智通财经APP讯，凯伦股份(300715.SZ)公告，公司控股子公司苏州佳智彩光电科技有限公司(简称"佳智 彩")，于近日与京东方科技集团股份有限公司下属公司成都京东方显示技术有限公司(简称"成都京东 方")签订了《设备采购合同》，合同含税总金额为1.98亿元。 ...

证券代码：300715 证券简称：凯伦股份 公告编号:2025-081 江苏凯伦建材股份有限公司 特别提示： 1、合同的生效条件：本合同于生效日期生效，双方权利义务履行完毕后终 止。 2、合同的重大风险及重大不确定性：合同虽然已对双方权利及义务、违约 责任、争议解决方式等作出明确约定，但合同履行中存在受不可抗力等因素影响 造成的不确定性风险。敬请广大投资者注意风险。 3、对公司的影响：本次合同的签署属于公司日常经营行为。若合同顺利履 行，对公司未来的财务状况和经营成果将产生积极影响。相关项目利润的贡献目 前尚无法准确预计，相关财务数据的确认请以公司经审计的财务报告为准。 一、合同签署概况 江苏凯伦建材股份有限公司（以下简称"公司"）控股子公司苏州佳智彩光 电科技有限公司（以下简称"佳智彩"），于近日与京东方科技集团股份有限公司 下属公司成都京东方显示技术有限公司（以下简称"成都京东方"）签订了《设 备采购合同》，合同含税总金额为 19,840.54 万元人民币。 根据《深圳证券交易所创业板股票上市规则（2025 年修订）》《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（2025 年 ...

Core Viewpoint - Kailun Co., Ltd. has shown significant stock performance with a year-to-date increase of 73.05%, indicating strong market interest and potential growth in the construction materials sector [1][2]. Company Overview - Kailun Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on July 13, 2011, with its listing date on October 26, 2017. The company specializes in the research, production, and sales of new waterproof construction materials [2]. - The main revenue composition includes: waterproof membranes (49.05%), engineering construction (21.39%), waterproof coatings (14.96%), detection and repair equipment for display panels (10.27%), and other (4.32%) [2]. - The company belongs to the Shenwan industry classification of building materials, specifically in the waterproof materials segment, and is associated with concepts such as Xiong'an New Area, photovoltaic glass, Yangtze River Delta integration, new materials, and specialized innovation [2]. Financial Performance - For the period from January to September 2025, Kailun Co., Ltd. achieved a revenue of 1.818 billion yuan, reflecting a year-on-year growth of 0.36%. The net profit attributable to shareholders was 26.41 million yuan, showing a substantial increase of 182.15% year-on-year [2]. - As of September 30, the number of shareholders increased to 10,600, up by 3.10%, while the average circulating shares per person decreased by 7.26% to 30,161 shares [2]. Stock Performance - On November 3, Kailun Co., Ltd. saw its stock price rise by 2.07%, reaching 12.84 yuan per share, with a trading volume of 23.2185 million yuan and a turnover rate of 0.57%, resulting in a total market capitalization of 4.854 billion yuan [1]. - The stock has been active in the market, appearing on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 10, where it recorded a net purchase of 8.2126 million yuan [1].

Summary of Key Points Core Viewpoint - On October 29, Hangzhou Oxygen Plant Co., Ltd. disclosed an increase in shareholding, while 11 A-share listed companies announced plans for share reductions [1][2]. Group 1: Shareholding Increases - Hangzhou Oxygen Plant received a stake increase from CITIC Financial Assets, raising its holding to 5% [2]. Group 2: Shareholding Reductions - Greenfield Machinery: Shareholder Shao Yutian plans to reduce holdings by no more than 3% [2]. - Jianghua Micro: Shareholder Yin Fuhua intends to reduce holdings by no more than 3% [2]. - Jiuzhou Group: Shareholders plan to collectively reduce holdings by no more than 1.88% [2]. - Guorui Technology: Shareholder Gong Ruiliang plans to reduce holdings by no more than 3% [2]. - Kairun Co., Ltd.: Shareholder Li Zhongren plans to reduce holdings by no more than 1.70% [2]. - Yingjixin: Shareholder plans to transfer 2.9% of company shares through inquiry [2]. - Mindong Electric: Shareholder Provincial Investment Group intends to reduce holdings by no more than 1% [2]. - WuXi AppTec: Shareholders controlled by the actual controller plan to reduce holdings by no more than 2% [2]. - Zhongwei Company: A dedicated repurchase account plans to reduce holdings by no more than 0.33% [2]. - Jinhua Co., Ltd.: Plans to reduce no more than 746.54 million shares that have been repurchased [2]. - Hechuan Technology: Bosch China intends to reduce holdings by no more than 3% [2].

