10月15日，科达利涨5.11%，截至发稿，报169.24元/股，成交7.09亿元，换手率2.18%，总市值463.33亿 元。 资料显示，深圳市科达利实业股份有限公司位于广东省深圳市南山区科技南路16号深圳湾科技生态园11 栋A座27层，成立日期1996年9月20日，上市日期2017年3月2日，公司主营业务涉及精密结构件研发和 制造业务。主营业务收入构成为：锂电池结构件96.52%，汽车结构件3.26%，其他(补充)0.13%，其他结 构件0.09%。 从基金十大重仓股角度 数据显示，宏利基金旗下1只基金重仓科达利。宏利效率优选混合(LOF)（162207）二季度增持9600 股，持有股数15.23万股，占基金净值比例为4.45%，位居第八大重仓股。根据测算，今日浮盈赚取约 125.34万元。 宏利效率优选混合(LOF)（162207）基金经理为吴华。 截至发稿，吴华累计任职时间11年208天，现任基金资产总规模5.24亿元，任职期间最佳基金回报 75.43%， 任职期间最差基金回报-18.19%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、 ...

Economic News - The Ministry of Commerce of China has taken countermeasures against five U.S. subsidiaries of Hanwha Ocean Corporation in response to the U.S. investigation into China's maritime, logistics, and shipbuilding sectors [2] - The Chinese automotive industry has seen significant growth in the first nine months of the year, with production and sales reaching 24.43 million and 24.36 million vehicles, respectively, marking year-on-year increases of 13.3% and 12.9% [2] - The China Nuclear Group has made significant progress in key technologies for magnetic confinement nuclear fusion energy extraction, establishing a research platform for liquid metal and helium gas working fluids [2] Company Insights - ZTE Corporation has completed testing for 5G-A cellular passive IoT technology, achieving a 100% success rate in inventory success for both single and multiple tags [4] - CATL has established a new five-year strategic cooperation with Dongfeng Commercial Vehicle, focusing on electric vehicle technology development and market expansion [4] - Tongyu Communication has entered the low-orbit satellite supply chain and received overseas orders, aiming to enhance its capabilities in satellite-ground collaboration [4] Daily Research - The report indicates that external shocks have limited impact on the market, with the A-share market maintaining a mid-term upward trend despite recent volatility [5] - The report suggests a dual mainline investment strategy, emphasizing the importance of the technology sector while also considering cyclical sectors like military, pharmaceuticals, and new energy [6] Satellite Internet Industry - The report reviews the development of SpaceX's Falcon 1 rocket, highlighting the importance of engine components and testing services in the commercial space industry [8] - The Merlin 1A engine is identified as a core component of the Falcon 1 rocket, with the combustion chamber being critical for its performance [9] - The report emphasizes the significance of extensive testing in achieving a high success rate for rocket launches, with SpaceX achieving a 97.76% success rate across its missions [12] Investment Strategy - The report recommends focusing on domestic suppliers of rocket engine components and testing services as promising investment opportunities in the commercial space sector [13] - Specific companies highlighted include Srey New Materials and Guoji Precision Engineering as key players in the rocket engine supply chain [14]

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。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002850 证券简称：科达利 公告编号：2025-069 债券代码：127066 债券简称：科利转债 深圳市科达利实业股份有限公司关于全资子公司江苏科达利完成工商变更登记的公告 深圳市科达利实业股份有限公司（以下简称"公司"）于2025年6月30日召开的第五届董事会第二十次 （临时）会议及第五届监事会第十一次（临时）会议、于2025年9月2日召开的2025年第一次临时股东会 分别审议通过了《关于将部分募集资金借款转为对全资子公司江苏科达利增资的议案》，同意公司将 2023年向特定对象发行股票募集资金前期向全资子公司江苏科达利精密工业有限公司（以下简称"江苏 科达利"）提供的部分借款及后续拟投入的部分募集资金转为对其增资，增资金额为40,000万元。本次 增资完成后，江苏科达利的注册资本由60,000万元增加至100,000万元，仍为公司的全资子公司。 近日，江苏科达利完成了相关工商变更登记手续，变更后的登记信息如下： 名称：江苏科达利精密工业有限公司 ...

