| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-059 | | --- | --- | --- | | 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 关于股东减持计划实施完毕的公告 公司股东云南大业盛德企业管理有限公司保证向本公司提供的信息内容真实 、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市科达利实业股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日在 巨潮资讯网披露了《公司关于股东减持股份预披露公告》（公告编号：2025-042）， 原持公司股份 3,824,933 股（占公司当时总股本比例 1.3985%）的股东云南大业 盛德企业管理有限公司（以下简称"大业盛德"）计划自公告披露之日起 15 个交 易日后的 3 个月内（即从 2025 年 7 月 23 日起至 2025 年 10 月 22 日止，根据法 律法规禁止减持的期间除外）以大宗交易的方式减持公司股份不超过 3,824,933 股（占公司当时总股本比例 1.3985%）。 公司于 202 ...

广东粤港澳大湾区研究院认为，这四家企业可称之为深圳锂电材料"四剑客"。它们在21世纪初国内锂电 池材料领域近乎空白之际，潜心钻研，成功打破日韩企业的垄断壁垒，逐步登上全球产业顶端，被誉为 深圳锂电材料"四剑客"。它们不仅是中国锂电材料行业的领军者，更堪称中国锂电池材料产业崛起历程 的生动缩影，也是是深圳经济特区成立45年来创新精神在科技领域的体现。 如今，锂电池早已广泛应用于消费电子、新能源汽车和储能等领域。 若将锂电池拆分开，大致可分为四大主材：正极、负极、电解液和隔膜。正极是锂离子的主要储存和释 放场所，决定电池的能量密度、电压和循环寿命；负极材料的作用是储存和释放锂离子，影响充电速度 和循环稳定性；电解液在其中作为锂离子传输的介质，影响电池低温性能和安全性；隔膜则在正负极间 构建起安全的锂离子通道。此外，结构件（如外壳、顶盖）为电池提供物理支撑、封装保护及电连接， 是同样重要的锂电材料。 20世纪末，锂电池由在日本公司成功商业化，广泛应用于便携式电子设备，由此掀起了电池技术的革 命。据开源证券数据，2000年日企占据全球93%的锂电产业市场份额，几乎垄断全球锂电池材料市场。 21世纪经济报道记者林典驰实 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、第五届监事会第十一次（临时）会议审议通过了《关于将部分募集资金借款转为对全资 子公司江西科达利等增资的议案》，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 江西科达利精密工业有限公司（以下简称"江西科达利"）、江门科达利精密工业有限公司（以下简 称"江门科达利"）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，增资金额均为40,000万 元。本次增资完成后，江西科达利、江门科达利的注册资本均由30,000万元增加至70,000万元，仍为公 司的全资子公司。 近日，江西科达利、江门科达利分别完成了相关工商变更登记手续，变更后的登记信息如下： 一、江西科达利精密工业有限公司 名称：江西科达利精密工业有限公司 统一社会信用代码：91360100MA7KRJ8G9J 类型：有限责任公司（非自然人投资或控股的法人独资） 二、江门科达利精密工 ...

Core Insights - The report highlights the strong growth potential of Industrial Fulian (601138) driven by AI demand, with projected revenues of 843.4 billion, 1,320.3 billion, and 1,715.6 billion yuan for 2025-2027, reflecting growth rates of 38.5%, 56.5%, and 29.9% respectively, and net profits of 30.5 billion, 50.5 billion, and 59.4 billion yuan, with corresponding growth rates of 31.5%, 65.5%, and 17.6% [2][11] - Xiaomi Group (01810) reported record high revenues and profits in Q2 2025, with revenues of 116 billion yuan, a year-on-year increase of 30.5%, and adjusted net profits of 10.8 billion yuan, up 75% year-on-year, driven by IoT and EV segments [10][12] - Nine Dragons Paper (2689.HK) expects significant profit growth for FY25, with net profits projected between 2.1 billion and 2.3 billion yuan, representing a year-on-year increase of 165%-190%, attributed to increased sales and cost reductions [13][15] Industrial Fulian (601138) - The company’s main business includes cloud computing, communication, and industrial internet, with a notable increase in cloud computing revenue expected to reach 319.38 billion yuan in 2024, a 64.4% year-on-year growth [11] - AI server demand is surging, with global cloud providers' capital expenditures increasing by 64% year-on-year, indicating strong market demand [11] - The company is expected to maintain a leading position in the high-speed switch market, with revenues from 800G switches projected to triple compared to 2024 [11] Xiaomi Group (01810) - The company’s IoT segment saw a revenue increase of 45% in Q2, with smart home appliances achieving record sales, particularly in air conditioning and washing machines [12][14] - The electric vehicle segment reported a revenue of 21.3 billion yuan with a significant improvement in gross margin, indicating a positive trend towards profitability [12][14] - Xiaomi plans to expand its global footprint in the home appliance sector, marking 2025 as a pivotal year for international sales [12][14] Nine Dragons Paper (2689.HK) - The company is focusing on a diversified product strategy and integrated pulp-paper operations, which are expected to enhance profitability significantly [15][16] - The anticipated increase in paper prices due to improved supply-demand dynamics is expected to further boost profits [15][16] - The company’s production capacity is set to expand, with new lines expected to come online, reinforcing its market position [15][16] Electric Heavy Trucks Industry - The electric heavy truck market in China is experiencing rapid growth, with sales reaching 79,200 units in the first half of 2025, representing a penetration rate of 22% [18] - The European market is also seeing a rise in electric heavy truck adoption, with projections indicating significant growth in sales and market penetration by 2026 [18] - The industry is becoming increasingly collaborative, with a focus on developing specialized products across the supply chain, enhancing profitability potential [18] Other Companies - Keda Li (002850) reported strong revenue growth in Q2, driven by its structural components business and advancements in robotics [19] - China Hongqiao (01378) is set to benefit from increased production capacity and a favorable pricing environment for aluminum products, with projected net profits significantly increasing [20][21] - Blue Sky Technology (300487) continues to show growth potential, with a focus on expanding its product offerings and market presence [22]

