Market Performance - On the first trading day of October, the A-share market continued its strong performance, with the Shanghai Composite Index reaching 3931.07 points, up 1.24% [2] - The Shenzhen Component Index and the ChiNext Index rose by 1.75% and 1.77%, respectively, while the Sci-Tech Innovation 50 Index surged by 5.59% [2] Gold Sector - The gold sector opened strongly, driven by international gold prices hitting new highs during the holiday, with COMEX gold futures closing at $4060.6 per ounce, a 4.45% increase over the holiday [4][7] - The Shenwan Precious Metals Index rose by 7.89%, leading all sectors, with notable stocks like Sichuan Gold and Shandong Gold hitting the daily limit [5][6] Controlled Nuclear Fusion Concept - The controlled nuclear fusion concept saw a surge, with stocks like Hahwa Huatong and Zhongzhou Special Materials reaching the daily limit of 20% [9][11] - A key breakthrough was reported on October 1, with the installation of a 400-ton base for the BEST nuclear fusion device, marking the start of its construction [11] Specific Stock Movements - Sichuan Gold and Shandong Gold both reached their daily limit, with increases of 10% and 9.99%, respectively [6] - Hainan Huatie, a previously popular stock in the computing power sector, faced a one-word drop limit, with over 2.93 million shares on the limit board due to the cancellation of a significant contract worth approximately 3.69 billion yuan [12][14]

Group 1 - The core viewpoint of the news is that 卡倍亿 has shown significant stock price growth and positive financial performance in recent months, indicating a strong market position and investor interest [1][2]. Group 2 - As of October 9, 卡倍亿's stock price increased by 2.01%, reaching 41.16 CNY per share, with a total market capitalization of 7.745 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 29.46%, with a 5-day increase of 5.81%, a 20-day increase of 12.89%, and a 60-day increase of 13.54% [2]. - 卡倍亿's main business involves the research, production, and sales of automotive cables, with revenue composition being 83.53% from ordinary cables, 10.46% from new energy cables, 5.22% from other sources, and 0.79% from data cables [2]. - The company reported a revenue of 1.83 billion CNY for the first half of 2025, reflecting a year-on-year growth of 10.94%, and a net profit attributable to shareholders of 91.73 million CNY, up by 1.33% [2]. - Since its A-share listing, 卡倍亿 has distributed a total of 150 million CNY in dividends, with 114 million CNY distributed over the past three years [2].

Core Viewpoint - The company, 卡倍亿 (300863.SZ), is not collaborating with 摩尔线程 and is focusing on developing high-frequency and high-speed copper cable products for data centers, cloud storage, and AI servers [1] Group 1: Company Collaboration - The company confirmed that there is currently no partnership with 摩尔线程 [1] Group 2: Business Focus - The company has established wholly-owned subsidiaries, 上海卡倍亿智联 and 宁波卡倍亿智联, to engage in the research, production, and sales of high-frequency and high-speed copper cable products [1] - The primary applications of these products are in data centers, cloud storage, and artificial intelligence servers [1]

6-1-1 | | 附注 | 2025年6月30日 | 2024年12月31日 | | --- | --- | --- | --- | | 流动资产: | | | | | 货币资金 | | 636,613,882.70 | 492,045,479.75 | | 结算备付金 | | | | | 拆出资金 | | | | | 交易性金融资产 | | | | | 衍生金融资产 | | | | | 应收票据 | | 59,515,218.80 | 66,663,073.51 | | 应收账款 | | 1,227,747,370.33 | 1,323,260,996.52 | | 应收款项融资 | | | 141,746,835.55 | | | | 98,733,581.79 | | | 预付款项 | | 11,084,368.77 | 15,607,107.49 | | 应收保费 | | | | | 应收分保账款 | | | | | 应收分保合同准备金 | | | | | 其他应收款 | | 2,534,931.67 | 1,636,832.37 | | 买入返售金融资产 | | | | | 存货 | | 427, ...

