Core Points - The company and its board members guarantee the authenticity, accuracy, and completeness of the quarterly report, assuming legal responsibility for any misrepresentation or omissions [2][3][7] Financial Data - The third-quarter financial report has not been audited [7] - The company does not require retrospective adjustments or restatements of previous accounting data [3] - Non-recurring gains and losses are applicable, with specific mention of personal income tax handling fees being returned [3][4] Shareholder Information - There are no changes in the top ten shareholders or any significant shareholders participating in securities lending activities [5]

Market Performance - The main board saw significant gains with notable stocks such as Dahua Intelligent (+10.12%), Fangzheng Technology (+10.05%), and Huanxu Electronics (+10.02%) [1] - The ChiNext board led the gains with Kexiang Co. (+20.00%) and Xiangnong Chip (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Purang Co. (+20.00%) and Shengyi Electronics (+19.99%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.49%) and SW Printed Circuit Boards (+7.06%) [1] Domestic News - Aibang ARAI glasses announced that Lipai Optics completed a new round of financing to enhance the industrialization of AR geometric waveguides [1] - Maxke Electronics signed a strategic cooperation agreement in Zhengzhou for a large silicon wafer project with a total investment of approximately 7 billion yuan [1] - Xiaomi's president responded to pricing issues for the new Redmi K90 series, citing significant increases in memory chip prices affecting manufacturing costs [1] - Lian Micro announced that its 6-inch silicon carbide-based gallium nitride products have passed customer validation and are expected to ship in Q4 2025 [1] Company Announcements - Hand Information reported a revenue of 2.439 billion yuan for the first three quarters of 2025, a year-on-year increase of 3.67%, with a net profit of 145 million yuan, up 6.96% [3] - Hanbo High-tech reported a revenue of 870 million yuan for Q3 2025, a year-on-year increase of 33.34%, with a net profit of 17.66 million yuan, up 153.33% [3] - Kelik reported a revenue of 4.105 billion yuan for the first three quarters of 2025, a year-on-year increase of 24.86%, with a net profit of 232 million yuan, up 52.51% [3] - Jiechuang Intelligent reported a revenue of 599 million yuan for the first three quarters of 2025, a year-on-year increase of 30.73%, with a net profit of 22.77 million yuan, turning from loss to profit [3] International News - Elon Musk announced that Samsung Electronics will participate in the production of Tesla's AI chip "AI5," indicating a shift in production dynamics [2] - TSMC's Japanese subsidiary JASM signed a contract for a new factory in Kumamoto, expected to start operations by the end of 2027, focusing on 6nm process semiconductors [2] - ASML delivered its first lithography machine designed for advanced packaging applications, aimed at addressing the complexities of chip packaging [2] - Google announced a deal with Anthropic to supply up to 1 million AI chips and additional cloud services, valued at several billion dollars [2]

Core Insights - The company reported a revenue of 4.105 billion yuan for the first three quarters of 2023, representing a year-on-year growth of 24.86%, and a net profit of 232 million yuan, up 52.51% year-on-year [1] - In Q3 2023, the company achieved a revenue of 1.438 billion yuan, a 24.10% increase year-on-year, with a net profit of 81.59 million yuan, reflecting a 65.95% year-on-year growth [1] Company Overview - The company specializes in the development, production, and sales of magnetic components such as electronic transformers and inductors, as well as switch power products including power adapters and battery chargers [1] - Its magnetic components are primarily used in sectors like new energy vehicles, photovoltaic energy storage, charging piles, UPS power supplies, AI server power supplies, industrial and consumer power supplies, and medical applications [1] - The company's chargers and switch power products are utilized in network communication, power tools, garden tools, computing servers, industrial equipment, robotics, smart home LED lighting, and instrumentation [1] Market Potential - Research institutions indicate that power supply is a key direction for AI server upgrades, with a market exceeding 15 billion yuan for power magnetic components combined with UPS power supplies [1] - Magnetic components are crucial components in power distribution, accounting for 7% to 8% of power supply costs, with the overall market for server power magnetic components exceeding 5 billion yuan [1] - The data center UPS market is essential, with a market space nearing 10 billion yuan [1] Client Base and Acquisitions - The company has a strong client base, including industry leaders, and expanded its application fields and customer base after acquiring a controlling stake in Haiguang Electronics in 2022 [2] - Haiguang Electronics, established in 1988, specializes in the R&D, manufacturing, and sales of magnetic components, and has been a key supplier for major companies like Huawei for over 20 years [2] - The company’s magnetic components are categorized into three main types: power transformers, switch power transformers, and inductors, with electronic transformers being the leading products [2] R&D Investment - The company is committed to continuous investment in technology R&D, with an allocation of 135 million yuan for R&D in 2024 and 109 million yuan spent in the first three quarters of this year [2]

Group 1 - The core viewpoint of the article is that 可立克 (002782.SZ) has shown significant growth in its financial performance for the first three quarters of 2025, with notable increases in both revenue and net profit [1] Group 2 - The company achieved an operating revenue of 4.105 billion yuan, representing a year-on-year growth of 24.86% [1] - The net profit attributable to shareholders of the listed company was 232 million yuan, reflecting a year-on-year increase of 52.51% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 222 million yuan, which is a year-on-year growth of 51.73% [1]

深圳可立克科技股份有限公司 2025 年第三季度报告 证券代码：002782 证券简称：可立克 公告编号：2025-082 深圳可立克科技股份有限公司 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.董事会及董事、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 深圳可立克科技股份有限公司 2025 年第三季度报告 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） | 1,437,679,561.01 | 24.10% | 4,104,541,765.55 | 24.86% ...

