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个别及连带责任。 重要内容提示： | 证券代码：603829 | 证券简称：洛凯股份 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：113689 | 债券简称：洛凯转债 | | 江苏洛凯机电股份有限公司 股票交易异常波动公告 江苏洛凯机电股份有限公司（以下简称"公司"）股票于 2025 年 9 月 12 日、9 月 15 日、9 月 16 日连续三个交易日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。 经公司自查，并书面征询公司控股股东及实际控制人，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。 根据中证指数有限公司发布的数据显示，公司所属的"电气机械和器材 制造业"最新滚动市盈率为 23.74 倍（2025 年 9 月 15 日），公司最新滚动市盈 率为 29.20 倍（2025 年 9 月 15 日），已高于行业市盈率，可能存在非理性炒作。 敬请广大投资者注意二级市场交易风险 ...

关于《江苏洛凯机电股份有限公司股票交易异常波动 问询函》的回复 江苏洛凯机电股份有限公司: 本公司于 2025年9月16日收到贵公司发来的《江苏洛凯机电股 份有限公司股票交易异常波动问询函》,经本公司自查,回复如下: 本公司作为贵公司的主要股东,截至目前,不存在影响贵公司股 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, 包括但不限于重大资产重组、发行股份、上市公司收购、债务重组、 业务重组、资产剥离和资产注入等重大事项。 江苏洛凯机电股份有限公司: 特此回复 主要股东:常州市 关于《江苏洛凯机电股份有限公司股票交易异常波动 问询函》的回复 本公司于 2025年9月16日收到贵公司发来的《江苏洛凯机电股 份有限公司股票交易异常波动问询函》,经本公司自查，回复如下: 本公司作为贵公司的主要股东,截至目前,不存在影响贵公司股 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, 包括但不限于重大资产重组、发行股份、上市公司收购、债务重组、 业务重组、资产剥离和资产注入等重大事项。 特此回复 主要股东:常州市洛盛投资 fk) = 16 H 关于《江苏洛凯机电股份有限公司股票交易异常波动 问 ...

格隆汇9月16日｜洛凯股份公告称，公司股票连续三个交易日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。经核实，公司近期日常经营情况及外部环境未发生重大变化，生产经营秩序正 常。公司、控股股东及实际控制人不存在影响公司股票交易价格异常波动的重大事项，不存在应披露而 未披露的重大信息。公司最新滚动市盈率高于行业市盈率，可能存在非理性炒作。 ...

南财智讯9月16日电，洛凯股份公告，公司股票于2025年9月12日、9月15日、9月16日连续三个交易日收 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》的规定，属于股票交易异常波动。 经公司自查，近期日常经营情况及外部环境未发生重大变化，内部生产经营秩序正常。公司、控股股东 及实际控制人不存在影响公司股票交易价格异常波动的重大事项，未发现可能或已经对公司股票交易价 格产生影响的媒体报道或市场传闻。公司董事、监事、高级管理人员、控股股东及其一致行动人在股票 异常波动期间未买卖公司股票。公司最新滚动市盈率为29.20倍，高于行业平均市盈率23.74倍，可能存 在非理性炒作。敬请投资者注意投资风险。 ...

Market Overview - The grid equipment sector increased by 0.32% compared to the previous trading day, with Luokai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Luokai Co., Ltd. (603829) closed at 24.93, up 10.02% with a trading volume of 79,400 shares and a transaction value of 194 million [1] - Hangdian Co., Ltd. (603618) closed at 7.59, up 10.00% with a trading volume of 415,400 shares [1] - Songsheng Co., Ltd. (301002) closed at 41.80, up 8.01% with a trading volume of 120,100 shares [1] - Weiteng Electric (688226) closed at 51.82, up 7.71% with a trading volume of 102,400 shares [1] Underperformers - Kelin Electric (603050) closed at 17.10, down 3.06% with a trading volume of 188,400 shares [2] - Jiusong Electric (301082) closed at 18.57, down 2.26% with a trading volume of 99,200 shares [2] - Tereader (300001) closed at 24.47, down 1.69% with a trading volume of 308,900 shares [2] Capital Flow - The grid equipment sector experienced a net outflow of 841 million from institutional investors, while retail investors saw a net inflow of 716 million [2] - The main capital inflow and outflow for selected stocks in the sector indicate varying investor sentiment [3] Notable Capital Movements - Hangdian Co., Ltd. (603618) had a net inflow of 89.76 million from main capital, but a net outflow of 43.69 million from speculative capital [3] - Luokai Co., Ltd. (603829) saw a net inflow of 30.27 million from main capital, with a net outflow of 8.71 million from speculative capital [3]

