证券日报网讯 1月7日，康尼机电在互动平台回答投资者提问时表示，近几年，公司在门系统轻量化材 料创新应用、结构优化和部件集成取得了一定突破，目前轻量化设计已应用于新平台动车组以及城轨新 产品平台。公司将持续推进轻量化、绿色化、智能化等技术的研发与应用，以巩固和提升门系统产品的 市场竞争力。 （编辑 袁冠琳） ...

（文章来源：证券日报） 证券日报网讯 1月7日，康尼机电在互动平台回答投资者提问时表示，公司董事会的选任决策是基于当 前发展阶段与长远战略的综合考量。新任董事长具备深厚的财务管理与公司治理经验，这有助于公司在 高质量发展的过程中，进一步强化风险管控、优化资源配置、提升经营稳健性。公司"多元化、全球 化"的战略方向是坚定且持续的，管理团队的互补性组合旨在为战略实施提供更坚实的支撑，而非收 缩。公司2025年第三季度业绩增速变化与换届并无关联。受项目交付影响，公司2025年上半年业绩增速 主要是安全门及干线业务交付增加，而2024年该部分业务收入主要集中在下半年交付，截至2025年三季 度末，公司整体业绩增长与行业趋势基本吻合。相关人员的聘任安排，是基于公司干部年轻化与经验传 承的正常人事安排。截至2025年三季度末，公司轨交主业新签订单26.97亿元。目前，公司生产经营活 动一切正常，正持续通过智能制造升级与精细化管控，提升运营效率与产品竞争力，扎实推动"提质增 效重回报"各项举措落地。 ...

Core Viewpoint - The company, Kanni Electromechanical, has successfully implemented its "Kanni Manufacturing 2025" plan, focusing on digital transformation through a "data-driven + business-driven" approach, which has led to its recognition as an advanced intelligent factory in Jiangsu Province and among the first batch of excellent intelligent factories by the Ministry of Industry and Information Technology [1] Group 1 - The company aims to enhance operational efficiency and strategic implementation through its new "Kanni Manufacturing 2030" plan, which continues the digital transformation journey [1] - The new plan emphasizes the design and planning work led by various industrial units, establishing a new phase of digital construction strategies and implementation guidelines [1] - Specific pathways include the establishment of management organizations within business domains, development of information management standards, and system platform integration to ensure low-cost replication and interconnectivity of systems and operations [1]

Core Viewpoint - The company is actively exploring the innovative development of electromechanical integration core technologies in emerging and future industries, aiming to cultivate new growth points [1] Group 1: Technological Development - The company is promoting the smart safety electricity system, which is currently being applied in small batches in the maritime market [1] - The company is collaborating with Jiangsu Tower Intelligence, Nanjing Huakun Information Technology, and Fei Xun Drone Technology to advance the intelligent drone project for highway maintenance [1] Group 2: Project Details - The project aims to address the pain points of traditional highway maintenance through technological innovation [1] - The company's core role in the project is to develop the drone nest based on its electromechanical core technology, enabling wide-area and continuous automatic inspections [1] - The project is currently in the research and development phase, contributing to the digital transformation of the traffic maintenance sector [1]

证券日报网讯1月7日，康尼机电（603111）在互动平台回答投资者提问时表示，公司始终秉承"以客户 为中心、以市场为导向"的经营理念，发展内装业务的核心驱动力是客户需求，随着轨交产业深入推进 国际化布局，国外客户对高品质内装产品的需求持续且稳定。 ...

