外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即招商证券国际有限公司-客户资金。 2025年10月31日，快意电梯(002774.SZ)发布2025年第三季报。截至2025年10月30日，共有4个机构投资 者披露持有快意电梯A股股份，合计持股量达1.59亿股，占快意电梯总股本的47.30%。其中，机构投资 者包括东莞市快意股权投资有限公司、中信建投证券股份有限公司、招商证券国际有限公司-客户资 金、鹤壁市合生企业管理咨询合伙企业(有限合伙)，机构投资者合计持股比例达47.30%。相较于上一季 度，机构持股比例合计下跌了0.77个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计13个，主要包括中加中证A500指数增强发起式 A、银华专精特新量化优选股票发起式A、万家中证2000指数增强A、东方量化成长灵活配置混合A、泓 德泓信混合等。 ...

快意电梯成立于1998年9月16日，于2017年3月24日在深圳证券交易所上市，注册地址与办公地址均在广东 省东莞市。它是国内知名的电梯制造商，具有自主研发和生产能力，产品质量和技术处于行业领先水平。 快意电梯的主营业务为电梯、自动扶梯和自动人行道的设计研发、制造、销售及产品的安装、改造和维保 服务。所属申万行业为机械设备 - 专用设备 - 楼宇设备，所属概念板块有小盘、人工智能、粤港澳核聚 变、超导概念、核电。 经营业绩：营收行业第七，净利润第七 2025年三季度，快意电梯营业收入9.51亿元，行业排名7/15，行业第一名上海机电147.09亿元，第二名广日 股份48.17亿元，行业平均数23.23亿元，中位数8.48亿元。主营业务构成中，直梯4.84亿元占比77.54%，安 装维保及备件1.24亿元占比19.84%，扶梯1372.16万元占比2.20%，其它业务266.44万元占比0.43%。当期净 利润5212.85万元，行业排名7/15，行业第一名上海机电10.16亿元，第二名广日股份4.16亿元，行业平均数 1.61亿元，中位数4182.04万元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能 ...

Core Insights - The company reported a decline in revenue and profit for the first three quarters of 2025, with total revenue at 951 million yuan, down 14.82% year-on-year, and net profit attributable to shareholders at 52.06 million yuan, down 38.97% year-on-year [1][2]. Financial Performance - Basic earnings per share for the reporting period were 0.15 yuan, with a weighted average return on equity of 4.25% [2]. - The company's gross margin for the first three quarters was 22.23%, a decrease of 4.80 percentage points year-on-year, while the net margin was 5.48%, down 2.15 percentage points from the previous year [2]. - In Q3 2025, the gross margin was 21.07%, down 7.13 percentage points year-on-year and down 2.05 percentage points quarter-on-quarter, with a net margin of 5.50%, a decrease of 0.63 percentage points year-on-year and 0.89 percentage points quarter-on-quarter [2]. Expense Management - Total operating expenses for the period were 170 million yuan, a decrease of 51.01 million yuan year-on-year, with an expense ratio of 17.84%, down 1.92 percentage points from the previous year [2]. - Sales expenses decreased by 30.36%, management expenses decreased by 5.26%, and R&D expenses decreased by 20.71%, while financial expenses increased by 72.87% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 14,500, a decrease of 1,058 shareholders or 6.79% from the end of the first half of the year, with the average market value of shares held per shareholder increasing by 22.30% from 189,900 yuan to 232,300 yuan [2]. Company Overview - The company, founded on September 16, 1998, and listed on March 24, 2017, is based in Dongguan, Guangdong Province, specializing in the design, research and development, manufacturing, sales, installation, modification, and maintenance of elevators, escalators, and moving walkways [3]. - The main business revenue composition includes elevators (77.54%), installation and maintenance services (19.84%), escalators (2.20%), and other businesses (0.43%) [3]. - The company belongs to the machinery equipment industry, specifically in building equipment, and is associated with concepts such as small-cap stocks, artificial intelligence, and the Belt and Road Initiative [3].

Company Performance - Kuaiyi Elevator reported a revenue of approximately 951 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 14.82% [1] - The net profit attributable to shareholders of the listed company was about 52.06 million yuan, down 38.97% year-on-year [1] - Basic earnings per share were 0.1546 yuan, reflecting a decline of 38.99% compared to the previous year [1] Market Valuation - As of the report date, Kuaiyi Elevator's market capitalization stood at 3.2 billion yuan [1]

快意电梯10月30日公告，2025年第三季度实现营业收入3.27亿元，同比下降21.53%；归属于上市公司股 东的净利润1800.29万元，同比下降29.44%；基本每股收益0.0534元。前三季度实现营业收入9.51亿元， 同比下降14.82%；归属于上市公司股东的净利润5206.16万元，同比下降38.97%；基本每股收益0.1546 元。 ...

快意电梯股份有限公司 2025 年第三季度报告 证券代码：002774 证券简称：快意电梯 公告编号：2025-036 快意电梯股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，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。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 快意电梯股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 326,546,150.23 | -21.53% | 9 ...

Core Viewpoint - The report highlights a decline in the production of elevators, escalators, and lifts in China, indicating a challenging market environment for the industry from 2025 onwards [1] Industry Summary - In August 2025, the production of elevators, escalators, and lifts in China was 119,000 units, representing a year-on-year decrease of 2.5% [1] - From January to August 2025, the cumulative production of these devices reached 884,000 units, showing a cumulative decline of 5.7% [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1]

Core Viewpoint - The Chinese elevator industry is experiencing a decline in production, with significant year-on-year decreases reported for early 2025 [1][2]. Industry Summary - In April 2025, the production of elevators, escalators, and lifts in China reached 119,000 units, representing a year-on-year decrease of 8.5% [1]. - From January to April 2025, the cumulative production of these units totaled 390,000, marking a cumulative decline of 6.9% [1]. Company Summary - Listed companies in the elevator sector include 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical), 金螳螂 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuanda Intelligent) [1].

Group 1 - The core point of the news is that Kuaiji Elevator executed a block trade of 1.22 million shares on October 21, with a transaction value of 12.05 million yuan, representing 10.7% of the total trading volume for that day, at a price of 9.88 yuan, which is consistent with the market closing price [1][2]. Group 2 - The block trade details include a transaction date of October 21, 2025, with the stock code 002774 for Kuaiji Elevator, a transaction price of 9.88 yuan, a trading volume of 122,000 shares, and a total transaction amount of 12.05 million yuan, executed by an institutional trading unit [2].

Group 1 - The core point of the article is that Kuaiji Elevator (002774) announced the election of Cheng Wei'an as the employee director of the company's fifth board of directors during the employee representative meeting held on October 14, 2025 [1]