11月25日，康斯特盘中上涨2.04%，截至10:07，报19.97元/股，成交1480.74万元，换手率0.53%，总市 值42.42亿元。 资金流向方面，主力资金净流入4.12万元，大单买入116.76万元，占比7.89%，卖出112.64万元，占比 7.61%。 康斯特今年以来股价涨23.42%，近5个交易日跌5.36%，近20日跌1.04%，近60日涨0.25%。 分红方面，康斯特A股上市后累计派现1.46亿元。近三年，累计派现5098.32万元。 机构持仓方面，截止2025年9月30日，康斯特十大流通股东中，华夏稳增混合（519029）位居第八大流 通股东，持股229.28万股，持股数量较上期不变。 责任编辑：小浪快报 资料显示，北京康斯特仪表科技股份有限公司位于北京市海淀区丰秀中路3号院5号楼，成立日期2004年 9月20日，上市日期2015年4月24日，公司主营业务涉及数字检测仪器设备研发、生产与销售,辅助检测 服务。主营业务收入构成为：数字压力检测产品75.44%，温湿度检测产品17.22%，过程信号检测产品 6.14%，其他(补充)1.20%。 康斯特所属申万行业为：机械设备-通用设备-仪器 ...

Core Viewpoint - The stock of 康斯特 has shown significant growth in recent trading sessions, with a year-to-date increase of 31.95% and a notable rise of 6.70% over the past five trading days [1] Company Overview - 康斯特, established on September 20, 2004, and listed on April 24, 2015, is located in Haidian District, Beijing. The company specializes in the research, production, and sales of digital testing instruments and auxiliary testing services [1] - The main revenue sources for 康斯特 include digital pressure testing products (75.44%), temperature and humidity testing products (17.22%), process signal testing products (6.14%), and other supplementary products (1.20%) [1] Financial Performance - For the period from January to September 2025, 康斯特 reported a revenue of 394 million yuan, reflecting a year-on-year growth of 9.99%. The net profit attributable to the parent company was approximately 94.32 million yuan, marking a 5.49% increase compared to the previous year [2] - Since its A-share listing, 康斯特 has distributed a total of 146 million yuan in dividends, with 50.98 million yuan distributed over the last three years [3] Shareholder Information - As of October 31, 2025, 康斯特 had 13,400 shareholders, an increase of 7.18% from the previous period. The average number of circulating shares per shareholder decreased by 6.70% to 10,572 shares [2] - Among the top ten circulating shareholders, 华夏稳增混合 (519029) holds 2.29 million shares, with no change in the number of shares held compared to the previous period [3] Market Activity - On November 14, 康斯特's stock price increased by 2.01%, reaching 21.35 yuan per share, with a trading volume of approximately 33.38 million yuan and a turnover rate of 1.11%. The total market capitalization stands at 4.535 billion yuan [1] - The net inflow of main funds was 1.48 million yuan, with large orders accounting for 13.39% of purchases and 8.94% of sales [1]

Group 1 - The core viewpoint of the news is that 康斯特's stock price has shown a significant increase this year, with a year-to-date rise of 28.62% and a recent uptick of 2.97% over the last five trading days [2] - As of November 12, 康斯特's stock price was reported at 20.81 yuan per share, with a market capitalization of 4.421 billion yuan [1] - The company has a diverse revenue structure, with digital pressure detection products accounting for 75.44% of total revenue, followed by temperature and humidity detection products at 17.22% [2] Group 2 - For the period from January to September 2025, 康斯特 achieved operating revenue of 394 million yuan, reflecting a year-on-year growth of 9.99%, and a net profit attributable to shareholders of 94.32 million yuan, up 5.49% [2] - The company has distributed a total of 146 million yuan in dividends since its A-share listing, with 50.98 million yuan distributed over the past three years [3] - As of September 30, 2025, 康斯特's top ten circulating shareholders included 华夏稳增混合, holding 2.2928 million shares, unchanged from the previous period [3]

