凯尔达（SH 688255，收盘价：33.75元）8月4日晚间发布半年度业绩报告称，2025年上半年营业收入约 3.16亿元，同比减少1.81%；归属于上市公司股东的净利润约237万元，同比减少89.94%；基本每股收益 0.02元，同比减少90.91%。 （文章来源：每日经济新闻） ...

杭州凯尔达焊接机器人股份有限公司2025 年半年度报告 公司代码：688255 公司简称：凯尔达 杭州凯尔达焊接机器人股份有限公司 2025 年半年度报告 1 / 191 杭州凯尔达焊接机器人股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中描述公司面临的风险，敬请查阅本报告第三节管理层讨论与分析中第四条 风险因素相关内容，敬请投资者注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人侯润石、主管会计工作负责人郑名艳及会计机构负责人（会计主管人员）郑名 艳声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质性承诺，敬请投资者注意投 资风险。 九 ...

格隆汇8月4日丨凯尔达(688255.SH)公布2025年半年度报告，报告期实现营业收入3.16亿元，同比下降 1.81%；归属于上市公司股东的净利润236.5万元，同比下降89.94%；基本每股收益0.02元。 ...

凯尔达(688255.SH)发布2025年半年度报告，该公司营业收入为3.16亿元，同比减少1.81%。归属于上市 公司股东的净利润为236.5万元，同比减少89.94%。归属于上市公司股东的扣除非经常性损益的净亏损 为273.42万元。基本每股收益为0.02元。 受市场因素影响，公司综合毛利率为17.51%，同比下降2.24个百分点;此外，计提存货跌价准备813.00万 元，同比增加543.78万元和利息收入211.27万元，同比减少250.90万元也对公司2025年半年度净利润影 响较大。 ...

Core Viewpoint - The announcement details the results of the first vesting period for the 2024 restricted stock incentive plan of Hangzhou Kaierda Welding Robot Co., Ltd, highlighting the number of shares vested and the procedures followed for the plan's implementation [1][2][3]. Group 1: Stock Vesting Details - The number of shares vested in this round is 1,532,783 shares [1]. - The shares were sourced from the company's repurchase of its A-shares in the secondary market [7][10]. - A total of 26 individuals are recognized as beneficiaries of this stock vesting [8]. Group 2: Decision-Making Process - The decision-making process for the incentive plan included multiple meetings of the board and supervisory committee, with approvals obtained on various dates in April 2024 [2][3][4]. - The plan was publicly disclosed on the Shanghai Stock Exchange website, ensuring transparency [2][3]. Group 3: Stockholder and Management Restrictions - There are specific restrictions on the transfer of shares for directors and senior management, including a prohibition on selling more than 25% of their total shares within six months after leaving the company [8]. - The company will reclaim any profits made from shares sold within six months of purchase by directors and their immediate family members [8]. Group 4: Capital Changes - The total share capital of the company remains unchanged at 109,858,870 shares, as the vested shares were sourced from repurchased shares [9][10]. - There are no changes in the categories of securities involved, and the vesting does not affect the controlling shareholder or actual controller of the company [10].

关于 2024 年限制性股票激励计划 首次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： 证券代码：688255 证券简称：凯尔达 公告编号：2025-031 杭州凯尔达焊接机器人股份有限公司 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 7 月 21 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》，公司 2024 年限制性股票激励计划（以下 简称"本激励计划"）首次授予部分第一个归属期的股份已完成过户。现将有关 情况公告如下： 一、本次限制性股票授予已履行的决策程序和信息披露情况 （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 ...

Group 1 - The company Kailda (688255.SH) has disclosed a voluntary announcement regarding its performance forecast for the first half of 2025, expecting a net profit attributable to shareholders of between 1.97 million and 2.56 million yuan, a decrease of 21.54 million to 20.95 million yuan compared to the same period last year, representing a year-on-year decline of 91.62% to 89.11% [1] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between -3.13 million and -2.54 million yuan, a decrease of 21.86 million to 21.27 million yuan compared to the same period last year, indicating a year-on-year decline of 116.71% to 113.56% [1] Group 2 - Kailda'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 [2] - The company planned to raise 317 million yuan for projects including the construction of an intelligent welding robot production line and an assembly testing laboratory, as well as to supplement working capital [2] - The total issuance costs for the IPO amounted to 88.51 million yuan, with the underwriting fees for the sponsor, Shenwan Hongyuan Securities, totaling 60.99 million yuan [2]

