Market Overview - The automation equipment sector experienced a decline of 1.18% on August 21, with Junpu Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Oke Technology (001223) with a closing price of 55.46, up 10.00% [1] - Robotec (300757) with a closing price of 213.20, up 5.76% [1] - Kairda (688255) with a closing price of 38.48, up 5.48% [1] - Significant decliners included: - Junpu Intelligent (688306) with a closing price of 12.34, down 5.66% [2] - Ruisheng Intelligent (688215) with a closing price of 62.18, down 5.50% [2] - Inno Laser (301021) with a closing price of 34.55, down 4.87% [2] Capital Flow - The automation equipment sector saw a net outflow of 1.418 billion yuan from institutional investors, while retail investors had a net inflow of 1.188 billion yuan [2] - The capital flow for specific stocks showed: - Robotec (300757) had a net inflow of 1.44 billion yuan from institutional investors [3] - Kairda (688255) had a net inflow of 44.297 million yuan from institutional investors [3] - Junpu Intelligent (688306) experienced a net outflow of 579.5 million yuan from institutional investors [3]

证券代码：688255 证券简称：凯尔达 公告编号：2025-038 （一）2024 年 4 月 1 日，公司召开第三届董事会第十三次会议，会议审议通 过了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于 公司<2024 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提请公 司股东大会授权董事会办理 2024 年限制性股票激励计划相关事宜的议案》等议案。 杭州凯尔达焊接机器人股份有限公司 关于 2024 年限制性股票激励计划 预留授予部分第一个归属期归属结果公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次第二类限制性股票的归属数量：200,083 股 股票来源：公司从二级市场回购的公司 A 股普通股。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，杭州凯尔达焊接机器人股份有限公司 （以下简称"公司"）于 2025 年 8 月 20 日收到中国证券登记结算有限责任公司 上海分公司出具的《过户登记确认书》，公 ...

Core Points - The core point of the announcement is the share transfer by Yaskawa Electric (China) Co., Ltd., which reduced its stake in Hangzhou Kaierda Welding Robot Co., Ltd. from 13.75% to 8.75% through a block trade of 5,492,943 shares at a price of 29.00 yuan per share [1][3][6] Group 1: Transfer Details - The share transfer involved a total of 5,492,943 shares, representing a 5.00% reduction in the total share capital of the company [3][6] - The transfer price was set at 29.00 yuan per share, which was determined based on the average trading price of the company's shares over the previous 20 trading days [5][6] - The transfer does not change the control of the company, as the controlling shareholder and actual controller did not participate in this transfer [1][17] Group 2: Transfer Process - The transfer process involved sending subscription invitations to 214 institutional investors, including 32 fund companies, 32 securities companies, and 128 private fund managers [5][6] - A total of 13 valid bids were received during the subscription period, with 11 investors ultimately allocated shares [6][5] - The transfer was conducted in compliance with relevant laws and regulations, ensuring a fair and transparent process [7][6] Group 3: Shareholding Changes - Following the transfer, Yaskawa Electric (China) Co., Ltd. holds 9,615,301 shares, which is 8.75% of the total share capital of Kaierda [15][16] - The purpose of the share reduction was driven by the financial needs of the transferring party [13][16] - There are no restrictions on the rights associated with the shares held by Yaskawa Electric (China) Co., Ltd. [16]

Core Points - The core announcement involves the transfer of shares by Yaskawa Electric (China) Co., Ltd., which holds more than 5% of the shares in Hangzhou Kaierda Welding Robot Co., Ltd. [1][3] Transferor Information - The transferor is Yaskawa Electric (China) Co., Ltd., which is not the controlling shareholder or actual controller of Kaierda [1] - There are no concerted action relationships associated with the transferor [1] Transfer Details - The transfer involves 5,492,943 shares at a price of 29.00 CNY per share, reducing Yaskawa's holding from 13.75% to 8.75% [2][3] - The transfer does not change the controlling shareholder or actual controller of the company [3] Shareholding Changes - Following the transfer, Yaskawa Electric's shareholding percentage decreased from 13.75% to 8.75%, marking a change that touches the 5% integer threshold [2][3] Transfer Process - The transfer process involved sending subscription invitations to 214 institutional investors, including 32 fund companies and 32 securities companies [6] - A total of 13 valid bids were received, with 11 investors ultimately allocated shares [7] Compliance and Verification - The transfer process was verified by Daiwa Securities (China) Co., Ltd., which confirmed adherence to relevant laws and regulations [7][8]

杭州凯尔达焊接机器人股份有限公司 上市公司名称：杭州凯尔达焊接机器人股份有限公司 股票上市地点：上海证券交易所 股票简称：凯尔达 股票代码：688255 信息披露义务人：安川电机（中国）有限公司 住所：中国（上海）自由贸易试验区奥纳路 18 号（D 区 1-002 地块） 第 2 幢第六层 605-607 室 通讯地址：中国上海市湖滨路 222 号领展企业广场一座 22 楼 股权变动性质：股份减少（询价转让） 签署日期：2025 年 8 月 14 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》 （以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司 信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）等相关的法律、法规及规范性文件编写本报告。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《证券法》《收购办法》《准则 15 号》规定，本报告已全面披露信 息披露义务人在杭州凯尔达焊接机器人股份有限公司（以下简称"凯尔达 ...