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-057 | | --- | --- | --- | | 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 励建立先生、励建炬先生及其一致行动人云南大业盛德企业管理有限公司保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： （一）本次权益变动的原因： 1、深圳市科达利实业股份有限公司（以下简称"公司"）控股股东及实际控 制人励建立先生、励建炬先生及其一致行动人云南大业盛德企业管理有限公司 （以下简称"大业盛德"）在本次权益变动期间，因公司 2021 年及 2022 年股票 期权激励计划激励对象自主行权，以及公司可转换公司债券"科利转债"（债券 代码：127066）转股，导致公司总股本增加，从而导致励建立先生、励建炬先 生、大业盛德在持股数量不变的情况下，合计持股比例由 39.20%被动稀释至 38.75%，被动稀释比例为 0.45%。 其中，励建炬先生及大业盛德的权益变动时段为 2023 年 ...

证券日报网讯8月20日晚间，科达利（002850）发布公告称，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、第五届监事会第十一次(临时)会议审议通过了《关于将部分募集资金借款转为对 全资子公司江西科达利等增资的议案》，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 公司江西科达利精密工业有限公司(简称"江西科达利")、江门科达利精密工业有限公司(简称"江门科达 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，增资金额均为40，000万元。近日， 江西科达利、江门科达利分别完成了相关工商变更登记手续。 ...

Investment Rating - The report assigns an "Accumulate" investment rating to the company for the first time, predicting a price-to-earnings ratio (PE) of 19.48 and 15.66 for the years 2025 and 2026 respectively based on the closing price of 128.43 yuan on August 19, 2025 [6][11][33] Core Views - The company's performance in the first half of 2025 met expectations, with revenue of 6.645 billion yuan, a year-on-year increase of 22.01%, and a net profit of 769 million yuan, up 18.72% year-on-year. The growth is primarily driven by the increasing orders for precision structural components for power batteries due to industry growth [6][7][11] - The company is actively expanding into the humanoid robot sector, focusing on the development and production of key components such as precision reducers and joint modules, which is expected to create a second growth engine for the company [6][11][30] Summary by Sections Financial Performance - In the first half of 2025, the company achieved a revenue of 6.645 billion yuan, with a net profit of 769 million yuan, reflecting a year-on-year growth of 22.01% and 18.72% respectively. The operating cash flow decreased by 25.42% to 1.432 billion yuan [6][7][11] - The gross margin for the first half of 2025 was 22.87%, slightly down by 0.19 percentage points year-on-year, while the net profit margin was 11.53% [6][9][11] Market Position and Growth - The company specializes in precision structural components for lithium batteries, with a significant market share in the electric vehicle sector. The sales volume of lithium battery structural components has grown from 1.237 billion units in 2020 to 4.625 billion units in 2024, with a compound annual growth rate of 39.06% [6][7][11] - The global market for new energy vehicles is expected to continue its double-digit growth, with China's power battery market share increasing significantly, indicating a favorable environment for the company's growth [6][7][11] Strategic Initiatives - The company is investing in humanoid robotics, establishing partnerships to develop key components for this emerging market. This strategic move is anticipated to diversify revenue streams and enhance growth potential [6][11][30] - The company has established 16 production bases globally, with plans for further international expansion, including a new project in Hungary aimed at increasing production capacity for precision structural components [6][11][30]

