Core Points - The stock price of Kaleite increased by 2.13% on October 9, reaching 78.64 CNY per share, with a trading volume of 1.21 billion CNY and a turnover rate of 3.17%, resulting in a total market capitalization of 7.472 billion CNY [1] - Year-to-date, Kaleite's stock price has risen by 113.15%, with a recent decline of 2.04% over the last five trading days, a 47.74% increase over the last 20 days, and an 87.46% increase over the last 60 days [1] - As of June 30, the number of shareholders for Kaleite was 7,706, a decrease of 3.67% from the previous period, with an average of 6,399 circulating shares per person, an increase of 3.82% [2] Financial Performance - For the first half of 2025, Kaleite reported revenue of 273 million CNY, representing a year-on-year growth of 4.20%, while the net profit attributable to shareholders decreased by 36.93% to 8.0834 million CNY [2] - Since its A-share listing, Kaleite has distributed a total of 106 million CNY in dividends [3] Business Overview - Kaleite Cloud Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on January 6, 2012, with its listing date on December 1, 2022 [1] - The company's main business includes the research, development, production, and sales of specialized display control products in the video image field, such as LED display control systems, video processing equipment, and cloud-connected players [1] - The revenue composition of Kaleite's main business includes video processing equipment (44.23%), receiving cards (34.71%), cloud-connected players (8.24%), accessories and others (8.18%), transmitters (4.56%), and other supplementary items (0.08%) [1] Industry Classification - Kaleite belongs to the Shenwan industry classification of Computer - Computer Equipment - Other Computer Equipment, and is associated with sectors such as LED, chip concepts, machine vision, metaverse concepts, and virtual reality [2]

证券代码：301391 证券简称：卡莱特 公告编号：2025-057 核查意见及公示情况说明 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。 卡莱特云科技股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开 第二届董事会第十二次会议、第二届监事会第十次会议，审议通过了《关于公司 <2025 年股票期权激励计划（草案）>及其摘要的议案》等相关议案。根据《中 华人民共和国公司法》（以下简称"《公司法》"）《上市公司股权激励管理办 法》（以下简称"《管理办法》"）《深圳证券交易所创业板上市公司自律监管 指南第 1 号——业务办理》（以下简称"《业务办理指南》"）等有关法律、法 规、规范性文件，以及《卡莱特云科技股份有限公司章程》（以下简称"《公司 章程》"）的有关规定，公司对 2025 年股票期权激励计划（以下简称"本激励 计划"）激励对象的姓名和职务在公司内部进行了公示，公司薪酬与考核委员会 结合公示情况对激励对象进行了核查。相关公示情况及核查方式如下： 一、公示情况说明 1、公示内容：公司 2025 年股票期权激励计划激励对象姓名和职务。 2、公 ...

证券代码：301391 证券简称：卡莱特 公告编号：2025-056 卡莱特云科技股份有限公司监事会 关于2025年股票期权激励计划激励对象名单 核查意见及公示情况说明 本公司及监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。 卡莱特云科技股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开 第二届董事会第十二次会议、第二届监事会第十次会议，审议通过了《关于公司 <2025 年股票期权激励计划（草案）>及其摘要的议案》等相关议案。根据《中 华人民共和国公司法》（以下简称"《公司法》"）《上市公司股权激励管理办 法》（以下简称"《管理办法》"）《深圳证券交易所创业板上市公司自律监管 指南第 1 号——业务办理》（以下简称"《业务办理指南》"）等有关法律、法 规、规范性文件，以及《卡莱特云科技股份有限公司章程》（以下简称"《公司 章程》"）等有关规定，公司对 2025 年股票期权激励计划（以下简称"本激励 计划"）激励对象的姓名和职务在公司内部进行了公示，公司监事会结合公示情 况对激励对象进行了核查。相关公示情况及核查方式如下： 一、公示情况说明 1、公示内 ...