Core Insights - The stock price of Keleke has decreased by 2.18% to 17.03 CNY per share as of October 21, with a market capitalization of 8.446 billion CNY [1] - Keleke's main business includes the development, production, and sales of electronic transformers, inductors, and switching power supply products, with magnetic components accounting for 83.01% of revenue [1] - For the first half of 2025, Keleke reported a revenue of 2.667 billion CNY, a year-on-year increase of 25.27%, and a net profit of 151 million CNY, up 46.10% [2] Financial Performance - Keleke's stock has increased by 36.23% year-to-date, with a 1.79% rise over the last five trading days and a 27.57% increase over the last 60 days [1] - Cumulative cash dividends since Keleke's A-share listing amount to 477 million CNY, with 152 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Keleke had 36,000 shareholders, an increase of 0.54%, with an average of 13,624 circulating shares per shareholder, a decrease of 0.54% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 4.7601 million shares, a decrease of 1.426 million shares from the previous period [3]

Core Viewpoint - The company Keleke has shown significant growth in stock price and financial performance, indicating strong market interest and operational success [1][2]. Financial Performance - For the first half of 2025, Keleke achieved a revenue of 2.667 billion yuan, representing a year-on-year increase of 25.27% [2]. - The net profit attributable to shareholders for the same period was 151 million yuan, reflecting a growth of 46.10% year-on-year [2]. Stock Performance - As of October 20, Keleke's stock price increased by 37.83% year-to-date, with a slight rise of 0.17% over the last five trading days [1]. - The stock was trading at 17.23 yuan per share, with a market capitalization of 8.545 billion yuan [1]. Shareholder Information - As of June 30, the number of Keleke's shareholders reached 36,000, an increase of 0.54% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 0.54% to 13,624 shares [2]. Dividend Distribution - Keleke has distributed a total of 477 million yuan in dividends since its A-share listing, with 152 million yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 4.7601 million shares, a decrease of 1.426 million shares from the previous period [3]. - New shareholders include Guangfa Balanced Growth Mixed A and Dacheng CSI 360 Internet + Index A, holding 1.4918 million and 1.1989 million shares respectively [3].

Market Overview - On October 15, the other electronic sector rose by 2.03%, with Jingquanhua leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - Jingquanhua (002885) closed at 23.87, up 10.00% with a trading volume of 477,800 shares and a turnover of 1.092 billion [1] - Igor (002922) closed at 25.34, up 9.98% with a trading volume of 704,100 shares and a turnover of 1.723 billion [1] - KeliKe (002782) closed at 17.78, up 6.28% with a trading volume of 287,600 shares and a turnover of 502 million [1] Other Notable Stocks - Yingtang Zhikong (300131) closed at 10.12, up 4.65% with a trading volume of 549,400 shares and a turnover of 544 million [1] - Clean Technology (002859) closed at 31.02, up 4.16% with a trading volume of 34,100 shares and a turnover of 104 million [1] - Zhongrong Electric (301031) closed at 108.11, up 3.66% with a trading volume of 35,400 shares and a turnover of 376 million [1] Market Capital Flow - The other electronic sector saw a net inflow of 21.96 million from institutional investors, while retail investors contributed a net inflow of 37.4 million [2] - The sector experienced a net outflow of 396 million from speculative funds [2] Individual Stock Fund Flow - Igor (002922) had a net inflow of 23.9 million from institutional investors, while it faced a net outflow of 12.4 million from speculative funds [3] - Jingquanhua (002885) saw a net inflow of 131 million from institutional investors, with a net outflow of 94.9 million from speculative funds [3] - Clean Technology (002859) had a net inflow of 8.02 million from institutional investors, with a net outflow of 6.68 million from speculative funds [3]

Core Points - The company announced the election of Liu Yu as the employee representative director of the fifth board of directors during the employee representative meeting held on October 13, 2025 [2] Summary by Category Corporate Governance - Liu Yu was elected as the employee representative director for the fifth board of directors, with her term starting from the date of approval at the employee representative meeting until the end of the fifth board's term [2]

深圳可立克科技股份有限公司 章 程 1 | 第一章 | 总则 | 3 | | --- | --- | --- | | 第二章 | 经营宗旨和范围 | 4 | | 第三章 | 股份 | 5 | | 第一节 | 股份发行 | 5 | | 第二节 | 股份增减和回购 | 6 | | 第三节 | 股份转让 | 7 | | 第四章 | 股东和股东会 | 8 | | 第一节 | 股东 | 8 | | 第二节 | 股东会的一般规定 12 | | | 第三节 | 股东会的召集 | 15 | | 第四节 | 股东会的提案与通知 16 | | | 第五节 | 股东会的召开 | 18 | | 第六节 | 股东会的表决和决议 21 | | | 第五章 | 董事会 | 25 | | 第一节 | 董事 | 25 | | 第二节 | 董事会 | 28 | | 第三节 | 独立董事 | 34 | | 第四节 | 董事会专门委员会 37 | | | 第六章 | 高级管理人员 | 39 | | 第七章 | 财务会计制度、利润分配和审计 41 | | | 第一节 | 财务会计制度 | 41 | | 第二节 | 内部审计 | 46 | | 第三节 ...