Group 1: Company Overview and Technology - The company has successfully completed the full process technology breakthrough for its anti-VOC pollution light-absorbing coating technology, which is now adopted by companies like Xiaomi, Geely, Chery, and Volkswagen [3] - The nano-coating series materials are designed to address key pain points in the automotive industry, including appearance quality, safety, environmental compliance, durability, and health needs [4] Group 2: Applications of Nano-Coating Materials - The nano-coating materials are widely applicable in various automotive scenarios, such as: - **Assisted Driving Components**: The technology enhances the environmental perception accuracy of assisted driving cameras and ensures clear visibility in cold conditions [4] - **Vehicle Exterior and Decoration**: The materials replicate the metallic feel of traditional chrome plating without environmental pollution, maintaining long-lasting aesthetics [4] - **Interior Environment and Functional Components**: The antibacterial properties of the materials help create a healthier car interior by inhibiting microbial growth [4] Group 3: Future Applications Beyond Automotive - The company is exploring applications of its nano-coating materials in other industries, including: - **Robotics**: The materials can prevent ice formation in cold environments, enhancing the stability and safety of robots [5] - **3C Products**: The materials provide a metallic appearance for consumer electronics without relying on chrome plating, meeting both aesthetic and compliance needs [5] Group 4: Collaboration with Huawei Cloud - The partnership with Huawei Cloud aims to leverage advanced data processing and cloud computing capabilities to enhance digital transformation and smart manufacturing processes [6] - This collaboration will not significantly impact the company's operating performance for the current year, and investors are advised to be aware of investment risks [7]

Group 1: Company Overview and Strategic Positioning - The company is positioned as a "leading smart driving component + new materials technology engine" with a dual-driven strategic layout [4] - The company aims to enhance customer stickiness and expand global business layout to increase market share as the penetration rate of new energy vehicles rises [4] - The company’s revenue is expected to grow gradually as production capacity issues are alleviated with the implementation of fundraising projects [4] Group 2: Technological Advancements and Market Solutions - The company has completed the full process of industrialization for its anti-VOC pollution absorption coating technology, addressing industry pain points in the automotive sector [2][3] - The technology has already been mass-produced for models such as Xiaomi YU7 and is transitioning to Xiaomi SU7, with new projects for major brands like Volkswagen, Geely, and Chery [3] - The company has developed multiple first-applications for brands like BMW, Volvo, and NIO, showcasing its innovative capabilities in high-difficulty projects [5] Group 3: Competitive Advantages and Profitability - The company maintains a significantly higher gross margin than the industry average due to its technical advantages and deep involvement in the supply chain [5] - Over 50% of high-risk projects in collaboration with leading glass manufacturers are undertaken by the company, establishing a deep collaborative relationship [5] - The company has implemented smart manufacturing solutions, integrating information management systems to enhance production efficiency and reduce costs [6]

Core Viewpoint - The company, Keli Equipment (301552.SZ), is actively involved as a secondary supplier for Xiaomi's automotive projects, showcasing its unique anti-VOC pollution light-absorbing coating technology, which addresses significant industry challenges in the automotive sector [1] Group 1: Company Developments - Keli Equipment has successfully mass-produced products for Xiaomi, including the Xiaomi YU7 model, while transitioning to the Xiaomi SU7 [1] - The company is also securing new projects with major automotive manufacturers such as Volkswagen, Geely, and Chery [1] Group 2: Industry Impact - The anti-VOC pollution light-absorbing coating technology developed by the company is recognized as a leading solution in the industry, effectively tackling the VOC pollution issues in the area of automotive auxiliary driving cameras [1] - As the penetration rate of new energy vehicles increases, the company's new technology in the auxiliary driving field is expected to gain further adoption [1]

第1笔成交价格为42.98元，成交18.00万股，成交金额773.64万元，溢价率为-0.99%，买方营业部为兴业 证券股份有限公司黑龙江分公司，卖方营业部为机构专用。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为773.64万元。该股近5个交易日累 计上涨1.73%，主力资金合计净流出841.39万元。 9月16日，科力装备收涨0.49%，收盘价为43.41元，发生1笔大宗交易，合计成交量18万股，成交金额 773.64万元。 责任编辑：小浪快报 ...

Core Viewpoint - Company Keli Equipment (301552.SZ) is expanding its business into the high-tech barrier nano-coating materials sector, establishing a wholly-owned subsidiary in Lulong County, Qinhuangdao City, which will leverage its technological advantages to create a second growth avenue [1]. Group 1 - Keli Equipment participated in the "Sincere Communication, Delivering Value" event, which is part of the 2025 online collective reception day for listed companies in Hebei [1]. - The company’s general manager, Yu Dejiang, discussed successful cases outside the automotive parts industry during the event [1]. - The establishment of the new subsidiary is aimed at research and preparation of high-tech barrier nano-coating materials, indicating a strategic shift and diversification in the company's operations [1].

9月15日下午，科力装备（301552.SZ）参加主题为"真诚沟通 传递价值"——2025年河北辖区上市公司 投资者网上集体接待日暨2025年半年报集体业绩说明会活动。 更多集体接待日详情，请点击：https://rs.p5w.net/html/175764386158648.shtml 会上，问及战略规划，科力装备董事、总经理于德江表示，当前汽车玻璃总成组件行业呈现"头部集 中、技术驱动"格局，福耀玻璃、圣戈班等龙头主导全球供应链，同时新能源汽车智能化、轻量化趋势 推动行业技术迭代加速，新材料、智能组件成为竞争核心赛道。结合公司"汽车零部件+新材料"双轮驱 动的发展战略，制定三大中长期战略规划：（1）"技术纵深+产品多元"技术驱动战略；（2）"全球布局 +客户深耕"市场扩张战略；（3）"数字化+精益化"运营升级战略。 中长期战略与短期经营目标的结合 路径：采用"战略拆解-目标落地-成果反馈"的闭环机制，将中长期规划细化为年度、季度可执行目标， 确保短期成果支撑长期战略。（全景网） ...

