克来机电所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：IGBT概念、新 型工业化、机器视觉、汽车零部件、华为汽车等。 11月12日，克来机电盘中上涨2.05%，截至10:41，报19.91元/股，成交7781.75万元，换手率1.51%，总 市值52.20亿元。 资金流向方面，主力资金净流入621.69万元，特大单买入216.71万元，占比2.78%，卖出0.00元，占比 0.00%；大单买入1758.10万元，占比22.59%，卖出1353.12万元，占比17.39%。 克来机电今年以来股价涨0.34%，近5个交易日涨3.27%，近20日跌6.44%，近60日涨0.92%。 资料显示，上海克来机电自动化工程股份有限公司位于上海市宝山区罗东路1555号，成立日期2003年5 月30日，上市日期2017年3月14日，公司主营业务涉及现代机电智能装备、工业机器人系统集成的研 究、开发、制造。主营业务收入构成为：汽车零部件60.99%，智能装备产品37.92%，其他(补 充)1.09%。 截至9月30日，克来机电股东户数4.30万，较上期减少10.07%；人均流通股6101股，较上期增加 ...

11月11日，克来机电盘中上涨2.02%，截至10:09，报19.70元/股，成交3619.12万元，换手率0.71%，总 市值51.65亿元。 分红方面，克来机电A股上市后累计派现1.93亿元。近三年，累计派现6972.19万元。 资金流向方面，主力资金净流入297.12万元，特大单买入177.88万元，占比4.92%，卖出0.00元，占比 0.00%；大单买入449.35万元，占比12.42%，卖出330.11万元，占比9.12%。 机构持仓方面，截止2025年9月30日，克来机电十大流通股东中，华夏中证机器人ETF（562500）位居 第四大流通股东，持股434.13万股，相比上期增加80.88万股。易方达国证机器人产业ETF（159530）位 居第五大流通股东，持股293.51万股，为新进股东。天弘中证机器人ETF（159770）位居第六大流通股 东，持股173.17万股，相比上期增加30.10万股。香港中央结算有限公司位居第八大流通股东，持股 150.94万股，相比上期增加7.61万股。 克来机电今年以来股价跌0.72%，近5个交易日涨1.81%，近20日跌6.94%，近60日跌0.44%。 责任编 ...

克来机电成立于2003年5月30日，于2017年3月14日在上海证券交易所上市，注册地址和办公地址均为上海 市。该公司是国内领先的机电装备制造商，在智能制造装备领域技术实力突出，具备全产业链服务能力。 克来机电主要从事现代机电智能装备、工业机器人系统集成的研究、开发、制造，所属申万行业为机械设 备-自动化设备-其他自动化设备，涉及机器视觉、新型工业化、IGBT概念核聚变、超导概念、核电等概念 板块。 经营业绩：营收行业第15，净利润第12 A股股东户数较上期减少10.07% 截至2025年9月30日，克来机电A股股东户数为4.3万，较上期减少10.07%；户均持有流通A股数量为 6101.74，较上期增加11.19%。十大流通股东中，华夏中证机器人ETF（562500）位居第四大流通股东，持 股434.13万股，相比上期增加80.88万股；易方达国证机器人产业ETF（159530）为新进第五大流通股东， 持股293.51万股；天弘中证机器人ETF（159770）位居第六大流通股东，持股173.17万股，相比上期增加 30.10万股；香港中央结算有限公司位居第八大流通股东，持股150.94万股，相比上期增加7. ...

Core Viewpoint - The company, Shanghai Kelai Electromechanical Automation Engineering Co., Ltd., has announced its third-quarter performance report for 2025, ensuring the accuracy and completeness of the information provided in the report [1][2]. Financial Data - The third-quarter financial statements have not been audited [3]. - The report includes significant financial data and indicators, with a focus on the company's performance from the beginning to the end of the quarter [3]. - Non-recurring gains and losses are applicable, and the company is required to explain any significant items that are classified as non-recurring [4]. Shareholder Information - The report includes details about the total number of ordinary shareholders and the top ten shareholders, although specific data is not provided in the documents [5]. Performance Meeting Announcement - The company will hold a performance briefing on November 6, 2025, from 13:00 to 14:00, to discuss the third-quarter results and address investor questions [8][10]. - The meeting will be conducted via the Shanghai Stock Exchange's online platform, allowing for interactive communication with investors [9][11]. - Investors can submit questions in advance through the designated online platform or via email [11].

Group 1 - The core viewpoint of the news is that KLA Electric (SH 603960) reported a decline in both revenue and net profit for the first three quarters of 2025, indicating potential challenges for the company [1] - The company's revenue for the first three quarters was approximately 323 million yuan, a year-on-year decrease of 14.73% [1] - The net profit attributable to shareholders was about 22.82 million yuan, reflecting a year-on-year decrease of 32.55% [1] Group 2 - As of the report, KLA Electric has a market capitalization of 5.2 billion yuan [2] - The A-share market has recently surpassed 4000 points, marking a significant recovery after a decade of stagnation, with technology stocks leading the market's resurgence [2]

