证券代码：002782 证券简称：可立克 公告编号：2025-083 深圳可立克科技股份有限公司 关于使用部分闲置募集资金购买理财产品到期 赎回并继续购买的实施公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 深圳可立克科技股份有限公司（以下简称"公司"或"可立克"）于 2025 年 1 月 23 日召开第五届董事会第七次会议、第五届监事会第七次会议审议通过 了《关于公司及子公司使用部分闲置募集资金购买理财产品的议案》。为提高公 司募集资金使用效率，增加公司收益，在确保募投项目的正常实施和资金安全的 前提下，同意公司及实施募投项目的全资子公司使用不超过人民币 1.6 亿元的暂 时闲置募集资金择机购买安全性高、流动性好、低风险的保本型理财产品，使用 期限不超过 12 个月。在上述额度内，资金可以在决议有效期内滚动使用，购买 的理财产品不得用于质押。 深圳可立克科技股份有限公司（以下简称"公司"或"可立克"）于 2025 年 9 月 24 日召开第五届董事会第十四次会议、第五届监事会第十四次会议审议 通过了《关于公司及子公司使用部分闲置自有资金购买理财产品的议 ...

Core Viewpoint - Keliqi, established in March 2004 and listed on the Shenzhen Stock Exchange in December 2015, is a significant supplier of magnetic components and switch power products in China, with strong R&D and production capabilities [1] Group 1: Business Performance - In Q3 2025, Keliqi reported revenue of 4.105 billion, ranking 9th in the industry out of 33, below the industry average of 4.846 billion and the top competitor China Electric Port at 50.598 billion, but above the industry median of 2.058 billion [2] - The net profit for Q3 2025 was 236 million, also ranking 9th in the industry, exceeding the industry average of 139 million and the median of 82.2 million, but lower than the top competitor Wolong Nuclear Materials at 883 million [2] Group 2: Financial Ratios - Keliqi's debt-to-asset ratio in Q3 2025 was 54.55%, up from 51.91% year-on-year and above the industry average of 44.96% [3] - The gross profit margin for Q3 2025 was 14.17%, an increase from 13.48% year-on-year, but still below the industry average of 21.49% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 5.07% to 37,900, while the average number of circulating A-shares held per shareholder decreased by 5.71% to 12,800 [5] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 16.8982 million shares, an increase of 12.138 million shares from the previous period [5] - New shareholders include招商量化精选股票发起式A and 西部利得新动向混合A, holding 2 million and 1.6 million shares respectively, while several funds exited the top ten circulating shareholders list [5] Group 4: Executive Compensation - The chairman, Xiao Keng, received a salary of 1.343 million in 2024, a slight increase of 0.04 million from 2023 [4]

Market Performance - The other electronic sector increased by 1.35% compared to the previous trading day, with Keleke leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Top Gainers - Keleke (002782) closed at 19.76, up 10.02% with a trading volume of 304,000 shares and a transaction value of 591 million [1] - Igor (002922) closed at 24.69, up 6.93% with a trading volume of 301,500 shares and a transaction value of 735 million [1] - Yunhan Chip City (301563) closed at 236.20, up 6.16% with a trading volume of 66,400 shares and a transaction value of 15.83 billion [1] Top Losers - Kener Technology (603933) closed at 22.41, down 4.43% with a trading volume of 261,300 shares and a transaction value of 588 million [2] - Mind Electronics (300656) closed at 23.29, down 4.16% with a trading volume of 45,500 shares and a transaction value of 107 million [2] - Zibang Technology (300736) closed at 14.28, down 2.06% with a trading volume of 89,300 shares and a transaction value of 129 million [2] Capital Flow - The other electronic sector experienced a net outflow of 107 million from institutional investors and 206 million from speculative funds, while retail investors saw a net inflow of 314 million [2][3] - Keleke had a net inflow of 14.6 million from institutional investors, but a net outflow of 59.66 million from speculative funds [3] - Jingquanhua (002885) had a net inflow of 101 million from institutional investors, with a net outflow of 40.05 million from speculative funds [3]

Core Insights - The electronic components sector is experiencing significant growth, with multiple companies reaching their daily price limits and showing substantial year-to-date gains [1] Company Performance - Benkwan Intelligent reported revenue of approximately 614 million yuan for the first three quarters of 2025, a year-on-year increase of 43.11%, and a net profit of about 33.08 million yuan, up 56.23% [1] - Shengyi Technology achieved revenue of 6.829 billion yuan in the first three quarters, marking a 114.79% year-on-year growth, with a net profit of 1.115 billion yuan, an increase of 497.61% [1] - Keleke's revenue for the first three quarters was 4.105 billion yuan, reflecting a year-on-year growth of 24.86%, with a net profit of 232 million yuan, up 52.51% [1] Market Trends - NVIDIA's CEO Jensen Huang highlighted a global labor shortage, suggesting that robots will represent a significant opportunity in consumer electronics, emphasizing that jobs are not being taken by robots but by those who can utilize artificial intelligence [1]

Core Viewpoint - The photovoltaic sector is experiencing a strong upward trend, with several stocks reaching their daily limit up, indicating increased investor interest and market momentum [1]. Group 1: Stock Performance - Longi Green Energy and Canadian Solar have hit the daily limit up, showcasing significant investor confidence in these companies [1]. - Other companies such as Tongrun Equipment, Keli Ke, and Chuaneng Power also previously reached their daily limit up, reflecting a broader positive sentiment in the photovoltaic industry [1]. - Companies like Hongyuan Green Energy, Sungrow Power, Trina Solar, and Jinpan Technology are among those with notable gains, further emphasizing the sector's robust performance [1].

Group 1 - The 2025 Hurun Rich List features 1,434 individuals with wealth exceeding 5 billion yuan, totaling nearly 30 trillion yuan [1] - Four entrepreneurs from Huangshi are listed, with He Xiaopeng leading at 48 billion yuan, followed by Wu Shaoxun at 17.5 billion yuan [1][4] - Lei Jun, from Hubei, ranks first among Hubei entrepreneurs with a wealth of 326 billion yuan, marking a 151% increase from the previous year [4] Group 2 - Huang Li and Huang Sheng, with a combined wealth of 34.5 billion yuan, have seen a 103% increase, ranking 176th overall [4] - The list indicates significant wealth growth among Hubei entrepreneurs, with many experiencing substantial increases in their rankings and wealth [3][4] - The overall trend shows a rise in the number of billionaires and their total wealth in the region, reflecting economic growth [1][3]

Group 1 - The core viewpoint of the news is that Keleke (002782.SZ) has reported an increase in institutional and foreign investment holdings in its third-quarter report for 2025, indicating growing confidence from investors [1][2] - As of October 26, 2025, six institutional investors hold a total of 308 million shares of Keleke, accounting for 62.04% of the total share capital, which is an increase of 0.45 percentage points compared to the previous quarter [1] - The newly disclosed public funds in this period include two funds, namely the招商量化精选股票发起式A and 西部利得新动向混合A, while 105 public funds were not disclosed compared to the previous quarter [1] Group 2 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 2.45%, while Keleke Technology Limited reduced its holdings by 1.23% compared to the previous quarter [2]

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]