证券代码：688255 证券简称：凯尔达 公告编号：2025-051 杭州凯尔达焊接机器人股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 投资者可于 2025 年 11 月 26 日（星期三）至 12 月 02 日（星期二）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司 邮箱 sec@kaierda.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 杭州凯尔达焊接机器人股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司《2025 年第三季度报告》，为便于广大投资者更全面深入地了 解公司 2025 年第三季度经营成果、财务状况等，公司计划于 2025 年 12 月 03 日（星期三）13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者关心的问 题进行交流。 一、说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年第三季度的经营 成果及财务指标的 ...

Core Viewpoint - Kailida's stock has shown volatility with a year-to-date increase of 21.22%, but recent trends indicate a decline over various time frames, raising concerns about its short-term performance [1][2]. Financial Performance - For the period from January to September 2025, Kailida achieved a revenue of 504 million yuan, reflecting a year-on-year growth of 11.72%. However, the net profit attributable to shareholders decreased by 56.42% to 12.75 million yuan [2]. - Since its A-share listing, Kailida has distributed a total of 107 million yuan in dividends, with 67.51 million yuan paid out over the last three years [3]. Stock Market Activity - As of November 24, Kailida's stock price was 32.03 yuan per share, with a market capitalization of 3.519 billion yuan. The stock experienced a trading volume of 24.95 million yuan and a turnover rate of 0.72% [1]. - The stock has appeared on the "龙虎榜" three times this year, with the most recent instance on February 11, where it recorded a net buy of -13.90 million yuan [1]. Shareholder Information - As of September 30, 2025, Kailida had 7,102 shareholders, a decrease of 2.42% from the previous period. The average number of circulating shares per person increased by 2.48% to 15,468 shares [2]. - Among the top ten circulating shareholders, the 华夏中证机器人ETF holds 1.8265 million shares, an increase of 333,700 shares from the previous period, while the 天弘中证机器人ETF is a new entrant with 724,700 shares [3]. Business Overview - Kailida, established on March 17, 2009, and listed on October 25, 2021, specializes in the research, production, and sales of welding robots and industrial welding equipment. The revenue composition is 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1][2].

Group 1 - The core point of the news is that Kailda (688255) has seen a net financing inflow of 64.94 million yuan on November 17, with a total financing balance of 2.07 billion yuan, indicating a positive trend in investor sentiment [1][2][3] - Over the past three trading days, Kailda has recorded a cumulative net financing inflow of 448.98 million yuan, suggesting sustained interest from investors [1] - In the last 20 trading days, there have been 11 days with net financing inflows, highlighting a consistent pattern of investment activity [1] Group 2 - The financing balance on November 17 was 2.07 billion yuan, which represents a 0.31% increase from the previous day [2][3] - The net financing inflow on November 17 was 64.94 million yuan, contributing to the overall positive trend in financing activities [2] - The financing balance has shown a gradual increase over the past few trading days, with notable inflows of 665.27 million yuan on November 12 and 632.98 million yuan on November 11 [2][3]

Core Insights - On November 11, Keda's stock rose by 2.61% with a trading volume of 71.43 million yuan [1] - Keda's financing buy-in on the same day was 13.97 million yuan, with a net financing buy of 6.33 million yuan [1] - As of November 11, Keda's total financing and securities balance reached 196 million yuan, accounting for 5.03% of its market capitalization [1] Financing and Securities - Keda's financing buy-in on November 11 was 13.97 million yuan, with a current financing balance of 196 million yuan, which is above the 70th percentile of the past year [1] - No shares were sold or repaid in the securities lending market on November 11, with a securities lending balance of 0.00 yuan, indicating a high position relative to the past year [1] Company Overview - Keda, established on March 17, 2009, and listed on October 25, 2021, specializes in the research, production, and sales of welding robots and industrial welding equipment [1] - The company's revenue composition includes 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1] Financial Performance - As of September 30, Keda reported a total of 7,102 shareholders, a decrease of 2.42% from the previous period, with an average of 15,468 circulating shares per person, an increase of 2.48% [2] - For the period from January to September 2025, Keda achieved a revenue of 504 million yuan, representing a year-on-year growth of 11.72%, while the net profit attributable to shareholders decreased by 56.42% to 12.75 million yuan [2] Dividend and Shareholding - Keda has distributed a total of 107 million yuan in dividends since its A-share listing, with 67.51 million yuan distributed over the past three years [3] - As of September 30, 2025, Keda's top ten circulating shareholders include Huaxia CSI Robotics ETF, which increased its holdings by 33,370 shares, and Tianhong CSI Robotics ETF, which is a new shareholder with 724,700 shares [3]

