Core Viewpoint - The company, JIANGSU JINDIKE BIOLOGICAL TECHNOLOGY CO., LTD, is forecasting a significant loss for the fiscal year 2025, with net profit expected to be between -180 million to -160 million yuan, indicating an increase in losses compared to the previous year [2] Financial Performance Forecast - The company anticipates a net profit attributable to the parent company for 2025 to be between -180 million to -160 million yuan, representing an increase in losses of 66.5 million to 86.5 million yuan compared to the previous year, which is a year-on-year increase in losses of 71.12% to 92.51% [2] - The expected net profit after deducting non-recurring gains and losses is projected to be between -185 million to -165 million yuan, with an increase in losses of 58.8 million to 78.8 million yuan compared to the previous year, reflecting a year-on-year increase in losses of 55.33% to 74.16% [2] Previous Year Performance - In 2024, the company reported a total profit of -115.75 million yuan, with a net profit attributable to the parent company of -93.50 million yuan, and a net profit after deducting non-recurring gains and losses of -106.22 million yuan, resulting in a basic and diluted earnings per share of -0.76 yuan [4] Reasons for Performance Changes - The company has increased production efficiency and improved labor discipline, leading to a sales revenue of approximately 112 million yuan for 2025, which shows a certain degree of growth compared to the previous year. However, the company remains in a loss position due to increased R&D investments related to the four-valent influenza vaccine project and the three-valent influenza vaccine project [5] - The company decided not to sell certain in-process and finished products due to equipment failures and material batch differences, leading to a provision for asset impairment and inventory write-offs totaling approximately 41.99 million yuan [6] Asset Impairment and Inventory Write-off - The company has conducted a comprehensive review and assessment of its assets as of December 31, 2025, and has decided to recognize an asset impairment provision and write off certain inventories totaling approximately 41.99 million yuan, which will reduce the total profit for 2025 by the same amount [10][11] - The seasonal nature of the production and sales of the four-valent influenza vaccine has been noted, with production primarily occurring in the second and third quarters and sales in the third and fourth quarters of the year [11]

Group 1 - The company expects a net loss attributable to shareholders of the parent company for 2025 to be between -180 million to -160 million yuan, representing an increase in loss of 66.49 million to 86.49 million yuan compared to the previous year, which is a year-on-year increase in loss of 71.12% to 92.51% [1] - The expected net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, is projected to be between -185 million to -165 million yuan, with an increase in loss of 58.78 million to 78.78 million yuan compared to the previous year, reflecting a year-on-year increase in loss of 55.33% to 74.16% [1] - The company has completed the enrollment of subjects for the Phase III clinical trial of the quadrivalent influenza virus split vaccine (for children) and has finished the vaccination process, with serum currently undergoing inspection at the National Medical Products Administration [1] Group 2 - Due to equipment failures and differences in consumable batches, the company has decided not to sell certain in-process and finished products, adhering to a cautious principle [2] - The quadrivalent influenza virus split vaccine has a shelf life of 12 months from the date of production, and any unadministered vaccines at the end of each flu season must be disposed of according to relevant laws and regulations [2] - The company has made provisions for asset impairment and inventory write-offs totaling approximately 41.99 million yuan, based on market research and historical return rates [2]

证券代码：688670 证券简称：金迪克 公告编号：2026-002 江苏金迪克生物技术股份有限公司 关于 2025 年度计提资产减值准备及部分 存货报废处置的公告 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。 江苏金迪克生物技术股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日召开第二届董事会第十六次会议、第二届董事会审计委员会第十二次会议， 审议通过了《关于 2025 年度计提资产减值准备及部分存货报废处置的议案》， 该议案无需提交股东会审议。现将相关情况公告如下： 一、计提资产减值准备及部分存货报废处置情况 依据《企业会计准则》及公司会计政策、会计估计的相关规定，为真实、 公允地反映公司截至 2025 年 12 月 31 日的财务状况和经营成果，公司对截至 2025 年 12 月 31 日的存货等资产进行了全面清查及评估，并与年审会计师进行 了充分的沟通，基于谨慎性原则，公司对期末预计无法实现销售的在产品和产 成品以及期后可能发生退货的产品计提资产减值准备、部分进行报废处置，合 计约 4,199.9 ...

