证券日报网讯 9月10日晚间，苏州科达发布公告称，自2025年8月25日至2025年9月10日，苏州科达科技 股份有限公司（以下简称"公司"）股票已有十个交易日收盘价格不低于"科达转债"当期转股价格6.38元/ 股的130%（即8.294元/股）。若在未来连续十七个交易日内有五个交易日公司股票的收盘价不低于当期 转股价格的130%（含130%），将触发"科达转债"的有条件赎回条款，根据公司《公开发行可转换公司 债券募集说明书》的约定，届时公司董事会有权决定是否按照债券面值加当期应计利息的价格赎回全部 或部分未转股的"科达转债"。 （编辑 楚丽君） ...

| 证券代码：603660 | 证券简称：苏州科达 | 公告编号：2025-050 | | --- | --- | --- | | 转债代码：113569 | 转债简称：科达转债 | | 苏州科达科技股份有限公司 重要内容提示： ● 自 2025 年 8 月 25 日至 2025 年 9 月 10 日，苏州科达科技股份有限公司 （以下简称"公司"）股票已有十个交易日收盘价格不低于"科达转债"当期转 股价格 6.38 元/股的 130%（即 8.294 元/股）。若在未来连续十七个交易日内 有五个交易日公司股票的收盘价不低于当期转股价格的 130%（含 130%），将触 发"科达转债"的有条件赎回条款，根据公司《公开发行可转换公司债券募集说 明书》（以下简称"《募集说明书》"）的约定，届时公司董事会有权决定是否 按照债券面值加当期应计利息的价格赎回全部或部分未转股的"科达转债"。 一、可转债发行上市概况 关于"科达转债"预计满足赎回条件的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 经中国证券监督管理委员会"证监许 ...

Group 1 - Suzhou Keda (603660) experienced a trading halt today with a daily turnover rate of 6.38% and a transaction amount of 296 million yuan, showing a fluctuation of 9.49% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 9.58%, with institutional investors net selling 6.59 million yuan [2][3] - The top five trading departments accounted for a total transaction amount of 119 million yuan, with a net buying amount of 48.08 million yuan [2][3] Group 2 - The stock saw a net inflow of 114 million yuan from main funds today, with a significant single order net inflow of 123 million yuan, while large orders saw a net outflow of 8.91 million yuan [3] - The latest margin trading data shows a total margin balance of 271 million yuan, with a financing balance of 271 million yuan and a securities lending balance of 11.86 thousand yuan [3] - The company's semi-annual report released on August 27 indicated a total revenue of 475 million yuan for the first half of the year, representing a year-on-year growth of 13.24%, but a net loss of 21.7 million yuan [3]

Market Performance - The computer equipment sector rose by 1.5% on September 1, with Xuanji Information leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers - Xuanji Information (300324) closed at 7.72, up 20.06%, with a trading volume of 4.4031 million shares and a transaction value of 3.361 billion [1] - Yutong Optical (300790) closed at 33.49, up 12.87%, with a trading volume of 516,700 shares and a transaction value of 1.647 billion [1] - Suzhou Keda (603660) closed at 8.88, up 10.04%, with a trading volume of 339,500 shares and a transaction value of 296 million [1] Top Losers - Chunzong Technology (603516) closed at 96.71, down 4.62%, with a trading volume of 183,200 shares and a transaction value of 1.771 billion [2] - Aerospace Intelligent Equipment (300455) closed at 19.21, down 3.03%, with a trading volume of 405,000 shares and a transaction value of 777 million [2] - Kailait (301391) closed at 54.11, down 2.57%, with a trading volume of 21,800 shares and a transaction value of 120 million [2] Capital Flow - The computer equipment sector saw a net inflow of 274 million from institutional investors, while retail investors contributed a net inflow of 330 million [2] - The sector experienced a net outflow of 604 million from speculative funds [2] Individual Stock Capital Flow - Zhongke Shuguang (603019) had a net inflow of 73.5 million from institutional investors, while it faced a net outflow of 31.9 million from speculative funds [3] - Xuanji Information (300324) saw a net inflow of 63.7 million from institutional investors, with a net outflow of 41.3 million from speculative funds [3] - Guandian Yuntong (002152) had a net inflow of 14.4 million from institutional investors, while facing a net outflow of 46.775 million from speculative funds [3]

Core Viewpoint - Suzhou Keda (SH603660) experienced a significant stock surge, reaching a limit up price of 8.98 yuan, with a 10.04% increase, driven by business diversification, overseas growth, and reduced losses [1][2]. Group 1: Business Performance - The company is undergoing a critical phase of business transformation and governance optimization, actively expanding into the automotive sector with new sales and parts businesses, which has attracted market attention [2]. - Overseas revenue has seen rapid growth, with a year-on-year increase of over 100%, now accounting for 31.23% of total revenue, becoming a key growth driver for the company [2]. - The company's losses narrowed by 16.25% year-on-year in the first half of 2025, indicating an improvement in operational conditions and boosting investor confidence [2]. Group 2: Market Dynamics - The recent performance of technology and automotive-related sectors has been strong, with Suzhou Keda's business transformation aligning with these hot concepts, creating a synergistic effect in the market [2]. - Data from Dongfang Caifu indicates significant capital inflow into technology and automotive sectors on the day of the stock surge, contributing to the rise of related stocks [2]. Group 3: Technical Analysis - Technical indicators such as MACD and BOLL suggest potential bullish signals, with MACD forming a golden cross and BOLL showing signs of breakout, supported by significant net buying from major funds [2].

