浙江万得凯流体设备科技股份有限公司 2025-022 【披露时间】 浙江万得凯流体设备科技股份有限公司 2025 年半年度报告全文 1 2025 年半年度报告 浙江万得凯流体设备科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人钟兴富、主管会计工作负责人吴文华及会计机构负责人(会计 主管人员)吴文华声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者 的实质承诺，投资者及相关人士均应当对此保持足够风险认识，并且应当理 解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司面对的主要风险因素为原材料价格波动风险、市场竞争加剧风险、 汇率波动风险、主要客户较为集中的风险等。有关风险内容已在本报告中第 三节"管理层讨论与分析"之"十、公司面临的风险和应对措施"部分予以 详细描述，敬请广大投资者关注和阅读相关内容 ...

Core Viewpoint - The company, Zhejiang Wande Kai Fluid Equipment Technology Co., Ltd., has shown resilience in its operations, benefiting from its designation as a "specialized, refined, distinctive, and innovative" enterprise, alongside the depreciation of the RMB, which has positively impacted its overseas revenue. Group 1: Company Overview - Zhejiang Wande Kai is located in Donggang Village, Longxi Town, Yuhuan City, Zhejiang Province, and specializes in the design, development, production, and sales of plumbing equipment [4] - The company's main business includes plumbing equipment, valves (67.21% of revenue), pipe fittings (31.46%), and other products (1.33%) [8] - The company was established on October 31, 2016, and went public on September 19, 2022 [8] Group 2: Financial Performance - For the first quarter of 2025, the company reported revenue of 213 million yuan, a year-on-year decrease of 8.16%, and a net profit attributable to shareholders of 33.86 million yuan, down 17.57% year-on-year [8] - The company has distributed a total of 120 million yuan in dividends since its A-share listing [9] Group 3: Market Position and Recognition - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2] - As of the 2024 annual report, overseas revenue accounted for 82.39% of total revenue, benefiting from the depreciation of the RMB [3] Group 4: Stock Performance and Trading Activity - On August 25, the stock price increased by 1.26%, with a trading volume of 69.90 million yuan and a turnover rate of 8.91%, resulting in a total market capitalization of 3.137 billion yuan [1] - The average trading cost of the stock is 31.88 yuan, with recent trading activity indicating a decrease in holdings but at a slowing rate [7]

Group 1 - The company primarily focuses on civil valves and currently has no applications in liquid cooling systems [1]

Summary of Key Points Core Viewpoint - Wande Kai's stock price increased by 4.64% with a trading volume of 3.49 billion yuan and a turnover rate of 39.93% on the day, indicating significant trading activity and interest from investors [2] Trading Activity - The stock's turnover rate reached 39.93%, leading to its listing on the exchange's watchlist for high trading activity [2] - Institutional investors net sold 23.37 million yuan, while brokerage seats collectively net bought 3.37 million yuan [2] - The top five brokerage seats accounted for a total trading volume of 87.80 million yuan, with a net sell of 19.99 million yuan [2] Institutional Participation - Four institutional seats were involved in trading, with total buy amounts of 22.49 million yuan and sell amounts of 45.85 million yuan, resulting in a net sell of 23.37 million yuan [2] - Specific buy and sell amounts from institutional seats included: - Buy one: 10.64 million yuan, Sell one: 16.18 million yuan - Buy two: 6.43 million yuan, Sell two: 11.11 million yuan - Buy four: 5.41 million yuan, Sell four: 7.53 million yuan [2] Fund Flow - The stock experienced a net inflow of 2.80 million yuan from main funds, with a significant inflow of 54.10 million yuan from large orders, while large orders saw a net outflow of 26.10 million yuan [2] - Over the past five days, the net inflow of main funds totaled 7.86 million yuan [2]

证券之星消息，8月12日通用设备板块较上一交易日下跌0.05%，奔朗新材领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。通用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 301018 | 申菱休境 | 56.02 | 13.13% | 28.32万 | | 15.63亿 | | 603757 | 大元泉业 | 35.41 | 10.00% | 6.15万 | | 2.17亿 | | 603090 | 宏盛股份 | 35.35 | 9.99% | 7.41万 | | 2.55亿 | | 300990 | 同飞股份 | 68.41 | 8.38% | 8.82万 | | 5.84亿 | | 300430 | 诚益通 | 22.86 | 6.87% | 46.15万 | | 10.46 乙 | | 688448 | 磁容科技 | 43.67 | 6.25% | 8.88万 | | 3.65亿 | | 0 ...

