Core Viewpoint - The company Keli Sensor (603662.SH) announced a planned reduction in shareholding by key shareholders due to personal funding needs, which may impact market perception and stock liquidity [1] Shareholder Reduction Details - Shareholder Lu Zhonggeng plans to reduce his holdings by up to 1.35 million shares, representing 0.4807% of the company's total share capital, through centralized bidding within three months after the announcement [1] - Shareholder Huang Zhaoxia intends to reduce his holdings by up to 100,879 shares, accounting for 0.0359% of the company's total share capital, also through centralized bidding at market prices [1]

Core Viewpoint - The announcement reveals a share reduction plan by the controlling shareholder's associates, indicating personal financial needs and potential market implications for the company [2][3]. Group 1: Share Reduction Details - The share reduction plan involves associates of the controlling shareholder, Lu Zhonggeng and Huang Zhaoxia, who plan to sell their entire holdings due to personal financial needs [2]. - Lu Zhonggeng intends to reduce his holdings by up to 1,350,000 shares, representing 0.4807% of the total share capital, while Huang Zhaoxia plans to reduce by up to 100,879 shares, accounting for 0.0359% of the total share capital [2]. - The total market value of the shares to be reduced, based on the current share price of 68.72 yuan, is approximately 99.7 million yuan [3]. Group 2: Timeline and Impact - The reduction will take place within three months, starting from November 6, 2025, to February 5, 2026, following a 15 trading day period after the announcement [3]. - The implementation of this share reduction plan is stated to have no significant impact on the company's governance structure or ongoing operations [4]. Group 3: Shareholding Structure - As of the announcement date, the controlling shareholder, Ke Jiandong, holds approximately 44.97% of the company's shares [5].

Core Viewpoint - The company Keli Sensor (603662.SH) announced plans for major shareholders to reduce their holdings of unrestricted circulating shares due to personal funding needs [1] Group 1: Shareholder Reduction - Shareholder Lu Zhonggeng plans to reduce his holdings by up to 1.35 million shares, accounting for 0.4807% of the company's total share capital [1] - Shareholder Huang Zhaoxia intends to reduce his holdings by up to 100,900 shares, representing 0.0359% of the company's total share capital [1] - Both reductions will be executed through centralized bidding at market prices [1]

证券代码：603662 证券简称：柯力传感 公告编号：2025-040 宁波柯力传感科技股份有限公司 关于控股股东的一致行动人集中竞价减持股份计划 公告 本公司董事会、全体董事及相关股东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： 1 | 股东名称 | 黄朝霞 | | | | | --- | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | | √是 | □否 | | | 直接持股 | 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | | □是 | √否 | | | 其他：不适用 | | | | | 持股数量 | 100,879股 | | | | | 持股比例 | 0.0359% | | | | | 当前持股股份来源 | IPO 前取得：42,891股 | | | | | | 其他方式取得：57,988股 | | | | 注：其他方式取得是指以资本公积转增股本方式取得。 控股股东的一致行动人持股的基本情况 本次减持主体为宁波柯力传感科技股份有限公司（以下简 ...

Core Viewpoint - The company, Keli Sensor (603662), announced that its controlling shareholders, Lu Zhonggeng and Huang Zhaoxia, plan to reduce their holdings in the company through centralized bidding transactions [1] Summary by Categories Shareholder Actions - Lu Zhonggeng intends to reduce his holdings by no more than 1.35 million shares, accounting for 0.4807% of the company's total share capital [1] - Huang Zhaoxia plans to reduce his holdings by no more than 100,900 shares, representing 0.0359% of the company's total share capital [1] - The total proposed reduction by both shareholders amounts to no more than 1.4509 million shares, which is 0.5166% of the company's total share capital [1]

Group 1 - The core point of the article is that the major shareholders of Keli Sensor, specifically Lu Zhonggeng and Huang Zhaoxia, plan to reduce their holdings due to personal financial needs [1] - Lu Zhonggeng holds 1.35 million shares, accounting for 0.4807% of the total share capital, while Huang Zhaoxia holds approximately 100,000 shares, accounting for 0.0359% of the total share capital [1] - The share reduction will occur through centralized bidding transactions within three months after the announcement, with a maximum of 1.35 million shares for Lu and 100,000 shares for Huang, with prices determined by market conditions [1]