Core Viewpoint - Suzhou Kedacom Technology Co., Ltd. is proposing changes to its registered capital, business scope, and governance structure to enhance operational efficiency and align with regulatory requirements [1][3][5]. Group 1: Changes in Registered Capital - The company's total share capital will increase from 498,613,863 shares to 529,188,698 shares due to convertible bonds conversion, repurchase and cancellation of restricted stocks, and changes in the purpose of repurchased shares [1]. Group 2: Expansion of Business Scope - The company plans to expand its business scope to include "automobile sales," "wholesale of automobile parts," "retail of motorcycles and parts," and "wholesale of motorcycles and parts," in addition to its existing operations [3][4]. Group 3: Amendments to Governance Structure - The company will no longer have a supervisory board; its functions will be transferred to the audit committee of the board of directors. Additionally, one employee director will be added to the board, elected by the employee representative assembly [5][6].

Group 1 - The core viewpoint of the article highlights that Suzhou Keda reported a revenue increase but continued to face significant net losses in the first half of 2025 [1][3] - Suzhou Keda achieved an operating income of 475 million yuan, representing a year-on-year growth of 13.24% [1][3] - The company reported a net profit attributable to shareholders of -217 million yuan, with a basic earnings per share of -0.404 yuan [1][3] Group 2 - The increase in revenue was primarily driven by a recovery in business and significant success in overseas operations, with overseas revenue growing over 100% year-on-year, accounting for 31.23% of total revenue [3] - Despite the revenue growth, the company has faced challenges due to the slow recovery of domestic demand and delays in some overseas projects caused by regional issues [3] - Suzhou Keda has incurred losses for three consecutive years, with a cumulative loss of 1.267 billion yuan over the past three and a half years, raising concerns about its future profitability [3]

苏州科达科技股份有限公司 2025 年第一次临时股东大会 会议资料 二〇二五年九月 1 一、会议时间、地点及投票方式 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 二、会议主持人：公司董事长 陈冬根先生 三、会议议程 2 1、现场会议时间：2025 年 9 月 16 日 下午 14:00 2、现场会议地点：苏州市高新区金山路 131 号 公司会议室 3、网络投票的系统、起止日期和投票时间 1）网络投票系统：上海证券交易所股东大会网络投票系统 2）网络投票起止时间：自 2025 年 9 月 16 日至 2025 年 9 月 16 日 会议须知 1、主持人宣布 2025 年第一次临时股东大会开始； 2、听取大会有关议案并审议： 1）《关于变更公司注册资本的议案》 2）《关于增加公司经营范围的议案》 3）《关于修订<公司章程>及部分治理制度的议案》 3、选举大会计票人、监票人； 4、与会股东表决； 5、统计现场会议表决结果 ...

Core Viewpoint - Suzhou Keda (603660) reported a revenue increase of 13.24% year-on-year for the first half of 2025, but the net profit remains negative, indicating ongoing financial challenges despite some operational improvements [1] Financial Performance - Total revenue for the first half of 2025 reached 475 million yuan, up from 419 million yuan in the same period of 2024, reflecting a growth of 13.24% [1] - The net profit attributable to shareholders was -217 million yuan, an improvement of 16.25% compared to -259 million yuan in the previous year [1] - The gross profit margin decreased to 58.31%, down 2.91% year-on-year, while the net profit margin improved to -46.05%, a 25.36% increase from the previous year [1] - Total expenses (sales, management, and financial) amounted to 307 million yuan, accounting for 64.62% of revenue, a decrease of 12.23% year-on-year [1] Cash Flow and Debt Management - The company experienced a significant decrease in cash and cash equivalents, down 34.53% to 256 million yuan, attributed to ongoing negative cash flow from operating activities [1][2] - The company’s short-term borrowings increased by 42.54%, indicating a reliance on debt financing [3] - The net cash flow from operating activities improved by 46.34%, suggesting better expense management and inventory optimization [6] Operational Insights - The company has been actively expanding its business, leading to a 13.24% increase in revenue, with some success in overseas market development [4] - Research and development expenses decreased by 7.41%, reflecting a strategic shift in resource allocation [5] - The company maintains a focus on innovation, believing it is crucial for long-term stability and growth, despite current revenue challenges [9] Business Model and Market Position - The business model relies heavily on research and marketing, necessitating a thorough examination of the underlying drivers of these areas [8] - Historical data indicates a median Return on Invested Capital (ROIC) of 14.58%, with significant fluctuations in performance, including a notably poor ROIC of -21.39% in 2022 [7]

Group 1 - As of August 27, 2025, Suzhou Keda's stock price is 8.04 yuan, down 0.35 yuan or 4.17% from the previous trading day [1] - The trading volume on that day was 388,000 hands, with a transaction amount of 320 million yuan [1] - Suzhou Keda operates in the computer equipment industry, focusing on the research, development, production, and sales of video conferencing systems and network video surveillance products [1] Group 2 - For the first half of 2025, the company reported operating revenue of 475 million yuan, a year-on-year increase of 13.24% [1] - The net profit attributable to shareholders of the listed company was -217 million yuan [1] - The fifth board of directors and the seventh supervisory board meeting approved the company's 2025 semi-annual report [1] Group 3 - On August 27, 2025, the net outflow of main funds was 53.2051 million yuan, accounting for 1.24% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 48.3981 million yuan, representing 1.13% of the circulating market value [1]