洁特生物诉讼上诉及2026年业绩展望引关注

Core Viewpoint - Jiet Bio is involved in a mold procurement contract dispute, with the outcome potentially impacting the company's financial status. The company anticipates a revenue growth rate of over 30% in 2026, with new product revenue expected to account for over 25% of total revenue [1][2]. Recent Events - The court announced a retrial judgment on February 4, 2026, regarding the mold procurement contract dispute with Shenzhen Hesheng Medical Technology Co., Ltd. The contract was terminated, but the court rejected Jiet Bio's claims for refund and compensation. The company plans to appeal, and the outcome may affect its financial situation. The dispute involves over 10 million yuan, and the company has fully provisioned for related prepayments as bad debt [2]. Performance and Operations - According to management statements from January 2026, Jiet Bio expects overall revenue growth to remain above 30% in 2026, with new product revenue share targeted to exceed 25%. The company aims to establish a dual-driven growth model of "core product steady growth and new product rapid growth." In the first three quarters of 2025, new product sales reached 120 million yuan, a year-on-year increase of 120%, focusing on areas such as cell and gene therapy (CGT) consumables and high-end filtration materials. The company emphasizes increasing R&D investment to transition into a "comprehensive solution provider" [3]. Company Status - In a February 2026 announcement, Jiet Bio stated that the cash dividend ratio for the next three years (2024-2026) will not be less than 30% of the distributable profits for the year. Since its listing, the company has distributed over 100 million yuan in dividends and has implemented share buybacks to provide steady returns to investors. In the latest ESG rating on October 31, 2025, Jiet Bio received a CC rating from Huazheng Index, ranking 23rd in the life sciences tools and services industry. Although this is not a recent event, ESG factors may influence long-term investor interest, and the company needs to continuously improve its environmental, social, and governance performance [4].