Financial Performance - The company's operating revenue for Q3 2025 was ¥93,311,097.76, a decrease of 32.70% compared to the same period last year[4]. - The total profit for the period was ¥4,326,763.33, reflecting a decline of 58.73% year-over-year[4]. - The net profit attributable to shareholders was ¥3,356,362.09, down 62.87% from the previous year[4]. - The net profit excluding non-recurring gains and losses for the period was ¥1,307,617.41, a significant drop of 85.06% compared to the same quarter last year[4]. - Total operating revenue for the first three quarters of 2025 was CNY 322,987,990.34, a decrease of 14.8% compared to CNY 378,786,777.04 in the same period of 2024[16]. - Net profit for the first three quarters of 2025 was CNY 22,727,124.80, representing a decline of 32.4% from CNY 33,592,763.03 in 2024[17]. - Total comprehensive income for the first three quarters of 2025 was CNY 22,735,889.55, a decrease of 32.4% from CNY 33,592,580.05 in 2024[18]. Cash Flow and Assets - The cash flow from operating activities for the year-to-date was ¥23,634,843.24, a decrease of 66.41% year-over-year[5]. - Cash flow from operating activities for the first three quarters of 2025 was CNY 23,634,843.24, a significant decrease of 66.4% from CNY 70,358,884.28 in 2024[22]. - Cash and cash equivalents at the end of the first three quarters of 2025 totaled CNY 374,246,183.40, compared to CNY 335,588,962.48 at the end of 2024[23]. - The company's current assets totaled RMB 768,313,522.22, down from RMB 815,146,317.06 in the previous period[12]. - The cash and cash equivalents decreased to RMB 374,246,183.40 from RMB 394,918,083.10, a decline of about 5.5%[12]. Liabilities and Equity - The total liabilities decreased to RMB 123,231,424.08 from RMB 187,646,803.77, indicating a reduction of about 34%[14]. - The company's equity attributable to shareholders rose to RMB 1,118,260,145.01 from RMB 1,110,204,924.09, showing a slight increase of approximately 0.5%[14]. - The company's total liabilities to equity ratio improved, indicating a stronger financial position compared to the previous period[14]. Inventory and Receivables - The inventory increased significantly to RMB 203,986,327.91 from RMB 138,882,562.93, reflecting a growth of approximately 47%[13]. - The accounts receivable decreased to RMB 106,525,872.52 from RMB 206,751,887.22, representing a significant drop of approximately 48%[12]. Operational Challenges - The decline in revenue and profits was primarily due to reduced acceptance of smart equipment projects compared to the previous year[8]. - The company reported a significant increase in the proportion of customer settlements via notes, leading to a decrease in cash received from sales[8]. Research and Development - Research and development expenses for the first three quarters of 2025 were CNY 22,485,888.53, down 20.5% from CNY 28,226,335.68 in 2024[16]. Cash Flows from Investing and Financing Activities - The company reported a net cash outflow from investing activities of CNY 19,482,573.00 for the first three quarters of 2025, compared to a net outflow of CNY 31,775,913.50 in 2024[22]. - The company incurred a net cash outflow from financing activities of CNY 24,868,890.57 in the first three quarters of 2025, slightly improved from a net outflow of CNY 25,333,889.33 in 2024[23]. Accounting Standards - The new accounting standards or interpretations will be implemented starting from 2025, affecting the financial statements from the beginning of that year[24].

投资者可于 2025 年 10 月 30 日(星期四)至 11 月 05 日（星期三）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 kelai.jidian@sh-kelai.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。 证券代码：603960 证券简称：克来机电 公告编号：2025-042 上海克来机电自动化工程股份有限公司 关于召开 2025 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： （网址：http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 上海克来机电自动化工程股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司 2025 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 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 06 日（星 期四）下午 13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者 ...

Core Insights - The company reported a revenue of 323 million yuan for the first three quarters of 2025, representing a year-on-year decline of 14.73% [1] - The net profit attributable to the parent company was 22.82 million yuan, down 32.55% year-on-year [1] - The net profit after deducting non-recurring items was 16.20 million yuan, a decrease of 47.65% compared to the previous year [1] - The basic earnings per share stood at 0.09 yuan [1]

Core Points - KLA Electric experienced a decline of 5.01% on October 17, with a stock price of 19.71 CNY per share and a trading volume of 186 million CNY, resulting in a total market capitalization of 5.168 billion CNY [1] Company Overview - KLA Electric Automation Engineering Co., Ltd. was established on May 30, 2003, and went public on March 14, 2017. The company is located at 1555 Luodong Road, Baoshan District, Shanghai. Its main business involves research, development, and manufacturing of modern electromechanical intelligent equipment and industrial robot system integration [1] - The revenue composition of KLA Electric is as follows: 60.99% from automotive parts, 37.92% from intelligent equipment products, and 1.09% from other supplementary sources [1] Shareholder Information - Among the top ten circulating shareholders of KLA Electric, one fund from Huaxia Fund holds a significant position. The Huaxia CSI Robot ETF (562500) increased its holdings by 635,900 shares in the second quarter, bringing its total to 3.5325 million shares, which accounts for 1.35% of the circulating shares. The estimated floating loss today is approximately 3.6738 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a current scale of 14.471 billion CNY. Year-to-date returns are 30.37%, ranking 1596 out of 4218 in its category; over the past year, returns are 50.2%, ranking 871 out of 3865; since inception, returns are 1.29% [2]

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]