Key Points Company and Industry Overview 1. **Company Overview**: Keli Sensing is a leading domestic force sensor company with a market share of 1st place. It has a high, medium, and low-end brand combination, achieving differentiated competition. The company's revenue and profit have steadily grown, with a compound annual growth rate (CAGR) of 6.55% in revenue and 15% in net profit from 2014 to 2023. The gross margin and net profit margin have continued to improve. Keli Sensing is actively diversifying its business, transforming from a single-force sensor to a multi-physical quantity sensor, and providing industrial internet solutions to enhance profitability. The company has a global layout, with overseas sales accounting for 30% and has completed quality system certifications in various countries, continuously expanding the international market. Keli Sensing is actively researching and developing new products such as six-axis force sensors and has sent samples for testing with customers such as Huawei, exploring new growth points. The company has expanded its business through mergers and acquisitions, but needs to pay attention to the performance guarantee and goodwill risk of subsidiaries. Keli Sensing has a wide layout of the Internet of Things ecosystem, establishing ten IoT business units to provide a comprehensive solution and enhance customer stickiness [2]. 2. **Industry Overview**: The company's main business is force sensors and related instruments, accounting for more than 60% of total revenue; followed by industrial internet and system integration, accounting for 30%; and other physical quantity sensors and miscellaneous businesses accounting for about 10% [3]. The company has maintained the first market share in the domestic force sensor market since 2001 and has continuously launched multi-physical quantity sensors such as tensile and tilt, weight and tilt, etc. In addition, the company has also invested in and participated in the fields of light curtain sensors, pressure sensors, Zhongshan food automation production lines, and coal mine Internet of Things through mergers and acquisitions to achieve transformation [3]. 3. **Market Size and Growth**: The market size of the industry is large, with a compound annual growth rate of about 10%, and the total market size is about 50 billion yuan. There are many types of sensors, including force sensors, temperature sensors, acoustic sensors, optical sensors, inertial sensors, and position sensors, with wide downstream application fields. With the development of cutting-edge technologies such as artificial intelligence, the Internet of Things, and 5G, the market size remains stable and continues to grow [9]. Core Views and Arguments 1. **Market Position and Core Competitiveness**: Keli Sensing maintains the first market share in the domestic force sensor market and has high-end, medium-end, and high-cost performance brands to open up the market and achieve differentiated competition. The company has a sound overseas sales network, including Asia, Europe, America, Oceania, and Africa, and has completed quality system certifications in various countries, which helps to open up the overseas market. Currently, overseas sales account for 30%. In addition, the company actively transforms through mergers and acquisitions, from a single physical quantity to a multi-physical quantity layout, providing industrial internet solutions, improving customer stickiness, and enhancing profitability [4]. 2. **Future Growth Points**: The main growth points come from the following aspects: first, the continuous launch of new multi-physical quantity products such as six-axis force sensors, and the testing of samples with customers such as Huawei; second, expanding the business scope through mergers and acquisitions to increase the contribution of subsidiaries' performance; and third, increasing the proportion of overseas sales to further expand in the global market. In addition, the company's traditional business such as force sensors will still maintain stable growth, providing support for overall performance [5]. 3. **Response to Macroeconomic Environment Changes**: As a general product, the demand for force sensors is greatly affected by macroeconomic fluctuations. For example, in 2023, due to economic downturn, the shipment volume decreased by 15%, and related instruments decreased by 31%. To respond to this situation, the company actively expands diversified businesses, expands new fields through mergers and acquisitions, and increases the proportion of overseas sales to diversify risks. In addition, the company relies on its many years of accumulated market network and brand advantages, as well as high gross margin and net profit margin levels, to maintain strong profitability in the face of short-term economic fluctuations [6]. Other Important Content 1. **Recent Important Measures or Plans**: The company has actively transformed through mergers and acquisitions, from a single physical quantity to a multi-physical quantity layout, including the development of new products such as six-axis force sensors. At the same time, it has conducted sample testing with customers such as Huawei to open up new growth space. In addition, the company continuously improves its global sales network and increases the proportion of overseas income. Currently, it has completed quality system certifications in various countries, which helps to further open up the international market. These measures will help the company enhance its overall competitiveness and achieve long-term stable growth [7]. 