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） ...

9月15日，洛凯股份涨5.24%，截至发稿，报21.68元/股，成交1746.11万元，换手率0.52%，总市值34.69 亿元。 数据显示，招商基金旗下1只基金位居洛凯股份十大流通股东。招商量化精选股票发起式A（001917） 二季度新进十大流通股东，持有股数68.38万股，占流通股的比例为0.43%。根据测算，今日浮盈赚取约 73.85万元。 招商量化精选股票发起式A（001917）成立日期2016年3月15日，最新规模27.65亿。今年以来收益 38.26%，同类排名928/4222；近一年收益76.75%，同类排名1002/3802；成立以来收益271.09%。 资料显示，江苏洛凯机电股份有限公司位于江苏省常州市武进区洛阳镇永安里路101号，成立日期2010 年9月30日，上市日期2017年10月17日，公司主营业务涉及高、低压断路器关键部附件、智能环网柜及 其关键部附件的研发、生产和销售。主营业务收入构成为：断路器操作机构21.64%，成套柜部附件 19.94%，成套柜类产品18.88%，抽(框)架15.77%，其他产品12.29%，断路器9.44%，其他(补充)2.04%。 风险提示：市场有风险， ...

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]

招商量化精选股票发起式A（001917）成立日期2016年3月15日，最新规模27.65亿。今年以来收益 38.64%，同类排名883/4222；近一年收益76.85%，同类排名948/3800；成立以来收益272.12%。 招商量化精选股票发起式A（001917）基金经理为王平。 截至发稿，王平累计任职时间15年87天，现任基金资产总规模166.87亿元，任职期间最佳基金回报 272.12%， 任职期间最差基金回报-70.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月12日，洛凯股份涨5.04%，截至发稿，报20.42元/股，成交8070.65万元，换手率2.54%，总市值32.67 亿元。 资料显示，江苏洛凯机电股份有限公司位于江苏省常州市武进区洛阳镇永安里路101号，成立日期2010 年9月30日，上市日期2017年10月17日，公司主营业务涉及高、低压断路器关键部附件、智能环网柜及 其关键部附件的研发、生产和销售。主营业务收入构 ...

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]

Core Viewpoint - Jiangsu Luokai Mechanical & Electrical Co., Ltd. reported a revenue increase of 5.82% in the first half of 2025, but net profit decreased by 3.41% compared to the same period last year, indicating a mixed performance in financial results [2][3]. Company Overview and Financial Indicators - The company achieved operating revenue of CNY 1,091,433,647.61, up from CNY 1,031,435,697.43 in the previous year [2][3]. - Total profit for the period was CNY 73,293,742.97, down 27.25% from CNY 100,744,090.08 [2][3]. - Net profit attributable to shareholders was CNY 57,146,479.96, a decrease of 3.41% from CNY 59,161,898.76 [2][3]. - The company's total assets were CNY 3,342,085,576.33, a slight decrease of 0.38% from the previous year [2][3]. - Net assets attributable to shareholders increased by 5.32% to CNY 1,134,359,719.18 [2][3]. Industry and Main Business Situation - The company operates in the manufacturing sector, specifically in the production of distribution switchgear and control equipment [3]. - National statistics indicate a 3.7% year-on-year increase in total electricity consumption, which is expected to drive demand for distribution network equipment [3]. - The company is recognized as a national-level specialized and innovative small giant enterprise, indicating its strong position in the industry [3]. Operational Performance Analysis - The company continues to invest in new product development, particularly for renewable energy applications, and has maintained strong relationships with customers [4][5]. - The company has successfully launched new products tailored for the renewable energy sector, including high-performance circuit breakers and switchgear [5][6]. - International sales have also seen growth, with exports to countries like Italy, the Czech Republic, and South Korea increasing during the reporting period [5][6]. Research and Development - The company has established a comprehensive R&D system, focusing on high-end products and innovative technologies [12][13]. - Recent developments include the introduction of environmentally friendly switchgear that meets international standards, reflecting the company's commitment to sustainability [8][9]. Competitive Advantage - The company has built a strong competitive edge through its advanced manufacturing capabilities and a robust supply chain, allowing it to serve both domestic and international markets effectively [14][15]. - The management team possesses extensive industry experience, contributing to the company's strategic direction and operational efficiency [14][15].

证券代码：603829 证券简称：洛凯股份 公告编号：2025-045 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 二、董事会会议审议情况 具 体 内 容 详 见 公 司 于 2025 年 8 月 29 日 刊 登 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）以及公司指定披露媒体上的《2025 年半年度报告》及《2025 年半年度报告摘要》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 本议案在董事会审议前已经公司审计委员会审议通过。 的专项报告>的议案》。 具 体 内 容 详 见 公 司 于 2025 年 8 月 29 日 刊 登 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）以及公司指定披露媒体上的《2025 年半年度募集资金存放与 实际使用情况的专项报告》。 第四届董事会第四次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 江苏洛凯机电股份有限公司（以下简称"公司"）第四届董事会第四次会议 ...