证券之星消息，11月3日汽车零部件板块较上一交易日下跌0.25%，天普股份领跌。当日上证指数报收于 3976.52，上涨0.55%。深证成指报收于13404.06，上涨0.19%。汽车零部件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) | | | --- | --- | --- | --- | --- | --- | --- | | 300816 | 文可監 | 43.82 | 11.25% | 6.40万 | | 2.70亿 | | 000901 | 航天科技 | 20.98 | 10.02% | 102.59万 | | 20.48亿 | | 300237 | ST美层 | 2.63 | 7.79% | 117.43万 | | 3.00亿 | | 300863 | 卡倍亿 | 54.19 | 5.98% | 11.86万 | | 6.26亿 | | 603767 | 中马传动 | 28.19 | 4.56% | 26.59万 | | 7.41亿 | | 301173 | 毓恬冠佳 | 51.20 | 4.43% | 1.95万 | | 9799.65万 ...

卡倍亿成立于2004年3月5日，于2020年8月24日在深圳证券交易所上市，注册地址和办公地址均为浙江省 宁波市。该公司是国内汽车线缆领域的重要企业，专注于汽车线缆的研发、生产和销售，具备较强的技术 实力和市场竞争力。 卡倍亿主营业务为汽车线缆的研发、生产和销售，所属申万行业为汽车-汽车零部件-汽车电子电气系统， 所属概念板块包括融资融券、蔚来汽车概念、特斯拉核聚变、超导概念、核电。 经营业绩：营收行业第十五，净利润第十五 2025年三季度，卡倍亿营业收入为28.54亿元，在行业36家公司中排名第15。行业第一名均胜电子营收 458.44亿元，第二名联合动力营收145.25亿元，行业平均数为42.52亿元，中位数为22.46亿元。同期，公司 净利润为1.38亿元，行业排名同样为第15。行业第一名均胜电子净利润13.63亿元，第二名联合动力净利润 7.92亿元，行业平均数为2.17亿元，中位数为1.19亿元。 资产负债率高于同业平均，毛利率低于同业平均 偿债能力方面，2025年三季度卡倍亿资产负债率为65.55%，高于去年同期的64.16%，且高于行业平均的 44.11%。从盈利能力看，2025年三季度公司毛利 ...

公司公布三季报：1-3Q25 收入28.54 亿元，同比+11.1%；归母净利润1.38 亿元，同比+5.0%；扣非归母 净利润1.32 亿元，同比+2.4%。3Q25 收入10.24 亿元，同环比+11.4%/+8.2%；归母净利润0.46 亿元，同 环比+13.3%/+18.7%；扣非归母净利润0.40 亿元，同环比-1.4%/-8.2%。3Q25 业绩符合我们预期。 发展趋势 收入跟随行业beta 稳增，铜价上涨毛利承压。中汽协显示，3Q25 乘用车行业批发销量同环比+13%/+7% 至752 万辆，公司主营业务汽车线缆收入跟随行业稳健增长。公司3Q25 毛利率同环比-0.6pct/-0.4pct 至 11.8%，系主要原材料铜价高涨影响。 费用率同环比改善，资本支出高增。公司3Q25 销售/管理/研发费用率为0.4%/1.7%/2.4%，同 比-0.1pct/-0.3pct/-1.1pct，环比-0.2pct/-0.6pct/-0.2pct。公司3Q25 Capex 支出达3.4 亿元，创历史新高，主 要系公司加大国内外产能拓展。公司9 月公告可转债募集说明书，计划募资6 亿元用于上海高速铜缆项 目、 ...

Core Viewpoint - The stock of Kabeiyi Electric Technology Co., Ltd. has shown significant growth this year, with a year-to-date increase of 56.79%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Kabeiyi achieved a revenue of 2.854 billion yuan, representing a year-on-year growth of 11.11% [2]. - The net profit attributable to the parent company for the same period was 138 million yuan, reflecting a year-on-year increase of 5.01% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Kabeiyi was 12,100, a decrease of 3.33% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.44% to 15,003 shares [2]. - Kabeiyi has distributed a total of 150 million yuan in dividends since its A-share listing, with 114 million yuan distributed over the past three years [3]. Stock Market Activity - On October 28, Kabeiyi's stock price decreased by 2.25%, trading at 49.85 yuan per share, with a total market capitalization of 9.381 billion yuan [1]. - The stock experienced a net outflow of 2.4247 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Business Overview - Kabeiyi, established on March 5, 2004, and listed on August 24, 2020, specializes in the research, production, and sales of automotive cables [1]. - The company's revenue composition includes 83.53% from ordinary cables, 10.46% from new energy cables, 5.22% from other sources, and 0.79% from data cables [1]. - Kabeiyi operates within the automotive industry, specifically in the automotive parts and electronic systems sector, and is associated with concepts such as financing, NIO, Tesla, new energy vehicles, and Huawei automotive [1].

