财联社12月6日电，机器人概念股探底回升，柯力传感、新时达、爱仕达、五洲新材、建设工业等多股 午后涨停。 消息面上，昨日重庆市经济和信息化委员会等七部门联合发布重庆市支持具身智能机器人产业创新发展 若干政策措施。 ...

证券代码：603662 证券简称：柯力传感 公告编号：2024-040 答：您好，公司围绕"产业投资化+产业园区化+产业集团化+产业生态化+ 产业资本化"发展战略途径，搭建传感器行业生态体系，立志成为国内多种传感 器融合领军企业，砥砺奋进于全球机器人相关传感器核心供应商行列。目前公司 一维扭矩和六维传感器均已在给国内主要人形厂家送样测试，产品技术方面已基 本成熟。公司机器人传感器研发团队主要由柯力核心力传感器研发工程师组建， 并引进了一些有相关经验的工程师，同时公司现成的全产业链供应和制造体系， 为产品研发提供质量控制和最优的性价比。感谢您的关注！ 问题 2：六维力传感器在华为的进度如何？是直接和华为签约还是作为华为 的间接供应商？除了华为，还有哪几家机器人公司供货？哪几家送样了？ 宁波柯力传感科技股份有限公司 关于 2024 年第三季度业绩说明会召开情况的公告 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。 宁波柯力传感科技股份有限公司（以下简称"公司"）于 2024 年 12 月 2 日下 午 16:00-17:00，在上 ...

Core Viewpoint - The stock of Keli Sensor has experienced significant price increases, with three limit-up days within five trading days, resulting in a cumulative increase of 33.64% [1] Trading Performance - Keli Sensor recorded a trading volume of 36.99 million shares and a transaction amount of 1.73 billion yuan today, with a turnover rate of 13.17% [1] - The cumulative turnover rate over the recent period reached 60.27% [1] Market Capitalization - The total market capitalization of Keli Sensor in the A-share market is 14.42 billion yuan, while the circulating market capitalization stands at 14.38 billion yuan [1]

证券代码：603662 证券简称：柯力传感 公告编号：2024-039 宁波柯力传感科技股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2024 年 11 月 25 日（星期一 ）至 11 月 29 日（星期五） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮 箱 dmb@kelichina.com 进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 宁波柯力传感科技股份有限公司（以下简称"公司"）已于 2024 年 10 月 30 日发布公司 2024 年第三季度报告，为便于广大投资者更全面深入地了解公司 2024 年第三季度经营成果、财务状况，公司计划于 2024 年 12 月 02 日下午 16:00-17:00 举行 2024 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [2] Core Insights - The company reported a revenue of 919 million yuan for the first three quarters of 2024, representing a year-on-year increase of 14.03%. However, the net profit attributable to shareholders decreased by 10.74% to 191 million yuan [6] - The company has shown stable revenue growth primarily due to the consolidation of newly acquired subsidiaries, although profitability has faced slight pressure [6][7] - The company is focusing on sensor and industrial IoT sectors through investments and acquisitions, establishing a diversified business layout across multiple sensor categories [8] - The projected net profits for 2024, 2025, and 2026 are estimated at 305 million yuan, 364 million yuan, and 454 million yuan respectively, with corresponding EPS of 1.08, 1.29, and 1.62 yuan [8][9] Financial Performance Summary - For Q3 2024, the company achieved a revenue of 363 million yuan, a year-on-year increase of 21.87%, with a net profit of 74 million yuan, up by 0.38% [6] - The gross margin for the first three quarters of 2024 was 43.32%, slightly down by 0.35 percentage points year-on-year, while the net margin was 23.68%, down by 4.87 percentage points [6] - Operating cash flow for the first three quarters was 148 million yuan, reflecting a year-on-year increase of 28.28% [7] Business Segmentation and Forecast - The company’s revenue from mechanical sensors and instruments is projected to grow significantly, with expected revenues of 796.2 million yuan in 2024, 915.6 million yuan in 2025, and 1,053 million yuan in 2026 [10] - The industrial IoT and system integration segment is also expected to see growth, with revenues forecasted at 361.6 million yuan in 2024 and 470.1 million yuan in 2025 [10] - The overall revenue forecast for the company is 1,268.8 million yuan in 2024, 1,520.3 million yuan in 2025, and 1,832.5 million yuan in 2026, indicating a robust growth trajectory [10][12]

