第124家上市公司！A股“宁波军团”扩容！

Core Viewpoint - Ningbo Jianxin Superconducting Technology Co., Ltd. successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, becoming the first company to achieve "zero liquid helium" superconducting technology in the A-share market [1][2]. Company Overview - Jianxin Superconducting, established in 2013 and headquartered in Cixi High-tech Industrial Development Zone, focuses on the R&D, production, and sales of core components for medical magnetic resonance imaging (MRI) equipment, including superconducting magnets, permanent magnets, and gradient coils, which account for approximately 50% of the cost of MRI core components [4][7]. - The company has developed a unique all-solid-state conduction cooling technology, achieving a fully helium-free superconducting magnet, with its 1.5T helium-free superconducting magnet already in global commercial application [4][7]. Market Position - As of 2024, Jianxin Superconducting holds a global market share of approximately 4.2%, ranking fifth globally and second among domestic companies, only behind United Imaging Healthcare [7][9]. - The company’s clients for the 1.5T helium-free superconducting magnet include major players such as Wandong Medical, Fujifilm Group, GE Healthcare, and others [7]. Financial Performance - From 2022 to 2025, Jianxin Superconducting's R&D expenses were 20.33 million, 24.42 million, 27.65 million, and 16.75 million yuan respectively [8]. - The company's revenue increased from 359 million yuan in 2022 to 425 million yuan in 2024, with a net profit attributable to shareholders rising from 30.85 million yuan to 50.27 million yuan during the same period [12]. - For the first three quarters of 2025, the company achieved revenue of 393 million yuan, a year-on-year increase of 37.34%, and a net profit of 47.62 million yuan, up 38.54% year-on-year [12]. Industry Trends - The global MRI equipment market is projected to grow from 7.5 billion USD in 2015 to 11.1 billion USD in 2024, with expectations to reach 14.89 billion USD by 2030 [11]. - The cancellation of configuration management for 1.5T and above MRI equipment by the National Health Commission in 2023 is expected to drive the penetration of these devices into the market [11]. - The company is focusing on the development of 3.0T helium-free superconducting magnets, which are anticipated to be a major research direction in the coming years [11].