智通财经APP讯，凯格精机(301338.SZ)发布公告，公司于2025年11月12日收到总经理邓迪先生的通知， 因涉嫌危险驾驶，邓迪先生可能判处管制、拘役或者独立适用附加刑，根据《中华人民共和国刑事诉讼 法》，东莞市公安局决定对其取保候审，邓迪先生目前可正常履职。 ...

11月12日晚间，凯格精机公告，公司当日收到总经理邓迪的通知，因涉嫌危险驾驶，邓迪可能判处管制、拘役或者独立适用附加刑，东莞市公安局决定 对其取保候审，邓迪目前可正常履职。目前，公司生产经营情况正常，各项工作有序开展。 编辑丨钉钉 ...

Core Viewpoint - The company, Kaige Precision Machinery (301338.SZ), has announced that its general manager, Mr. Deng Di, is under investigation for suspected dangerous driving, which may lead to penalties such as control or detention [1] Group 1 - The Dongguan Public Security Bureau has decided to grant Mr. Deng Di bail pending trial, allowing him to continue his duties normally [1] - The company has expressed sincere apologies to investors for the negative impact caused by this incident [1] - The company plans to strengthen the legal awareness of its board members, senior management, and all employees, emphasizing the importance of compliance with national laws and company regulations [1]

Core Viewpoint - The company Keg Precision Machinery (301338) announced that its general manager, Deng Di, is under investigation for suspected dangerous driving, which may lead to penalties such as control, detention, or additional sanctions. The Dongguan Public Security Bureau has decided to grant him bail pending trial, allowing him to continue his duties normally [1]. Group 1 - The company received a notification regarding the general manager's legal issues [1] - The investigation involves allegations of dangerous driving [1] - Deng Di may face penalties including control or detention [1] Group 2 - The Dongguan Public Security Bureau has granted Deng Di bail pending trial [1] - Deng Di is currently able to perform his duties as normal [1]

凯格精机公告称，公司总经理邓迪因涉嫌危险驾驶被东莞市公安局取保候审，可能判处管制、拘役或者 独立适用附加刑。邓迪目前可正常履职，公司生产经营情况正常，各项工作有序开展。公司及邓迪向投 资者致歉，并承诺加强法律意识和自我约束。 ...

证券代码：301338 证券简称：凯格精机 公告编号：2025-054 东莞市凯格精机股份有限公司 东莞市凯格精机股份有限公司 董事会 2025 年 11 月 12 日 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。 东莞市凯格精机股份有限公司（以下简称"公司"）于 2025 年 11 月 12 日收 到总经理邓迪先生的通知，因涉嫌危险驾驶，邓迪先生可能判处管制、拘役或者 独立适用附加刑，根据《中华人民共和国刑事诉讼法》，东莞市公安局决定对其 取保候审，邓迪先生目前可正常履职。 公司及邓迪先生就此事带来的不良影响，向广大投资者致以诚挚的歉意，公 司今后将进一步强化董事、高级管理人员及全体员工的法律意识，督促公司全体 人员在工作和生活中加强自我约束，严格遵守国家法律法规和公司各项规章制度， 切实履行遵纪守法的公民义务。 目前，公司生产经营情况正常，各项工作有序开展。公司将持续关注上述事 项进展情况，及时履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 关于收到高级管理人员被采取强制措施的公告 ...

Group 1 - The core point of the news is that Keg Precision Machinery has experienced a continuous decline in stock price, dropping 0.15% to 67.89 CNY per share, with a total market capitalization of 7.223 billion CNY and a cumulative decline of 9.9% over the last five days [1] - Keg Precision Machinery, established on May 8, 2005, specializes in the research, production, sales, and technical support of automated precision equipment, with its main revenue sources being solder paste printing equipment (64.37%), dispensing equipment (13.34%), packaging equipment (13.05%), flexible automation equipment (5.40%), and others (3.85%) [1] - The company has a trading volume of 208 million CNY and a turnover rate of 5.20% as of the report date [1] Group 2 - Longxin Fund's Longxin Jinli Trend Mixed A (519994) has entered the top ten circulating shareholders of Keg Precision Machinery, holding 300,000 shares, which is 0.51% of the circulating shares, with an estimated floating loss of about 30,000 CNY today and a total floating loss of 2.238 million CNY during the five-day decline [2] - Longxin Jinli Trend Mixed A has a total scale of 4.03 billion CNY and has achieved a return of 33.74% this year, ranking 2290 out of 8150 in its category [2] - The fund manager, Gao Yuan, has been in position for 8 years and 309 days, with the best fund return during his tenure being 216.38% and the worst being 16.68% [2]

