卡莱特涨1.37%，报96.23元/股，股价再创新高，总市值突破91.43亿元，成交额达6878.66万元。（AI生 成） ...

证券之星消息，11月5日计算机设备板块较上一交易日下跌0.16%，卡莱特领跌。当日上证指数报收于 3969.25，上涨0.23%。深证成指报收于13223.56，上涨0.37%。计算机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) | | | --- | --- | --- | --- | --- | --- | --- | | 603516 | 淳中科技 | 206.30 | 9.72% | 15.82万 | | 31.12亿 | | 300789 | 唐源电气 | 26.01 | 3.87% | 2.22万 | | 5666.99万 | | 301600 | 慧翰股份 | 119.16 | 3.35% | 1.90万 | | 2.26亿 | | 300807 | 天迈科技 | 45.80 | 2.85% | 6.33万 | | 2.90亿 | | 002512 | 达华智能 | 5.29 | 2.72% | 345.97万 | | 18.55 Z | | 920976 | 视声智能 | 27.63 | 2.52% | 1.32万 | | 3591. ...

两融数据显示，该股最新（11月3日）两融余额为2.59亿元，其中，融资余额为2.58亿元，近10日增加 4222.91万元，环比增长19.55%。 公司发布的三季报数据显示，前三季度公司共实现营业收入4.10亿元，同比下降3.83%，实现净利润 1338.46万元，同比增长14.37%，基本每股收益为0.1400元，加权平均净资产收益率0.64%。（数据宝） （文章来源：证券时报网） 卡莱特股价创出历史新高，截至9:45，该股上涨2.10%，股价报93.90元，成交量91.04万股，成交金额 8489.21万元，换手率1.85%，该股最新A股总市值达89.22亿元，该股A股流通市值46.31亿元。 证券时报·数据宝统计显示，卡莱特所属的计算机行业，目前整体跌幅为0.96%，行业内，目前股价上涨 的有45只，涨幅居前的有航天智装、天迈科技、ST英飞拓等，涨幅分别为5.13%、4.26%、4.13%。股价 下跌的有310只，跌幅居前的有达实智能、国子软件、初灵信息等，跌幅分别为8.43%、6.73%、 5.75%。 ...

Core Viewpoint - Kaleit announced a change in its designated sponsor representative for ongoing supervision duties related to its 2022 IPO on the ChiNext board, with the new representatives being Zhang Jianke and Bian Ren [1] Group 1 - China International Capital Corporation (CICC) was the designated sponsor for Kaleit's IPO and will continue to provide ongoing supervision until December 31, 2025 [1] - Yang Guang, the original designated representative, will no longer serve due to personal work changes, effective April 18, 2024 [1] - The ongoing supervision responsibilities will be taken over by Bian Ren, alongside Zhang Jianke, as the new designated representatives [1]

卡莱特云科技股份有限公司（以下简称"公司"）于近日收到保荐机构中国国际金融 股份有限公司（以下简称"中金公司"）出具的《中国国际金融股份有限公司关于更换卡 莱特云科技股份有限公司持续督导保荐代表人的说明》，现将有关情况公告如下： 一、持续督导保荐代表人的情况 证券代码：301391 证券简称：卡莱特 公告编号：2025-071 卡莱特云科技股份有限公司 关于更换持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或重 大遗漏。 2025 年 10 月 31 日 中金公司作为公司 2022 年首次公开发行股票并在创业板上市的保荐机构，原指定 杨光先生为保荐代表人履行持续督导职责，持续督导期至 2025 年 12 月 31 日。 2024 年 4 月 18 日，鉴于杨光先生因个人工作变动原因不再继续担任公司持续督导 保荐代表人，其后续工作由中金公司指定卞韧先生接替，公司首次公开发行股票持续督 导的保荐代表人为张坚柯先生和卞韧先生，继续履行持续督导职责。公司于 2024 年 4 月 19 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于更换持续督 ...

Core Viewpoint - 卡莱特 is a leading enterprise in the LED display control industry, focusing on video processing algorithms and providing comprehensive solutions in the video imaging field. The company was listed on the Shenzhen Stock Exchange in December 2022 and has shown a mixed performance in its recent financial results, with a focus on AI computing solutions and international market expansion [1][5]. Financial Performance - In Q3 2025, 卡莱特 reported a revenue of 410 million yuan, ranking 42nd out of 63 in the industry, with the top competitor,浪潮信息, achieving 120.67 billion yuan [2]. - The net profit for the same period was 13.38 million yuan, placing the company 33rd in the industry, while the leading competitor,浪潮信息, reported a net profit of 1.489 billion yuan [2]. - The company experienced a year-on-year revenue decline of 3.83% for the first three quarters of 2025, but the net profit increased by 14.37% [5]. Profitability and Debt Management - As of Q3 2025, 卡莱特's debt-to-asset ratio was 18.41%, lower than the industry average of 34.38%, indicating strong debt management [3]. - The gross profit margin for the same period was 44.37%, higher than the industry average of 34.46%, reflecting better profitability [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.63% to 7,272, while the average number of circulating A-shares held per shareholder increased by 5.97% to 6,781.72 [5]. Leadership and Compensation - The chairman, 周锦志, received a salary of 1.6773 million yuan in 2024, a decrease of 185,500 yuan from 2023 [4]. Strategic Developments - On October 13, 2025, 卡莱特 established a joint venture focusing on AI computing solutions, holding a 65% stake [5]. - The company has implemented a stock incentive plan for 2025-2027, with revenue targets set at 739 million, 868 million, and 1.029 billion yuan respectively [5]. - The company aims to expand its product matrix and enhance its market position through strategic partnerships and international market development [5].

