格隆汇12月26日｜A股市场部分氢能源概念股拉升，其中，蜀道装备拉升涨超4%，陕鼓动力、克来机 电昊华科技等跟涨。消息面上，四川坚定不移推动氢能产业发展，在2024年4月省政府主要领导召开研 究进一步推动绿氢全产业链发展及推广应用工作会议后，四川省推进氢能产业发展持续取得进展成效。 一是政策制度进一步完善；二是大力实施产业"建圈强链"；三是加强关键核心技术攻关；四是注重示范 应用场景推广。下一步，四川将持续围绕《四川省氢能产业中长期发展规划（2025—2035年）》有关重 点任务，贯彻落实《四川省进一步推动氢能全产业链发展及推广应用行动方案（2024—2027年）》支持 举措，重点在打造典型应用场景、降低综合应用成本、加快重大技术攻关、推动氢能与多种能源融合发 展、健全管理服务体系等方面发力，进一步以最大力度推动氢能全产业加快高质量发展。 ...

克来机电（603960.SH）12月12日在投资者互动平台表示，公司从事工业机器人相关业务多年，工业机 器人作为智能装备生产线系统的一个重要部件，在公司开发的智能装备生产线中得到了广泛的应用，主 要用于零部件在各工序之间的转运、零部件的组装、人机协作装配、涂胶、焊接等作业。公司也在持续 关注机器人行业的发展趋势，但现阶段公司并不涉及人形机器人的具体业务。后续如有相关业务进展， 公司将严格按照信息披露规定及时进行披露和公告。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，Optimus因手部灵活度不足特斯拉暂停其量 产，可见手部对机器人的重要性，公司在人形机器人手部的部件应用和技术储备有哪些？作为机器人走 进工厂的重要一环，公司对此的未来布局有哪些？ ...

格隆汇12月9日丨克来机电(603960.SH)在投资者互动平台表示，公司的产品暂未涉及商业航天领域。 ...

格隆汇12月9日丨克来机电(603960.SH)在投资者互动平台表示，公司的产品暂未涉及商业航天领域。 ...

截至2025年12月8日13:59，云计算ETF天弘(517390)盘中换手7.02%，成交2690.99万元，位居同类产品第 一。跟踪的中证沪港深云计算产业指数(931470)强势上涨3.45%，成分股新易盛(300502)上涨8.05%，中际 旭创(300308)上涨7.55%，汉得信息(300170)上涨6.68%，曙光数创(920808)，星网锐捷(002396)等个股跟 涨。 拉长时间看，截至12月5日，云计算ETF天弘(517390)近3月规模增长1520.73万元，实现显著增长。 云计算ETF沪港深(517390)，对应场外联接(A：019171；C：019170)。 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 机器人ETF(159770)盘中换手3.36%，成交3.33亿元。跟踪的中证机器人指数(H30590)上涨0.97%，成分股海 目星(688559)上涨10.09%，景业智能(688290)上涨6.28%，燕麦科技(688312)上涨5.48%，大族激光(002008) 上涨5.38%，克来机电(603960)上涨2.90%。 值得一提的是，机 ...

Core Points - Kela Electric has experienced a decline of 5.2% in stock price, currently trading at 18.58 CNY per share, with a total market capitalization of 4.872 billion CNY [1] - The company has seen a cumulative drop of 4.25% over the past three days [1] Company Overview - Kela Electric, officially known as Shanghai Kela Electric Automation Engineering Co., Ltd., was established on May 30, 2003, and went public on March 14, 2017 [1] - The company's main business involves research, development, and manufacturing of modern electromechanical intelligent equipment and industrial robot system integration [1] - Revenue composition is as follows: automotive parts 60.99%, intelligent equipment products 37.92%, and others 1.09% [1] Shareholder Information - Among the top ten circulating shareholders, Huaxia Fund holds a significant position with its Huaxia CSI Robot ETF (562500) increasing its stake by 808,800 shares in Q3, now holding 4.3413 million shares, which is 1.66% of circulating shares [2] - The ETF has incurred a floating loss of approximately 4.4281 million CNY today, with a total floating loss of 3.7769 million CNY over the past three days [2] - The Huaxia CSI Robot ETF was established on December 17, 2021, with a current scale of 22.798 billion CNY and has achieved a year-to-date return of 21.62% [2]

Core Viewpoint - The stock of KLA Electric has shown a slight increase of 2.05% on November 12, with a current price of 19.91 CNY per share and a total market capitalization of 5.22 billion CNY [1] Financial Performance - For the period from January to September 2025, KLA Electric reported a revenue of 323 million CNY, representing a year-on-year decrease of 14.73%. The net profit attributable to shareholders was 22.82 million CNY, down 32.55% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 193 million CNY, with 69.72 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for KLA Electric is 43,000, a decrease of 10.07% from the previous period. The average number of circulating shares per shareholder has increased by 11.19% to 6,101 shares [2] - The top ten circulating shareholders include several ETFs focused on robotics, with notable increases in holdings for 华夏中证机器人ETF and 易方达国证机器人产业ETF [3] Stock Performance - Year-to-date, KLA Electric's stock price has increased by 0.34%, with a 3.27% rise over the last five trading days. However, it has seen a decline of 6.44% over the past 20 days [1]

Core Viewpoint - The stock of Kelaimechatronics has shown fluctuations with a recent increase of 2.02%, while the company faces a decline in revenue and profit year-on-year [1][2]. Financial Performance - As of September 30, Kelaimechatronics reported a revenue of 323 million yuan, a year-on-year decrease of 14.73% [2]. - The net profit attributable to shareholders for the same period was 22.82 million yuan, down 32.55% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 193 million yuan, with 69.72 million yuan distributed over the past three years [3]. Stock Market Activity - The stock price is currently at 19.70 yuan per share, with a market capitalization of 5.165 billion yuan [1]. - The trading volume shows a net inflow of 2.97 million yuan from main funds, with significant buying activity from large orders [1]. - Year-to-date, the stock has decreased by 0.72%, with a recent 5-day increase of 1.81% [1]. Shareholder Information - The number of shareholders has decreased by 10.07% to 43,000, while the average number of circulating shares per person has increased by 11.19% to 6,101 shares [2]. - Notable institutional shareholders include Huaxia CSI Robot ETF and E Fund CSI Robot Industry ETF, with increases in their holdings [3].

Core Viewpoint - KLA Electric, established in 2003 and listed in 2017, is a leading electromechanical equipment manufacturer in China, excelling in intelligent manufacturing equipment and possessing full industry chain service capabilities [1] Group 1: Business Performance - In Q3 2025, KLA Electric achieved a revenue of 323 million yuan, ranking 15th out of 25 in the industry, with the top competitor, Bozhong Precision, generating 3.653 billion yuan [2] - The net profit for the same period was 22.727 million yuan, placing the company 12th in the industry, while the leading competitor, Yihua Da, reported a net profit of 417 million yuan [2] Group 2: Financial Ratios - KLA Electric's debt-to-asset ratio in Q3 2025 was 9.92%, a decrease from 13.54% year-on-year and significantly lower than the industry average of 35.98% [3] - The gross profit margin for Q3 2025 was 21.00%, down from 23.88% year-on-year and below the industry average of 33.21% [3] Group 3: Executive Compensation - The chairman and general manager, Tan Shili, received a salary of 800,000 yuan in 2024, an increase of 68,000 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 10.07% to 43,000, while the average number of shares held per shareholder increased by 11.19% to 6,101.74 [5]

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].