Summary of Conference Call Notes Company and Industry Overview - The conference call discusses the financial performance and strategic outlook of a company involved in the sensor industry, particularly focusing on multi-physical quantity sensors and robotics applications. Key Points and Arguments Financial Performance - Gross profit margin remains stable at approximately 43%, with no significant growth or decline compared to the previous year, primarily due to the consolidation of holding companies affecting the third quarter results [1] - Net profit has shown a narrowing decline, with a decrease of about 10.74% year-over-year in the third quarter, translating to a reduction of 23 million [2] - Government subsidies have decreased compared to the previous year, impacting overall financial support for the company [3] - The company experienced a decline in investment income, with a significant drop in financial returns from wealth management products, leading to a negative impact on overall profitability [5] Revenue and Growth Projections - The company anticipates a revenue increase of approximately 900 million to 1 billion for the fourth quarter, with total annual revenue projected between 1.27 billion to 1.3 billion, reflecting an 18-20% growth compared to the previous year [6][7] - The company aims to maintain net profit around 300 million, with a focus on improving the quality of earnings despite external economic pressures [8] - Future revenue growth is expected to be driven by acquisitions and the integration of new companies into the revenue stream, with a target of doubling revenue to 2 billion by 2026 [11] Strategic Initiatives - The company is actively pursuing acquisitions in the sensor sector, including various types of sensors such as temperature, water quality, and electrical sensors, to build a comprehensive sensor ecosystem [35] - There is a focus on expanding into the industrial automation and IoT sectors, leveraging the company's sensor technology to enhance operational efficiencies [36] - The company is exploring partnerships in the robotics field, particularly in humanoid robots, with ongoing collaborations with several enterprises [12][13] Market Dynamics and Challenges - The company faces challenges in domestic sales, which have slightly declined by about 10%, while international sales remain stable [16] - The overall economic environment and industrial performance are closely linked, affecting product demand and sales growth [16] - The company is committed to maintaining a competitive edge through cost control and production efficiency, particularly in the context of rising material costs [24][25] Future Outlook - The company is optimistic about its growth trajectory, with expectations of stable performance in upcoming financial reports barring any significant macroeconomic disruptions [10] - The management emphasizes the importance of strategic acquisitions and operational integration to achieve long-term growth objectives [32] Additional Important Information - The company is focusing on enhancing its production capabilities and cost efficiency through automation and in-house manufacturing of key components [25][26] - There is a strong emphasis on maintaining a competitive pricing strategy to attract downstream customers, particularly in the robotics and automation sectors [20] - The management acknowledges the complexities and risks associated with overseas acquisitions but remains open to exploring international opportunities in the future [37]

Investment Rating - Strong Buy (Maintained) with a target price of 47.7 RMB, compared to the current price of 32.07 RMB [1] Core Views - Revenue growth accelerated in Q3 2024, with both revenue and profit increasing YoY [1] - The company achieved a revenue of 3.63 billion RMB in Q3 2024, a YoY increase of 21.87%, and a net profit of 0.74 billion RMB, a YoY increase of 43.17% [1] - Gross margin and net margin in Q3 2024 were 23.88% and 6.33%, respectively, with R&D expenses accounting for 7.1% of revenue [1] - The company completed the acquisition of Taizi Automation and Ruibide Sensing, enriching its product portfolio and accelerating its "Sensor Forest" strategy [1] - The company is making significant progress in robotics sensors, particularly in six-dimensional force sensors, with products already being sampled by domestic collaborative and humanoid robot customers [1] Financial Performance - Revenue for the first three quarters of 2024 was 9.19 billion RMB, a YoY decrease of 10.47%, while net profit was 1.91 billion RMB, a YoY increase of 3.67% [1] - The company's total assets are expected to grow from 3.838 billion RMB in 2023 to 5.606 billion RMB in 2026, with revenue projected to increase from 1.072 billion RMB in 2023 to 1.933 billion RMB in 2026 [3] - Net profit attributable to shareholders is forecasted to grow from 312 million RMB in 2023 to 564 million RMB in 2026, with EPS increasing from 1.11 RMB to 2.00 RMB over the same period [3] - The company's gross margin is expected to remain stable at around 44% from 2024 to 2026, with ROE improving from 12.3% in 2023 to 15.9% in 2026 [3] Strategic Developments - The company is expanding its product matrix in the robotics sensor market, focusing on multi-physical quantity sensor integration, including force, touch, vision, and inertial navigation sensors [1] - The company is leveraging its leading position in the domestic force sensor market to capitalize on the growth of emerging industries such as robotics [1] - The company is expected to benefit from the development of the robotics industry, with its product offerings and market position poised for rapid expansion [1] Industry Context - The company operates in the instrumentation and sensor industry, with a focus on expanding its presence in the robotics and automation sectors [1][2] - The industry is experiencing growth driven by advancements in robotics and automation, with the company well-positioned to benefit from these trends [1]

Investment Rating - The report maintains a "Buy" rating for the company, expecting a price increase of over 15% in the next 6-12 months [4][12]. Core Views - The company's revenue for the first three quarters of 2024 reached 919 million RMB, a year-on-year increase of 14.03%, while the net profit attributable to shareholders was 191 million RMB, a decrease of 10.74% [2][3]. - The third quarter of 2024 saw revenue of 363 million RMB, up 21.87% year-on-year, with a net profit of 74 million RMB, reflecting a year-on-year increase of 0.38% [2][3]. - The company is successfully expanding its sensor portfolio through acquisitions, which is expected to enhance its profitability in the industrial automation and humanoid robot sectors [4][3]. Summary by Sections Performance Review - Revenue growth is attributed to successful acquisitions, with contributions from subsidiaries such as Huahong Technology and Taozi Automation [3]. - The gross profit margin for Q3 2024 was 43.17%, slightly down from the previous year, primarily due to lower margins from acquired subsidiaries [3]. - Various expense ratios increased, driven by higher costs from newly acquired subsidiaries [3]. Financial Forecast and Valuation - Revenue projections for 2024-2026 are 1.271 billion RMB, 1.481 billion RMB, and 1.695 billion RMB, representing year-on-year growth rates of 18.5%, 16.59%, and 14.45% respectively [4][7]. - Net profit forecasts for the same period are 334 million RMB, 389 million RMB, and 442 million RMB, with growth rates of 6.92%, 16.33%, and 13.63% respectively [4][7]. - The report highlights the potential for continued growth through the integration of acquired companies into the company's sensor ecosystem [4].

