KDL(002850)

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科达利:公司后续将密切跟踪市场动态
Zheng Quan Ri Bao Wang· 2025-08-18 10:47
证券日报网讯科达利(002850)8月18日发布公告,在公司回答调研者提问时表示,公司后续将密切跟 踪市场动态,结合行业发展趋势及公司战略布局进行综合评估。若确定相关业务规划,公司将严格按照 信息披露要求及时履行公告义务。 ...
科达利:公司正按照既定技术路线持续推进产品研发
Zheng Quan Ri Bao Wang· 2025-08-18 10:47
Core Viewpoint - Company Keda Li (002850) is actively advancing its product development in the robotics sector, showcasing a diverse range of products at recent industry exhibitions and focusing on aligning technology with market trends [1] Group 1: Product Development - Keda Li's subsidiary, Kemon Innovation, has presented various robotics-related products to the market [1] - The company is committed to a dual development model of "technology-driven + demand-driven," aiming to enhance power transmission efficiency and structural design [1] - Multiple new products targeting different application scenarios are currently in the research and development phase [1] Group 2: Customer Expansion - Keda Li's high-precision reducer has entered the testing phase with several domestic and international high-quality clients [1] - The joint assembly is in the technical development stage, with some samples sent for performance evaluation and ongoing optimization based on client feedback [1] - The company expresses confidence in its preparations regarding product line layout, technical standards, and cost control to penetrate high-end customer supply chains [1]
科达利:海外基地预计将为公司带来较大的增长空间
Zheng Quan Ri Bao Wang· 2025-08-18 10:47
证券日报网讯科达利(002850)8月18日发布公告,在公司回答调研者提问时表示,随着国际客户量产 计划和国内客户海外项目的稳步推进,以及公司在全球化战略的持续深化布局,海外基地预计将为公司 带来较大的增长空间。 ...
科达利:公司与研究所建立战略合作
Zheng Quan Ri Bao Wang· 2025-08-18 10:43
证券日报网讯科达利(002850)8月18日发布公告,在公司回答调研者提问时表示,公司与研究所建立 战略合作,重点开展未来5-8年技术周期的前瞻性研发布局,共同攻关下一代机器人核心技术。这种长 周期的研发投入,体现了公司在技术创新上的战略定力和技术引领决心。 ...
科达利:公司持续为全球头部优质厂商提供配套服务
Zheng Quan Ri Bao Wang· 2025-08-18 10:43
Core Viewpoint - Keda Li (002850) is recognized as one of the largest suppliers of precision structural components for power batteries in China, with a strong focus on R&D and manufacturing capabilities in this sector [1] Group 1: Company Positioning - The company has established itself as a core strategic supplier for leading global manufacturers by leveraging its deep technical expertise and manufacturing capabilities in precision structural components [1] - Keda Li has been involved in the R&D and production of precision structural components for power batteries since the early stages of the industry in China [1] Group 2: Future Outlook - The company plans to deepen strategic cooperation with high-quality leading customers, focusing on technological innovation and capacity expansion [1] - Keda Li aims to provide superior precision structural component solutions for the global new energy industry, contributing to its sustainable high-quality development [1]
科达利:不同应用领域对产品性能存在差异化需求
Zheng Quan Ri Bao Wang· 2025-08-18 10:43
证券日报网讯科达利(002850)8月18日发布公告,在公司回答调研者提问时表示,不同应用领域对产 品性能存在差异化需求,基于此,公司一方面加速通用型标准化产品的市场导入,另一方面针对特殊应 用场景,持续深化技术开发,为客户提供精准适配的定制化解决方案。 ...
科达利:公司已与多家主流固态电池制造商建立了合作
Zheng Quan Ri Bao Wang· 2025-08-18 10:43
证券日报网讯科达利(002850)8月18日发布公告,在公司回答调研者提问时表示,目前全固态方案有 不同材料、不同设计结构的产品,公司已与多家主流固态电池制造商建立了合作,正积极推动下一代固 态电池解决方案的进程。 ...
