克莱特（831689）今日下跌9.44%，全天换手率26.98%，成交额5.85亿元，振幅17.42%。龙虎榜数据显 示，营业部席位合计净卖出29.51万元。 具体来看，第一大买入营业部及卖出营业部均为东方财富证券股份有限公司拉萨团结路第二证券营业 部，买入金额为1075.92万元，卖出金额为1398.46万元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均跌1.20%，上榜后5日平均跌1.40%。（数据宝） 克莱特3月28日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 1075.92 | 1398.46 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1011.39 | 789.70 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 962.72 | 723.90 | | 买四 | 东方财富证券股份有限公司拉萨东城区江苏大道证券营 业部 | 840.06 | 712. ...

证券代码：831689 证券简称:克莱特 公告编号：2025-011 威海克莱特菲尔风机股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2025 年 3 月 21 日至 2025 年 3 月 24 日）以内收盘 价涨幅偏离值累计达到 53.88%，根据《北京证券交易所交易规则（试行）》的有关规定，属 于股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 核实对象： 公司控股股东、实际控制人及一致行动人，持股 5%以上股东，在任的董事、监事及高 级管理人员。 2、 核实方式： 电话询问、口头询问、微信询问等方式。 3、 核实结论： 前期公告的事项不存在需要更正、补充之处,未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，涉及热点概念事项；近期公司经营情况及内外部经营 环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的 重大事项，或处于筹划阶段的重大 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 证券代码：831689 证券简称：克莱特 公告编号：2025-010 威海克莱特菲尔风机股份有限公司股票解除限售公告 公司于 2024 年 9 月 20 日发布 2024-098 号公告（威海克莱特菲尔风机股份有 限公司关于股东所持公司股票自愿限售的公告），济南国泰高新建设投资合伙企业 （有限合伙）自愿将所持有公司股票限售 6 个月，限售期至 2025 年 3 月 18 日， 现限售期届满。 | 三、本次股票解除限售后的股本情况 | | --- | | | 股份性质 | 数量（股） | 百分比 | | --- | --- | --- | --- | | | 无限售条件的股份 | 37,930,617 | 51.68% | | | 1、高管股份 2、个人或基金 | 1,251,744 0 | 1.71% 0% | | 有限售条件的 | 3、其他法人 | 34,217,639 | 46.61% | | 股份 | 4、限制性股票 | 0 | 0% | | | 5 ...

证券代码：831689 证券简称:克莱特 公告编号：2025-009 威海克莱特菲尔风机股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 前期公告的事项不存在需要更正、补充之处,未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，不涉及热点概念事项；近期公司经营情况及内外部经 营环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项；不存在其他可能对股价产生较大影响的重大事件。 三、是否存在应披露而未披露的重大信息的声明 本公司董事会确认，本公司没有任何根据《北京证券交易所股票上市规则（试行）》等 有关规定应披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未 获悉本公司有根据《北京证券交易所股票上市规则（试行）》等有关规定应披露而未披露的、 对本公司股票交易价格产生较大影响的信息。 一、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2025 年 3 月 1 ...

Investment Rating - The investment rating for the company is "Accumulate" (首次) [5] Core Views - The company is recognized as a national-level "single champion" in ventilation and cooling systems, with expected revenue growth of 4% in 2024. The main business includes research, production, and sales of high-end ventilation equipment for rail transit, energy, marine engineering, and other specialized industrial applications [6][7] - The company anticipates achieving a revenue of 529 million yuan in 2024, with a year-on-year growth of 4.06%, and a net profit attributable to shareholders of 54.55 million yuan [6][7] - Significant growth is expected in the first half of 2024 for rail transit and marine engineering fans, with a notable increase in orders in the nuclear power sector [6][7] Summary by Sections Market Performance - The closing price is 25.60 yuan, with a market capitalization of 1,879.04 million yuan and a circulating market value of 952.59 million yuan [3] Financial Data - The company’s total assets are projected to reach 837 million yuan by 2025, with a debt ratio of 36.61% and a net asset value per share of 6.27 yuan [3][10] Revenue and Profit Forecast - Revenue is expected to grow from 508 million yuan in 2023 to 739 million yuan in 2026, with corresponding net profits of 61 million yuan in 2023 and 78 million yuan in 2026 [8][10] - The projected earnings per share (EPS) are 0.74 yuan for 2024, increasing to 1.07 yuan by 2026 [7][8] Business Opportunities - The company is benefiting from government policies promoting the replacement of old equipment in the shipping and rail sectors, which is expected to enhance its market penetration [6] - The establishment of a subsidiary in Mexico aims to expand services in the European and North American markets, enhancing international competitiveness [6] Research and Development - The company has developed new products such as the ECL630-1 centrifugal fan for data centers, which has been recognized for its energy efficiency [6][7]