Group 1 - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 1.97 million and 2.56 million yuan, representing a decrease of 21.54 million to 20.95 million yuan compared to the same period last year, a year-on-year decline of 91.62% to 89.11% [3] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between -3.13 million and -2.54 million yuan, a decrease of 21.86 million to 21.27 million yuan compared to the same period last year, a year-on-year decline of 116.71% to 113.56% [3] - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by registered accountants [4] Group 2 - In the same period last year, the company achieved a net profit attributable to shareholders of 23.51 million yuan and a net profit of 18.73 million yuan after deducting non-recurring gains and losses [5] - The main reasons for the performance change include increased investment in R&D and management expenses, an increase in share-based payment expenses by 5.64 million yuan, a slight decline in overall gross profit margin due to market factors, and an increase in inventory impairment provisions [6]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets announced significant updates, including stock issuance terminations, share transfers, acquisitions, and financial performance reports, which may present investment opportunities and risks for investors [2]. Major Events - Jinbo Co., Ltd. announced the termination of its plan to issue A-shares to specific investors for the year 2025 [3]. - Cross-Border Communication's largest shareholder successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4]. - Shanghai Shimao Development's subsidiary plans to sell part of its Quanzhou project for 2.053 billion yuan, expecting a net profit of approximately 163 million yuan [6]. - Prit Group's subsidiary introduced a strategic investor, Guangzhou Guoyan No. 1, through a capital increase [7]. - Caesar Travel's subsidiary intends to acquire 51% of Guotour Fujian for 16.83 million yuan [8]. - Dongfang Fortune's shareholder plans to transfer 159 million shares, representing 1% of the total share capital [9]. - Changhong High-Tech plans to acquire 100% of Guangxi Changke's equity, with shares resuming trading on July 21 [10]. - Weifu High-Tech intends to convert its B-shares to be listed on the Hong Kong Stock Exchange [11][12]. - ST Yazhen's stock will resume trading on July 21 after completing a verification process [13]. - ChipLink Integration plans to acquire 72.33% of ChipLink Yuezhou for 5.897 billion yuan [14]. - Notai Bio will be subject to risk warnings, changing its A-share abbreviation to ST Notai due to previous financial misreporting [15]. - Delisted Jinguang's stock will cease trading on July 25 [16]. - Bohui Co. plans to purchase servers and related assets for intelligent computing services, with a total expenditure not exceeding 390 million yuan [17]. Financial Performance - CICC's subsidiary reported a net profit of 987 million yuan for the first half of the year [21]. - Great Wall Motors reported a net profit of 6.337 billion yuan, a decrease of 10.22% year-on-year [22]. - Shuangjie Electric expects a net profit of 100 million to 120 million yuan, an increase of 16.03% to 39.23% year-on-year [23]. - Shentong Technology reported a net profit of 64.278 million yuan, a year-on-year increase of 111.09% [24]. - Sanhuan Group anticipates a net profit of 1.128 billion to 1.333 billion yuan, a growth of 10% to 30% year-on-year [25][26]. - Nanjing Gaoke's contract sales reached 820 million yuan, a year-on-year increase of 824.68% [27]. - Kaierda expects a net profit of 1.97 million to 2.56 million yuan, a decrease of 89.11% to 91.62% year-on-year [28]. Major Contracts - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [29]. - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of its last year's revenue [30]. - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [31]. Shareholding Changes - Hongbaoli's major shareholder plans to reduce its stake by up to 2% [33]. - Yaopi Glass's shareholder plans to reduce its stake by up to 2% [34]. - Dingsheng New Materials' shareholders plan to reduce their stake by up to 3% [35]. - Huiyun Titanium's controlling shareholder plans to reduce its stake by up to 3% [36]. - MediX's shareholder plans to reduce its stake by up to 1.49% [37]. - Aopu Optoelectronics' controlling shareholder plans to reduce its stake by up to 1% [38]. - Huada Jiutian's major shareholders plan to reduce their stakes by up to 1.5% [39][40]. Financing Activities - Zhengyu Industrial plans to raise up to 450 million yuan through a private placement [41]. - Dongwu Securities plans to raise up to 6 billion yuan through a private placement, with specific subscriptions from major investors [42]. - Weiguang Bio plans to raise up to 1.5 billion yuan for its smart industrial base project [43].

Performance Forecast - The company expects a net profit attributable to shareholders for the first half of 2025 to be between 0 and 20.95 million yuan, representing a year-on-year decline of 91.62% to 89.11% [1] - The net profit after deducting non-recurring gains and losses is projected to be between -3.13 million yuan and -2.54 million yuan, a decrease of 21.86 million yuan to 21.27 million yuan compared to the same period last year, reflecting a decline of 116.71% to 113.56% [1] Previous Year Performance - In the first half of 2024, the company reported a net profit attributable to shareholders of 23.51 million yuan and a net profit of 18.73 million yuan after deducting non-recurring gains and losses [1] Reasons for Performance Change - The company has increased investment to enhance product competitiveness, leading to significant growth in R&D and management expenses [2] - Share-based payment expenses rose by 5.64 million yuan year-on-year, and the overall gross margin slightly decreased due to market factors [2] - The company also faced increased provisions for inventory impairment and a decline in interest income, which significantly impacted the net profit for the first half of 2025 [2]