证券代码：688670 证券简称：金迪克 公告编号：2026-001 江苏金迪克生物技术股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 经公司财务部门初步测算： 1、公司预计 2025 年度实现归属于母公司所有者的净利润为-18,000.00 万元 到-16,000.00 万元，将出现亏损，与上年同期相比，亏损增加 6,649.72 万元到 8,649.72 万元，同比增亏 71.12%到 92.51%。 2、公司预计 2025 年度归属于母公司所有者扣除非经常性损益后的净利润为 -18,500.00 万元到-16,500.00 万元，与上年同期相比，亏损增加 5,877.65 万元到 7,877.65 万元，同比增亏 55.33%到 74.16%。 （三）本次业绩预告相关财务数据未经注册会计师审计。 二、上年同期业绩情况 2024 年度，公司实现利润总额 ...

Core Viewpoint - The company, Jindike, forecasts a significant net loss for the year 2025, with expected net profit attributable to shareholders ranging from -160 million to -180 million yuan, indicating a year-on-year increase in losses of 71.12% to 92.51% [1] Financial Performance - The company anticipates a sales revenue of approximately 112 million yuan for 2025, showing a certain degree of growth compared to the previous year [1] - The expected net profit excluding non-recurring losses is projected to be between -165 million and -185 million yuan [1] Reasons for Performance Changes - The company has increased production efficiency through early production scheduling, enhanced equipment maintenance, and improved labor discipline, which has contributed to the acceleration of flu vaccine production and shipment [1] - The company is facing increased research and development costs due to the ongoing Phase III clinical trials for the quadrivalent flu virus split vaccine (for children) and the submission of production applications for the trivalent flu virus split vaccine [1] - There are risks associated with in-process and finished products due to equipment failures and material batch differences, leading the company to decide against selling certain products [1] - The quadrivalent flu virus split vaccine has a shelf life of 12 months, necessitating the disposal of unadministered vaccines at the end of each flu season, which has resulted in asset impairment provisions totaling approximately 41.99 million yuan [1]

Core Viewpoint - The company expects a revenue of approximately 112 million in 2025, with a net loss attributable to the parent company ranging from 180 million to 160 million, representing a year-on-year increase in losses of 71.12% to 92.51% [1] Financial Performance - The company's non-GAAP net loss is projected to be between 185 million and 165 million, reflecting a year-on-year increase in losses of 55.33% to 74.16% [1] - The primary reason for the increased losses is attributed to higher R&D expenditures, particularly for the quadrivalent and trivalent influenza vaccine projects [1] Asset Management - The company has made provisions for asset impairment and inventory write-offs amounting to approximately 41.9996 million [1]

Group 1 - The core viewpoint of the news is that Jindike's stock experienced a decline of 5.81% on January 29, with a trading volume of 128 million yuan, indicating market volatility and investor sentiment [1] - As of January 29, Jindike's financing balance totaled 38.41 million yuan, accounting for 1.43% of its market capitalization, which is above the 80th percentile of the past year, suggesting a high level of financing activity [1] - Jindike's main business focuses on the research, production, and sales of human vaccines, with vaccine products constituting 100% of its revenue [1] Group 2 - As of September 30, Jindike had 4,319 shareholders, a decrease of 4.55% from the previous period, while the average circulating shares per person increased by 4.77% to 28,525 shares [2] - For the period from January to September 2025, Jindike reported operating revenue of 74.66 million yuan, a year-on-year increase of 91.93%, but a net profit attributable to shareholders of -86.47 million yuan, a decrease of 61.74% year-on-year [2] - Since its A-share listing, Jindike has distributed a total of 61.60 million yuan in dividends, with 17.60 million yuan distributed over the past three years [2]