Core Insights - The report indicates that as of October 26, 2025, five institutional investors hold a total of 103 million shares of Kabeiyi (300863.SZ), representing 54.82% of the company's total share capital [1] - The institutional holding percentage has decreased by 0.26 percentage points compared to the previous quarter [1] - A total of 17 public funds were disclosed this period, with notable funds including Southern CSI 2000 ETF and GF Manufacturing Smart Selection Stock A [1] - One new foreign institution, Hong Kong Central Clearing Limited, was disclosed this quarter [1] Institutional Holdings - Five institutional investors collectively hold 103 million shares, accounting for 54.82% of Kabeiyi's total shares [1] - The institutional holding percentage has decreased by 0.26 percentage points from the last quarter [1] Public Funds - This quarter, 17 public funds were disclosed, including Southern CSI 2000 ETF and GF Manufacturing Smart Selection Stock A [1] Foreign Investment - One new foreign institution, Hong Kong Central Clearing Limited, has been disclosed this quarter [1]

Core Insights - The company reported a revenue of 2.854 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 11.11% [1] - The net profit attributable to shareholders for the same period was 138 million yuan, showing a year-on-year increase of 5.01% [1] - In the third quarter, the company achieved a revenue of 1.024 billion yuan, which is a year-on-year growth of 11.42% [1] - The net profit attributable to shareholders in the third quarter was 45.8 million yuan, reflecting a year-on-year increase of 13.27% [1]

每经AI快讯，卡倍亿（SZ 300863，收盘价：49.08元）10月26日晚间发布三季度业绩公告称，2025年前 三季度营收约28.54亿元，同比增加11.11%；归属于上市公司股东的净利润约1.38亿元，同比增加 5.01%；基本每股收益0.87元，同比增加16%。 每经头条（nbdtoutiao）——金价大"崩盘"：12年来最大单日跌幅背后，四大指标早已预警！后市怎么 走？华尔街吵翻了 （记者 王瀚黎） 截至发稿，卡倍亿市值为92亿元。 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥1,023,806,858.70, representing an increase of 11.42% compared to the same period last year[5]. - Net profit attributable to shareholders was ¥45,800,447.92, up 13.27% year-on-year, while the net profit excluding non-recurring items decreased by 1.41% to ¥39,618,345.79[5]. - The basic earnings per share increased by 27.00% to ¥0.29, with diluted earnings per share also at ¥0.29[5]. - The company reported total operating revenue of ¥2,854,217,855.02 for the current period, an increase from ¥2,568,760,342.73 in the previous period, representing a growth of approximately 11.14%[21]. - The total profit for the current period is 156,302,725.03, up from 146,216,100.52 in the previous period, representing an increase of about 6.5%[22]. - The total comprehensive income attributable to the parent company is 147,438,083.14, compared to 125,431,567.43 in the previous period, indicating an increase of about 17.4%[23]. Assets and Liabilities - Total assets at the end of the reporting period were ¥4,145,711,838.03, reflecting a growth of 10.64% from the end of the previous year[5]. - Non-current assets totaled ¥1,627,551,895.58, up from ¥1,182,771,639.48, indicating a growth of approximately 37.67%[19]. - The company's total liabilities rose to ¥2,717,432,276.04 from ¥2,403,846,154.02, marking an increase of approximately 13.06%[19]. - The company's total equity increased to ¥1,428,279,561.99 from ¥1,343,119,808.09, representing a growth of about 6.34%[20]. Cash Flow - The company's cash flow from operating activities showed a significant increase of 679.32% year-to-date, totaling ¥166,454,950.91[5]. - Cash flow from operating activities generated a net amount of 166,454,950.91, a significant improvement from a negative cash flow of -28,732,764.32 in the previous period[24]. - The net cash flow from investing activities decreased by 72.92% to -¥492,897,273.83, primarily due to increased cash payments for the acquisition of fixed assets[11]. - Cash flow from investing activities resulted in a net outflow of -492,897,273.83, compared to -285,037,805.62 in the previous period, indicating increased investment activity[24]. - The net cash flow from financing activities decreased by 37.02% to ¥221,196,626.10, as there were no convertible bond issuance proceeds this period compared to the previous year[11]. - Cash flow from financing activities generated a net inflow of 221,196,626.10, down from 351,192,110.81 in the previous period, showing a decrease in financing activities[24]. Shareholder Information - The total number of common shareholders at the end of the reporting period was 12,055[13]. - The largest shareholder, Ningbo Xiexie Industrial Group Co., Ltd., holds 52.50% of the shares, totaling 98,784,000 shares[13]. - The top ten shareholders collectively hold significant stakes, with the largest individual shareholder, Lin Guangyao, owning 3.29% (6,197,520 shares) of the company[13]. - The total number of restricted shares at the beginning of the period was 5,429,287, with 2,171,715 shares released from restriction during the period[16]. - The company has a total of 7,307,002 restricted shares at the end of the period, primarily due to executive lock-up agreements[16]. Operational Costs and Expenses - Total operating costs for the current period were ¥2,714,469,480.42, up from ¥2,425,724,195.37 in the previous period, indicating an increase of about 11.93%[21]. - The company experienced a 40.89% increase in taxes and surcharges, totaling ¥11,533,794.18, mainly due to higher stamp duty and property tax payments[10]. - The company reported a tax expense of 18,775,749.94 for the current period, compared to 15,256,275.26 in the previous period, reflecting an increase of approximately 23.5%[22]. Investment and Financing Activities - The company plans to raise up to ¥600 million through the issuance of convertible bonds, with proceeds allocated to various projects including the Shanghai high-speed copper cable project and the Mexico automotive cable production base project[17]. - The company's long-term borrowings increased by 64.73% to ¥549,200,000.00, attributed to financing for fixed asset purchases and ongoing projects[10]. - Short-term borrowings increased to ¥1,346,948,360.27 from ¥1,185,059,837.95, reflecting an increase of about 13.61%[19].

