Core Viewpoint - The company, Kaidi Co., has experienced a significant decline in the number of shareholders, indicating potential concerns regarding investor confidence and market performance [2] Shareholder Information - As of November 10, the number of shareholders for Kaidi Co. was 5,298, a decrease of 1,591 from the previous period (October 31), representing a 23.09% decline [2] - This marks the fifth consecutive period of decline in the number of shareholders [2] Stock Performance - The closing price of Kaidi Co. was 88.88 yuan, down 7.52%, while the stock price has cumulatively increased by 5.99% since the concentration of shares began [2] - The stock experienced four days of increases and four days of decreases during the reporting period [2] Financial Performance - For the first three quarters, Kaidi Co. reported total operating revenue of 926 million yuan, reflecting a year-on-year growth of 3.67% [2] - The net profit for the same period was 28.69 million yuan, showing a significant year-on-year decline of 59.64% [2] - The basic earnings per share were reported at 0.4100 yuan, with a weighted average return on equity of 1.29% [2]

证券之星消息，11月12日自动化设备板块较上一交易日下跌1.29%，凯迪股份领跌。当日上证指数报收 于4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002975 | 博杰股份 | 79.30 | 6.00% | 9.77万 | 7.51亿 | | 688455 | 科捷智能 | 17.82 | 4.03% | 6.83万 | 1.22亿 | | 603960 | 克来机电 | 20.18 | 3.43% | 11.72万 | 2.33亿 | | 688215 | 瑞晟智能 | 73.42 | 3.41% | 1.31万 | 9623.74万 | | 300097 | ST智云 | 6.56 | 3.31% | 8.88万 | 5762.20万 | | 600215 | 派斯林 | 7.78 | 1.17% | 10.42万 | 8080.42万 | | 920579 | 机科股份 | ...

Group 1 - The core point of the news is that Kedi Co., Ltd. experienced a stock price decline of 5.03%, with the current share price at 91.28 yuan, a trading volume of 57.42 million yuan, and a total market capitalization of 6.451 billion yuan [1] - Kedi Co., Ltd. is based in Changzhou, Jiangsu Province, and was established on August 27, 1992. The company went public on June 1, 2020, and its main business involves the research, development, production, and sales of linear drive systems [1] - The revenue composition of Kedi Co., Ltd. is heavily weighted towards linear drive products, accounting for 98.83% of total revenue, while other products contribute only 1.17% [1] Group 2 - From the perspective of major fund holdings, one fund under Huaxia Fund has a significant position in Kedi Co., Ltd. The Huaxia New Jincheng Mixed A Fund (002838) held 21,100 shares in the third quarter, representing 5.48% of the fund's net value, making it the fourth-largest holding [2] - The Huaxia New Jincheng Mixed A Fund (002838) was established on August 9, 2016, with a latest scale of 2.671 million. Year-to-date returns are at 4.05%, ranking 7151 out of 8147 in its category, while the one-year return is 3.56%, ranking 6892 out of 8056 [2] - The fund manager of Huaxia New Jincheng Mixed A Fund is Jin Anda, who has been in the position for 2 years and 260 days, managing total assets of 516 million yuan. The best return during his tenure is 43.59%, while the worst is -0.44% [2]

Market Overview - The automation equipment sector experienced a decline of 1.41% on November 7, with Mai De Medical leading the losses [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Kaidi Co., Ltd. (605288) with a closing price of 95.51, up 4.78% [1] - Xinjie Electric (603416) with a closing price of 64.09, up 3.12% [1] - Haiteng Co., Ltd. (603283) with a closing price of 50.20, up 2.95% [1] - Major decliners included: - Mai De Medical (688310) with a closing price of 16.99, down 7.51% [2] - Weichuang Electric (688698) with a closing price of 77.03, down 6.40% [2] - Changfu Co., Ltd. (920396) with a closing price of 35.47, down 5.79% [2] Capital Flow - The automation equipment sector saw a net outflow of 855 million yuan from institutional investors, while retail investors contributed a net inflow of 490 million yuan [2] - The capital flow for specific stocks showed: - Kaidi Co., Ltd. (605288) had a net inflow of 38.31 million yuan from institutional investors [3] - Xinyu Laser (301021) had a net inflow of 32.02 million yuan from institutional investors [3] - However, Mai De Medical (688310) experienced a net outflow of 89.85 million yuan from retail investors [3]

