经济观察网北京科锐（002350）近期拟变更公司名称，并中标国家电网近5亿元采购项目。公司2025年 前三季度业绩显示，营业收入与净利润均实现大幅增长。 近期事件 公司公告拟将名称变更为"北京科锐集团股份有限公司"，该事项尚需股东大会审议及监管部门核准。此 外，公司中标国家电网有限公司采购项目，金额约4.98亿元，可能对未来经营产生积极影响。 公司在互动平台表示，智能开关、变压器等技术主要聚焦于地面传统新能源领域，并会持续关注太空新 兴技术发展。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 2025年1-9月，公司营业收入14.38亿元，同比增长14.16%；归母净利润2898.98万元，同比增长 1417.63%，显示盈利能力的改善。2025年第一季度业绩也显著增长，营业总收入同比上升60.22%。 业务进展情况 ...

Group 1 - The company is focusing on technological development and product innovation in response to new market demands driven by AI computing power [2] - The company aims to enhance its research and development of transformer-related products to align with industry development trends [2]

Core Viewpoint - Beijing Keri (002350) confirmed that Shaanxi QCoal Industrial Group acquired control of the company’s controlling shareholder, Beijing Keri Northern Technology Development Co., Ltd., through an agreement in November 2020, with the actual controller being Mr. Fu Xiaodong since then [1] Group 1 - The acquisition of control occurred in November 2020 [1] - The actual controller, Mr. Fu Xiaodong, has been in this position since the acquisition [1] - The company disclosed the completion of the share transfer and control change in an announcement on December 15, 2020 [1]

Core Viewpoint - The company is a leading manufacturer and solution provider of electrical equipment for power grids and renewable energy in China, focusing on traditional ground renewable energy fields while also monitoring developments in emerging space technologies [1] Group 1 - The company has accumulated and iterated smart switch technology, transformer technology, automation control, and power electronics technology over the years [1] - The company is actively engaged in the traditional renewable energy sector [1] - The company will continue to pay attention to the development of emerging technologies in the space sector [1]

Core Viewpoint - Beijing Keri (002350.SZ) is a leading manufacturer and solution provider of power grid and new energy electrical equipment in China, focusing on traditional ground new energy fields while also paying attention to emerging technologies in space [1] Group 1 - The company has accumulated and iterated smart switch technology, transformer technology, automation control, and power electronics technology over the years [1] - The company is actively engaged in the development of traditional new energy sectors [1]

Core Viewpoint - Beijing Keri (002350.SZ) is a leading manufacturer and solution provider of power grid and new energy electrical equipment in China, focusing on traditional ground new energy fields while also paying attention to emerging technologies in the space sector [1] Group 1 - The company has accumulated and iterated smart switch technology, transformer technology, automation control, and power electronics technology over the years [1] - The company is actively engaged in the development of traditional new energy sectors [1]

Group 1 - The company Beijing Keri (002350.SZ) announced a share buyback program, having repurchased a total of 778,200 shares, which accounts for approximately 0.14% of the company's current total share capital [1] - The highest transaction price during the buyback was 8.19 yuan per share, while the lowest was 8.09 yuan per share [1] - The total amount spent on the share buyback reached 6.3426 million yuan, excluding transaction fees [1]

关于股份回购进展情况的公告 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。 北京科锐集团股份有限公司（以下简称"公司"）于2025年8月26日召开第八 届董事会第十四次会议与第八届监事会第八次会议，审议通过《关于回购公司股 份的方案》，同意公司使用自有资金及金融机构借款以集中竞价交易方式回购股 份，回购资金总额不低于人民币5,000万元（含），不超过人民币10,000万元（含）； 回购股份价格不超过人民币9.90元/股，回购期限自董事会审议通过本次回购方案 之日起不超过12个月，具体回购数量以回购期满时实际回购的股份数量为准，回 购股份用于后期实施股权激励计划或员工持股计划。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》（以下简称"《回购指引》"）等相关规定，上市公司在回购 期间应当在每个月的前 3 个交易日内公告截至上月末的回购进展情况。现将公司 回购进展情况公告如下： 一、回购股份的进展情况 截至 2026 年 1 月 31 日，公司通过回购专用账户以集中竞价交易方式累计回 购公司股份 778,200 股，约占公 ...