Core Viewpoint - The controlling shareholder's concerted action parties plan to reduce their holdings in the company through centralized bidding within a specified timeframe [1] Group 1 - The concerted action party, Lu Zhonggeng, holds 1.35 million shares, accounting for 0.4807% of the company, and plans to reduce up to 1.35 million shares during the period from November 6, 2025, to February 5, 2026 [1] - Another concerted action party, Huang Zhaoxia, holds 100,900 shares, representing 0.0359% of the company, and intends to reduce up to 100,900 shares in the same timeframe [1] - The reduction in shares will be executed at market price [1]

Core Viewpoint - The stock of Keli Sensor has shown fluctuations, with a recent increase of 2.10% but a decline of 9.96% over the last five trading days, indicating volatility in investor sentiment and market performance [1]. Company Overview - Keli Sensor Technology Co., Ltd. was established on December 30, 2002, and went public on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [2]. - The main revenue sources for Keli Sensor are: mechanical sensors and instruments (48.70%), industrial IoT and system integration (41.12%), and other categories including temperature sensors (1.53%) and current/voltage sensors (1.51%) [2]. Financial Performance - As of June 30, Keli Sensor reported a total of 63,800 shareholders, a decrease of 8.47% from the previous period. The average circulating shares per person increased by 9.25% to 4,401 shares [3]. - For the first half of 2025, Keli Sensor achieved a revenue of 685 million yuan, representing a year-on-year growth of 23.40%. The net profit attributable to shareholders was 173 million yuan, up 47.93% year-on-year [3]. Dividend and Shareholding Structure - Since its A-share listing, Keli Sensor has distributed a total of 453 million yuan in dividends, with 251 million yuan distributed over the past three years [4]. - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.386 million shares, a decrease of 1.0046 million shares from the previous period. The Southern CSI 1000 ETF increased its holdings by 245,100 shares [4].

Investment Rating - Industry rating is maintained at "Outperform the Market" [5] Core Insights - The emergence of billion-level orders in the embodied intelligence sector indicates accelerated commercialization, with significant contracts signed recently, including a multi-billion yuan framework order for the ZhiYuan Spirit G2 robot and a record-breaking 260 million yuan project with ShiHua Cultural Tourism [1][2] - The rapid expansion of the market is supported by strategic collaborations among listed companies and local policies, with the Chinese embodied intelligence market expected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market [2] - The industry is witnessing a systematic leap, driven by technological breakthroughs and supportive policies, solidifying China's leading position in the global robotics industry [2] Company Summaries - **Aobi Zhongguang**: A leading company in 3D visual perception, deeply partnered with Microsoft and Nvidia, holding over 70% market share in domestic service robot visual sensors [3] - **Keli Sensor**: A leading manufacturer of strain sensors, with a complete product series developed for humanoid robots, mastering key technologies such as structural decoupling and high-speed sampling communication [3]

Core Insights - The company has focused on the sensor and related instrument manufacturing sector since its establishment in 1995, achieving a stable performance with a leading position in the market [1] - The Internet of Things (IoT) segment is rapidly expanding, with projected revenue of 533 million yuan in 2024, representing a year-on-year growth of 69.34% [1] - The sensor industry is experiencing continuous growth, with the Chinese sensor market expected to reach 406.12 billion yuan in 2024, reflecting an 11.4% year-on-year increase [1] Company Strategy - The company aims to create a "sensor forest" through external investments, focusing on four key investment areas: industrial measurement and control, smart logistics, energy and environmental measurement, and robotic sensors [2] - As of the end of 2024, the company has completed nine strategic investments and has over 23 subsidiaries related to sensors and IoT [2] - Three industrial parks are being developed in Ningbo, Zhengzhou, and Shenzhen, covering approximately 300,000 square meters, to foster industry clustering and collaboration [2] Product Development - The company is expanding its product offerings in humanoid robot sensors, having delivered samples to over 50 domestic clients, with some entering the bulk order phase [3] - Investments have been made in tactile and inertial sensors, with collaborations established with various enterprises and academic institutions [3] Financial Projections - Revenue forecasts for 2025-2027 are 1.54 billion yuan, 1.84 billion yuan, and 2.17 billion yuan, with year-on-year growth rates of 18.90%, 19.28%, and 18.16% respectively [4] - Net profit attributable to the parent company is projected to be 340 million yuan, 402 million yuan, and 485 million yuan for the same period, with growth rates of 30.59%, 18.11%, and 20.79% respectively [4] - The company is rated as "buy" based on its strategic layout and expected performance growth [4]