2. **Development Trends and Potential Risks of Subsidiaries**: With the advancement of strategic layout, the number of subsidiaries may increase, but there are also certain risks. Many companies will involve performance guarantee in the process of acquisition or participation, and some companies may not be able to complete the expected performance. In addition, goodwill may also be relatively high. However, at present, most subsidiaries have completed the performance guarantee, indicating that the company has strong strategic investment vision and external investment capabilities. This strong strategic investment capability can ensure the growth of the company and make business expansion and transformation more smooth [8]. 3. **Application of Flow and Pressure Sensors**: Flow sensors and pressure sensors have a high proportion in downstream applications. Flow sensors account for about 21% of downstream applications, while pressure sensors account for 15%. With a total market size of 500 billion yuan, the market space for industrial pressure and force sensors is at least 70-80 billion yuan. Therefore, the company's industry track has the space to support rapid growth. Currently, the company's revenue is about 1 billion yuan, and its market share is the first in the country, but there is still room for improvement [10]. 4. **Advantages and Development Potential of Keli Sensing in the Sensor Field**: Keli Sensing has significant competitive advantages in the sensor field. First, the company has strong financial strength, as a listed company, its cash flow and revenue performance are excellent, which provides strong guarantees for its scaled production. Compared with many first-tier companies, due to difficulties in financing, production capacity expansion is limited, while Keli Sensing can continuously support the improvement of research and development and production capabilities. Second, the company actively lays out multi-physical quantity sensors, transforming from a single-force sensor company to a platform-type company, continuously enhancing product categories. This not only helps to expand industrial Internet and other businesses but also provides integrated solutions for downstream customers to improve customer stickiness. In addition, the company has established multiple industrial parks, such as Ningbo, Shenzhen, and Zhengzhou, and has centralized the subsidiaries acquired through mergers and acquisitions in industrial parks to strengthen internal collaboration. At the same time, it is convenient for customers to enter, further understand customer needs, and provide customized solutions. This three-dimensional strategic layout helps to increase customer stickiness and improve solution capabilities. Finally, the company has laid out 6 "1" sensors in the field of humanoid robots, which will greatly expand the company's future development space. According to the forecast, the company's net profit in 2024, 2025, and 2026 will be 300 million yuan, 360 million yuan, and 450 million yuan respectively. Currently, the valuation level is high, but if there is a correction, it will be an opportunity for investors to intervene. With the development of related events in the field of humanoid robots, it is expected to further promote the growth of the company [22]. 5. **Specific Layout of Keli Sensing in the Internet of Things Ecosystem**: Keli Sensing has made a wide layout in the Internet of Things ecosystem. The company has established ten IoT business units, entering multiple fields through investment and mergers and acquisitions, including non-stop detection, lithium battery crane unmanned operation, logistics warehousing, and industrial robots. These layouts enable the company to provide comprehensive one-stop solutions for customers and enhance customer stickiness. In addition, the company has strengthened internal collaboration and external cooperation through the construction of industrial parks. Industrial parks have been established in Ningbo, Shenzhen, Zhengzhou, and other places, and the subsidiaries acquired through mergers and acquisitions are centralized for management. At the same time, customers are attracted to enter, which not only improves internal efficiency but also shortens the distance with customers, enabling the company to better understand and meet customer needs, and provide more customized, efficient solutions. This vertical integration and horizontal expansion development strategy enables Keli Sensing to continuously promote the construction of its Internet of Things ecosystem, laying a solid foundation for future development [23].