Core Viewpoint - The A-share market experienced a significant downturn, but the high-voltage power transmission sector saw a remarkable surge due to three powerful driving forces: substantial investment plans, accelerated domestic substitution, and expanding overseas markets [1][3][5]. Investment Plans - The State Grid's "14th Five-Year Plan" outlines a fixed asset investment of 4 trillion yuan in the power grid sector over the next five years, representing a 40% increase from the previous period. Over 60% of this investment will be directed towards ultra-high voltage (UHV) and inter-regional transmission projects, translating to at least 2.4 trillion yuan flowing into the UHV and related industries [3][5]. Domestic Substitution - There is a clear policy directive to increase the domestic production rate of core UHV equipment from 90% to 98% by 2026, with procurement ratios for domestic equipment rising from 30% to over 50%. This shift is expected to redirect significant orders and profits from foreign manufacturers to domestic companies, benefiting leading firms in high-voltage switches, converters, and transformers [5][10]. Overseas Market Expansion - China's UHV technology is leading globally, with increasing demand for power grid upgrades and energy transitions worldwide. The "Belt and Road" initiative is facilitating the export of UHV technology, exemplified by successful projects like the Belo Monte UHV project in Brazil [6][7]. Market Performance - On February 2, the UHV sector saw a collective surge in stock prices, with companies like Electric Power Research Institute and Anke Intelligent Electric experiencing gains of 19.95% and 16.56%, respectively. Other companies in the sector also reported significant increases, with many stocks hitting their daily limit [2][10]. Industry Dynamics - The global market for large power transformers is currently facing a structural shortage, with a supply gap of 30%. The lead time for orders has extended from an average of 18 months in 2021 to over four years now, creating a favorable environment for Chinese companies with full industrial chain capabilities [7][10]. Order Growth - From the second half of 2025, several UHV equipment companies have reported significant year-on-year increases in contract amounts, indicating a strong order backlog that will support revenue growth in 2026 and 2027 [17]. Key Players - Major companies in the UHV sector include China Western Electric, which holds a dominant position in the market with over 40% share in core equipment like converters and GIS, and TBEA, recognized as a global leader in UHV transformers [15][16]. Investment Sentiment - Institutional investors, particularly social security funds, have heavily invested in key players like Anke Intelligent Electric and China Western Electric, indicating strong confidence in the sector's growth potential [10][14]. Conclusion - The convergence of substantial investment, domestic substitution policies, and international market opportunities is positioning the UHV sector for robust growth, attracting significant market interest and investment [1][3][5].

Core Viewpoint - The company expects a significant increase in its performance for the year 2025, driven by a comprehensive talent supply chain solution and improved overseas business contributions [2][3]. Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [1]. - The company anticipates a year-on-year increase in net profit attributable to shareholders of 30.00% to 62.50% [3]. - Non-recurring gains are expected to impact net profit by approximately 12.22 million RMB, primarily from government subsidies and investment income from the sale of subsidiary equity [3]. - Asset impairment provisions are projected to negatively affect net profit by about 2.30 million RMB [3]. Business Development - The company has developed a one-stop talent supply chain solution driven by digital technology, covering high-end talent search, recruitment process outsourcing, and human resources consulting [2]. - In the domestic market, the company is leveraging opportunities from technological innovation and industry integration, enhancing its overall solutions for major clients [2]. - The overseas business is gradually improving, with increased revenue and profit contributions from both outbound and localized operations [2]. Communication with Auditors - The performance forecast data is based on preliminary calculations by the company's finance department and has not yet been audited by the accounting firm [1][4]. - There are no significant discrepancies between the company and the accounting firm regarding this performance forecast [1].