Core Viewpoint - 康斯特's stock price increased by 5.25% to 21.06 CNY per share, with a total market capitalization of 4.474 billion CNY as of the report date [1] Group 1: Company Overview - 康斯特 was established on September 20, 2004, and went public on April 24, 2015 [1] - The company specializes in the research, production, and sales of digital testing instruments and equipment, as well as auxiliary testing services [1] - The revenue composition of 康斯特 includes: 75.44% from digital pressure testing products, 17.22% from temperature and humidity testing products, 6.14% from process signal testing products, and 1.20% from other supplementary products [1] Group 2: Shareholder Information - 华夏稳增混合 (519029) is among the top ten circulating shareholders of 康斯特, holding 2.2928 million shares, which is unchanged from the previous period, representing 1.61% of circulating shares [2] - The fund has generated a floating profit of approximately 2.4074 million CNY as of the report date [2][4] Group 3: Fund Performance - 华夏稳增混合 (519029) was established on August 9, 2006, with a current scale of 1.2 billion CNY [2] - Year-to-date, the fund has achieved a return of 41.36%, ranking 1752 out of 8147 in its category; over the past year, it has returned 34.13%, ranking 1714 out of 8056 [2] - Since its inception, the fund has delivered a total return of 503.34% [2] Group 4: Fund Manager Information - The fund manager of 华夏稳增混合 (519029) is 彭海伟, who has been in the position for 11 years and 302 days [3] - The total asset size of the fund is currently 1.314 billion CNY, with the best return during his tenure being 95.9% and the worst being -4.6% [3]

证券代码：300445 证券简称：康斯特 公告编号：2025-040 北京康斯特仪表科技股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 重要提示： 1. 本次股东会无增加、变更、否决提案的情况； 2. 本次股东会以现场表决、网络投票方式进行。 一、会议召开的基本情况 （一）会议召开情况 1. 股东会届次：2025 年第一次临时股东会 2. 会议召集人：公司董事会 3. 会议召开的合法、合规性：公司第六届董事会第十一次会议审议通过了 《关于召开 2025 年第一次临时股东会的议案》，本次股东会会议的召开符合有关 法律、行政法规、部门规章、规范性文件和《公司章程》等规定。 4. 会议时间 （1）现场会议召开时间：2025 年 11 月 10 日（星期一）14:00； （2）网络投票时间：2025 年 11 月 10 日，其中： ②通过深圳证券交易所互联网系统投票的具体时间为：2025 年 11 月 10 日 9:15-15:00 的任意时间。 ①通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 11 ...

北京市天元律师事务所 关于北京康斯特仪表科技股份有限公司 2025 年第一次临时股东会的法律意见 京天股字（2025）第 677 号 致：北京康斯特仪表科技股份有限公司 北京康斯特仪表科技股份有限公司（以下简称"公司"）2025 年第一次临时股 东会（以下简称"本次股东会"）采取现场投票与网络投票相结合的方式，现场会议 于 2025 年 11 月 10 日在北京市海淀区丰秀中路 3 号院 5 号楼公司会议室召开。北 京市天元律师事务所（以下简称"本所"）接受公司聘任，指派本所律师参加本次股 东会现场会议，并根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称 "《股东会规则》"）以及《北京康斯特仪表科技股份有限公司章程》（以下简称"《公 司章程》"）等有关规定，就本次股东会的召集、召开程序、出席现场会议人员的 资格、召集人资格、会议表决程序及表决结果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《北京康斯特仪表科技股份有限公司第 六届董事会第十一次会议决议公告》《北京康斯特仪表科技股份有限公司第六届监 事会第十 ...

Investment Rating - The investment rating for the machinery equipment industry is "Positive" [2] Core Views - The report highlights a significant growth in the sales of excavators and loaders, with excavator sales reaching 18,096 units in October, a year-on-year increase of 7.8%, and loader sales increasing by 27.7% [12][58] - The humanoid robot sector is experiencing rapid advancements, with companies like Xiaopeng and ZhiYuan launching new models aimed for mass production by 2026 [12][55] - The report emphasizes the resilience of companies like Rihuan Technology and Kangst, which have shown strong revenue growth despite external pressures [3][4][14] Summary by Sections 1. Company Highlights - Rihuan Technology, a leading supplier of industrial X-ray intelligent detection equipment, saw a nearly 100% increase in new orders year-on-year and a 44.01% revenue growth in the first three quarters [3] - Kangst, involved in digital detection instruments, reported a 22.24% increase in revenue and a 30.66% increase in net profit in Q3, demonstrating strong operational resilience [4][14] - Newrui Co., which produces hard alloys and tools, experienced a significant profit increase of 75.40% in Q3, driven by effective cost management amid rising raw material prices [5][15] 2. Industry Trends - The machinery sector is witnessing a broad recovery, with excavator and loader sales showing strong growth, indicating a positive trend in construction and infrastructure investment [12][58] - The humanoid robot market is set for significant growth, with advancements in technology and increasing investments from major companies [12][55] 3. Market Performance - The machinery index saw a slight decline of 0.25% last week, while other major indices like the Shanghai Composite Index increased by 1.08% [16] - The report notes that the machinery industry is experiencing varied performance across sub-sectors, with some segments like power distribution equipment showing strong gains [22] 4. Policy Support - Recent government policies are aimed at enhancing the industrial machinery sector, including support for high-end machine tools and automation technologies [28][35]

