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]

Group 1 - The core viewpoint of the news is that KLA Electric experienced a stock price increase of 5.18%, reaching 21.71 CNY per share, with a trading volume of 177 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 5.692 billion CNY [1] - KLA Electric, established on May 30, 2003, and listed on March 14, 2017, is based in Shanghai and specializes in modern electromechanical intelligent equipment and industrial robot system integration [1] - The company's main business revenue composition includes 60.99% from automotive parts, 37.92% from intelligent equipment products, and 1.09% from other supplementary sources [1] Group 2 - Among KLA Electric's top ten circulating shareholders, a fund under Huaxia Fund has increased its holdings in KLA Electric, specifically the Huaxia CSI Robot ETF (562500), which added 635,900 shares in the second quarter, bringing its total holdings to 3.5325 million shares, representing 1.35% of circulating shares [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY, achieving a year-to-date return of 42.25% and ranking 1147 out of 4220 in its category, while its one-year return is 90.95%, ranking 685 out of 3824 [2]

Group 1: Market Performance - The automation equipment sector rose by 1.72% on September 24, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Group 2: Individual Stock Performance - Boke Co., Ltd. (688160) closed at 109.10, up 14.07% with a trading volume of 48,200 shares [1] - Shitian Technology (6888899) closed at 45.82, up 13.73% with a trading volume of 299,400 shares [1] - Jingye Intelligent (688290) closed at 74.48, up 12.85% with a trading volume of 49,400 shares [1] - Other notable performers include Zhongkong Technology (688777) up 7.73% and Weichuang Electric (688698) up 7.40% [1] Group 3: Capital Flow - The automation equipment sector saw a net inflow of 531 million yuan from institutional investors, while retail investors experienced a net outflow of 3.6 million yuan [5] - Major stocks like Huichuan Technology (300124) had a net inflow of 149.6 million yuan from institutional investors [5] - Weichuang Electric (688698) recorded a net inflow of 118 million yuan from institutional investors [5] Group 4: ETF Performance - The Food and Beverage ETF (product code: 515170) decreased by 3.49% over the last five days, with a net outflow of 18.68 million yuan [7] - The Gaming ETF (product code: 159869) saw a slight decline of 0.56% but had a net inflow of 37.89 million yuan [7] - The Semiconductor ETF (product code: 588170) increased by 13.14% over the last five days, with a net inflow of 12.97 million yuan [7]

Group 1 - The core viewpoint of the news is that KLA Electric experienced a 5.3% increase in stock price, reaching 21.07 CNY per share, with a trading volume of 118 million CNY and a turnover rate of 2.19%, resulting in a total market capitalization of 5.525 billion CNY [1] - KLA Electric, established on May 30, 2003, and listed on March 14, 2017, is located in Baoshan District, Shanghai. The company specializes in modern electromechanical intelligent equipment and industrial robot system integration [1] - The main revenue composition of KLA Electric includes 60.99% from automotive parts, 37.92% from intelligent equipment products, and 1.09% from other supplementary sources [1] Group 2 - Among the top circulating shareholders of KLA Electric, a fund under Huaxia Fund has increased its holdings in KLA Electric by 635,900 shares, bringing its total to 3.5325 million shares, which accounts for 1.35% of the circulating shares [2] - The Huaxia CSI Robot ETF (562500), established on December 17, 2021, has a latest scale of 14.471 billion CNY and has achieved a year-to-date return of 37.46%, ranking 1110 out of 4222 in its category [2] - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 33 days, with a total fund asset scale of 42.926 billion CNY and a best fund return of 96.93% during the tenure [2]

Group 1 - The stock price of Kelaimechat (603960) closed at 20.16 yuan on September 12, 2025, up 0.45% from the previous week [1] - The highest intraday price reached 20.53 yuan on September 12, while the lowest was 19.83 yuan on September 11 [1] - The current total market capitalization of Kelaimechat is 5.312 billion yuan, ranking 52nd out of 78 in the automation equipment sector and 3171st out of 5153 in the A-share market [1] Group 2 - Kelaimechat announced a cash dividend of 0.022 yuan per share (including tax), with the record date set for September 17, 2025 [2][3] - The total cash dividend distribution amounts to 5,768,353.80 yuan based on a total share capital of 262,197,900 shares [2][3] - Individual shareholders holding shares for over one year will be exempt from personal income tax on dividend income [2][3]

Core Viewpoint - The company announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [1] Summary by Categories Dividend Announcement - The company will distribute a cash dividend of 0.022 yuan per share (including tax) for A-shares [1] - The record date for the dividend is set for September 17, 2025, with the ex-dividend date and payment date both on September 18, 2025 [1]

证券代码：603960 证券简称：克来机电 公告编号：2025-040 一、 通过分配方案的股东会届次和日期 上海克来机电自动化工程股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.022元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/17 | － | 2025/9/18 | 2025/9/18 | 差异化分红送转： 否 本次利润分配方案经公司2025 年 5 月 20 日的2024年年度股东会审议批准授权董事会制定 实施，且已经公司于 2025 年 8 月 28 日召开的第五届董事会第二次会议审议通过。股东会决 议内容和董事会决议内容详见 2025 年 5 月 21 日和 2025 年 8 月 29 日披露于上海证券交易所 网站（https://www.sse.com.cn）上的公司相 ...

Group 1 - The stock price of Kela Electric Machinery increased by 5.73% to 20.84 CNY per share, with a trading volume of 168 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 5.464 billion CNY [1] - Kela Electric Machinery Automation Engineering Co., Ltd. was established on May 30, 2003, and went public on March 14, 2017. The company specializes in the research, development, and manufacturing of modern electromechanical intelligent equipment and industrial robot system integration [1] Group 2 - According to data from the top ten circulating shareholders of Kela Electric Machinery, Huaxia Fund's 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 profit today is approximately 3.9917 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 31.62%, ranking 1215 out of 4223 in its category; the one-year return is 82.41%, ranking 739 out of 3780; and since inception, the return is 2.26% [2] Group 3 - The fund manager of Huaxia CSI Robot ETF (562500) is Hualong. As of the report date, Hualong has been in the position for 3 years and 12 days, managing a total fund asset size of 42.926 billion CNY. The best fund return during the tenure is 79.99%, while the worst return is -15.08% [3]

Financial Performance - The company reported total revenue of 230 million yuan for the first half of 2025, a year-on-year decrease of 4.36% [1] - The net profit attributable to shareholders was 19.47 million yuan, down 21.49% year-on-year [1] - In Q2 2025, total revenue was 149 million yuan, showing a year-on-year increase of 4.47, while net profit was 10.25 million yuan, a decline of 24.49% year-on-year [1] - The gross margin was 21.9%, a decrease of 9.23% year-on-year, and the net margin was 8.42%, down 17.84% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 18.14 million yuan, accounting for 7.9% of revenue, an increase of 0.45% year-on-year [1] - Earnings per share were 0.07 yuan, a decrease of 22.22% year-on-year [1] Accounts Receivable - The company's accounts receivable were significantly high, with accounts receivable accounting for 275.25% of the latest annual net profit [1][3] Return on Investment - The company's return on invested capital (ROIC) was 5.22% last year, indicating average capital returns [2] - The historical median ROIC since the company went public is 14.1%, suggesting better investment returns in the past [2] - The net profit margin last year was 9.35%, indicating average added value of products or services [2] Debt Servicing Ability - The company has a healthy cash asset position, indicating good debt servicing capability [2] Business Model - The company's performance is primarily driven by research and development, necessitating a thorough examination of the underlying drivers of this growth [2]