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，在近期行业展会 中，公司子公司科盟创新向市场展示了多元化的机器人相关产品。目前，公司正按照既定技术路线持续 推进产品研发，一方面保持与客户的对接沟通，确保技术规划与市场趋势动态匹配；另一方面，公司加 速推进多应用场景产品的开发进程，现已有多款针对不同应用场景的新产品处于研发阶段。公司将始终 坚持"技术引领+需求驱动"双轮发展模式，优化动力传动效率、结构设计，推动产品向更轻量、更高精 度方向发展，同步建立可快速复制的标准化生产体系以实现规模化交付，强化机器人业务核心竞争力。 在客户拓展方面，公司科盟高精密减速机已进入多家国内外优质客户合作测试阶段。关节总成处于技术 研发阶段，部分样品已送样并针对性能指标与客户持续对接优化，以求产品能超越客户期望。总的来 说，公司已在产品线布局、技术标准体系、成本管控等方面做好充足准备，对切入高端客户供应链充满 信心。因涉及严格的商业保密条款，具体合作细节不便对外披露，敬请理解。 ...

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。 ...

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。 ...

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，作为国内最大的动 力电池精密结构件供应商之一，也是国内最早从事动力电池精密结构件研发和生产的企业之一，经过多 年深耕，公司凭借着深厚的工艺技术积累和卓越的精密结构件制造能力，持续为全球头部优质厂商提供 配套服务，并成为其核心战略供应商。展望未来，公司将持续深化与优质头部客户的战略合作，通过技 术创新和产能扩张，为全球新能源行业提供更优质的精密结构件解决方案，助力公司实现高质量可持续 发展。 ...

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。 ...

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。 ...

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，从当前技术发展趋 势来看，轻量化已成为市场关注的发展新方向，但需要与扭力、使用寿命等关键性能指标实现协同优 化。公司将在确保传动效率和耐久性的前提下，持续提升产品的轻量化水平，为客户提供更具竞争力的 解决方案。 ...

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].

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]

证券之星消息，8月18日电池板块较上一交易日上涨1.27%，远航精密领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。电池板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 833914 | 远航精密 | 42.32 | 11.93% | 8.84万 | | 3.44亿 | | 301121 | 崇建电子 | 50.27 | 11.81% | 14.33万 | | 6.92亿 | | 688778 | 厦钨新能 | 56.95 | 10.73% | 13.57万 | | 7.53亿 | | 300409 | 道氏技术 | 20.87 | 10.66% | 116.92万 | | 23.42亿 | | 600110 | 诺德股份 | 7.70 | 10.00% | 107.20万 | | 8.19亿 | | 002733 | 雄韬股份 | 22.68 | 9.99% | 37.59万 | | 8.45亿 | ...