证券研究报告 机械设备 | 通用设备 北交所|首次覆盖报告 hyzqdatemark 2025 年 03 月 12 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 市场表现： | 基本数据 | | | | | 年 | 03 | | 日 | | 月 | 10 | | 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | 25.60 | | | | | | | 一 年 内 低 | 最 | 高 | / | 最 | | | 30.03/9.41 | | | | | | | | （元） | | | | | | | | | | | | | | | 总市值（百万元） | | | | | | | | | | | | 1,879.04 | | | 流通市值（百万元） | | | | | | | ...

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [2] Core Views - The company reported a revenue of 529 million yuan for 2024, representing a year-on-year growth of 4.06%, while the net profit attributable to the parent company was 54.55 million yuan, down 9.94% year-on-year. The profit forecasts for 2025 and 2026 are maintained at 67 million yuan and 82 million yuan respectively, with corresponding EPS of 0.91 yuan and 1.11 yuan per share [4][7] - The company has launched a "New Energy Equipment R&D Center" and has secured orders worth 141 million yuan in the nuclear power sector. The company is expected to benefit from the government's 2025 nuclear power project construction plans across various provinces [5][6] Financial Summary - The total market capitalization of the company is 1.845 billion yuan, with a circulating market capitalization of 935 million yuan. The current stock price is 25.14 yuan, with a 12-month high of 30.03 yuan and a low of 9.41 yuan [2] - The company’s revenue and net profit forecasts for the next few years are as follows: - 2024E Revenue: 529 million yuan, Net Profit: 55 million yuan - 2025E Revenue: 625 million yuan, Net Profit: 67 million yuan - 2026E Revenue: 737 million yuan, Net Profit: 82 million yuan [7][10] - The company’s gross margin is projected to be around 29.6% for 2025, with a net margin of 10.7% [11]

本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别 及连带法律责任。 证券代码：831689 证券简称：克莱特 公 告编号：2025-007 威海克莱特菲尔风机股份有限公司 持股 5%以上股东权益变动达到 1%的提示性公告 | 股东名称 | 股份性质 | 本次变动前持有股份 | | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | | 占总股本 | | 占总股本 | | | | 股数 （股） | 比例 | 股数（股） | 比例 | | | | | （%） | | （%） | | 深圳市中广 | 持有股份 | 4,950,000 | 6.7439 | 4,404,000 | 6.00 | | 核汇联二号 新能源股权 投资合伙企 | 其中：无限售 条件股份 | 4,950,000 | 6.7439 | 4,404,000 | 6.00 | | 业（有限合 | | | | | | | 伙） | | | | | | | 合 计 | 持有股份 | 4,950,000 ...

Investment Rating - The report maintains a cautious recommendation for the company Klait (831689.BJ) [1] Core Views - The company reported a revenue of 529 million yuan for 2024, reflecting a year-on-year growth of 4.08%, while the net profit attributable to shareholders decreased by 9.94% to approximately 54.55 million yuan [3][4] - The decline in net profit is attributed to increased R&D and salary expenses, alongside a slowdown in revenue growth due to intensified market competition [3][4] - The wind turbine industry continues to grow, with applications expanding across various sectors, suggesting potential ongoing benefits for the company [3] Financial Performance Summary - Revenue for 2024 is projected at 528.79 million yuan, with a growth rate of 4.07% [4][7] - The net profit for 2024 is expected to be 54.55 million yuan, a decrease of 9.95% compared to the previous year [4][7] - The company’s EPS for 2024 is estimated at 0.74 yuan, with a PE ratio of 33.90 times [4][7] Financial Forecasts - Revenue forecasts for 2024-2026 are 5.29 billion yuan, 5.71 billion yuan, and 5.99 billion yuan, with respective growth rates of 4.07%, 7.98%, and 4.97% [3][4] - Net profit forecasts for the same period are 0.55 billion yuan, 0.69 billion yuan, and 0.72 billion yuan, with a projected growth of -9.95%, 26.13%, and 3.99% respectively [3][4] - The company’s gross margin is expected to remain stable around 30% over the forecast period [4][7]