两融数据显示，该股最新（8月11日）两融余额为4954.11万元，其中，融资余额为4954.11万元，近10日 增加1540.90万元，环比增长45.15%。 公司发布的一季报数据显示，一季度公司共实现营业收入2.13亿元，同比下降8.16%，实现净利润 3386.29万元，同比下降17.57%，基本每股收益为0.3400元，加权平均净资产收益率2.15%。（数据宝） 万得凯股价创出历史新高，截至9:42，该股上涨6.18%，股价报35.24元，成交量277.47万股，成交金额 9471.70万元，换手率11.10%，该股最新A股总市值达35.24亿元，该股A股流通市值8.81亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，万得凯所属的机械设备行业，目前整体跌幅为0.46%，行业内，目前股价上 涨的有151只，涨停的有必得科技、大元泵业等3只。股价下跌的有424只，跌幅居前的有方盛股份、交 大铁发、强瑞技术等，跌幅分别为5.91%、5.70%、5.65%。 ...

融资余额增幅居前个股 | 代码 | 简称 | 最新融资余额(万 | 融资余额环比增减 | 收盘价 | 当日涨跌幅 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （元） | （%） | 业 | | 301232 | 飞沃科 | 9211.25 | 90.23 | 40.32 | -4.23 | 电力设 | | | 技 | | | | | 备 | | 301309 | 万得凯 | 4954.11 | 68.42 | 33.19 | 10.12 | 机械设 | | | | | | | | 备 | | 300866 | 安克创 | 50609.53 | 63.98 | 138.48 | 2.22 | 电子 | | | 新 | | | | | | | 301022 | 海泰科 | 21004.02 | 33.47 | 47.82 | 20.00 | 汽车 | | 301112 | 信邦智 | 12053.02 | 29.88 | 48.84 | -4.68 | 机械设 | | | 能 | | | | | 备 | | 301187 ...

Group 1 - The general equipment sector increased by 1.42% on August 11, with Zhejiang Huaye leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Group 2 - Notable gainers in the general equipment sector included Xiangjiang Nanya, which rose by 10.35% to a closing price of 53.50, and Wande Kai, which increased by 10.12% to 33.19 [1] - Other significant performers included Junmo Co., Da Yuan Pump Industry, and Huanghe Xuanfeng, with respective increases of 10.05%, 10.01%, and 10.00% [1] Group 3 - The general equipment sector experienced a net outflow of 640 million yuan from institutional funds, while retail investors contributed a net inflow of 808 million yuan [2] - The top individual stock performers in terms of trading volume and turnover were highlighted, with Huanghe Xuanfeng achieving a turnover of 1.184 billion yuan [1][2]

Core Viewpoint - Zhejiang Wande Kai Fluid Equipment Technology Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of 3 yuan per 10 shares, totaling 30 million yuan, approved by the shareholders' meeting held on May 22, 2025 [1][4]. Summary by Sections Shareholders' Meeting Approval - The 2024 annual profit distribution plan was approved during the shareholders' meeting on May 22, 2025, with a cash dividend of 3 yuan per 10 shares, amounting to a total distribution of 30 million yuan [1][3]. Dividend Distribution Details - The distribution will be based on the total share capital of 100,000,000 shares, with cash dividends distributed as follows: 3.00 yuan per 10 shares (including tax) for all shareholders [4]. - For overseas institutions and certain individual shareholders, the net dividend after tax will be 2.70 yuan per 10 shares, with different tax rates applied based on holding periods [4]. Key Dates - The record date for the dividend distribution is set for June 18, 2025, and the ex-dividend date is June 19, 2025 [4]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies on the ex-dividend date [6]. Adjustments Related to Shareholder Commitments - Following the dividend distribution, the minimum selling price for shares held by certain shareholders will be adjusted accordingly, as per their commitments made during the IPO [7].

证券代码：301309 证券简称：万得凯 公告编号：2025-018 浙江万得凯流体设备科技股份有限公司 2024 年年度权益分派实施公告 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。 浙江万得凯流体设备科技股份有限公司（以下简称"公司"或"本公司"），2024 年年度权益分派方案已获 2025 年 5 月 22 日召开的 2024 年年度股东会审议通过，现 将权益分派事宜公告如下： 一、股东会审议通过权益分派方案情况 1、公司于 2025 年 5 月 22 日召开 2024 年年度股东会，审议通过了《关于公司 2024 年度利润分配方案的议案》，具体方案如下：公司拟以实施 2024 年度利润分配方 案时股权登记日的总股本为基数，向全体股东每 10 股派发现金红利 3 元（含税），合 计派发现金红利 3,000 万元。本次利润分配不送红股，不以公积金转增股本，剩余未 分配利润转结至下一年度。在利润分配方案披露日至实施权益分派股权登记日期间， 若公司总股本发生变动，则按照分配总额不变的原则进行相应调整。 2、自权益分派方案披露之日起至实施期间公司股本总额未发生 ...