证券代码：002121 证券简称：科陆电子 公告编号：2025041 深圳市科陆电子科技股份有限公司 关于转让全资子公司南昌市科陆智能电网科技有限公司 100%股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 甲方：南昌康鑫泰商贸有限公司 一、交易概述 深圳市科陆电子科技股份有限公司（以下简称"公司"）第九届董事会第十 五次会议审议通过了《关于转让全资子公司南昌市科陆智能电网科技有限公司 100%股权的议案》，同意公司将持有的南昌市科陆智能电网科技有限公司（以下 简称"南昌科陆"）100%股权以人民币12,500万元的价格转让给南昌康鑫泰商贸 有限公司（以下简称"康鑫泰"），具体内容详见2025年3月22日在《证券时报》、 《中国证券报》、《证券日报》、《上海证券报》及巨潮资讯网（www.cninfo.com.cn） 上刊登的《关于转让全资子公司南昌市科陆智能电网科技有限公司100%股权的 公告》（公告编号：2025021）。 2025年3月22日，康鑫泰、公司、南昌科陆三方签订了《关于南昌市科陆智 能电网科技有限公司的股权转让协议》（以下简称" ...

Core Viewpoint - The company, Kelu Electronics, is expected to turn a profit in the first half of 2025, driven by overseas energy storage orders and a significant increase in revenue from its energy storage business, which has become a key growth driver [1][3][4]. Financial Performance - Kelu Electronics anticipates a net profit attributable to shareholders of 175 million to 225 million yuan for the first half of 2025, recovering from a loss of 39.67 million yuan in the same period last year [1][3]. - The company reported a 16.2% year-on-year increase in revenue for Q1 2025, reaching 1.214 billion yuan, with a net profit increase of 857.45% to 67.45 million yuan [2][3]. Business Segments - The company's business includes smart grid, energy storage, comprehensive energy management and services, and property and other businesses [2]. - The energy storage business has grown significantly, with revenue increasing from 233 million yuan in 2021 to 1.456 billion yuan in 2024, representing a growth of over 5 times [4]. Market Expansion - Kelu Electronics has accelerated its overseas market expansion, securing a 800 MWh order for containerized battery energy storage systems in the U.S. and collaborating on 485 MWh projects in Colombia and Chile [5]. - The company is establishing a localized sales and project management team in Chile, anticipating a doubling of energy storage deployment in the country to over 1 GWh by 2025 [5]. Strategic Developments - The company launched its first commercial application of the Aqua C2.5 energy storage system, with the first batch of 350 MWh shipped to overseas markets [6]. - Following the acquisition by Midea Group, Kelu Electronics has initiated the construction of a 3 GWh energy storage base in Indonesia, with the first phase expected to be operational by Q1 2026 [6].

Market Overview - The Shanghai Composite Index fell by 0.42% on July 15, with six industries experiencing gains, led by the communication and computer sectors, which rose by 4.61% and 1.42% respectively. The coal and agriculture sectors saw the largest declines, down by 1.92% and 1.62% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 41.186 billion yuan across the two markets, with only three industries seeing net inflows: communication (2.151 billion yuan), computer (1.839 billion yuan), and a minor inflow in the comprehensive sector (178.56 million yuan) [1] - The electric equipment industry experienced the largest net outflow, totaling 5.055 billion yuan, followed by the non-ferrous metals industry with a net outflow of 4.508 billion yuan. Other sectors with significant outflows included basic chemicals, pharmaceuticals, and defense [1] Electric Equipment Industry Performance - The electric equipment industry declined by 0.74% with a total of 358 stocks, of which 68 rose and 288 fell. One stock hit the daily limit up while another hit the limit down [2] - Within the electric equipment sector, 75 stocks saw net inflows, with six stocks receiving over 100 million yuan in inflows. The top inflow was for Kehua Data, which attracted 394 million yuan, followed by Hengdian East Magnetic and Kotec Power with inflows of 278 million yuan and 236 million yuan respectively [2] - The outflow list for the electric equipment sector included six stocks with outflows exceeding 100 million yuan, led by Sunshine Power and CATL, both with outflows of 346 million yuan, followed by Kelu Electronics with an outflow of 266 million yuan [2][4] Top Gainers in Electric Equipment - The top gainers in the electric equipment sector included: - Kehua Data: +6.95% with a turnover rate of 14.34% and a main capital flow of 393.85 million yuan - Hengdian East Magnetic: +7.69% with a turnover rate of 10.82% and a main capital flow of 277.98 million yuan - Kotec Power: +6.28% with a turnover rate of 17.48% and a main capital flow of 236.49 million yuan [2] Top Losers in Electric Equipment - The top losers in the electric equipment sector included: - Sunshine Power: -0.61% with a turnover rate of 2.88% and a main capital flow of -346.33 million yuan - CATL: -0.28% with a turnover rate of 0.43% and a main capital flow of -345.96 million yuan - Kelu Electronics: -1.67% with a turnover rate of 22.73% and a main capital flow of -265.52 million yuan [4]