Group 1 - The core point of the announcement is that the major shareholder, Changzhou Kaidi Investment Center, has reduced its stake in the company, triggering a change that touches the 1% threshold [3][4]. - The major shareholder, along with its concerted parties, has reduced their total shareholding from 52,500,000 shares to 52,205,000 shares, decreasing the ownership percentage from 74.29% to 73.87% [3][4]. - The reduction involved the sale of 295,000 A-shares through a centralized bidding process, which is part of a previously announced plan to reduce holdings by up to 380,275 shares [3][4]. Group 2 - The company confirms that this change in shareholding will not lead to a change in the controlling shareholder or actual controller, nor will it significantly impact the company's governance structure or ongoing operations [3][4]. - The board of directors guarantees that the content of the announcement is consistent with the information provided by the information disclosure obligor [2]. - The announcement was made on November 7, 2025, following the initial disclosure of the share reduction plan on September 23, 2025 [3][7].

证券代码：605288 证券简称：凯迪股份 公告编号：2025-039 凯迪股份：关于持股 5%以上股东及其一致行动人权益 变动触及 1%刻度的提示性公告 持股 5%以上的股东常州市凯恒投资中心（有限合伙）及其一致行动人常州市凯中 投资有限公司、周荣清、周殊程、周林玉保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 常州市凯恒投资中心 |  | 控股股东/实控人的一致 | ...

格隆汇11月6日丨凯迪股份(605288.SH)公布，公司于今日收到凯恒投资出具的《股份减持情况告知 函》，其已通过集中竞价减持公司29.50万股 A 股股份。本次权益变动后，公司持股5%以上股东凯恒投 资及其一致行动人合计持有公司股份数量由5250万股减少至5220.50万股，持股比例由74.29减少至 73.87%，权益变动触及1%整数倍。 ...

Market Performance - The automation equipment sector increased by 2.11% on November 6, with Bojie Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Gainers in Automation Equipment Sector - Bojie Co., Ltd. (002975) closed at 76.26, up 10.00% with a trading volume of 115,200 shares and a transaction value of 850 million [1] - Haixi Communications (920405) closed at 24.70, up 7.63% with a trading volume of 84,500 shares [1] - Kaidi Co., Ltd. (605288) closed at 91.15, up 7.55% with a trading volume of 24,200 shares [1] - Other notable gainers include Green Harmonics (688017) at 160.90 (+6.91%) and Saiteng Co., Ltd. (603283) at 48.76 (+5.61%) [1] Market Capital Flow - The automation equipment sector saw a net inflow of 600 million from institutional investors, while retail investors experienced a net outflow of 358 million [2][3] - The top net inflow stocks included Huagong Technology (000988) with a net inflow of 16.41 million [3] - Bojie Co., Ltd. (002975) had a net inflow of 54.80 million from institutional investors, but a net outflow of 40.11 million from retail investors [3]

Group 1 - Kedi Co., Ltd. experienced a stock price increase of 5.49%, reaching 89.40 CNY per share, with a trading volume of 134 million CNY and a turnover rate of 2.20%, resulting in a total market capitalization of 6.318 billion CNY [1] - The company, established on August 27, 1992, and listed on June 1, 2020, specializes in the research, production, and sales of linear drive systems, with 98.83% of its revenue coming from linear drive products and 1.17% from other sources [1] Group 2 - Among Kedi's top ten circulating shareholders, Huafu Fund's Huafu Technology Momentum Mixed A (007713) entered the list in the third quarter, holding 330,000 shares, which accounts for 0.47% of the circulating shares, with an estimated floating profit of approximately 1.5344 million CNY [2] - Huafu Technology Momentum Mixed A was established on November 6, 2019, with a latest scale of 1 billion CNY, achieving a year-to-date return of 86.03% and ranking 122 out of 8149 in its category, while its one-year return is 102.57%, ranking 36 out of 8053 [2] Group 3 - The fund manager of Huafu Technology Momentum Mixed A is Shen Cheng, who has been in the position for 3 years and 314 days, managing a total fund asset size of 4.667 billion CNY, with the best fund return during his tenure being 55.14% and the worst being 22.22% [3]

