证券代码：002782 证券简称：可立克 公告编号：2025-077 深圳可立克科技股份有限公司 | 资 | 关 | 购买金 | 序 | 购买 | 产品 | 起息 | 预期年化 | 金 | 联 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方 | 产品名称 | 额 | 到期日 | 号 | 主体 | 类型 | 日 | 收益率 | 来 | 关 | （万元） | | | | | | | | | | | | 源 | 系 | 宁波银 | 深圳可 | | | | | | | | | | | | | | | | | | | | 2025 | 年单位 | 自 | 行股份 | 保本 | 2025 | 2026 | 年 | 立克科 | 1.20%或 | 结构性存款 | 有 | | | | | | | | | | | | 1 | 有限公 | 浮动 | 3 ...

Core Insights - The total import and export value of China's inductive components is projected to increase to $5.655 billion in 2024, representing a year-on-year growth of 3.4% [1] - The trade surplus for inductive components in 2024 is expected to be $890 million, with imports valued at $2.383 billion and exports at $3.272 billion [1] Import Overview - The import value of inductive components in China is forecasted to be $2.383 billion in 2024, showing a decline of 0.7% compared to the previous year [2] - The import quantity is expected to rebound to approximately 170.2 billion units in 2024, reflecting a year-on-year increase of 7.7% [2] - For the first seven months of 2025, the import value is estimated at $1.339 billion, with an import quantity of 97.247 billion units [2] Major Import Sources - Japan is the largest source of inductive component imports, accounting for $760 million in 2024, which is 31.9% of total imports [6] - The Philippines and Vietnam contribute 12.07% and 10.26% respectively to the import market [6] Export Overview - The export value of inductive components is projected to reach $3.272 billion in 2024, marking a year-on-year increase of 6.6% [8] - The export quantity is expected to be 97.820 billion units in 2024, with a year-on-year growth of 14.9% [8] - For the first seven months of 2025, the export value is estimated at $2.124 billion, with an export quantity of 66.644 billion units [8] Major Export Destinations - Hong Kong is the primary destination for inductive component exports, with an expected value of $1.111 billion in 2024, representing 34.05% of total exports [10] - Vietnam ranks second with an export value of $252 million, accounting for 7.70% of total exports [10]

Group 1 - The company, Keleke (002782), is a leading enterprise in the electronic transformer industry [1] - The company has developed transformer inductors for applications in liquid cooling equipment and low-altitude economy sectors [1] - The company's power products are already being utilized in robotic vacuum cleaners [1]

Group 1 - The company has confirmed that some of its magnetic components are already being used in customers' HVDC power products [2] - The inquiry from investors highlights the growing interest in next-generation HVDC 800V architecture and AI server technology [2] - The company is positioned to leverage its technology advantages in the evolving market for HVDC applications [2]

Group 1 - The company is a partner of leading enterprises in the photovoltaic inverter industry, such as Sungrow Power Supply and Jinlang Technology, and has independent design capabilities with a strong order momentum [2] - The company previously indicated that the growth momentum for its energy storage and photovoltaic inverter businesses is strong, and it is currently assessing the proportion of these businesses in total revenue [2]

Core Viewpoint - The company, Keli (002782.SZ), confirmed that its magnetic components can be applied in computing power servers [2] Group 1 - Investors inquired about the application of the company's transformers and inductors in computing power servers [2] - Keli responded positively, indicating that its magnetic components are suitable for use in this sector [2]

Group 1 - The company has confirmed that it supplies products for the power supply market of computing servers [2] - The company has started mass production of transformers and inductors for server power supplies [2]

Core Viewpoint - The company, Keli Ke (002782.SZ), is a leading player in the electronic transformer industry, with applications in liquid cooling equipment and low-altitude economy sectors, as well as power products used in robotic vacuum cleaners [1] Group 1 - The company is recognized as one of the main enterprises in the electronic transformer sector [1] - The transformers and inductors developed by the company are already being utilized in liquid cooling equipment [1] - The company's power products have been integrated into robotic vacuum cleaners [1]

Core Viewpoint - The company Keliqi (002782.SZ) has announced that its magnetic component products can be applied in solid-state battery power systems [1] Group 1 - Keliqi's magnetic components are suitable for use in solid-state battery power systems, indicating potential growth in the electric vehicle and energy storage markets [1]

Core Viewpoint - The company Keleke (002782.SZ) has announced that its magnetic component products can be applied in solid-state battery power systems [1] Group 1 - The application of magnetic components in solid-state battery systems indicates a potential growth area for the company [1]