Core Viewpoint - The company, Keg Precision Machinery (301338), reported strong financial performance in Q3 2025, with significant year-on-year growth in revenue and net profit, driven by increased demand for its solder paste printing equipment due to advancements in the electronics manufacturing industry [2][12]. Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 774.92 million yuan, representing a year-on-year increase of 34.21% [2][12]. - The net profit attributable to shareholders reached 121.26 million yuan, up 175.35% year-on-year, while the net profit excluding non-recurring items was 115.85 million yuan, reflecting a 199.57% increase [2][12]. - In Q3 2025 alone, the company recorded a revenue of 321.31 million yuan, a 47.40% increase year-on-year, and a net profit of 54.12 million yuan, which is a substantial growth of 227.15% [2][12]. Industry Demand Drivers - The demand for electronic assembly equipment is influenced by several factors, including: 1. Expansion of artificial intelligence investments, leading to increased demand for servers and related electronic assembly equipment [3]. 2. Recovery in consumer electronics, with global smartphone shipments increasing by 2.6% and PC shipments by 9.4% in Q3 2025 [3]. 3. Rising penetration of electric vehicles, driving the demand for automotive electronics and related SMT equipment [3]. High-End Equipment Demand - The demand for solder paste printing equipment is trending towards high-end solutions due to: 1. Technological advancements requiring higher precision and stability in equipment to accommodate smaller components and complex PCB designs [4]. 2. High-value products necessitating stringent quality control, leading customers to invest in high-precision and intelligent equipment [5]. 3. Rapid growth in high-end application scenarios, such as data centers and advanced packaging, which demand reliable and consistent electronic devices [6][7]. R&D and Innovation - The company has consistently invested in R&D, with expenditures of 74.46 million yuan in 2023, 78.13 million yuan in 2024, and 41.50 million yuan in the first half of 2025, representing 10.06%, 9.12%, and 9.15% of revenue, respectively [9]. - As of June 30, 2025, the company holds 285 patents, including 104 invention patents, indicating a strong commitment to technological innovation [9]. Stock Performance and Market Sentiment - The company has seen a historical high in contract liabilities, suggesting resilience in future performance [8]. - Recent institutional ratings indicate a positive outlook, with one buy rating and four hold ratings over the past 90 days, and an average target price of 82.5 yuan [12][14].

Group 1 - The core point of the news is that Kaige Precision Machinery (SZ 301338) will hold an investor meeting on October 30 and 31, 2025, where key executives will address investor inquiries [1] - Kaige Precision Machinery's revenue composition for the year 2024 is entirely from the specialized equipment manufacturing industry, accounting for 100% [2] - As of the report, Kaige Precision Machinery has a market capitalization of 7.6 billion yuan [2]

Financial Performance - In the first three quarters of 2025, the company achieved a total revenue of 774.92 million CNY, a year-on-year increase of 34.21% [3] - The net profit attributable to shareholders reached 121.26 million CNY, up 175.35% year-on-year [3] - The net profit excluding non-recurring gains and losses was 115.85 million CNY, reflecting a 199.57% increase [3] - In Q3 2025 alone, revenue was 321.31 million CNY, a 47.40% increase year-on-year, with net profit at 54.12 million CNY, a significant rise of 227.15% [3] Market Drivers - The growth in revenue is primarily driven by an increase in acceptance amounts for solder paste printing equipment [3] - Key factors influencing demand in the electronic manufacturing sector include: - Expansion of AI infrastructure investments, leading to strong growth in the AI server market [3] - Recovery in consumer electronics demand, with global smartphone shipments up 2.6% and PC shipments up 9.4% in Q3 2025 [3] - Increased penetration of electric vehicles, driving demand for SMT equipment [3] Equipment Demand Trends - There is a high-end trend in solder paste printing equipment demand due to: - Technological advancements requiring higher precision and stability in equipment [4] - Cost considerations, as high-value products necessitate high yield rates to avoid significant losses [4] - Market growth in high-end applications such as AI data centers and automotive electronics, which demand reliable and consistent electronic devices [4] R&D Investment - R&D expenditures for 2023, 2024, and the first half of 2025 were 74.46 million CNY, 78.13 million CNY, and 41.50 million CNY, respectively, accounting for 10.06%, 9.12%, and 9.15% of revenue [5] - The company holds 285 patents, including 104 invention patents, 176 utility model patents, and 5 design patents, along with 30 software copyrights [5] Employee Incentives - On October 16, 2025, the company granted 583,900 restricted shares to 69 core technical personnel, aligning with the strong performance in Q3 [5] Industry Application Breakdown - In PCB downstream applications, consumer electronics account for 33%, network communication for approximately 20%, automotive electronics for about 20%, and medical devices and home appliances for around 27% [5]