中信建投研报指出，继续重点推荐储能板块，看好锂电行业基本面和当前时刻催化多。国内储能经济性迎来拐点+海外光储平价全面共振态势不变。国内核 心驱动在于新能源全面入市推动峰谷电价差拉大，加上容量电价政策出台，推动储能IRR提升。1-9月国内招标同比增长88%。海外意大利MACSE机制启 动，美国数据中心电力缺口大，光+储仍是不可替代的快速上量能源形式，海外产能预计能规避部分关税。 该机构认为，锂电行业当前时刻催化多，排产旺季材料和储能电池供不应求价格不断提升 ，26年需求越发明朗，锂电Q3基本同环比明显增长；继续看好材 料尤其是6F、铁锂和电池环节的机会。 数据显示，截至2025年9月30日，中证电池主题指数前十大权重股分别为阳光电源、宁德时代、亿纬锂能、三花智控、先导智能、天赐材料、国轩高科、欣 旺达、格林美、科达利，前十大权重股合计占比55.79%。 截至2025年10月14日 11:10，中证电池主题指数下跌1.63%。成分股方面涨跌互现，锦浪科技领涨3.96%，阿特斯上涨3.79%，珠海冠宇上涨3.00%；新宙邦领 跌，科达利、当升科技跟跌。电池ETF嘉实(562880)下修调整。拉长时间看，截至2025 ...

Group 1 - KedaLi's stock price fell by 5.18% on October 14, reaching 165.00 CNY per share, with a trading volume of 896 million CNY and a turnover rate of 2.67%, resulting in a total market capitalization of 45.172 billion CNY [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 11.08% during this period [1] - KedaLi's main business involves the research and manufacturing of precision structural components, with revenue composition being 96.52% from lithium battery structural components, 3.26% from automotive structural components, and 0.22% from other components [1] Group 2 - The Oriental Fund's "Oriental New Energy Vehicle Theme Mixed Fund" (400015) is among KedaLi's top ten circulating shareholders, holding 4.7548 million shares, unchanged from the previous period, representing 2.42% of circulating shares [2] - The fund has incurred a floating loss of approximately 42.8408 million CNY today, with a total floating loss of 103 million CNY over the three-day decline [2][4] - The fund has achieved a year-to-date return of 56.43%, ranking 644 out of 8162 in its category, and a one-year return of 65.14%, ranking 594 out of 8015 [2] Group 3 - The fund manager of the Oriental New Energy Vehicle Theme Mixed Fund is Li Rui, who has been in the position for 7 years and 306 days, managing a total fund size of 8.065 billion CNY [3] - During Li Rui's tenure, the best fund return was 117.8%, while the worst return was -11.09% [3] Group 4 - KedaLi is the fourth largest holding in the Oriental New Energy Vehicle Theme Mixed Fund, accounting for 6.85% of the fund's net value [4] - The fund's holding of KedaLi shares has remained stable, with a total of 4.7548 million shares held [4]

中信建投认为，国际金价大涨的背后，主要是由美国政府停摆引发的短期波动、日本政治更迭带来的短期不确定性、美联储持续降息预期和全球央行持续购 金共同推动的。除却美联储处于降息通道带来的货币宽松外，国内正在推行的"反内卷"优化也是重要生产要素，提升各环节盈利能力和改善市场预期，有利 于金属价格上涨向下游的传导。 500质量成长ETF紧密跟踪中证500质量成长指数，中证500质量成长指数从中证500指数样本中选取100只盈利能力较高、盈利可持续、现金流量较为充沛且 具备成长性的上市公司证券作为指数样本，为投资者提供多样化的投资标的。 据Wind数据显示，截至2025年9月30日，中证500质量成长指数(930939)前十大权重股分别为华工科技(000988)、恺英网络(002517)、东吴证券(601555)、科达 利(002850)、恒玄科技(688608)、水晶光电(002273)、天山铝业(002532)、春风动力(603129)、杰瑞股份(002353)、金诚信(603979)，前十大权重股合计占比 22.61%。 截至2025年10月14日 10:00，中证500质量成长指数(930939)上涨0.61%， ...

Market Overview - The battery sector experienced a decline of 0.53% on the previous trading day, with Defu Technology leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers in the Battery Sector - Haike Xinao (301292) saw a closing price of 26.44, with a significant increase of 12.46% and a trading volume of 317,800 shares, amounting to 788 million yuan [1] - Jinyinhai (300619) closed at 37.67, up 12.35%, with a trading volume of 224,800 shares and a turnover of 810 million yuan [1] - Qiaocheng Ultrasonic (688392) closed at 103.40, rising by 11.97% with a trading volume of 72,800 shares, totaling 728 million yuan [1] Top Losers in the Battery Sector - Defu Technology (301511) closed at 32.27, down 5.95%, with a trading volume of 288,100 shares and a turnover of 928 million yuan [2] - Keda Li (002850) closed at 174.01, decreasing by 5.05%, with a trading volume of 87,900 shares and a turnover of 1.526 billion yuan [2] - Anfu Technology (603031) closed at 39.85, down 4.18%, with a trading volume of 71,500 shares and a turnover of 285 million yuan [2] Capital Flow in the Battery Sector - The battery sector experienced a net outflow of 3.121 billion yuan from institutional investors, while retail investors saw a net inflow of 3.336 billion yuan [2][3] - Notable net inflows from retail investors included Tianqi Materials (002709) with 2.12 billion yuan and Greenmei (002340) with 2.11 billion yuan [3] - Major net outflows from institutional investors included Shida Shenghua (603026) with 94.291 million yuan and Jinyinhai (300619) with 71.922 million yuan [3]