证券代码：300863 证券简称：卡倍亿 公告编号：2025-084 宁波卡倍亿电气技术股份有限公司 关于向深圳证券交易所申请恢复审核向不特定对象发行 可转换公司债券申请文件及2025年半年报更正公告 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。 宁波卡倍亿电气技术股份有限公司(以下简称"公司")于2025年7月10日收到深 圳证券交易所（以下简称"深交所"）出具的《关于受理宁波卡倍亿电气技术股份 有限公司向不特定对象发行可转换公司债券申请文件的通知》（深证上审〔2025〕 134号），并于2025年7月30日收到深交所出具的《关于宁波卡倍亿电气技术股份有 限公司申请向不特定对象发行可转换公司债券的审核问询函》(审核函〔2025〕 020036号)（以下简称"审核问询函"）。公司按照审核问询函的要求，会同相关中 介机构就问询函提出的问题进行了认真研究和逐项回复，具体内容详见公司于2025 年8月20日在巨潮资讯网（www.cninfo.com.cn）披露的问询函的回复报告和更新后 的申请文件。 2025年8月26日，因公司本次募投项目之"上海高速铜缆项目"和 ...

Important Notice, Table of Contents, and Definitions [Important Notice](index=2&type=section&id=Important%20Notice) The board, supervisory board, and senior management guarantee the report's truthfulness and completeness, while advising investors of risks and confirming no dividend distribution or capital reserve conversion plans - The company's board of directors, supervisory board, and senior management guarantee the report's truthfulness, accuracy, and completeness[4](index=4&type=chunk) - The company's responsible person, head of accounting, and head of accounting department declare the financial report is true, accurate, and complete[4](index=4&type=chunk) - The company plans no cash dividends, bonus shares, or capital reserve conversions to share capital from capital reserves[5](index=5&type=chunk) [Table of Contents](index=3&type=section&id=Table%20of%20Contents) This section outlines the report's overall structure, comprising eight main chapters from important notices to financial reports, providing navigation for investors - The report is clearly structured into eight main chapters[7](index=7&type=chunk) [List of Reference Documents](index=4&type=section&id=List%20of%20Reference%20Documents) This section specifies the list of reference documents for the semi-annual report, including financial statements, report summary and full text, original public disclosure documents, and other related files, with the designated location being the company's board of directors' office - Reference documents include financial statements signed and sealed by the legal representative, head of accounting, and head of accounting department[9](index=9&type=chunk) - Reference documents also include the semi-annual report summary and full text signed by the legal representative and sealed by the company[9](index=9&type=chunk) - All reference documents are kept at the company's board of directors' office[10](index=10&type=chunk) [Definitions](index=5&type=section&id=Definitions) This section defines common terms used in the report, including company name, controlling shareholder, wholly-owned subsidiaries, key customers (e.g., Aptiv, Yazaki, Tesla, Xiaomi Auto), and the reporting period, ensuring accurate understanding of the report content - The company's controlling shareholder is Ningbo Xinxie Industrial Group Co., Ltd[11](index=11&type=chunk) - The reporting period refers to January to June 2025[12](index=12&type=chunk) - Key customers include Aptiv, Yazaki, Draexlmaier, Lear, Amphenol, Sumitomo Electric, and numerous well-known domestic and international automotive brands (e.g., Volkswagen, General Motors, Ford, BMW, Tesla, Xiaomi Auto)[11](index=11&type=chunk)[12](index=12&type=chunk) Company Profile and Key Financial Indicators [Company Profile](index=7&type=section&id=I.%20Company%20Profile) Ningbo KBE Electrical Technology Co., Ltd. (stock code: 300863) is listed on the Shenzhen Stock Exchange, with Lin Guangyao as its legal representative Company Basic Information | Indicator | Information | | :--- | :--- | | Stock Abbreviation | KBE | | Stock Code | 300863 | | Listing Exchange | Shenzhen Stock Exchange | | Chinese Name | Ningbo KBE Electrical Technology Co., Ltd. | | Legal Representative | Lin Guangyao | [Contacts and Contact Information](index=7&type=section&id=II.%20Contacts%20and%20Contact%20Information) The company provides contact details for Board Secretary Qin Ci and Securities Affairs Representative Shi Jiujie, including address, phone, fax, and email, for investor communication Contact Information | Position | Name | Contact Address | Phone | Fax | Email | | :--- | :--- | :--- | :--- | :--- | :--- | | Board Secretary | Qin Ci | Wenxizhou Industrial Zone, Qiaotouhu Street, Ninghai County, Ningbo City, Zhejiang Province | 0574-65106655 | 0574-65192666 | stock@nbkbe.com | | Securities Affairs Representative | Shi Jiujie | Wenxizhou Industrial Zone, Qiaotouhu Street, Ninghai County, Ningbo City, Zhejiang Province | 0574-65106655 | 0574-65192666 | shijj@nbkbe.com | [Other Information](index=7&type=section&id=III.%20Other%20Information) During the reporting period, there were no changes in the company's contact information, information disclosure, designated locations, or registration, with details available in the 2024 annual report - The company's registered address, office address, website, and email remained unchanged during the reporting period[16](index=16&type=chunk) - Information disclosure and designated locations remained unchanged during the reporting period[17](index=17&type=chunk) - The company's registration status remained unchanged during the reporting period[18](index=18&type=chunk) [Key Accounting Data and Financial Indicators](index=8&type=section&id=IV.