Market Overview - The computer equipment sector experienced a decline of 2.83% on September 26, with Xuanji Information leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers included: - ST Yingfituo: closed at 2.82, up 4.83% with a trading volume of 197,400 shares and a turnover of 55.38 million [1] - Huijin Co.: closed at 15.90, up 2.91% with a trading volume of 883,600 shares and a turnover of 142.6 million [1] - Major decliners included: - Xuanji Information: closed at 6.47, down 7.70% with a trading volume of 1,914,900 shares and a turnover of 127.5 million [2] - Yimikang: closed at 16.41, down 6.01% with a trading volume of 338,600 shares and a turnover of 56.9 million [2] Capital Flow - The computer equipment sector saw a net outflow of 3.633 billion in main funds, while retail investors contributed a net inflow of 2.477 billion [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2][3] Individual Stock Capital Flow - Huijin Co. had a main fund net inflow of 1.45 billion, but retail investors showed a net outflow of 984.26 million [3] - Xuanji Information experienced a significant net outflow of 1.27 billion from retail investors, indicating a lack of confidence [3]

New Stock Listings - YouSheng Co., Ltd. (Stock Code: 603418) listed at an issue price of 46.36 RMB on September 23, 2025[1] - ZhiTianTui (Stock Code: 300280) is in the delisting preparation period with 8 trading days remaining[1] - ZhongHuanHaiLu (Stock Code: 301040) and JiShiChuanMei (Stock Code: 601929) have recent announcements regarding trading activities[1] Trading Alerts - XianDaoZhiNeng (Stock Code: 300450) reported severe abnormal fluctuations in trading[1] - HangKeKeJi (Stock Code: 688006) and YuanLinCo (Stock Code: 605303) have recent trading alerts[1] - Multiple stocks including YunNanLvYou (Stock Code: 002059) and *STMuBang (Stock Code: 603398) have recent announcements related to trading activities[1] Market Trends - A total of 30 stocks have been flagged for abnormal trading activities in the past week, indicating increased market volatility[1] - The recent trading patterns suggest a potential shift in investor sentiment, particularly in the technology and media sectors[1]

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。 一、股票交易异常波动的具体情况 卡莱特云科技股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 9 月 18 日、9 月 19 日、9 月 22 日连续 3 个交易日收盘价格涨幅偏离值累计超 过 30%，根据《深圳证券交易所交易规则》相关规定，属于股票异常波动的情形。 二、公司关注并核实相关情况的说明 针对公司股票异常波动情况，公司董事会就相关事项进行了核实，现将有关 情况说明如下： 证券代码：301391 证券简称：卡莱特 公告编号：2025-055 卡莱特云科技股份有限公司 关于股票交易异常波动公告 四、上市公司认为必要的风险提示 1、经自查，公司不存在违反公平信息披露规定的情形。公司将继续严格按 照有关法律法规的规定和要求，认真履行信息披露义务，及时做好信息披露工作。 1、2025 年 9 月 19 日，公司召开第二届董事会第十二次会议和第二届监事 会第十次会议，审议通过了《关于公司<2025 年股票期权激励计划（草案）>及 其摘要的议案》，本次激励计划尚需提交公司股东会审议，具体内容详见公司于 ...