科达利:轻量化已成为市场关注的发展新方向
Zheng Quan Ri Bao Wang· 2025-08-18 10:43
Core Insights - The company, Keda Li (002850), announced on August 18 that lightweight design has become a new focus in the market according to current technological trends [1] - The company emphasized the need to achieve a balance between lightweight design and key performance indicators such as torque and service life [1] - Keda Li aims to continuously enhance the lightweight level of its products while ensuring transmission efficiency and durability, providing more competitive solutions for customers [1]
300亿锂电结构件龙头,“猛攻”人形机器人赛道
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-18 10:13
Core Viewpoint - Keda Li (002850.SZ) reported a steady growth in its performance for the first half of 2025, with a revenue of 6.645 billion yuan and a net profit of 769 million yuan, driven by the increasing sales of new energy vehicles and effective cost reduction measures [2][3][5]. Financial Performance - The company achieved a revenue of 6.645 billion yuan, representing a year-on-year growth of 22.01% [2]. - The net profit attributable to shareholders was 769 million yuan, up 18.72% year-on-year, while the net profit excluding non-recurring items was 720 million yuan, reflecting a growth of 14.61% [2]. - The gross margin for the precision structural components business was 23.26%, showing a slight decline of 0.35% year-on-year [5]. Market Position and Strategy - Keda Li maintains a market share of approximately 40% in the precision structural components sector, with over 50% in the domestic power battery structural components market and over 30% globally [3][5]. - The company has established long-term strategic partnerships with leading domestic manufacturers such as CATL and international clients like Tesla [6]. Research and Development - Keda Li invested 355 million yuan in R&D during the first half of the year, marking a 21.11% increase, focusing on enhancing safety, reliability, lightweight design, and high capacity of power battery precision structural components [5]. - The company has developed key technologies in explosion-proof design and leak-proof handling, establishing a competitive edge in the industry [5]. New Business Ventures - Keda Li is actively exploring the humanoid robot sector, having co-founded Shenzhen Kema Innovation Robot Technology Co., Ltd. with a registered capital of 100 million yuan, where Keda Li holds a 40% stake [7]. - The company is developing core components for humanoid robots, including harmonic reducers and rotary joints, with a focus on lightweight materials [7][8]. - Keda Li has also established partnerships to expand its robot industry chain, including investments in Suzhou Yizhi Smart Drive Technology Co., Ltd. to focus on advanced dexterous hand development [9].
科达利(002850):Q2营收增长亮眼,外延机器人成果丰硕
Shenwan Hongyuan Securities· 2025-08-18 10:11
Investment Rating - The report maintains a "Buy" rating for the company [2] Core Insights - The company reported a strong revenue growth in Q2, with total revenue reaching 6.645 billion yuan in the first half of 2025, representing a year-on-year increase of 22%. The net profit attributable to the parent company was 769 million yuan, up 19% year-on-year, with a net profit margin of 11.6% [7] - The company has established a solid customer base for its structural components, securing long-term supply agreements with major clients such as Inpai Battery and Honeycomb Energy, which are expected to drive revenue growth [7] - The company is actively expanding its product offerings in the robotics sector, focusing on key components such as reducers and robotic hands, with new products successfully shipped for various applications [7] - The report slightly adjusts the profit forecast for 2025-2027, estimating net profits of 1.770 billion yuan, 2.171 billion yuan, and 2.608 billion yuan respectively, with corresponding price-to-earnings ratios of 19, 16, and 13 [7] Financial Data and Profit Forecast - Total revenue projections for 2025 are set at 14.734 billion yuan, with a year-on-year growth rate of 22.5%. The net profit for 2025 is expected to be 1.770 billion yuan, reflecting a growth rate of 20.3% [6] - The gross margin for Q2 2025 reached 23.4%, showing a quarter-on-quarter increase of 1.2 percentage points, indicating potential for further cost reduction in the upcoming peak season [7] - The company's return on equity (ROE) is projected to improve from 6.3% in 2025 to 15.4% by 2027, demonstrating strong profitability potential [6]