每经AI快讯，9月16日，洛凯股份涨停走出2连板，2天累计涨幅达21.02%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news is that Luokai Co., Ltd. has seen a stock price increase of 5.24%, reaching 21.68 yuan per share, with a total market capitalization of 3.469 billion yuan [1] - Luokai Co., Ltd. specializes in the research, production, and sales of key components for high and low voltage circuit breakers, smart ring network cabinets, and their critical components [1] - The company's main business revenue composition includes: circuit breaker operating mechanisms (21.64%), complete cabinet accessories (19.94%), complete cabinet products (18.88%), frame (15.77%), other products (12.29%), circuit breakers (9.44%), and others (2.04%) [1] Group 2 - Among the top ten circulating shareholders of Luokai Co., Ltd., a fund under China Merchants Fund has entered the list, holding 683,800 shares, which accounts for 0.43% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A (001917) has achieved a year-to-date return of 38.26%, ranking 928 out of 4222 in its category, and a one-year return of 76.75%, ranking 1002 out of 3802 [2] - The fund manager, Wang Ping, has a total fund asset scale of 16.687 billion yuan, with the best fund return during his tenure being 271.09% [3]

Group 1 - The core viewpoint of the news is that the power equipment sector experienced a decline of 0.5% on the previous trading day, with 聚星科技 leading the losses [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] - The power equipment sector saw significant individual stock movements, with 崧盛股份 rising by 8.94% and 聚星科技 falling by 4.95% [1][2] Group 2 - The trading volume for the power equipment sector showed a net outflow of 9.35 billion yuan from institutional funds, while retail investors contributed a net inflow of 8.54 billion yuan [2] - The top gainers in the sector included 崧盛股份, 南网科技, and 大烨智能, with respective increases of 8.94%, 6.70%, and 5.76% [1] - Conversely, the top losers included 聚星科技, 温州宏丰, and 良信股份, with respective declines of 4.95%, 3.81%, and 3.31% [2]

Group 1 - The core viewpoint of the news is that Luokai Co., Ltd. has seen a stock price increase of 5.04%, reaching 20.42 CNY per share, with a total market capitalization of 3.267 billion CNY as of the report date [1] - Luokai Co., Ltd. specializes in the research, production, and sales of key components for high and low voltage circuit breakers, smart ring network cabinets, and their critical components, with a company establishment date of September 30, 2010, and a listing date of October 17, 2017 [1] - The main business revenue composition includes: circuit breaker operating mechanisms (21.64%), complete cabinet accessories (19.94%), complete cabinet products (18.88%), frame structures (15.77%), other products (12.29%), circuit breakers (9.44%), and supplementary products (2.04%) [1] Group 2 - Among the top ten circulating shareholders of Luokai Co., Ltd., a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock Fund A (001917), has newly entered the list, holding 683,800 shares, which accounts for 0.43% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A (001917) has achieved a year-to-date return of 38.64%, ranking 883 out of 4222 in its category, and a one-year return of 76.85%, ranking 948 out of 3800 [2] - The fund manager of China Merchants Quantitative Selected Stock Fund A is Wang Ping, who has a total tenure of 15 years and 87 days, with the fund's total asset size at 16.687 billion CNY [3]

Group 1 - The core viewpoint of the articles indicates that Luokai Co., Ltd. (603829) has reported mixed financial results for the first half of 2025, with a slight increase in revenue but a decline in net profit [1][2] - The total operating revenue for the reporting period reached 1.091 billion yuan, representing a year-on-year increase of 5.82%, while the net profit attributable to shareholders was 57.1465 million yuan, down 3.41% year-on-year [1] - In Q2, the operating revenue was 623 million yuan, up 4.62% year-on-year, but the net profit attributable to shareholders fell significantly by 28.38% to 29.2141 million yuan [1] Group 2 - The company's gross profit margin was reported at 18.27%, a decrease of 23.93% year-on-year, and the net profit margin was 6.08%, down 32.83% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 75.2302 million yuan, accounting for 6.89% of revenue, which is a decrease of 15.74% year-on-year [1] - The company's return on invested capital (ROIC) for the previous year was 10.76%, indicating an average capital return rate, while the historical median ROIC since listing is 10.7% [2] Group 3 - The company has a significant accounts receivable issue, with accounts receivable amounting to 1089.52% of the latest annual net profit [1][2] - The cash flow situation is concerning, with cash and cash equivalents to current liabilities ratio at only 83.8% [2] - The earnings per share (EPS) was reported at 0.36 yuan, reflecting a year-on-year decrease of 2.7% [1]