从基金十大重仓股角度 数据显示，银华基金旗下1只基金重仓卡莱特。银华专精特新量化优选股票发起式A（014668）三季度 持有股数2.18万股，占基金净值比例为0.71%，位居第四大重仓股。根据测算，今日浮盈赚取约11.01万 元。 10月31日，卡莱特涨5.82%，截至发稿，报91.86元/股，成交6380.51万元，换手率1.46%，总市值87.28 亿元。 资料显示，卡莱特云科技股份有限公司位于广东省深圳市南山区西丽街道西丽社区留新四街万科云城三 期C区八栋A座3801房(37-39层)，成立日期2012年1月6日，上市日期2022年12月1日，公司主营业务涉及 LED显示控制系统、视频处理设备、云联网播放器等视频图像领域专业化显示控制产品的研发、生产、 销售。主营业务收入构成为：视频处理设备44.23%，接收卡34.71%，云联网播放器8.24%，配件及其他 8.18%，发送器4.56%，其他(补充)0.08%。 银华专精特新量化优选股票发起式A（014668）成立日期2022年7月20日，最新规模8063.18万。今年以 来收益46.26%，同类排名916/4216；近一年收益51.05%，同类排名6 ...

Core Insights - The company reported a decline in revenue for the first three quarters of 2025, with total revenue of 410 million yuan, a year-on-year decrease of 3.83% [1] - The net profit attributable to shareholders increased by 14.37% to 13.385 million yuan, while the non-recurring net profit showed a reduction in losses [1] - The establishment of a joint venture focusing on AI computing solutions is expected to drive future growth [2] Financial Performance - For Q3 2025, the company achieved revenue of 137 million yuan, a year-on-year decline of 16.62%, but net profit attributable to shareholders surged by 576.12% to 5.301 million yuan [1] - As of the end of Q3 2025, accounts receivable decreased by 42.48% to 333 million yuan due to improved sales collection [1] - The operating cash flow for the first three quarters reached 136 million yuan, a significant increase of 205.06% year-on-year [1] Strategic Developments - The company signed a joint venture agreement with Dr. Chen Zizhong, focusing on AI high-performance computing, with the company holding 65% of the registered capital [2] - The joint venture aims to optimize hardware and software collaboration and platform architecture design for efficient computing solutions [2] - A stock incentive plan was implemented, granting 1.8 million stock options at a price of 68.57 yuan per share, with revenue targets set for 2025-2027 [2] Future Outlook - The company forecasts revenue growth for 2025-2027, estimating revenues of 745 million, 876 million, and 1.059 billion yuan, with net profits of 32 million, 59 million, and 124 million yuan respectively [3] - The management's confidence in revenue growth is reflected in the performance targets set in the stock incentive plan [2][3]

Core Points - The Shanghai Composite Index is at 3994.82 points, above the five-day moving average, with a slight increase of 0.17% [1] - The total trading volume of A-shares today is 10539.94 billion yuan, with 290 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation rates above the five-day moving average include: - Digital Human (证券代: 920670) with a price increase of 15.55% and a deviation rate of 12.04% [1] - Sanxiang Technology (证券代: 920195) with a price increase of 14.32% and a deviation rate of 11.23% [1] - Kangzhi Pharmaceutical (证券代: 300086) with a price increase of 14.80% and a deviation rate of 9.06% [1] Trading Activity - The trading turnover rates for the top stocks include: - Digital Human at 10.89% [1] - Sanxiang Technology at 8.85% [1] - Kangzhi Pharmaceutical at 26.97% [1] Additional Stocks - Other stocks with notable performance include: - Fulongma (证券代: 603686) with a price increase of 9.98% and a deviation rate of 8.13% [1] - Sifang Holdings (证券代: 601126) with a price increase of 10.01% and a deviation rate of 7.47% [1] - Yuanda Intelligence (证券代: 002689) with a price increase of 10.07% and a deviation rate of 7.42% [1]

Core Insights - Calet (301391.SZ) reported its Q3 2025 results, revealing that 12 institutional investors disclosed holdings in Calet A-shares, totaling 64.55 million shares, which accounts for 67.94% of the total share capital [1] - The top ten institutional investors collectively hold 67.94% of the shares, with a decrease of 1.89 percentage points compared to the previous quarter [1] Institutional Holdings - A total of 12 institutional investors have disclosed their holdings in Calet A-shares, with a combined holding of 64.55 million shares [1] - The top ten institutional investors include various companies such as Shenzhen Sanhan Bangtai Technology Co., Ltd. and Chongqing Jichuang Yuyuan Equity Investment Fund Partnership [1] - The proportion of shares held by the top ten institutional investors has decreased by 1.89 percentage points from the last quarter [1] Public Fund Disclosures - Three new public funds were disclosed this quarter, including Rongtong Growth Enterprise Index A/B and two others [2] - A total of 35 public funds were not disclosed this quarter, including notable funds like the China Securities 2000 and others [2]