证券代码：300445 证券简称：康斯特 公告编号：2025-039 北京康斯特仪表科技股份有限公司 关于召开 2025 年第一次临时股东会的提示性公告 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。 一、召开会议的基本情况 1、股东会届次：2025 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上 市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的 有关规定。 4、会议时间： （1）现场会议时间：2025 年 11 月 10 日 14:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 10 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联 网投票系统投票的具体时间为 2025 年 11 月 10 日 9:15 至 15:00 的任意时间。 6、会议的股权登记日：2025 年 11 月 3 日 7、出席对象 ...

Investment Rating - The mechanical industry is rated as "Positive" [1] Core Insights - The report emphasizes the potential of high-end equipment in the mechanical industry, particularly in deep-sea technology and low-altitude economy, driven by national strategies and emerging industries [2][3] - The domestic market for deep-sea equipment has significant room for domestic substitution, with current localization rates below 30% for critical components [2] - The eVTOL market is projected to grow significantly, with an expected delivery of 300,000 units by 2035, leading to a market size of 570 billion yuan [3] - Humanoid robots are positioned to address customization challenges in industrial production, with key components like sensors and motors offering substantial market opportunities [4] - The penetration rate of five-axis CNC machine tools is expected to increase, driven by demand upgrades and local supply chain maturity [5][8] Summary by Sections Deep-Sea Equipment - The report highlights the strong growth potential in deep-sea equipment manufacturing, with significant barriers to entry and a high degree of market share held by foreign companies [2] - Key beneficiaries include companies like Hailanxin (300065), Zhongke Haixun (300810), and Kangst (300445) [2] Low-Altitude Economy - eVTOLs are anticipated to become a major transportation mode by 2035, with a compound annual growth rate of 69.69% in deliveries and 60.58% in market size from 2023 to 2035 [3] - Beneficiaries in this sector include Dongmu Co. (600114), Xinzhi Group (002664), and Tianc Control (603085) [3] Humanoid Robots - Humanoid robots are expected to revolutionize customization in manufacturing, with significant market potential for core components like sensors and motors [4] - Companies such as Shuanghuan Transmission (002472), Lide Harmonic (688017), and Zhongdali De (002896) are identified as potential beneficiaries [4] CNC Machine Tools - The report notes that five-axis CNC machine tools are gaining traction, with a shift from two- and three-axis machines in the domestic market [5][8] - Key players include Kede CNC (688305), Haitai Precision (601882), and Niuwai CNC (688697) [8]

Domestic Market Performance - In Q3 2025, domestic market sales rebounded due to the delivery of some inquiry orders, indicating a return to normalcy [2] - The instrument and sensor industry experienced rapid growth driven by new pressure controller products, while measurement and testing, as well as the power industry, remain core strengths [2] International Market Dynamics - Despite high tariffs, the international market saw growth due to proactive expansion into European markets and the fulfillment of delayed orders from U.S. clients [3] - Tariffs were adjusted from a peak of 170% to 55%, which, while still high, allowed for some recovery in order placements [3] Order Fulfillment and Cash Flow - As of January 1, 2025, the company shifted to using its Singapore subsidiary for nearly 40% of international orders, while U.S. orders continue to be managed by the U.S. subsidiary [4] Growth Sustainability in Non-U.S. Regions - The company is committed to expanding overseas markets despite tariff impacts, with all regions showing slight growth [5] - If tariff policies stabilize, the overall demand growth trend is expected to become clearer [5] Product Performance and Market Share - The company maintains a cautiously optimistic outlook for 2026 sales, particularly for pressure controllers, which have high acceptance and demand in the domestic market [6] - The temperature and humidity product line, while important, has lower margins and is expected to see limited growth due to high tariffs affecting U.S. sales [7] Revenue Breakdown and Profitability - In Q3 2025, revenue from the U.S. and Americas accounted for 53%, while Europe, the Middle East, and Africa contributed over 32%, maintaining good overall profit margins [8] Sensor Development and Future Plans - The self-developed sensor project is expected to conclude by the end of 2025, with production plans for 10,000 units, though initial costs are higher than outsourced sensors [9] - The pressure transmitter is in the prototype stage, with a launch planned for 2026 and sales expected to begin in 2027 [10] Market Application Potential - The company’s high-precision sensors are focused on high-end industrial applications, with plans to gradually expand into high-value scenarios based on existing customer validation [12]