Core Insights - The company Kabeyi (300863) is actively exploring the humanoid robot industry and has conducted research on various enterprises within the supply chain [1] - Kabeyi is committed to increasing resource investment in its robotics business and aims to enhance its strategic implementation through a dual approach of "internal growth + external collaboration" [1] - The company has made significant progress in new business areas, particularly in high-speed copper cables and humanoid robots, establishing a new growth trajectory [1] Group 1 - The chairman of Kabeyi, Lin Guangyao, led a team to visit leading companies in the humanoid robot supply chain, including Matrix Intelligent Robotics [1] - During the visit, the team observed the MATRIX-1 humanoid robot, which will be showcased at the 2025 World Artificial Intelligence Conference, and discussed collaboration opportunities and commercialization scenarios [1] - Kabeyi is building a high-standard robot cable laboratory to meet various testing requirements for robot cables, including extrusion, drag chain, bending, and torsion tests [1] Group 2 - The company has engaged in in-depth technical exchanges and collaborations with multiple humanoid robot clients [1] - The strategic layout in the robot cable sector is rapidly being implemented, indicating a strong commitment to this emerging field [1] - Kabeyi's efforts in technology collaboration and capacity expansion are gradually forming a new growth curve for the company [1]

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions aimed at enhancing the wealth management industry in China [1]. Group 1: Top Stocks by Purchase Frequency - The top ten stocks by purchase frequency on October 22 are led by Xinyi Technology (sz300502), followed by Shangwei New Materials (sh688585) and Jucan Optoelectronics (sz300708) [1]. Group 2: Top Stocks by Purchase Amount - The top ten stocks by purchase amount on October 22 are led by Changchuan Technology (sz300604), followed by Zhongji Xuchuang (sz300308) and Xinyi Technology (sz300502) [2]. Group 3: Event Structure and Data Explanation - The event includes an investment capability evaluation segment divided into three groups: stock simulation, on-site ETF simulation, and public fund simulation configuration, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [4]. - The data presented is based on simulated trading and does not reflect actual trading conditions, serving only as a reference [4].