Financial Performance - The company's operating revenue for the third quarter was ¥317,750,367.68, representing a year-on-year increase of 0.09%[4] - The total profit for the quarter was -¥403,823.54, a decrease of 102.27% compared to the same period last year[4] - The net profit attributable to shareholders was -¥2,462,073.52, down 115.63% year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥3,645,045.08, a decline of 126.26% compared to the previous year[4] - The basic earnings per share for the quarter was -¥0.03, a decrease of 113.64% year-on-year[5] - The diluted earnings per share for the quarter was also -¥0.03, reflecting the same decline of 113.64%[5] - The weighted average return on equity was -0.11%, down from 1.29% in the previous year[5] - Net profit for the first three quarters of 2025 was ¥28,680,217.29, a decrease of 59.6% from ¥71,089,224.32 in 2024[20] - Basic and diluted earnings per share for the first three quarters of 2025 were both ¥0.41, down from ¥1.01 in 2024[21] - The company reported a comprehensive income total of ¥21,321,437.65 for the first three quarters of 2025, down from ¥69,849,998.83 in 2024[20] Assets and Liabilities - The total assets at the end of the quarter were ¥2,845,552,241.66, a slight increase of 0.14% from the end of the previous year[5] - The company's total current assets as of September 30, 2025, amount to approximately ¥1.72 billion, a decrease from ¥1.76 billion at the end of 2024[15][16] - Total assets as of September 30, 2025, are approximately ¥2.85 billion, slightly up from ¥2.84 billion at the end of 2024[16] - The total liabilities as of the end of the reporting period were ¥625,052,552.96, slightly up from ¥618,037,358.46 in the previous year[17] - The total equity attributable to shareholders of the parent company was ¥2,219,514,442.52, a slight decrease from ¥2,222,490,505.24 in 2024[17] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥51,826,601.14, down 56.08% compared to the previous year[4] - Cash inflow from operating activities totaled ¥1,029,119,098.40 in the first three quarters of 2025, compared to ¥958,978,266.92 in 2024, reflecting a growth of 7.3%[22] - Cash outflow from operating activities increased to ¥977,292,497.26 in 2025, up from ¥840,973,191.01 in 2024, representing a rise of 16.2%[22] - The net cash flow from operating activities was $51.83 million, a decrease from $118.01 million[23] - The net increase in cash and cash equivalents was -$212.95 million, compared to -$494.59 million previously[23] - The ending balance of cash and cash equivalents was $458.43 million, an increase from $423.29 million[23] Shareholder Information - Total number of common shareholders at the end of the reporting period is 7,049[12] - The largest shareholder, Changzhou Kaizhong Investment Co., Ltd., holds 31,500,000 shares, representing 44.57% of total shares[12] Operational Costs and Expenses - Total operating costs for the first three quarters of 2025 were ¥891,718,724.00, up 10.0% from ¥810,352,504.11 in 2024[19] - Research and development expenses for the first three quarters of 2025 were ¥57,726,822.49, compared to ¥50,899,203.49 in 2024, indicating a growth of 13.5%[19] - The company attributed the decline in profits to increased period expenses and foreign exchange losses due to the depreciation of the Euro and US Dollar[9] Cash and Investment Activities - Cash inflow from investment activities totaled $818.79 million, compared to $618.40 million in the previous period[23] - The net cash flow from investment activities was -$254.70 million, improving from -$586.51 million[23] - Cash inflow from financing activities was $129.27 million, up from $77.55 million[23] - The net cash flow from financing activities was -$11.74 million, an improvement from -$30.65 million[23] - The impact of exchange rate changes on cash and cash equivalents was $1.67 million, down from $4.57 million[23]