Group 1 - The core point of the news is that Yaskawa Electric (China) Co., Ltd. plans to transfer 5,492,943 shares of Kaierda, accounting for 5.00% of the total share capital, due to its own funding needs [1][2] - The transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the acquisition [1] - As of August 6, 2025, Yaskawa Electric (China) holds 15,108,244 shares of Kaierda, representing 13.75% of the total share capital, making it the second-largest shareholder [2] Group 2 - In the first half of 2025, Kaierda reported revenue of 316 million yuan, a year-on-year decrease of 1.81%, and a net profit attributable to shareholders of 2.365 million yuan, down 89.94% [2] - The net cash flow from operating activities for Kaierda was 11.0428 million yuan, a decline of 34.41% year-on-year [2] - Kaierda's initial public offering raised a total of 924 million yuan, with a net amount of 835 million yuan, exceeding the original plan by 518 million yuan [3]

Group 1 - The core point of the article is the share transfer plan of Hangzhou Kaierda Welding Robot Co., Ltd., where Yaskawa Electric (China) Co., Ltd. intends to transfer 5,492,943 shares, accounting for 5.00% of the total share capital [3][8] - The transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the acquisition [3][8] - The acquirer must be an institutional investor with appropriate pricing capability and risk tolerance [3][11] Group 2 - The transferring party, Yaskawa Electric (China) Co., Ltd., holds more than 5% of Kaierda's shares but is not the controlling shareholder or a director [4][6] - The shares to be transferred have been released from restrictions, and the transferring party has confirmed that there are no limitations on the transfer [4][6] - The transfer is motivated by the transferring party's need for funds [8] Group 3 - The minimum transfer price will be set at no less than 70% of the average stock price over the 20 trading days prior to August 6, 2025 [9][10] - If the total valid subscriptions exceed the number of shares available for transfer, the transfer price will be determined based on a priority system [10] - The transfer will be organized by Daiwa Securities (China) [11]

凯尔达(688255.SH)披露股东询价转让计划书，拟参与本次询价转让的股东为安川电机(中国)有限公司， 拟转让股份的总数为549.29万股，占公司总股本的比例为5%。 ...

智通财经APP讯，凯尔达(688255.SH)披露股东询价转让计划书，拟参与本次询价转让的股东为安川电 机(中国)有限公司，拟转让股份的总数为549.29万股，占公司总股本的比例为5%。 ...

大和证券（中国）有限责任公司 关于杭州凯尔达焊接机器人股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 DalWal 大和证券(中国)有限责任公司 Securities (China) (北京市西城区锦什坊街 35 号院 1 号楼 11 层 1109 ) 大和证券（中国）有限责任公司（以下简称"大和证券(中国)"）受杭州凯 尔达焊接机器人股份有限公司(以下简称"凯尔达")股东安川电机(中国)有 限公司(以下简称"出让方")委托,组织实施本次凯尔达首发前股东向特定机 构投资者询价转让(以下简称"本次询价转让")。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》、《科创 板上市公司持续监管办法(试行)》、《上海证券交易所科创板股票上市规则(2025 年 4 月修订 >>、《上海证券交易所科创板上市公司自律监管指引第 4 号 --- 询价 转让和配售(2025年3月修订)》(以下简称"《询价转让和配售指引》")等相关 规定,大和证券(中国)对参与本次询价转让股东的相关资格进行核查,并出具 本核查意见。 一、本次询价转让的委托 大和证券(中国)收到出让方关于本次询价转让的委托,委托大和 ...

杭州凯尔达焊接机器人股份有限公司 股东询价转让计划书 安川电机（中国）有限公司保证向杭州凯尔达焊接机器人股份有限公司提供 的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准 确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 证券代码：688255 证券简称：凯尔达 公告编号：2025-035 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托大和证券（中国）有限责任公司（以下简称"大和证券（中国）"） 组织实施本次询价转让。截至 2025 年 8 月 6 日，出让方所持首发前股份的数量、 占公司总股本比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | 安川电机（中国）有限公司 | 15,108,244 | 13.75% | 1 拟参与杭州凯尔达焊接机器人股份有限公司（以下简称"凯尔达"或"公 司"）首发前股东询价转让（以下简称"本次询价转让"）的股东为安川 电机（中国）有限公司（以下简称"出让方"）； ...