Core Insights - The report highlights a steady growth in China's foreign trade, with a total import and export value of 33.61 trillion yuan in the first three quarters of 2025, marking a year-on-year increase of 4% [2] - The storage industry is experiencing significant price increases, particularly for DDR4 products, due to supply shortages as major manufacturers cease production [2] - The automotive market is expected to maintain stable growth in Q4 2025, driven by new energy vehicle tax incentives and seasonal demand [2] - China's express delivery volume has surpassed 150 billion packages, indicating robust logistics activity [2] - The Haier Group and Alibaba have signed a strategic cooperation agreement focusing on AI and cloud technologies [3] - Foxconn plans to invest 1.7 billion USD in Tamil Nadu, India, creating 14,000 jobs [3] Industry Summaries Coal Industry - The coal industry is witnessing an increase in coking coal prices, with the comprehensive coking coal price index reaching 1424.51 yuan/ton, a month-on-month increase of 4.64% [5] - Coking coal inventory at three major ports has risen, while steel mills' coking coal inventory has decreased, indicating a shift in supply dynamics [5][6] - The average utilization rate of independent coking enterprises has increased to 75.43%, reflecting improved production efficiency [6] - In August, coking coal production rose to 42.597 million tons, while pig iron and crude steel production saw declines [7] - Domestic thermal coal prices have increased, while international prices from Australia, South Africa, and Europe have decreased [10] Semiconductor and AI Industry - Companies like 崇达技术 are advancing in AI computing capabilities and expanding their global supply capacity [4] - 兆易创新 has established a joint laboratory focusing on digital energy solutions for emerging markets [4] Retail and Consumer Goods - 永辉超市 plans to launch 60 private label products this year, aiming for 500 by 2029, with a goal of achieving 100 "billion-level" products in three years [4]

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-069 | | --- | --- | --- | | 债券代码：127066 | 债券简称：科利转债 | | 关于全资子公司江苏科达利完成工商变更登记的公告 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。 深圳市科达利实业股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开的第五届董事会第二十次（临时）会议及第五届监事会第十一次（临时） 会议、于 2025 年 9 月 2 日召开的 2025 年第一次临时股东会分别审议通过了《关 于将部分募集资金借款转为对全资子公司江苏科达利增资的议案》，同意公司将 2023 年向特定对象发行股票募集资金前期向全资子公司江苏科达利精密工业有 限公司（以下简称"江苏科达利"）提供的部分借款及后续拟投入的部分募集资 金转为对其增资，增资金额为 40,000 万元。本次增资完成后，江苏科达利的注 册资本由 60,000 万元增加至 100,000 万元，仍为公司的全资子公司。 近日，江苏科达利完成了相关工商变更登记手续，变更后的登记信息如下 ...

合人民币142.9亿元），用于建设海上与漂浮式风电机组制造工厂。大金重工：公司制 造的40000吨甲板运输船KING ONE号顺利吉水。 投资策略：储能：国内容量补偿电价逐步出台，大储需求超预期，供应紧张，今明年预 计30-40%增长，美国大美丽法案后今年抢装超预期，预计明后年稳增长，欧洲、中东等新 兴市场大储需求大爆发，持续高增长；欧洲户储去库完成，出货恢复，工商储需求开始爆 发，新兴市场光储平价需求持续，我们预计全球储能装机25-28年的CAGR为30-50%，继续 强推大储，看好大储集成和储能电池龙头。锂电&固态：9月排产略高于此前预期，10月排 产进一步提升10%，旺季再上台阶，且各家指引高景气度延续；其中，储能需求超预期，电 池供不应求，预计供给紧张延续至26年年中，价格已上涨1-3分/wh，预计Q4价格仍有提升 空间，材料方面散单价格已陆续调整，预计小，回调即买点，继续全面看好锂电池板块，首 推宁德、亿纬锂能、欣旺达等。同时材料环节一二线厂商26年长协价格有望跟涨，短期受出 口管制错杀，实质影响极产能已打满，涨价诉求强烈，6F和高压密铁锂涨价可能性高，预 计26年有望开始盈利有望修复，看好科达利、 ...