Market Performance - On September 22, the computer equipment sector rose by 1.88%, with Jiayuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Jiayuan Technology (301117) closed at 37.95, up 14.03% with a trading volume of 193,000 shares and a transaction value of 705 million [1] - Kalete (301391) closed at 79.72, up 10.97% with a trading volume of 63,400 shares [1] - Zhongke Shuguang (610509) closed at 117.51, up 10.00% with a trading volume of 1,203,700 shares [1] - Shuguang Digital Innovation (872808) closed at 101.24, up 9.90% with a trading volume of 58,700 shares [1] Top Losers - Haohan Depth (688292) closed at 24.60, down 3.53% with a trading volume of 75,000 shares and a transaction value of 188 million [2] - ST Yingfeitou (002528) closed at 2.75, down 3.51% with a trading volume of 159,300 shares [2] - Kaiwang Technology (301182) closed at 36.73, down 2.91% with a trading volume of 33,800 shares [2] Capital Flow - The computer equipment sector saw a net inflow of 2.203 billion in main funds, while retail funds experienced a net outflow of 937 million [2][3] - Main funds showed a significant presence in Zhongke Shuguang with a net inflow of 213.7 million, while retail funds had a net outflow of 106.4 million [3] - Jiayuan Technology had a net inflow of 58.54 million from main funds, but also saw outflows from retail investors totaling 27.14 million [3]

Core Insights - The latest financing balance of the ChiNext market is 503.632 billion yuan, a decrease of 2.051 billion yuan compared to the previous period, with 37 stocks experiencing a financing balance increase of over 10% [1] - On September 19, the ChiNext index fell by 0.16%, with a total margin balance of 505.245 billion yuan, down by 2.063 billion yuan from the previous trading day [1] - Among the stocks with increased financing balances, the largest increase was seen in Weikang Pharmaceutical, which had a financing balance of 46.5396 million yuan, up by 35.67% [1][3] Financing Balance Increase - A total of 358 stocks in the ChiNext market saw an increase in financing balance, with 37 stocks increasing by more than 10% [1] - The stocks with significant financing balance increases include: - Weikang Pharmaceutical: 46.5396 million yuan, +35.67%, closing price 23.80 yuan, +6.06% [3] - Kailong High-Tech: 90.1017 million yuan, +34.63%, closing price 19.00 yuan, -7.27% [3] - Kalait: 176.0133 million yuan, +30.05%, closing price 71.84 yuan, +14.29% [3] - The average increase for stocks with over 10% financing balance growth was 2.11%, with notable performers including Kalait, Tongyu New Materials, and Suzhou Tianmai, which saw increases of 14.29%, 12.14%, and 11.55% respectively [1][3] Financing Balance Decrease - A total of 586 stocks experienced a decrease in financing balance, with 10 stocks seeing a decline of over 10% [4] - The stocks with the largest decreases in financing balance include: - Junting Hotel: 16.921 million yuan, -17.52%, closing price 26.47 yuan, +3.16% [4] - Wavelength Optoelectronics: 36.291 million yuan, -17.37%, closing price 108.30 yuan, +14.60% [4] - Fushite: 5.4887 million yuan, -16.62%, closing price 32.72 yuan, -3.71% [4] Fund Flow - On September 19, among the stocks with increased financing balances, 25 stocks saw net inflows of main funds, with the highest inflows in Kunlun Wanwei, Capital Online, and Sanhuan Group, amounting to 573 million yuan, 182 million yuan, and 123 million yuan respectively [2] - Conversely, 12 stocks experienced net outflows, with the largest outflows in Lihexing, Suao Sensor, and Sudawige, totaling 178 million yuan, 75.5 million yuan, and 46.1427 million yuan respectively [2]

（文章来源：证券日报） 证券日报网讯 9月19日晚间，卡莱特发布公告称，公司于2025年9月19日召开第二届董事会第十二次会 议和第二届监事会第十次会议，审议通过了《关于部分募集资金投资项目调整实施地点的议案》，同意 调整"营销服务及产品展示中心建设项目"的实施地点。 ...

截至发稿，卡莱特市值为68亿元。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 张喜威） 每经AI快讯，卡莱特（SZ 301391，收盘价：71.84元）9月19日晚间发布公告称，公司第二届第十二次 董事会会议于2025年9月19日以现场结合通讯表决的方式召开。会议审议了《关于提请股东会授权董事 会办理公司2025年股票期权激励计划有关事宜的议案》等文件。 2024年1至12月份，卡莱特的营业收入构成为：视频图像显示控制行业占比100.0%。 ...