformist [13] - Wealthy Middle Eastern countries like Saudi Arabia, UAE, Qatar, and Algeria have significant military budgets and procurement needs, with Egypt also being a key military purchaser [14] Potential Military Trade Demand - Iran, as a central figure in the anti-U.S. camp, faces unresolved core issues with the U.S., while Turkey serves as a major hub for military equipment exports [15] - Potential new military trade demand in the Middle East is expected to focus on complete systems, while Europe will lean towards midstream needs like electronic components and materials [15]

Group 1 - The core point of the announcement is that shareholder Wu Kaiti has reduced his stake in Beijing Jiankai Technology Co., Ltd. by 89,392 shares, bringing his total holdings from 7,932,833 shares to 7,843,441 shares, which is a decrease from 13.08% to 12.93% of the total share capital [2][4] - The reduction in shareholding touches the 1% threshold, but it does not trigger a mandatory tender offer [2] - This change in equity does not affect the company's controlling shareholder or actual controller, and it will not have a significant impact on the company's governance structure or ongoing operations [2][3] Group 2 - The company received a notification from shareholder Wu Kaiti regarding the equity change on February 9, 2026, with the reduction occurring between February 6 and February 9, 2026 [2] - The company will continue to monitor the shareholder's compliance with the relevant regulations regarding share reduction and information disclosure obligations [2]

证券代码：688356 证券简称：键凯科技 公告编号：2026-004 北京键凯科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度 的提示性公告 投资者吴凯庭保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 吴凯庭 | □ | 控股股东/实控人 | 不适用 ☑ | | | □ | 控股股东/实控人的一致 | | | | 行动人 | | | | | ☑ | 其他直接持股股东 | | 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 13.08% 权益变动后合计比例 12.93% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ 3.一致行动人信息 上述权益变动主体无一致行动人。 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | ...

Core Viewpoint - JianKai Technology (688356.SH) announced a shareholding change involving a reduction in shares held by shareholder Wu Kaiting, which has triggered a 1% threshold change in equity [1] Group 1: Shareholding Changes - Shareholder Wu Kaiting reduced his holdings by 89,400 shares from 7,932,833 shares to 7,843,441 shares [1] - The percentage of total shares held by Wu Kaiting decreased from 13.08% to 12.93% [1] - The reduction in shareholding occurred between February 6, 2026, and February 9, 2026, through centralized bidding [1]