Core Viewpoint - Company highlights its competitive advantages in the automotive glass assembly component industry during the 2025 semi-annual performance briefing, emphasizing technology, R&D investment, and customer resource advantages [1][2] Group 1: Competitive Advantages - Company is the largest domestic supplier of injection and extrusion automotive glass assembly components, showcasing its core competitive strengths in the first half of 2025 [1] - The company possesses leading core technologies, including seven product development technologies and two major production process technologies, with over 6000 product specifications [1] - Established long-term stable partnerships with globally recognized manufacturers such as Fuyao Glass and Saint-Gobain, leveraging its technological, production, quality, and delivery advantages [1] Group 2: R&D Investment and Achievements - In the first half of 2025, the company invested 16.46 million yuan in R&D, representing a year-on-year increase of 28.73%, focusing on innovative new materials and technologies [1] - Developed anti-VOC pollution light-absorbing coating technology, addressing VOC pollution issues in the auxiliary driving camera area, which has been adopted by Xiaomi Automotive for its camera bracket [1] Group 3: Market Expansion and Responsiveness - The company is actively expanding its overseas market presence, employing an "EXW trade model + localized production" strategy in the U.S., with a production base in Ohio that has completed equipment procurement [2] - The company is enhancing its market share globally and possesses the capability to respond quickly to customer demands [2]

Group 1: Company Overview and Core Competencies - The company is the largest domestic supplier of injection and extrusion automotive glass assembly components, with over 6,000 product specifications and extensive experience in vehicle manufacturer development [2][3] - In the first half of 2025, the company invested CNY 16.46 million in R&D, a year-on-year increase of 28.73%, focusing on innovative materials and technologies [3][4] - The company has established long-term stable partnerships with global manufacturers like Fuyao Glass and Saint-Gobain, leveraging its technological, production, and quality advantages [3][4] Group 2: Market Performance and Financials - In the first half of 2025, the company achieved revenue of CNY 318 million, a year-on-year growth of 12.41%, and a net profit of CNY 83 million, up 4.88% [6][16] - The rapid growth of the new energy vehicle (NEV) market, with production and sales reaching 6.968 million and 6.937 million units respectively, represents a year-on-year increase of 41.4% and 40.3% [5][16] - NEVs accounted for 44.3% of total new car sales, indicating a significant market shift [5][19] Group 3: R&D and Technological Innovations - The company has developed a VOC-absorbing coating technology that addresses pollution issues in automotive auxiliary driving camera areas, enhancing safety and performance [4][21] - As of the first half of 2025, the company holds 84 patents, including 9 invention patents, 70 utility model patents, and 5 design patents, showcasing its commitment to innovation [18][21] - The company is also developing nano-coating materials to replace traditional chromium plating, aligning with environmental regulations [21] Group 4: Strategic Initiatives and Future Outlook - The company plans to implement a dual-driven strategy of "automotive components + new materials" to promote diversified and sustainable development [6][21] - The establishment of a wholly-owned subsidiary in Lu Long County focuses on high-tech nano-coating materials, creating a second growth avenue for the company [7][21] - The company aims to enhance its production capacity through the "intelligent production construction project" to meet increasing market demand [13][14] Group 5: Market Expansion and Competitive Positioning - The company has adopted differentiated marketing strategies for domestic markets and is actively expanding into international markets, particularly the U.S. [8][14] - The U.S. subsidiary has completed equipment procurement and is progressing towards localized production, which will enhance competitiveness in the international market [14][15] - The company has successfully entered new market segments and secured important customer orders, contributing positively to market share growth [8][14]

Group 1 - On September 11, Keli Equipment's stock rose by 1.76%, with a trading volume of 69.826 million yuan [1] - The financing data on the same day showed a financing purchase amount of 6.3766 million yuan and a financing repayment of 8.5051 million yuan, resulting in a net financing outflow of 2.1285 million yuan [1] - As of September 11, the total balance of margin trading for Keli Equipment was 77.4679 million yuan, accounting for 7.49% of its circulating market value, which is above the 60th percentile level over the past year [1] Group 2 - As of June 30, Keli Equipment had 7,820 shareholders, an increase of 7.83% from the previous period, with an average of 2,592 circulating shares per person, up by 29.83% [2] - For the first half of 2025, Keli Equipment achieved an operating income of 318 million yuan, a year-on-year increase of 12.41%, and a net profit attributable to the parent company of 82.7823 million yuan, up by 4.88% [2] Group 3 - Since its A-share listing, Keli Equipment has distributed a total of 116 million yuan in dividends [3]

Group 1 - On September 10, Keli Equipment's stock fell by 1.11%, with a trading volume of 43.41 million yuan [1] - The financing data on the same day showed a financing purchase amount of 2.11 million yuan and a financing repayment of 2.63 million yuan, resulting in a net financing buy of -0.51 million yuan [1] - As of September 10, the total balance of margin trading for Keli Equipment was 79.60 million yuan, accounting for 7.83% of its market capitalization, which is above the 60th percentile level over the past year [1] Group 2 - As of June 30, Keli Equipment had 7,820 shareholders, an increase of 7.83% from the previous period, with an average of 2,592 circulating shares per person, up by 29.83% [2] - For the first half of 2025, Keli Equipment reported a revenue of 318 million yuan, a year-on-year increase of 12.41%, and a net profit attributable to shareholders of 82.78 million yuan, up by 4.88% [2] Group 3 - Since its A-share listing, Keli Equipment has distributed a total of 116 million yuan in dividends [3]