%20Key%20Accounting%20Data%20and%20Financial%20Indicators) In H1 2025, operating revenue grew 10.94% to **1.83 billion yuan**, net profit attributable to shareholders increased 1.33% to **91.73 million yuan**, and operating cash flow surged 82.11%, while basic and diluted EPS declined 12.33% Key Accounting Data and Financial Indicators for H1 2025 | Indicator | Current Reporting Period (yuan) | Prior Year Period (yuan) | YoY Change in Current Period | | :--- | :--- | :--- | :--- | | Operating Revenue | 1,830,410,996.32 | 1,649,921,322.23 | 10.94% | | Net Profit Attributable to Shareholders of Listed Company | 91,726,527.17 | 90,523,955.50 | 1.33% | | Net Profit Attributable to Shareholders of Listed Company (Excluding Non-Recurring Gains/Losses) | 92,086,951.00 | 88,420,473.33 | 4.15% | | Net Cash Flow from Operating Activities | 207,894,540.07 | 114,159,857.56 | 82.11% | | Basic Earnings Per Share (yuan/share) | 0.64 | 0.73 | -12.33% | | Diluted Earnings Per Share (yuan/share) | 0.64 | 0.73 | -12.33% | | Weighted Average Return on Net Assets | 5.99% | 7.01% | -1.02% | | **End of Current Reporting Period** | **End of Prior Year** | **Change from End of Prior Year** | | Total Assets | 3,967,850,897.22 | 3,746,965,962.11 | 5.90% | | Net Assets Attributable to Shareholders of Listed Company | 1,449,863,960.52 | 1,343,119,808.09 | 7.95% | [Differences in Accounting Data Under Domestic and Overseas Accounting Standards](index=8&type=section&id=V.%20Differences%20in%20Accounting%20Data%20Under%20Domestic%20and%20Overseas%20Accounting%20Standards) The company reported no differences in net profit and net assets between financial reports prepared under international or overseas accounting standards and Chinese accounting standards during the reporting period - The company reported no differences in net profit and net assets between financial reports disclosed under International Accounting Standards and Chinese Accounting Standards during the reporting period[20](index=20&type=chunk) - The company reported no differences in net profit and net assets between financial reports disclosed under overseas accounting standards and Chinese Accounting Standards during the reporting period[21](index=21&type=chunk) [Non-Recurring Gains and Losses and Amounts](index=8&type=section&id=VI.%20Non-Recurring%20Gains%20and%20Losses%20and%20Amounts) During the reporting period, the company's total non-recurring gains and losses amounted to **-360,423.83 yuan**, primarily from disposal of non-current assets, government grants, and other non-operating income/expenses Non-Recurring Gains and Losses and Amounts | Item | Amount (yuan) | | :--- | :--- | | Gains/Losses from Disposal of Non-Current Assets | -6,957,710.24 | | Government Grants Included in Current Profit/Loss (excluding those closely related to normal operations, compliant with national policies, enjoyed by fixed standards, and with continuous impact on company profit/loss) | 6,899,230.12 | | Other Non-Operating Income and Expenses Apart from the Above | -70,054.04 | | Less: Income Tax Impact | 231,889.67 | | Total | -360,423.83 | - The company has no other profit/loss items meeting the definition of non-recurring gains/losses, nor has it classified non-recurring gains/losses as recurring gains/losses[24](index=24&type=chunk) Management Discussion and Analysis [Company's Main Business During the Reporting Period](index=10&type=section&id=I.%20Company%27s%20Main%20Business%20During%20the%20Reporting%20Period) The company's core business is R&D, production, and sales of automotive cables, a critical component in the automotive parts manufacturing industry, with an increasing role driven by new energy vehicles and intelligent development, operating primarily on a make-to-order basis through direct sales to automotive wiring harness manufacturers [Company Industry Classification](index=10&type=section&id=1%E3%80%81Company%20Industry%20Classification) The company operates within the automotive parts manufacturing sector, specifically focusing on automotive cables - The company operates in the automotive parts manufacturing industry[26](index=26&type=chunk) [Industry Development Status and Trends](index=10&type=section&id=2%E3%80%81Industry%20Development%20Status%20and%20Trends) The automotive parts industry benefits from China's rapid automotive growth and global capacity shifts, with automotive cables gaining importance due to increasing demands for performance in new energy and intelligent vehicles, supported by national policies - China's automotive parts industry maintains rapid development, benefiting from high-