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-058 | | --- | --- | --- | | 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、第五届监事会第十一次（临时） 会议审议通过了《关于将部分募集资金借款转为对全资子公司江西科达利等增资 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 江西科达利精密工业有限公司（以下简称"江西科达利"）、江门科达利精密工 业有限公司（以下简称"江门科达利"）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，增资金额均为 40,000 万元。本次增资完成后，江西科达 利、江门科达利的注册资本均由 30,000 万元增加至 70,000 万元，仍为公司的全 资子公司。 近日，江西科达利、江门科达利分别完成了相关工 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据网传的两张截图显示，孙潇雅在群内告知："由于电信&汽车团队重组，我们将客服群暂时解散。" 并表示："我们会一如既往的保持勤奋、前瞻、谦虚的研究态度，感恩！"但群内客户却表示很惊 讶："急流勇退了。" 8月19日网传的观点截图中，她重点推荐几只股票，在当天都有相应的涨幅，其中浙江荣泰一度涨停， 收盘涨7.65%、安培龙收盘涨超11%、龙溪股份收盘涨4.56%、科达利收盘涨5.7%。 而且，不止孙潇雅推荐的股票，整个板块有一定的涨幅，当天人形机器人指数涨幅1.64%。 另外在网络传播的，还有HVDC泛电源链、川环科技再推荐，共计三篇观点，在网络上引起了热议。 而孙潇雅也成了部分投资者的风向标，观点追捧度较高，或许也是因为高热度，孙潇雅选择解散了客户 群。 文/新浪财经上海站 时行工作室 最近时期以来，A股持续狂飙，尤其创新药、稀土、AI算力以及人形机器人热门赛道。 8月19日，一段关于孙潇雅的机器人观点在网络传播，但据新浪财经查询，并没有此研报，或仅为群聊 的文字观点而已。 【龙溪股份】： 时代绕不开的关节轴承公司，国内 市占率75%，单 ...

Group 1 - Huayou Cobalt achieved a revenue of 37.197 billion yuan in the first half of 2025, a year-on-year increase of 23.8%, with a net profit attributable to shareholders of 2.71 billion yuan, up 62.3% [5] - In Q2 2025, Huayou Cobalt's revenue reached 19.35 billion yuan, a year-on-year increase of 28.3% and a quarter-on-quarter increase of 8.5% [5] - The company reported a net profit of 1.46 billion yuan in Q2 2025, reflecting a year-on-year growth of 27% and a quarter-on-quarter growth of 16.5% [5] Group 2 - Sinopec Oilfield Service Company reported a total revenue of 37.05 billion yuan in H1 2025, a slight increase of 0.6% year-on-year, with a net profit of 490 million yuan, up 9.0% [6] - In Q2 2025, the company achieved a revenue of 19.2 billion yuan, a year-on-year increase of 4.99% and a quarter-on-quarter increase of 7.56% [6] - The net profit for Q2 2025 was 274 million yuan, showing a year-on-year decrease of 0.16% but a quarter-on-quarter increase of 25.44% [6] Group 3 - Keda Li reported steady growth in its main business, with a focus on becoming a platform company for robot components, particularly in precision processing and large-scale manufacturing [6] - The company is concentrating on its humanoid robot subsidiary, Kemon, which focuses on reducers and joint modules [6] Group 4 - Huatian Technology achieved a revenue of 7.78 billion yuan in H1 2025, a year-on-year increase of 15.81%, with a net profit of 226 million yuan, up 1.68% [7] - The semiconductor industry's recovery is expected to drive demand for the company's products, with anticipated accelerated performance in H2 2025 as capacity is gradually released [7] Group 5 - Xtep International reported a revenue increase of 7.1% and a net profit increase of 21.5% in H1 2025 [8] - The main brand and Saucony showed collaborative growth, with the main brand's revenue up 4.5% and professional sports revenue up 32.5% [8] - The company maintains its full-year guidance, expecting steady growth in the main brand's revenue and a 30-40% increase in Saucony's revenue [8] Group 6 - Aimeike reported a revenue of 1.3 billion yuan in H1 2025, a year-on-year decrease of 21.6%, with a net profit of 790 million yuan, down 29.6% [8] - The company experienced a decline in revenue and net profit in both Q1 and Q2 2025, with significant year-on-year decreases [8] Group 7 - Gilead Sciences-B reported a revenue of 0.01 billion yuan in H1 2025, with a net profit of -88 million yuan [8] - The company is fully transitioning to innovative drug research and development, with key clinical progress expected for its core metabolic disease treatment products by the end of this year to early next year [8]