Group 1 - The company expects to turn a profit in the first half of 2025, with the performance period from January 1, 2025, to June 30, 2025 [1] - The preliminary estimate indicates a significant increase in revenue due to the delivery of overseas energy storage orders [2] - The company experienced a foreign exchange loss of RMB 103.64 million in the first half of 2024 due to the depreciation of the Egyptian pound, but this period saw a stabilization of the exchange rate, leading to a decrease in financial expenses [2] Group 2 - The company reported a turnaround in operating performance, resulting in profitability, although income tax expenses increased year-on-year [3] - The performance forecast is based on preliminary estimates from the company's finance department and has not been audited by an accounting firm [4] - The company has designated specific media outlets for information disclosure, including "China Securities Journal" and "Shanghai Securities Journal," and advises investors to make cautious decisions based on disclosed information [4]

Group 1: Market Overview - On July 14, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 26.576 billion yuan, with the ChiNext board seeing a net outflow of 12.112 billion yuan and the CSI 300 index stocks a net outflow of 6.366 billion yuan [1] - Among the 21 industries tracked, mechanical equipment, public utilities, and home appliances saw the largest gains, each rising over 1%, while real estate, media, and non-bank financial sectors fell more than 1% [1] - Four industries received net inflows from main funds, with mechanical equipment leading at 394 million yuan, followed by home appliances at 117 million yuan, and coal and petrochemical sectors each exceeding 37 million yuan [1] Group 2: Individual Stock Performance - Among individual stocks, 37 saw net inflows exceeding 100 million yuan, with six stocks surpassing 200 million yuan in inflows [2] - Zhongji Xuchuang, a leader in optical modules, topped the inflow list with 497 million yuan, benefiting from increased demand for ASIC servers driven by growth in ARR for AWS's Anthropic and Google's Gemini [2] - Notable stocks such as Xiangyang Bearing, Brother Technology, and Kelu Electronics also saw significant inflows, with Kelu Electronics reaching a net inflow of 314 million yuan, the highest since June 23, 2016 [2] Group 3: Notable Outflows - Over 90 stocks experienced net outflows exceeding 100 million yuan, with 21 stocks seeing outflows over 300 million yuan [3] - Leading the outflows were BYD and Northern Rare Earth, each with net outflows exceeding 1.1 billion yuan, with Northern Rare Earth's outflow reaching 1.105 billion yuan, marking a new high since November 4, 2024 [3][4] Group 4: Tail-End Market Activity - At the market close, there was a net outflow of 1.483 billion yuan, with the ChiNext board seeing an outflow of 806 million yuan [6] - Notably, the digital currency concept stock Chutianlong saw a significant reversal, with a net inflow of 204 million yuan, despite a projected loss of 35 to 40 million yuan for the upcoming half-year [7] - Other stocks with notable tail-end inflows included Tianyang Technology and Hanyu Pharmaceutical, each exceeding 40 million yuan [8]