民生证券股份有限公司 关于宁波卡倍亿电气技术股份有限公司 向不特定对象发行可转换公司债券 之 发行保荐书 保荐机构（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 二零二五年九月 宁波卡倍亿电气技术股份有限公司 发行保荐书 声 明 本保荐机构及保荐代表人根据《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》"）、《证券 发行上市保荐业务管理办法》（以下简称"《保荐管理办法》"）、《上市公司 证券发行注册管理办法》（以下简称"《注册管理办法》"）等有关法律、行政 法规和中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所 （以下简称"深交所"）的规定，诚实守信，勤勉尽职，严格按照依法制定的业 务规则、行业执业规范和道德准则出具本证券发行保荐书，并保证所出具文件的 真实性、准确性和完整性。 3-1-1 | 声 | 明 1 | | --- | --- | | 目 | 录 2 | | 第一节 | 本次证券发行基本情况 3 | | | 一、保荐机构、保荐代表人、项目组成员介绍 3 | | | 二、发行人基本情况 4 | | | 三、发行人与保荐机构 ...

nn股票简称：卡倍亿 股票代码：300863 宁波卡倍亿电气技术股份有限公司 Ningbo KBE Electrical Technology Co.,Ltd. （住所：宁海县桥头胡街道汶溪周工业区） 向不特定对象发行可转换公司债券 募集说明书 （申报稿） 保荐机构（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 公告时间：2025 年 9 月 宁波卡倍亿电气技术股份有限公司 募集说明书（申报稿） 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 1-1-1 宁波卡倍亿电气技术股份有限公司 募集说明书（申报稿） 重大事项提示 公司特别提示投资者对下列重大事项给予充分关注，并仔细阅读本募集说 明书中有关 ...

上海市锦天城律师事务所 关于宁波卡倍亿电气技术股份有限公司 向不特定对象发行可转换公司债券并上市的 补充法律意见书（二） 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 | 释义 4 | | | --- | --- | | 正文 | 7 | | 一、本次发行的批准和授权 7 | | | 二、发行人本次发行的主体资格 7 | | | 三、 | 发行人本次发行的实质条件 8 | | 四、 | 发行人的独立性 8 | | 五、控股股东及实际控制人 9 | | | 六、发行人的股本及演变 10 | | | 11 | 七、发行人的业务 | | 八、关联交易及同业竞争 18 | | | 九、发行人的主要财产 20 | | | 十、发行人的重大债权债务 27 | | | 十一、发行人章程的制定与修改 37 | | | 十二、发行人股东会、董事会、监事会议事规则及规范运作 37 | | | 十三、发行人董事、监事和高级管理人员及其变化 38 | | | 十四、发行人的税务 38 | | | 十五、发行人的环境保护和产 ...

声 明 上市保荐书 保荐机构（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 二零二五年九月 宁波卡倍亿电气技术股份有限公司 上市保荐书 民生证券股份有限公司 关于宁波卡倍亿电气技术股份有限公司 向不特定对象发行可转换公司债券 之 民生证券股份有限公司（以下简称"保荐机构"、"本保荐机构"）作为宁波 卡倍亿电气技术股份有限公司（以下简称"卡倍亿"、"发行人"或"公司"）宁 波卡倍亿电气技术股份有限公司向不特定对象发行可转换公司债券（以下简称 "本次发行"）的保荐机构，本保荐机构及其指派的保荐代表人已根据《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》"）、《上市公司证券发行注册管理办法》《证券发行上市保荐业务管 理办法》等法律法规和中国证券监督管理委员会（以下简称"中国证监会"）及 深圳证券交易所有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则 和行业自律规范出具上市保荐书，并保证所出具文件真实、准确、完整。 本上市保荐书中如无特别说明，相关用语具有与《宁波卡倍亿电气技术股份 有限公司向不特定对象发行可转换公司债券募集说明书》中相同的含义 ...