杭州凯尔达焊接机器人股份有限公司 简式权益变动报告书 上市公司名称：杭州凯尔达焊接机器人股份有限公司 信息披露义务人：安川电机（中国）有限公司 住所：中国（上海）自由贸易试验区奥纳路 18 号（D 区 1-002 地块） 第 2 幢第六层 605-607 室 通讯地址：中国上海市湖滨路 222 号领展企业广场一座 22 楼 股权变动性质：股份减少（询价转让） 签署日期：2025 年 8 月 14 日 1 股票上市地点：上海证券交易所 股票简称：凯尔达 股票代码：688255 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司 信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）等相关的法律、法规及规范性文件编写本报告。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《证券法》《收购办法》《准则 15 号》规定，本报告已全面披露信 息披露义务人在杭州凯尔达焊接机器人股份有限 ...

证券代码：688255 证券简称：凯尔达 公告编号：2025-037 杭州凯尔达焊接机器人股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益变动 触及 5%整数倍的提示性公告 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: 一、转让方情况 本次询价转让的价格为29.00元/股，转让的股票数量为5,492,943股。 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"） 控股股东、实际控制人及其一致行动人、董事、监事及高级管理人员不 参与本次询价转让。 本次权益变动为股份减持，本次转让不会导致公司控股股东、实际控制 人发生变化。 本次权益变动后，安川电机（中国）有限公司（以下简称"转让方"）持有 公司股份比例由13.75%减少至8.75%，持有公司权益比例变动触及 5%的 整数倍。 (一)转让方基本情况 截至 2025 年 8 月 6 日转让方所持公司股份的数量、比例情况如下： | 序 ...

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的核查报告 上海证券交易所： 大和证券（中国）有限责任公司（以下简称"大和证券（中国）"或"组织 券商"）受委托担任安川电机（中国）有限公司（以下简称"出让方"）以向特定 机构投资者询价转让（以下简称"询价转让"）方式减持所持有的杭州凯尔达焊 接机器人股份有限公司（以下简称"公司"或"凯尔达"）首次公开发行前已发 行股份的组织券商。 经核查，大和证券（中国）就本次询价转让的股东、受让方是否符合《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》"）要求，本次询价转让的询价、 转让过程与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出 如下报告说明。 一、本次询价转让概况 （一）本次询价转让出让方 截至 2025 年 8 月 6 日，出让方所持公司首发前股份的数量及占公司总股本 比例情况如下： | 序号 | 股东名称 | 截至 | 2025 年 | 8 | 月 | 6 | 日收盘 | 持股比例 | | --- | -- ...

Group 1 - Multiple listed companies have proposed share buybacks to bolster market confidence [1][2][3] - Yifan Pharmaceutical plans to repurchase shares at a price not exceeding 20.57 CNY per share, with a total buyback amount between 30 million CNY and 50 million CNY [1] - Ruilian New Materials intends to buy back shares with a total amount between 50 million CNY and 80 million CNY, at a price not exceeding 51 CNY per share [1] - Kairda plans to repurchase shares with a total amount between 50 million CNY and 60 million CNY, with a price cap based on the average trading price [2] - Sike Rui proposes a buyback with a total amount between 30 million CNY and 50 million CNY, at a price not exceeding 80 CNY per share [2] - Longxin Zhongke also plans a buyback with a total amount between 30 million CNY and 50 million CNY, at a price not exceeding 128 CNY per share [2] Group 2 - Biyi Micro plans to repurchase shares with a total amount between 42 million CNY and 84 million CNY, at a price not exceeding 78 CNY per share [3] - Dongjian Technology's major shareholder plans to increase holdings between 10 million CNY and 20 million CNY without a price range [3] - Bangjie shares have adjusted their planned increase in holdings from 30 million CNY to 60 million CNY to a new range of 35 million CNY to 70 million CNY [3] Group 3 - The effectiveness of these buyback and increase plans in attracting investor interest remains uncertain, as seen with Dongjian Technology's recent share reduction plans [4] - Dongjian Technology's shareholders have previously reduced their holdings by 6.15 million shares, representing 1.46% of total shares, and have announced new reduction plans [4]

Core Viewpoint - The company Kailda (688255.SH) is facing significant financial challenges, with a notable decline in revenue and profit, leading to its first net loss in nearly a decade, primarily due to increased operational costs and reliance on external suppliers for robot components [3][4]. Group 1: Shareholder Changes - Yaskawa Electric (China) Co., Ltd., a major shareholder of Kailda, plans to transfer 5% of its total shares, which represents 36.36% of its current holdings [2]. - Yaskawa Electric has been a long-term supplier of robot components for Kailda, with a significant portion of Kailda's robot assembly still reliant on Yaskawa [2]. Group 2: Financial Performance - In the first half of 2025, Kailda reported revenue of 316 million yuan, a year-on-year decrease of 1.81%, and a net profit of 2 million yuan, down 89.94% [3]. - The company recorded a non-recurring net profit loss of 3 million yuan, marking a 114.60% decline compared to the previous year, which is the first loss in nearly ten years [3]. Group 3: Cost Structure - Increased management and R&D expenses contributed to the financial strain, with R&D costs rising to 21.11 million yuan and management costs to 22.75 million yuan, reflecting increases of 375,240 yuan and 612,680 yuan respectively [3][4]. - The company also reported a significant increase in stock price depreciation provisions, amounting to 813,000 yuan, which is an increase of 543.78% year-on-year [3]. Group 4: Procurement and Production - In the first half of 2025, 58.88% of the robot components used in Kailda's products were sourced externally, with 58.75% of these from Yaskawa Electric [5]. - Despite a decrease in reliance on external suppliers over the years, Kailda still sourced nearly 60% of its robot components externally as of mid-2025 [6]. Group 5: Executive Compensation - The company has seen an increase in compensation for management and R&D personnel, impacting overall management and R&D expenses [4]. - Specific compensation figures for key executives have shown a consistent upward trend from 2021 to 2024, indicating a focus on retaining talent amid financial challenges [4].