Group 1 - The core point of the article is that the shareholder Yaskawa Electric (China) Co., Ltd. plans to transfer 5.00% of the total share capital of the company, which amounts to 5.4929 million shares [1] Group 2 - The announcement was made on August 6, indicating a significant move in the company's shareholder structure [1] - The transfer of shares may impact the company's stock performance and investor sentiment [1] - The total share capital of the company is highlighted, providing context for the scale of the transfer [1]

Revenue and Profit - The total operating revenue for the company in the first half of 2025 was 316 million yuan, a year-on-year decrease of 1.81% [2] - The net profit attributable to the parent company was 2.365 million yuan, down 89.94% year-on-year, while the non-recurring net profit was -2.7342 million yuan, a decline of 114.6% [2] - In the second quarter, the single-quarter operating revenue was 152 million yuan, a decrease of 6.31% year-on-year, with a net profit of -2.6155 million yuan, down 123.27% [2] Profitability - The company's gross margin was 17.51%, a decrease of 11.36% year-on-year, and the net margin was 0.56%, down 92.36% year-on-year, indicating challenges in cost control and weakened profitability [3] Expense Control - Total sales, management, and financial expenses amounted to 30.2634 million yuan, accounting for 9.59% of revenue, an increase of 44.37% year-on-year [4] - The increase in management expenses was primarily due to higher salaries and share-based payment costs, while R&D expenses grew by 21.62% to 21.1098 million yuan [4] Cash Flow and Financial Health - The operating cash flow per share was 0.1 yuan, a decline of 34.41% year-on-year [5] - Cash and cash equivalents were 204 million yuan, an increase of 27.63% year-on-year, while accounts receivable were 128 million yuan, down 10.80% year-on-year, but accounts receivable accounted for 408.76% of the latest annual net profit, indicating potential recovery risks [5][8] Main Business Composition - The main business revenue primarily comes from industrial robots and industrial welding equipment, with industrial robot revenue at 217 million yuan, accounting for 68.85% of total revenue, and a gross margin of 16.56% [6] - Domestic sales revenue was 283 million yuan, making up 89.75% of total revenue, with a gross margin of 16.09%, while foreign sales revenue was 32.357 million yuan, accounting for 10.25% of total revenue, with a gross margin of 29.91% [6] Development Review and Outlook - The company operates in the intelligent manufacturing equipment industry, focusing on industrial robots and welding equipment [7] - Despite the decline in performance during the reporting period, the company continues to increase R&D investment, advancing collaborative robots and welding technology research, and has made progress in the sensor field [7] - The company is actively expanding its domestic and international markets to enhance brand influence and will continue to optimize governance structures and standardize internal control systems to protect the rights of the company and its shareholders [7]

Core Insights - The automation equipment sector experienced a 0.72% increase on August 5, with Dongjie Intelligent leading the gains at 20.01% [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance Summary - Dongjie Intelligent (300486) closed at 20.39, with a rise of 20.01% and a trading volume of 1.3342 million shares, totaling a transaction value of 264.3 million yuan [1] - Jintuo Co. (300400) saw an increase of 8.16%, closing at 21.34 with a transaction value of 856 million yuan [1] - Aeston (002747) rose by 7.00%, closing at 23.24 with a transaction value of 1.703 billion yuan [1] - Other notable performers included Haojiang Intelligent (301320) up 6.80% and Kaierda (688255) up 5.93% [1] Fund Flow Analysis - The automation equipment sector experienced a net outflow of 427 million yuan from institutional investors, while retail investors saw a net inflow of 89.09 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors increased their positions [2][3] Individual Stock Fund Flow - Huagong Technology (000988) had a net inflow of 268 million yuan from institutional investors, representing 13.96% of its trading volume [3] - Aeston (002747) also saw significant institutional interest with a net inflow of 201 million yuan, accounting for 11.82% of its trading volume [3] - Other stocks like Dazhu Laser (002008) and Delong Laser (688170) showed varied fund flows, indicating differing levels of investor confidence [3]

Group 1 - The company reported a revenue of 316 million yuan for the first half of 2025, a year-on-year decrease of 1.81% [1] - The net profit attributable to shareholders was 2.365 million yuan, down 89.94% year-on-year [1] - The net profit after deducting non-recurring gains and losses was -2.7342 million yuan, compared to 18.7259 million yuan in the same period last year [1] - The net cash flow from operating activities was 11.0428 million yuan, a decrease of 34.41% year-on-year [1] Group 2 - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 25, 2021, with an initial public offering of 19.6037 million shares at a price of 47.11 yuan per share [1] - The total amount raised from the IPO was 924 million yuan, with a net amount of 835 million yuan, exceeding the original plan by 518 million yuan [1] - The funds raised are intended for the construction of an intelligent welding robot production line, an assembly testing laboratory, and to supplement working capital [1] Group 3 - The total issuance costs for the IPO amounted to 88.5064 million yuan, with underwriting and sponsorship fees totaling 60.9877 million yuan [2] - The company announced a cash dividend of 0.26 yuan per share (including tax) and a capital reserve conversion of 0.401 shares per share, resulting in a total cash dividend distribution of approximately 20.39 million yuan [2] - After the capital reserve conversion, the total share capital increased to 109,858,870 shares [2]