证券代码：603662 证券简称：柯力传感 公告编号：2024-043 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 宁波柯力传感科技股份有限公司（以下简称"公司"） 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》，与专业投资 机构深圳市时代伯乐创业投资管理有限公司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"、"传感谷基金"、"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5,500万元，出资占比78.57%。具体内容详见公司于2024年9月7日在上 海证券交易所网站（www.sse.com.cn）披露的《柯力传感关于与专业投资机构 共同投资设立产业基金的公告》（公告编号：2024-035）。 二、与专业投资机构共同投资的进展情况 （一）基金第一期资金募集情况 截至本公告披露日，各合伙人根据合伙协议的约定完成第一期出资 ...

Group 1 - The core point of the news is that Zhejiang Boyuan Electronic Technology Co., Ltd. has undergone a business change, with Keli Sensor becoming a new shareholder holding 67% of the shares [1] Group 2 - Zhejiang Boyuan Electronic Technology Co., Ltd. was established in 2016, and its legal representative is Shi Qinglei [2] - The company's main business involves providing structural health monitoring system solutions, covering areas such as bridges, dams, tunnels, highway slopes, transmission towers, high-rise structures, and blasting vibrations [2]

Company Performance - The stock price of Keli Sensor has reached a new historical high, with 14 trading days in the past month where the stock price set new records [1] - As of 10:00, the stock is up 4.14%, priced at 88.20 yuan, with a trading volume of 24.47 million shares and a transaction amount of 2.07 billion yuan, resulting in a turnover rate of 8.71% [1] - The latest total market capitalization of the stock in A-shares is 24.84 billion yuan, with a circulating market value of 24.77 billion yuan [1] Industry Overview - The mechanical equipment industry, to which Keli Sensor belongs, has an overall decline of 0.53%, with 162 stocks rising and 3 stocks hitting the daily limit [1] - The stocks with the largest declines in the industry include ST Zhiyun, Tai'er Co., and Zhuoran Co., with declines of 20.02%, 9.96%, and 9.29% respectively [1] Financial Data - According to the company's Q3 report, it achieved a revenue of 919 million yuan in the first three quarters, representing a year-on-year growth of 14.03% [1] - The net profit for the same period was 191 million yuan, showing a year-on-year decrease of 10.74% [1] - The basic earnings per share are 0.6800 yuan, with a weighted average return on equity of 7.42% [1] Margin Trading - As of December 11, the latest margin trading balance for the stock is 954 million yuan, with a financing balance of 954 million yuan, which has increased by 386 million yuan over the past 10 days, reflecting a growth of 68.10% [1]

证券代码：603662 证券简称：柯力传感 公告编号：2024-042 宁波柯力传感科技股份有限公司（以下简称"公司"或"柯力传感"） 股票于2024年12月10日、12月9日连续2个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。鉴于公司股票价格短期涨幅较大，可能存在非理性炒作风险，公司提醒广大 投资者注意二级市场交易风险，理性决策，审慎投资。 经公司自查并向控股股东、实际控制人书面发函查证，截至本公告披露 日，确认不存在应披露而未披露的重大事项或重大信息。 截至2024年12月10日，公司最新的TTM市盈率为77.93倍，处于历史最高 水平。公司连续3个交易日内的累计换手率为25.79%，与以往相比，股票交易量 大幅增长。敬请广大投资者注意投资风险。 公司目前生产经营活动正常，基本面未发生重大变化，敬请广大投资者 注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于2024年12月10日、12月9日连续2个交易日内收盘价格涨幅偏离值 累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 ...

宁波柯力传感科技股份有限公司: 本人已于 2024年 | 2月 17日收到公司发来的《关于宁波柯力传感科技股份 有限公司股票交易异常波动问询函》,经本人及一致行动人认真自查,现回复如 下:本人作为宁波柯力传感科技股份有限公司的控股股东及实际控制人,截至目 前,本人及一致行动人不存在影响公司股票交易异常波动的重大事项,不存在其 他应披露而未披露的重大信息,包括但不限于并购重组、股份发行、债务重组、 业务重组、资产剥离和资产注入等重大事项。 本人及一致行动人在公司股票交易异常波动期间未买卖公司股票。 特此回复。 控股股东及实际控制人 关于宁波柯力传感科技股份有限公司 股票交易异常波动问询函的回复 2024年 12月 10 日 ...

