经营业绩：营收行业第一，净利润行业第五 2025年三季度，科陆电子实现营业收入35.86亿元，在行业14家公司中排名第一，高于第二名海兴电力的 33.69亿元，行业平均数为11.44亿元，中位数为5.82亿元。其主营业务构成中，储能业务收入12.82亿元， 占比49.83%；智能电网收入12.54亿元，占比48.74%；物业收入2336.28万元，占比0.91%；综合能源管理及 服务收入1100.19万元，占比0.43%；其他(补充)收入244.39万元，占比0.10%。当期净利润为2.64亿元，行 业排名第五，行业第一名海兴电力净利润为7.3亿元，第二名开发科技为5.54亿元，行业平均数为2.3亿元， 中位数为1.2亿元。 科陆电子成立于1996年8月12日，2007年3月6日于深圳证券交易所上市，注册地址为广东省深圳市，办公 地址也在广东省深圳市。该公司是国内领先的能源综合服务商，核心业务覆盖电工仪器仪表、电力自动化 等领域，具备全产业链优势。 科陆电子主营业务为电工仪器仪表、电力自动化系列产品、新能源及节能减排产品的研发、生产及销售， 所属申万行业为电力设备 - 电网设备 - 电工仪器仪表，涉及虚拟电厂 ...

消息面上，有媒体称，在政策支持及全球对电网稳定设备和人工智能驱动数据中心供电设备的需求推动下，储能系统正加速普及。电池产业与太阳能、电动车共同构成中国工业增长战略的核心。 A股市场储能板块走强，其中，海博思创涨超13%，艾罗能源涨超9%，科陆电子涨超7%，南都电源涨超5%，派能科技涨超4%，科士达涨超3%，科华数据涨超2%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688411 | 海博思创 | + | 13.55 | 506亿 | 1371.45 | | 688717 | 艾罗能源 | + | 9.15 | 122亿 | 63.71 | | 002121 | 科陆电子 | + | 7.84 | 148亿 | 105.52 | | 300068 | 南都电源 | + | 5.56 | 170亿 | 17.53 | | 688063 | 派能科技 | 家 | 4.29 | 160亿 | 64.89 | | 002518 | 科士达 | + | 3.92 | 259亿 | 99.84 | | 00 ...

科陆电子今日跌停，全天换手率12.54%，成交额15.24亿元，振幅6.43%。龙虎榜数据显示，机构净卖出 3630.43万元，深股通净卖出1437.80万元，营业部席位合计净卖出5309.84万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-11.26%上榜，机构专用席位净卖出3630.43万元，深 股通净卖出1437.80万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 6014.45 | 7452.26 | | 买二 | 国信证券股份有限公司广州东风中路证券营业部 | 1204.18 | 1185.35 | | 买三 | 东方财富证券股份有限公司江苏分公司 | 1139.12 | 85.10 | | 买四 | 平安证券股份有限公司上海巨鹿路营业部 | 1096.43 | 0.00 | | 买五 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 1095.38 | 292.87 | | 卖一 | 深股通专用 | 6014.45 | 7452.26 | ...

Group 1: Company Performance Highlights - Ecovacs Robotics reported a significant increase in Q3 2025 revenue of 4.201 billion yuan, up 29.26% year-on-year, and a net profit of 438 million yuan, up 7160.87% [1] - Deep South Housing A achieved a revenue of approximately 898.85 million yuan in the first three quarters of 2025, a year-on-year increase of 331.66%, with a net profit of about 145.12 million yuan, up 2791.57% [1] - Antong Holdings reported Q3 2025 revenue of 2.152 billion yuan, an 18.85% increase year-on-year, and a net profit of 152 million yuan, up 2155.18% [2] - Sichuan Changhong's Q3 2025 revenue was 25.184 billion yuan, down 2.69% year-on-year, but net profit increased to 507 million yuan, up 690.83% [2] - Zhenghai Magnetic Materials reported a revenue of approximately 4.973 billion yuan for the first three quarters of 2025, a 30.54% increase, with a net profit of about 228 million yuan, up 20.46% [3] - Gold Mountain reported Q3 2025 revenue of 3.372 billion yuan, up 66.39% year-on-year, and a net profit of 951 million yuan, up 140.98% [4] Group 2: Corporate Actions and Strategic Moves - Yiyi Co. plans to acquire 100% equity of Gao Ye Jia, with the stock resuming trading on October 27 [6][8] - Ying Tang Zhi Kong is planning to issue shares to acquire assets, leading to a stock suspension starting October 27 [18][35] - Dream Jie Co. faced dissent from board member Chen Jie regarding the Q3 2025 report, raising concerns about its accuracy and completeness [9] - Drugmaker WuXi AppTec intends to sell 100% equity of two subsidiaries for 2.8 billion yuan to focus on its CRDMO business model [20][21] - Huayi Technology is planning to invest in a new project with a budget of approximately 266.65 million yuan for advanced manufacturing capabilities [22]

财报显示，2025年前三季度，科陆电子实现营业收入约为35.86亿元，同比增长23.42%；对应实现归属 净利润约为2.32亿元，同比扭亏。 北京商报讯（记者 马换换 李佳雪）10月25日，科陆电子（002121）发布2025年三季报显示，公司前三 季度实现归属净利润约为2.32亿元，同比扭亏。 ...