[Performance Forecast Overview](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant turnaround to profitability in the first half of 2025, with net profit attributable to shareholders projected between RMB 175 million and RMB 225 million, a 541.13% to 667.16% increase from the RMB 39.6711 million loss in the prior year, while operating revenue is expected to grow from RMB 1.911 billion to RMB 2.5 billion - RMB 2.6 billion Performance Forecast for H1 2025 | Item | Current Period (H1 2025 Forecast) | Prior Year Period (H1 2024) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: RMB 175.00 – 225.00 million | Loss: RMB 39.6711 million | | Year-on-Year Growth | 541.13% – 667.16% | - | | **Net Profit After Non-Recurring Gains/Losses** | Profit: RMB 130.00 – 165.00 million | Loss: RMB 107.9024 million | | Year-on-Year Growth | 220.48% – 252.92% | - | | **Basic Earnings Per Share** | Profit: RMB 0.1054 – 0.1355 /share | Loss: RMB 0.0239 /share | | **Operating Revenue** | RMB 2.5 – 2.6 billion | RMB 1.9110818 billion | [Audit and Communication Status](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is a preliminary estimate by the company's finance department based on current information and has not yet been audited by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and has not been audited by an accounting firm[3](index=3&type=chunk) [Drivers of Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change%20Reasons) Key drivers for the company's turnaround to profitability include increased operating revenue from the successful delivery of overseas energy storage orders and a significant year-on-year reduction in financial expenses due to the stabilization of the Egyptian Pound exchange rate, avoiding substantial exchange losses incurred in the prior year - Operating revenue achieved year-on-year growth as overseas energy storage orders were successively delivered during the reporting period[4](index=4&type=chunk) - Financial expenses decreased year-on-year, primarily because the Egyptian Pound exchange rate was relatively stable in the current reporting period, whereas a significant exchange loss of **RMB 103.6402 million** was incurred in the first half of 2024 due to a sharp depreciation of the Egyptian Pound[4](index=4&type=chunk) - Income tax expenses increased year-on-year due to the company's turnaround to profitability in the current reporting period[5](index=5&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=IV.%20Other%20Relevant%20Disclosures) The company advises investors that this performance forecast is a preliminary estimate, and specific financial data will be subject to the upcoming 2025 semi-annual report, urging investors to obtain information from designated media and exercise caution in investment decisions - This performance forecast is a preliminary estimate by the company's finance department, with final data subject to the company's disclosed 2025 semi-annual report[6](index=6&type=chunk) - The company's designated information disclosure media include China Securities Journal, Shanghai Securities News, Securities Times, Securities Daily, and Juchao Information Network, reminding investors to make cautious decisions and be aware of investment risks[6](index=6&type=chunk)

科陆电子（002121）公告，预计2025年上半年净利润为1.75亿元–2.25亿元，同比增长541.13%– 667.16%。 ...

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

Core Viewpoint - The stock prices of power grid equipment companies have been rising, with significant gains observed in several companies following the announcement of a new electricity trading mechanism by the National Development and Reform Commission [1] Group 1: Stock Performance - Xining Electric has seen a 20% increase and achieved four consecutive trading limits within nine days [1] - Other companies such as Kelu Electronics, Guodian Nanzi, Siyuan Electric, and Taiyong Changzheng have also reached their trading limits [1] - Companies like Koru Intelligent Control, Heshun Electric, Xinte Electric, and Baiyun Electric have experienced upward trends in their stock prices [1] Group 2: Policy Announcement - On July 11, the National Development and Reform Commission published a response regarding the normalization of electricity trading mechanisms across power grid operating areas [1] - The plan has been approved in principle, requiring State Grid Corporation and Southern Power Grid Company to implement this mechanism during the peak summer period in 2025 [1] - The aim is to optimize the allocation of electricity resources and better support electricity supply [1]

Group 1 - The stock of Kelu Electronics has experienced a significant increase, with three limit-up days within four trading days, resulting in a cumulative rise of 27.27% and a turnover rate of 43.05% [2] - As of 9:42 AM, the stock's trading volume reached 155 million shares, with a transaction amount of 985 million yuan and a turnover rate of 11.06% [2] - The latest total market capitalization of the A-shares is 10.928 billion yuan, while the circulating market capitalization is 9.211 billion yuan [2] Group 2 - The margin trading data shows that as of July 11, the margin balance for Kelu Electronics is 368 million yuan, with a financing balance of 368 million yuan, which increased by 56.35 million yuan from the previous trading day, reflecting a growth of 18.06% [2] - Over the past four days, the margin balance has cumulatively increased by 55.15 million yuan, representing a growth of 17.60% [2] - The stock has appeared on the Dragon and Tiger list once due to a cumulative deviation in the increase of 20% over three consecutive trading days, with a net sell-off of 22.9397 million yuan from the Shenzhen Stock Connect and a net purchase of 47.4687 million yuan from brokerage seats [2] Group 3 - The company's Q1 report released on April 15 indicates that the total operating revenue for the first quarter was 1.214 billion yuan, marking a year-on-year increase of 16.20% [2] - The net profit for the same period was 67 million yuan, showing a remarkable year-on-year growth of 857.45% [2] Group 4 - Recent stock performance data shows fluctuations in daily price changes and turnover rates, with notable increases on July 9 and July 10, where the stock rose by 10.06% and 10.02%, respectively [2] - The stock experienced a decline of 4.47% on July 11, with a turnover rate of 22.22% and a net outflow of 337.66 million yuan in main capital [2]