Group 1: Nipah Virus Outbreak in India - The recent Nipah virus outbreak in West Bengal, India, has led to 5 confirmed cases, including healthcare workers [1] - Nipah virus is a zoonotic virus that can be transmitted from infected animals to humans, with symptoms including acute respiratory infection and fatal encephalitis [1] Group 2: Company Responses and Developments - Wanfu Bio has launched various Nipah virus nucleic acid test kits, adaptable to their U-CardDx 200 platform and other PCR systems, to meet screening and detection needs [1] - Shengxiang Bio has developed a Nipah virus nucleic acid test kit based on fluorescence PCR technology, with CE certification and a focus on rapid response to public health events [2] - Capbio emphasizes the importance of their Nipah virus test kit for global quarantine and disease control efforts, highlighting its precise detection capabilities [2] - Zhijiang Bio's Nipah virus PCR test kit offers higher sensitivity and accuracy, aiming to shorten the diagnosis window [2] - Da'an Gene has created a Nipah virus nucleic acid test kit with a sensitivity of 200 copies/mL, reducing the risk of false negatives [2] Group 3: Research on Treatment - Research teams from the Wuhan Institute of Virology and Shanghai Institute of Materia Medica have confirmed that the oral nucleoside drug VV116 shows significant antiviral activity against Nipah virus [3] Group 4: Clarifications from Companies - Hualan Biological has clarified that it does not have any products related to Nipah virus, focusing instead on human vaccine manufacturing for influenza [4] - Companies such as Jindike, Yirui Bio, and Renhe Pharmaceutical have publicly stated they do not have any Nipah virus-related products [4]

Core Viewpoint - The recent outbreak of Nipah virus in West Bengal, India, has raised concerns, leading to increased preventive measures in neighboring countries and a significant rise in stock prices of vaccine and IVD companies in the A-share market [1][12]. Group 1: Nipah Virus Overview - Nipah virus (NiV) is a zoonotic RNA virus with a high mortality rate, classified as a biosafety level 4 pathogen by WHO, with a fatality rate ranging from 40% to 75% [6][8]. - The natural reservoir for Nipah virus is fruit bats, which can transmit the virus to humans through contaminated food or environments [6][8]. - Recent data indicates that India has experienced a resurgence of Nipah virus cases, particularly in Kerala and now West Bengal, with localized outbreaks showing high fatality rates [7][8]. Group 2: Market Impact - Following the news of Nipah virus cases, the A-share vaccine and IVD sectors saw a collective surge, with companies like Hualan Biological and Jindike hitting the daily limit up [1][12]. - Specific stock performances included Hualan Biological at 23.34 with a 20% increase, Jindike at 25.28 with a 19.98% increase, and others like Zhifei Biological and CanSino also showing significant gains [2][3]. Group 3: Detection and Response - Early detection of Nipah virus is crucial, with the incubation period ranging from 3 to 14 days, and initial symptoms resembling flu, which can lead to misdiagnosis [10][12]. - Various detection methods are in use, including antibody and nucleic acid tests, with companies like Zhijiang Biological and Daan Gene developing specific test kits for Nipah virus [10][11]. - The new revised "Law on Frontier Health and Quarantine" in China includes Nipah virus in its detection protocols, highlighting the importance of monitoring and response [10]. Group 4: Vaccine Development - Although there is currently no approved treatment for Nipah virus, research is ongoing, with vaccines entering clinical trials and monoclonal antibodies showing potential in compassionate use [12]. - Companies involved in vaccine development, such as Watson Bio, Zhifei Biological, and Hualan Biological, have seen stock price increases, reflecting investor optimism regarding potential future products [12].

Group 1: Nipah Virus Outbreak in India - The Nipah virus infection cases have been reported in West Bengal, India, with 5 confirmed cases, including healthcare workers, and nearly 100 individuals under home quarantine [1] - One patient is in critical condition, and the infected individuals are receiving treatment in Kolkata and surrounding hospitals [1] Group 2: Market Reaction - Following the news, the A-share market saw significant movements in sectors such as flu vaccines, diagnostic reagents, and chemical pharmaceuticals, with several stocks hitting the daily limit [2] - Notable stock performances include Hualan Vaccine (20% increase), Jindike (19.98% increase), and Zhifei Biological (14.87% increase) [2][3] Group 3: Vaccine and Diagnostic Kit Development - Companies in the IVD medical device sector, including Maike Biological and Cap Biological, launched Nipah virus test kits, with prices ranging from 100 to 2899 yuan [5][6] - The development of Nipah virus vaccines is considered technically feasible, but companies face challenges due to low vaccination willingness and market conditions [5] Group 4: Regulatory and Preventive Measures - China has strengthened its legal framework for controlling infectious diseases, including the Nipah virus, with new regulations effective from January 1, 2025 [7] - Enhanced health monitoring measures have been implemented at airports in Thailand for travelers from India due to the outbreak [7]