Group 1 - The stock of Shangwei New Materials reached a 20% limit up, indicating strong market interest and potential investor confidence [1] - World Group's stock increased by over 15%, reflecting positive market sentiment [1] - Hanyu Group's stock rose by more than 6%, suggesting a favorable trading environment [1] Group 2 - Other companies such as Wuzhou New Spring, Guangyang Co., Riyi Electronics, and Kaierda also experienced stock price increases, indicating a broader trend in the market [1]

Group 1 - On November 6, Keda's stock rose by 0.71% with a trading volume of 37.79 million yuan, while the margin trading data showed a net margin buy of -1.28 million yuan for the day [1] - As of November 6, Keda's total margin trading balance was 186 million yuan, accounting for 4.79% of its circulating market value, indicating a high level compared to the past year [1] - Keda's main business includes the research, production, and sales of welding robots and industrial welding equipment, with revenue composition being 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1] Group 2 - As of September 30, Keda reported a total of 7,102 shareholders, a decrease of 2.42% from the previous period, while the average circulating shares per person increased by 2.48% to 15,468 shares [2] - For the period from January to September 2025, Keda achieved an operating income of 504 million yuan, representing a year-on-year growth of 11.72%, but the net profit attributable to shareholders decreased by 56.42% to 12.75 million yuan [2] - Keda has distributed a total of 107 million yuan in dividends since its A-share listing, with 67.51 million yuan distributed over the past three years [3]

Core Insights - Kairda (688255.SH) reported its Q3 2025 results, revealing that 14 institutional investors hold a total of 56.5493 million A-shares, accounting for 51.47% of the total share capital [1] - The top ten institutional investors collectively hold 51.43% of the shares, with a decrease of 2.89 percentage points compared to the previous quarter [1] Institutional Holdings - The top institutional investors include Kairda Group Ltd, Yaskawa Electric (China) Co., Ltd, and several investment funds, indicating a strong institutional interest in Kairda [1] - The number of institutional investors holding Kairda shares has remained stable, but the concentration among the top ten has slightly decreased [1] Public Fund Activity - Two public funds increased their holdings in Kairda, namely the Huaxia CSI Robot ETF and Tianhong CSI Robot ETF, with an increase in holding proportion of 0.42% [2] - A total of 59 public funds did not disclose their holdings this period, including notable funds like Huaxia Digital Economy Leader Mixed Fund and several other CSI Robot ETFs [2]

Core Viewpoint - The company has reported its third-quarter financial results, emphasizing the accuracy and completeness of the information provided by its board and management [2][3]. Financial Data - The company has not audited its third-quarter financial statements [3]. - The total sales of industrial robots reached 3,914 units from the beginning of the year to the end of the reporting period, representing a year-on-year increase of 16.52%. Among these, self-produced robots accounted for 1,531 units, showing a growth of 6.69% year-on-year [8]. Shareholder Information - As of the end of the reporting period, the company repurchased 3,419,134 shares, which constitutes 3.1123% of its total shares. These repurchased shares are not included in the top ten shareholders list [4]. Incentive Plan - The company has initiated a 2024 restricted stock incentive plan, which includes the cancellation of certain granted but unvested shares and the processing of vesting for five eligible participants [6].

Core Insights - The company reported a revenue of 504 million yuan for the first three quarters of 2025, representing a year-on-year growth of 11.72% [1] - The net profit attributable to shareholders was 12.75 million yuan, showing a significant decline of 56.42% compared to the previous year [1] - The non-recurring net profit was 6.29 million yuan, which is a decrease of 71.09% year-on-year [1] - The basic earnings per share stood at 0.12 yuan [1]

证券代码：688255 证券简称：凯尔达 公告编号：2025-049 杭州凯尔达焊接机器人股份有限公司 关于使用部分暂时闲置募集资金和自有资金进行现 金管理的公告 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： 基本情况 影响。 一、投资情况概述 （一）投资目的 由于募集资金投资项目建设需要一定周期，公司的部分募集资金存在暂时闲 置的情形。为提高募集资金使用效率，合理利用部分暂时闲置募集资金及自有资 金，在确保不影响募集资金投资项目建设和募集资金安全的情况下，增加公司的 收益并为公司、股东获取更多回报。 （二）投资金额 | | 拟使用最高不超过人民币 8,000 万元（含本数）募集 | | --- | --- | | 投资金额 | 资金； | | | 拟使用最高不超过人民币 万元（含本数）自有 55,000 | | | 资金。 | | 投资种类 | 拟使用暂时闲置募集资金用于购买安全性高、流动性 | | | 好、具有合法经营资格的金融机构销售的保本型理财 | | | 产品（包括但不限于结构性存款、定期存款、通知 ...