Financial Performance - The company's operating revenue for Q3 2024 reached ¥363,496,374.10, representing a year-on-year increase of 21.87%[2] - The net profit attributable to shareholders for the same period was ¥73,794,885.09, showing a slight increase of 0.38% compared to the previous year[2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥58,968,335.64, reflecting a year-on-year increase of 0.36%[2] - Total operating revenue for the first three quarters of 2024 reached ¥918,764,697.58, an increase of 14.0% compared to ¥805,728,922.62 in the same period of 2023[13] - Net profit for the first three quarters of 2024 was ¥217,570,704.11, a decrease of 5.4% from ¥230,030,544.71 in the same period of 2023[14] - Earnings per share for the first three quarters of 2024 were ¥0.68, down from ¥0.75 in the same period of 2023[14] Assets and Liabilities - Total assets as of the end of the reporting period amounted to ¥4,340,486,304.59, an increase of 13.09% compared to the end of the previous year[4] - Total assets increased to CNY 4,340,486,304.59, up from CNY 3,838,081,061.92, representing a growth of approximately 13.1% year-over-year[10] - Current assets totaled CNY 2,565,845,734.94, compared to CNY 2,294,659,327.09 in the previous period, reflecting an increase of about 11.8%[11] - Total liabilities reached CNY 2,565,845,734.94, compared to CNY 2,294,659,327.09, indicating an increase of about 11.8%[11] - The company's total liabilities increased to ¥1,371,604,669.76 in Q3 2024, compared to ¥1,123,825,888.93 in Q3 2023, marking a growth of 22.0%[12] Cash Flow - The company reported a net cash flow from operating activities of ¥147,508,534.83, which increased by 28.28% year-on-year[2] - The total cash inflow from operating activities for the first three quarters of 2024 was approximately CNY 886.01 million, slightly up from CNY 885.77 million in the same period of 2023[15] - The net cash flow from operating activities increased to CNY 147.51 million in 2024, compared to CNY 114.99 million in 2023, representing a growth of 28.24%[15] - Cash inflow from investment activities rose significantly to CNY 1.14 billion in 2024, compared to CNY 795.38 million in 2023, marking an increase of 43.36%[16] - Cash inflow from financing activities decreased to CNY 418.38 million in 2024, down from CNY 720.50 million in 2023, reflecting a decline of 41.85%[16] Goodwill and Borrowings - The company experienced a significant increase in goodwill by 108.46%, primarily due to the consolidation of newly acquired subsidiaries[7] - The company reported a significant increase in goodwill, which rose to CNY 260,046,021.73 from CNY 124,746,279.69, representing a growth of approximately 108%[11] - The company’s short-term borrowings increased by 9.94%, attributed to the addition of new subsidiaries[7] - Short-term borrowings increased to CNY 509,924,031.34 from CNY 436,524,205.73, reflecting a rise of approximately 16.8%[11] Research and Development - Research and development expenses for the first three quarters of 2024 amounted to ¥78,028,838.33, compared to ¥65,061,494.96 in the same period of 2023, reflecting a year-on-year increase of 19.9%[13] Other Information - The company has not indicated any changes in major shareholders or significant events affecting the stockholder structure during the reporting period[10] - The company did not provide any new product or technology development updates in this quarter's report[10]

证券代码：603662 证券简称：柯力传感 公告编号：2024-038 宁波柯力传感科技股份有限公司 关于与专业投资机构共同投资设立产业基金的 进展公告 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。 一、与专业投资机构共同投资概述 2、统一社会信用代码：91330205MAE0XEQ49E 3、出资额：柒仟万元整 4、成立日期：2024年9月24日 5、类型：有限合伙企业 6、执行事务合伙人：深圳市时代伯乐创业投资管理有限公司（委派代表： 蒋国云） 7、主要经营场所：浙江省宁波市江北区人民路183号、189号1-97 宁波柯力传感科技股份有限公司（以下简称"公司"）与宁波市江北区资 产经营有限公司、深圳市时代伯乐创业投资管理有限公司、深圳市勤永兴科技 有限公司于2024年9月6日签订了《宁波传感谷创业投资基金合伙企业（有限合 伙）合伙协议》，共同投资设立宁波传感谷创业投资基金合伙企业（有限合伙） （以下简称"基金"、"产业基金"、"合伙企业"），合伙企业认缴出资总 额7,000万元，公司作为有限合伙人以自有资金认缴出资额5, ...