证券代码： 688805 证券简称：健信超导 宁波健信超导科技股份有限公司 投资者关系活动记录表 编号：2026-001 | | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | 媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动 | | | 现场参观 | 其他 | | 参与单位名称 | 安信基金、宝盈基金、财通基金、长信基金、东证资管、富国基金、 产、华泰柏瑞基金、华泰资产、汇添富基金、惠升基金、建信基金、 | | | | 光大保德信基金、广发证券、国联民生证券、国信资管、和谐汇一资 | | | | 建信养老金、交银施罗德、明汯投资、南方基金、平安养老保险、融 | | | | 通基金、睿郡资产、通用投资、兴业基金、银河基金、远信投资、招 | | | | 商基金、中欧基金、中信建投 | | | 时间 2026 | 年 月 3 | | | 地点 | 公司会议室 | | | 上市公司接待 | 董事、总经理：姚海锋先生 | | | 人员姓名 | 董事、董事会秘书、副总经理：许卉女士 | | | | 证券事务代表：苏齐怡女士 （一）参观 ...

Key Points - Tanaka Precision Machinery has experienced significant short-term price increases, but there is a risk of a price pullback in the near term [1] - Chuanjinno's production costs may rise due to the sustained high prices of sulfur, a key raw material [1] - Songsheng Co. plans to establish a joint venture to develop digital energy products, including server power supplies and AI power supplies [1] - Beijing Keri has won a bid for a project with a value of 288 million yuan from the Southern Power Grid [1] - Transsion Holdings is projected to have a net profit of 2.584 billion yuan in 2025, reflecting a year-on-year decline of 53.43% [1][2] - Aibo Medical intends to acquire a 68.31% stake in Demei Medical for 683 million yuan [3] - Wens Foodstuff Group plans to repurchase shares worth between 800 million and 1.2 billion yuan [3] - Gree Electric Appliances' Zhuhai Mingjun plans to reduce its stake by no more than 2% [3] - Rizhao Port plans to issue corporate bonds with a total scale not exceeding 3 billion yuan [1][3] - Baibang Technology's subsidiary has renewed its agreement as an independent repair provider for Apple [1]

Key Points - Tanaka Precision Machinery has experienced significant short-term price increases, indicating potential short-term pullback risks [1] - Chuanjinno is facing high prices for sulfur, a key raw material, which may lead to increased production costs [1] - Songsheng Co. plans to establish a joint venture to develop digital energy products, including server power supplies and AI power supplies [1] - Beijing Keri has won a bid for a project with a value of 288 million yuan from the Southern Power Grid [1] - Transsion Holdings is projected to report a net profit of 2.584 billion yuan for 2025, reflecting a year-on-year decline of 53.43% [1] - Aibo Medical intends to acquire 68.31% of Demai Medical for 683 million yuan [1] - Wens Foodstuff Group plans to repurchase shares worth between 800 million and 1.2 billion yuan [1] - Gree Electric Appliances' Zhuhai Mingjun plans to reduce its stake by up to 2% [2] - Rizhao Port plans to issue corporate bonds with a total scale not exceeding 3 billion yuan [2] - Baibang Technology's subsidiary has renewed its agreement as an independent repair provider for Apple [2]

Group 1 - The company achieved operating revenue of 579.43 million yuan, representing a year-on-year growth of 36.18% [4] - The net profit attributable to the parent company was 75.11 million yuan, with a year-on-year increase of 34.65% [4] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 72.02 million yuan, showing a year-on-year growth of 43.27% [4] Group 2 - The significant revenue growth was driven by the sales of superconducting products, particularly the non-liquid helium superconducting products [5] - The company successfully entered the supply chain of leading equipment manufacturers and accelerated its global layout, contributing to the rapid growth of operating performance [5] - The company achieved bulk sales of its 3.0T zero-evaporation superconducting products in 2025, which is expected to become an important growth point for the business in the future [5] Group 3 - As of the end of the reporting period, the total assets of the company were 1.41 billion yuan, an increase of 110.05% compared to the beginning of the period [6] - The equity attributable to the parent company increased by 158.22% to 1.22 billion yuan, primarily due to the fundraising of 688.64 million yuan from the IPO [6]

Core Viewpoint - The company reported significant growth in revenue and net profit for the fiscal year 2025, driven by the strong performance of its superconducting products, particularly the non-liquid helium superconductors [1] Financial Performance - The company achieved an operating revenue of 579 million yuan, representing a year-on-year increase of 36.18% [1] - The net profit attributable to the parent company was 75.114 million yuan, reflecting a year-on-year growth of 34.65% [1] Product Performance - Revenue growth was notably driven by the increase in sales of non-liquid helium superconducting products [1] - The company successfully integrated into the supply chains of leading equipment manufacturers, contributing to its revenue growth [1] - The company's global expansion efforts also played a significant role in accelerating its performance [1]