Group 1 - The core point of the article is that a major shareholder and director of Kairun Co., Ltd. plans to reduce their holdings by up to 6.3 million shares, which represents 1.70% of the total share capital after excluding shares in the repurchase account [1] - The reduction will take place through centralized bidding or block trading [1] - The reason for the reduction is to repay commitment funds and meet personal financial needs [1] Group 2 - The reduction period is set from November 20, 2025, to February 19, 2026, which is three months after the announcement [1]

Core Viewpoint - Jiangsu Kairun Building Materials Co., Ltd. announced that its major shareholder and director, Li Zhongren, plans to reduce his shareholding by up to 6.3 million shares, accounting for 1.70% of the total share capital after excluding shares in the repurchase account [1] Summary by Sections Reduction Plan Details - Li Zhongren currently holds 25,349,400 shares, representing 6.85% of the total share capital after excluding the repurchase account [2][3] - The reduction period is set from November 20, 2025, to February 19, 2026, starting 15 trading days after the announcement [2] - The reduction will be executed through centralized bidding or block trading, with specific limits on the number of shares that can be sold within a 90-day period [2] Shareholder Holding Information - The company's total share capital is 378,055,430 shares, with 370,270,070 shares remaining after excluding the repurchase account [3] - Li Zhongren's shareholding is significant but does not constitute control over the company [3] Additional Information - The company emphasizes that the reduction plan's implementation is subject to market conditions and will not affect the company's control or governance structure [4] - Li Zhongren has adhered to previous commitments regarding shareholding and the reduction plan aligns with prior disclosures made during the IPO process [4]

（文章来源：每日经济新闻） 每经AI快讯，10月29日，凯伦股份(300715.SZ)公告称，持股5%以上股东、董事李忠人计划减持不超过 630万股，占公司剔除回购专用账户中股份数量后的总股本的1.70%，减持方式为集中竞价或大宗交 易，减持原因为归还承诺款及自身资金需求，减持期间为公告披露之日起十五个交易日后的三个月内 （2025年11月20日至2026年2月19日）。 ...

Core Viewpoint - Shareholder Li Zhongren of Karen Co., Ltd. plans to reduce his holdings by no more than 1.70% of the company's shares [1] Summary by Relevant Categories Shareholder Actions - Li Zhongren intends to decrease his stake in Karen Co., Ltd. by a maximum of 1.70% [1]

证券代码：300715 证券简称：凯伦股份 公告编号:2025-080 江苏凯伦建材股份有限公司 关于持股 5%以上股东、董事减持股份的预披露公告 公司股东李忠人保证向本公司提供的信息内容真实、准确、完整，不存在虚 假记载、误导性陈述或重大遗漏。 持有公司 25,349,400 股（占公司剔除回购专用账户中股份数量后的总股本 的比例为 6.85%）的股东、董事李忠人先生，计划在本公告披露之日起 15 个交 易日后的 3 个月内（2025 年 11 月 20 日至 2026 年 2 月 19 日），通过集中竞价及 /或大宗交易的方式，减持其持有的本公司股份不超过 6,300,000 股（占公司剔 除回购专用账户中股份数量后的总股本的 1.70%）, 在此期间如遇法律法规规定 的窗口期则不减持,（若减持期间公司实施送股、资本公积金转增股本、配股等 除权事项，则对该数量进行相应调整）。 公司于近日收到公司股东、董事李忠人先生出具的《股份减持计划告知函》， 现将有关情况公告如下： 一、股东的基本情况 | 股东名称 | 持有公司股份数量(股) | 占剔除公司回购专户股份后 | | --- | --- | --- | | ...

Core Insights - The company reported a revenue of 669,988,872.71 yuan for the third quarter of 2025, representing a year-on-year growth of 13.32% [2] - The net profit attributable to shareholders of the listed company reached 598,104.96 yuan, showing a significant year-on-year increase of 101.50% [2] Financial Performance - Revenue for Q3 2025: 669.99 million yuan, up 13.32% compared to the previous year [2] - Net profit for Q3 2025: 0.60 million yuan, up 101.50% year-on-year [2]