证券日报网讯1月7日，康尼机电（603111）在互动平台回答投资者提问时表示，公司的转型升级旨在构 建公司面向未来的核心竞争力，主要从以下三方面协同推进：一是业务布局多元化：在巩固并增强轨道 交通主业"压舱石"地位的同时，持续发力新能源汽车零部件"第二增长曲线"，并加速智能健康业务等新 兴业务的孵化与培育进程，丰富产品矩阵，扎实推进多元化发展战略；二是打造创新型研发体系，以集 团国家认定企业技术中心为依托，坚持以"技术驱动未来，创新引领发展"的核心指导思想，聚焦三大产 业以及新兴产业与未来产业，将集团技术中心打造成为突破关键核心技术、孕育孵化重大创新产品的战 略高地，不断赋能现有产业并采用灵活的体制机制培育和孵化新的产业，为集团打造新的经济增长极； 三是运营管理精细化，持续数智转型升级：持续优化数字化运营体系、集成产品开发(IPD)技术研发体 系、全价值链成本管控体系、卓越经营管理体系等，全面提升运营效率与质量，为业务发展持续赋能。 未来，公司将持续稳步推进转型升级相关工作，全面提升经营质量与盈利能力，与全体股东共享公司成 长红利。 ...

证券日报网讯1月7日，康尼机电（603111）在互动平台回答投资者提问时表示，基于当前国内外经济环 境的不确定性以及信息披露的规则要求，公司在发布的"提质增效重回报行动方案"中既有定性指标也有 定量指标，在"提质和增效"部分，公司将围绕三大产业全力提升经营质效，夯实高质量发展根基，并明 确提出了稳定经营业绩的目标和措施；在"重回报"中公司秉持积极回报股东的理念，明确了在2024年度 高分红的基础上，未来3年每股现金分红年增长比例不低于10%，并进一步增加分红频率，希望与广大 投资者共享公司发展成果。公司高度重视"提质增效"方案的落地成效，为让广大投资者了解行动成效， 公司将每半年评估行动方案的执行情况，说明相关措施的实施效果，并通过定期报告、业绩说明会、上 证e互动等多元化渠道，重点围绕主要经营指标、创新投入与产出、股东回报等量化成果进行沟通交 流，让广大投资者切实感知到公司提质增效的成果。 ...

Core Viewpoint - The company, Kanni Electromechanical, emphasizes its long-term collaboration with Nanjing Engineering Institute to drive technological innovation and result transformation in various projects, including the development of the EMPF system for military personnel [1] Group 1: Collaboration and Innovation - The company has maintained a close partnership with Nanjing Engineering Institute, focusing on joint research and development efforts [1] - Recent collaborations have led to the creation of the EMPF system, which was showcased at the 15th China International Aviation and Aerospace Exhibition, receiving high recognition from participants and media [1] - The partnership aims to enhance the digital operation and customer service experience of intelligent products and services in the rail transit sector [1] Group 2: Product Development and Market Competitiveness - The collaboration has also focused on improving the intelligent interaction levels of products such as transfer machines, wheelchairs, and mobility vehicles [1] - The company plans to deepen its cooperative innovation with Nanjing Engineering Institute and other universities to efficiently transform research outcomes into practical applications [1] - This strategy is intended to solidify and enhance the company's core competitiveness in the market [1]

Group 1 - The company is actively exploring the innovative development of electromechanical integration core technologies in emerging and future industries, aiming to cultivate new growth points [1] - The company's subsidiary, Kanni Technology, is promoting a smart safety electricity system, which is currently being applied in small batches in the maritime market [1] - The company has recently partnered with Jiangsu Tower Intelligent Connection, Nanjing Huakun Information Technology, and Fei Sun Drone Technology to advance an intelligent drone project for highway maintenance, focusing on addressing traditional pain points through technological innovation [1] Group 2 - The company's core role in the drone project involves the development of drone nests based on electromechanical core technologies, aimed at achieving wide-area and continuous automatic inspections [1] - The project is currently in the research and development phase, contributing to the digital transformation of the traffic maintenance sector [1]

2020-2025年1-11月中国动车组产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中国中车（601766）,中国通号（688009）,思维列控（603508）,京沪高铁（601816）,晋西车 轴（600495）,神州高铁（000008）,康尼机电（603111）,辉煌科技（002296）,天宜上佳（688033）,威 奥股份（605001） 相关报告：智研咨询发布的《2026-2032年中国高铁行业市场运营格局及前景战略分析报告》 根据国家统计局数据显示：2025年11月中国动车组产量为206辆，同比增长24.1%；2025年1-11月中国动 车组累计产量为1722辆，累计增长9.3%。 ...