Core Insights - Kelu Electronics (002121.SZ) reported its Q3 2025 financial results on October 25, 2025, highlighting significant institutional investor interest [1] Institutional Holdings - As of October 24, 2025, five institutional investors disclosed holdings in Kelu Electronics A-shares, totaling 669 million shares, which represents 40.30% of the company's total share capital [1] - The institutional ownership increased by 2.10 percentage points compared to the previous quarter [1] Public Fund Activity - In this reporting period, 29 public funds were not disclosed compared to the previous quarter, including notable funds such as China Merchants Quantitative Selected Stock A and GF Quantitative Multi-Factor Mixed A [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings in Kelu Electronics, with an increase of 2.11% compared to the previous period [1]

智通财经APP讯，科陆电子(002121.SZ)发布2025年三季度报告，该公司前三季度营业收入为35.86亿 元，同比增长23.42%。归属于上市公司股东的净利润为2.32亿元，同比增长251.10%。归属于上市公司 股东的扣除非经常性损益的净利润为1.69亿元，同比增长176.45%。基本每股收益为0.1396元。 ...

截至发稿，科陆电子市值为158亿元。 每经头条（nbdtoutiao）——溢价近10万倍！知名品牌豪掷1.7亿元买2000股，目标公司注册资本仅1万 港元且还未营业！上交所都看不懂了：收购有何必要性？ 每经AI快讯，科陆电子（SZ 002121，收盘价：9.5元）10月24日晚间发布公告称，截至2025年9月30 日，公司及子公司对外担保总额度为人民币19亿元，占公司2024年12月31日经审计净资产的380.61%； 公司及子公司对外担保余额折合人民币约为5.16亿元（其中美元按2025年9月30日中国人民银行公布的 相关人民币汇率中间价折算），占公司2024年12月31日经审计净资产的103.37%。 2025年1至6月份，科陆电子的营业收入构成为：储能业务占比49.83%，智能电网占比48.74%，物业占 比0.91%，综合能源管理及服务占比0.43%，其他业务占比0.09%。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

Financial Performance Highlights - San Chuan Wisdom reported a net profit of 143.89 million yuan, a year-on-year increase of 101.23%, with total revenue of 827.84 million yuan, down 25.53% [1] - Dian Guang Media achieved a net profit of 132.11 million yuan, up 116.61%, with revenue of 3.19 billion yuan, an increase of 16.32% [1] - Jin Kai BioScience's net profit surged by 163.24% to 103.43 million yuan, with revenue of 487.72 million yuan, up 25.96% [2] - He Ren Technology's net profit skyrocketed by 1,292.86% to 12.94 million yuan, despite a slight revenue decline of 0.33% to 263.46 million yuan [3] - Ming Tai Aluminum's net profit for Q3 increased by 35.94% to 464 million yuan, while total revenue for the first three quarters was 25.87 billion yuan, up 9.38% [4] - Jin Cai Interconnect reported a staggering net profit growth of 1,697.84% to 57.52 million yuan, with revenue of 750.02 million yuan, down 17.32% [5] - Chi Feng Gold's Q3 net profit rose by 140.98% to 951 million yuan, with revenue of 3.37 billion yuan, up 66.39% [6] - Chu Jiang New Materials reported a net profit of 355.17 million yuan, a year-on-year increase of 2,089.49%, with revenue of 44.19 billion yuan, up 13.29% [8] - Guo Xuan High-Tech's net profit increased by 514.35% to 2.53 billion yuan, with revenue of 29.51 billion yuan, up 17.21% [16] - Sichuan Changhong's Q3 net profit grew by 690.83% to 50.7 million yuan, despite a revenue decline of 2.69% to 25.18 billion yuan [17] - Kewo Technology's Q3 net profit surged by 7,161% to 438 million yuan, with revenue of 4.20 billion yuan, up 29.26% [16] Strategic Developments - GreenMei signed a strategic cooperation framework agreement with Xiamen Xatong New Energy to supply 150,000 tons of battery materials annually from 2026 to 2028 [4] - Hunan Development plans to invest 2.4 billion yuan in a photovoltaic power generation project with a capacity of 800MW [9] - Weston intends to use 160 million yuan of raised funds to acquire and increase investment in Liangtou Technology, aiming for a controlling stake [7] - Zhaopin Technology announced a joint investment with Zhizhu and Yuankeshi to establish Shenzhen Zhixian Robot Technology Co., with a registered capital of 50 million yuan [12] - Jiangsu Long Power's controlling shareholder secured a loan of up to 7.2 billion yuan specifically for stock repurchase [22][23]

每经头条（nbdtoutiao）——溢价近10万倍！知名品牌豪掷1.7亿元买2000股，目标公司注册资本仅1万 港元且还未营业！上交所都看不懂了：收购有何必要性？ （记者 曾健辉） 2025年1至6月份，科陆电子的营业收入构成为：储能业务占比49.83%，智能电网占比48.74%，物业占 比0.91%，综合能源管理及服务占比0.43%，其他业务占比0.09%。 截至发稿，科陆电子市值为158亿元。 每经AI快讯，科陆电子（SZ 002121，收盘价：9.5元）10月24日晚间发布公告称，公司第九届第二十次 董事会临时会议于2025年10月23日以通讯表决方式召开。会议审议了《关于增选公司独立董事的议案》 等文件。 ...