财联社12月10日电，柯力传感公告，公司股票于2024年12月10日、12月9日连续2个交易日内收盘价格涨 幅偏离值累计超过20%，属于股票交易异常波动情形。 经公司自查并向控股股东、实际控制人书面发函查证，确认不存在应披露而未披露的重大事项或重大信 息。 公司目前生产经营活动正常，基本面未发生重大变化。 公司提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 截至2024年12月10日，公司最新的TTM市盈率为77.93倍，处于历史最高水平。 公司连续3个交易日内的累计换手率为25.79%，股票交易量大幅增长。 敬请广大投资者注意投资风险。 ...

Company Performance - Keyuan Sensing's stock price hit a new historical high, with the stock breaking new highs for 12 trading days in the past month [1] - The stock is currently up 10 00%, trading at 80 10 yuan, with a trading volume of 2256 12 million shares and a turnover of 1 751 billion yuan [1] - The stock's latest A-share total market capitalization reached 22 561 billion yuan, with a circulating market capitalization of 22 494 billion yuan [1] - The latest margin trading and securities lending data shows the stock's balance was 899 million yuan as of December 9, with a financing balance of 899 million yuan, an increase of 310 million yuan in the past 10 days, up 52 66% month-on-month [1] Industry Performance - The machinery and equipment industry, to which Keyuan Sensing belongs, has an overall increase of 2 45% [1] - Within the industry, 551 stocks are currently rising, with 10 stocks including Huachangda and Huizhou Intelligence hitting the daily limit up [1] - 24 stocks are currently falling, with ST Tianrui, Leo Group, and Daye Group leading the declines at 13 19%, 8 40%, and 6 98% respectively [1]

Group 1 - The stock price of Keli Sensor has reached a new historical high, with 11 trading days in the past month where the stock price set new records [1] - As of 09:32, the stock is up 6.75%, priced at 70.67 yuan, with a trading volume of 6.943 million shares and a transaction amount of 473 million yuan, resulting in a turnover rate of 2.47% [1] - The latest total market capitalization of Keli Sensor in A-shares is 19.905 billion yuan, with a circulating market value of 19.846 billion yuan [1] Group 2 - In the mechanical equipment industry, the overall increase is 0.27%, with 333 stocks rising and 5 stocks hitting the daily limit, including Huizhou Intelligent and Dongfang Zhizao [1] - Among the stocks that have decreased, 222 stocks are down, with 4 stocks hitting the daily limit, including Rifa Precision Machinery and Shandong Mining Machinery [2] - The latest margin trading balance for Keli Sensor as of December 6 is 832 million yuan, with a financing balance of 832 million yuan, which has increased by 308 million yuan in the last 10 days, representing a growth of 58.84% [2]

本人及一致行动人在公司股票异常波动期间未买卖公司股票。 特此回复。 控股股东及实际控制人: 2024 年 12 月 6 日 宁波柯力传感科技股份有限公司: 本人已于 2024 年 12 月 6 日收到公司发来的《关于宁波柯力传感科技股份有 限公司股票交易异常波动问询函》,经本人及一致行动人认真自查,现回复如下: 本人作为宁波柯力传感科技股份有限公司的控股股东及实际控制人，截至目前, 本人及一致行动人不存在影响公司股票交易异常波动的重大事项,不存在其他应 披露而未披露的重大信息,包括但不限于并购重组、股份发行、债务重组、业务 重组、 资产剥离和资产注入等重大事项。 关于宁波柯力传感科技股份有限公司 股票交易异常波动问询函的回复 ...