Core Viewpoint - The company reported significant growth in revenue and net profit for the fiscal year 2025, driven by the strong performance of its superconducting products, particularly the helium-free superconducting products [1] Financial Performance - The company achieved an operating revenue of 579 million yuan, representing a year-on-year increase of 36.18% [1] - The net profit attributable to the parent company was 75.114 million yuan, reflecting a year-on-year growth of 34.65% [1] Product Performance - Revenue growth was notably driven by superconducting products, especially the helium-free superconducting products, which saw a significant increase [1] - The company successfully entered the supply chain of leading equipment manufacturers, contributing to the rapid growth in revenue [1] Strategic Factors - The company's performance was supported by three main factors: continuous growth in helium-free products, successful integration into the supply chains of top-tier enterprises, and accelerated global expansion [1]

Core Viewpoint - The company, Jianxin Superconductor, reported significant growth in its 2025 performance, driven by the strong sales of its superconducting products, particularly the helium-free superconductors, which contributed to a notable increase in revenue and net profit [1] Financial Performance - In 2025, the company achieved an operating revenue of 579 million yuan, representing a year-on-year growth of 36.18% [1] - The net profit attributable to shareholders reached 75.114 million yuan, marking a year-on-year increase of 34.65% [1] Product Performance - The revenue growth was significantly influenced by the sales of helium-free superconducting products, which saw a remarkable increase [1] - The company successfully entered the supply chain of leading equipment manufacturers, which further propelled its revenue growth [1] Market Strategy - The company has adopted a global layout and technological innovation strategy, which has substantially reduced the procurement, overseas transportation, and after-sales maintenance costs of MRI equipment [1] - This strategy has enabled leading equipment manufacturers to capture incremental market shares in emerging markets [1] Future Growth Potential - The company achieved bulk sales of its 3.0T zero-evaporation superconducting products in 2025, which, along with further R&D iterations and market expansion by domestic MRI equipment manufacturers, is expected to become a significant growth driver for the company in the future [1]

Financial Performance - The company achieved total operating revenue of ¥57,943.41 million, a year-on-year increase of 36.18%[3] - Net profit attributable to shareholders of the parent company reached ¥7,511.40 million, up 34.65% compared to the previous year[5] - The net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, was ¥7,201.78 million, reflecting a growth of 43.27%[5] - Basic earnings per share increased to ¥0.60, a rise of 36.36% year-on-year[3] - The weighted average return on net assets improved to 15.07%, an increase of 2.79 percentage points[3] Asset and Equity Growth - The company's total assets increased to ¥141,001.45 million, representing a growth of 110.05% from the beginning of the period[7] - Shareholders' equity attributable to the parent company rose to ¥122,238.86 million, an increase of 158.22%[7] - The company raised ¥68,864.27 million through its IPO, contributing to the significant increase in total assets and equity[7] Product Development and Market Position - The company successfully entered the supply chain of leading OEMs, significantly boosting revenue from non-liquid helium superconducting products[6] - The 3.0T zero-evaporation superconducting products achieved mass sales in 2025, expected to become a key growth driver for the company[6]

Core Viewpoint - The company, Jianxin Superconductor, reported significant growth in revenue and net profit for the year 2025, driven by the strong performance of its superconducting products, particularly the non-liquid helium superconductors [1] Financial Performance - The company achieved an operating revenue of 579.4341 million yuan, representing a year-on-year increase of 36.18% [1] - The net profit attributable to the owners of the parent company was 75.1140 million yuan, reflecting a year-on-year growth of 34.65% [1] - The net profit attributable to the owners of the parent company, excluding non-recurring gains and losses, was 72.0178 million yuan, which is a year-on-year increase of 43.27% [1] Product Performance - The revenue growth was significantly driven by the sales of superconducting products, especially the non-liquid helium superconductors [1] - The company successfully entered the supply chain of leading complete machine enterprises, contributing to its revenue growth [1] - The company's global expansion efforts also played a crucial role in accelerating its business performance [1]

Core Viewpoint - The company, Jianxin Superconductor (688805.SH), reported significant growth in its 2025 annual performance, with notable increases in revenue and net profit driven by the demand for its superconducting products, particularly the helium-free superconductors [1] Financial Performance - The company achieved an operating revenue of 579 million yuan, representing a year-on-year increase of 36.18% [1] - The net profit attributable to the parent company was 75.114 million yuan, reflecting a year-on-year growth of 34.65% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 72.018 million yuan, showing a year-on-year increase of 43.27% [1] Product and Market Development - Revenue growth was significantly driven by the sales of superconducting products, especially helium-free superconductors [1] - The company successfully entered the supply chain of leading equipment manufacturers, contributing to rapid revenue growth [1] - Global expansion efforts and technological innovations have substantially reduced costs related to MRI equipment procurement, overseas transportation, and after-sales maintenance, aiding major manufacturers in capturing market share in emerging markets [1] - The company achieved bulk sales of its 3.0T zero-evaporation superconducting products in 2025, which is expected to become a key growth driver as the company continues research and development and domestic MRI manufacturers expand their market presence [1]