每经AI快讯，有投资者在投资者互动平台提问：MLCC行业的龙头企业如风华高科等，相继发布了产品 涨价函。1其核心原因在于上游原材料成本的显著攀升，特别是金属银的价格自今年以来累计涨幅已达 50%，同时锡、铜、铋、钴等其他金属材料价格也全面上涨，给企业带来了巨大的成本压力，请问达利 凯普相关产品有涨价计划吗？ 近期是否已经调价？ 达利凯普（301566.SZ）12月5日在投资者互动平台表示，截至目前，公司产品暂无调价计划。 （文章来源：每日经济新闻） ...

Core Viewpoint - Dali Kape (301566.SZ) has established a wholly-owned subsidiary, Kai Puzhongying (Jiaxing) Self-Funded Investment Co., Ltd., with a registered capital of 100 million RMB, which will be included in Dali Kape's consolidated financial statements [1][3]. Group 1: Company Structure and Operations - The newly established subsidiary will focus on investment activities using its own funds, without public deposit acceptance or direct public lending [2][3]. - Dali Kape holds 100% ownership of the new company, positioning it as a platform for self-funded investment operations in Jiaxing [2][3]. Group 2: Strategic Implications - The establishment of the investment company allows Dali Kape to manage its own funds within a compliant framework, enhancing capital efficiency through market-oriented operations [3]. - The new investment platform will enable Dali Kape to conduct equity and project investments aligned with its overall strategy, supporting business development and regional expansion [3].

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-03 | 301566 | 达利凯普 | 17.98 | 150.00 | 2,697. 机构专用 | | 华泰证券股份有限 公司北京月坛南街 证券营业部 | 12月3日，达利凯普大宗交易成交150万股，成交额2697万元，占当日总成交额的8.02%，成交价17.98 元，较市场收盘价18.14元折价0.88%。 ...

人民财讯12月3日电，企查查APP显示，近日，凯普众盈(嘉兴)自有资金投资有限公司成立，注册资本1 亿元，经营范围包含：以自有资金从事投资活动。企查查股权穿透显示，该公司由达利凯普（301566） 全资持股。 ...

Core Viewpoint - Dali Kape's products are primarily used in semiconductor RF power, military, medical, and communication industries, with a minor application in aerospace [2] Group 1 - The company focuses on semiconductor RF power applications [2] - Military and medical sectors are significant markets for the company's products [2] - Aerospace applications exist but currently represent a low proportion of overall business [2]

Core Viewpoint - Dali Kape (301566.SZ) focuses on the research, development, production, and sales of capacitors, primarily RF microwave MLCCs, with SLCC products having a relatively low contribution to total revenue as of Q3 2025 [1] Group 1 - The company specializes in RF microwave MLCC capacitor technology [1] - SLCC products are primarily used in military electronics and optical communication fields [1] - As of Q3 2025, SLCC products account for a low proportion of the company's total revenue [1]

Core Viewpoint - Dali Kepp (301566.SZ) has sufficient production capacity and maintains strong international market competitiveness in RF microwave MLCC products, with all production processes conducted domestically [1] Group 1: Production Capacity - The company currently has ample production capacity [1] - All production processes for RF microwave MLCC products are conducted domestically [1] Group 2: Product Quality and Cost - The company ensures product quality and cost efficiency, which enhances its competitiveness in the international market [1] Group 3: Market Position - Dali Kepp's products are exported to developed countries with advanced electronic component manufacturing technologies [1] - The company leverages its international market position to gain an advantage in domestic localization competition [1] - The company's localization advantages have been further strengthened [1]

Core Viewpoint - The report from Minsheng Securities highlights the cyclical recovery in the livestock industry, emphasizing the valuation shift for leading companies in the sector [1] Livestock Industry - The domestic livestock cycle is expected to reverse, with both domestic and international beef and raw milk markets likely to experience upward momentum [1] - Official capacity regulation in the pig industry is anticipated to accelerate cash flow improvements for leading enterprises, potentially transforming them into dividend stocks as industry capacity contracts [1] - In the poultry sector, limited supply fluctuations are expected, with market conditions likely to improve alongside demand recovery, allowing leading companies to achieve higher cash flow and dividend returns [1] Feed Industry - The deepening industrialization of livestock and poultry farming, along with clear industry segmentation, positions leading feed companies to further enhance their competitive advantages through technology and service [1] Pet Industry - The pet industry is identified as a scarce growth sector, expected to benefit from demographic changes [1] Investment Recommendations - Recommended livestock companies include: - For livestock: Youran Dairy, Modern Dairy, and China Shengmu [1] - For pigs: Huazhong Holdings, Dekang Agriculture, Muyuan Foods, Wens Foodstuff, Tiankang Biological, and Shennong Group [1] - For poultry: Lihua Stock, Yisheng Shares, and Shennong Development [1] - For feed: Haida Group [1] - For pets: Guibao Pet [1]

Market Overview - The component sector increased by 0.34% on November 18, with Dali Kipu leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Top Gainers - Dali Kipu (301566) closed at 18.59, up 8.08% with a trading volume of 361,800 shares and a turnover of 667 million yuan [1] - Fenghua Gaoke (000636) closed at 17.34, up 6.38% with a trading volume of 1,275,000 shares and a turnover of 2.26 billion yuan [1] - Nanya New Materials (615889) closed at 66.38, up 4.04% with a trading volume of 51,200 shares and a turnover of 336 million yuan [1] Top Losers - Shangluo Electronics (300975) closed at 13.48, down 4.87% with a trading volume of 450,500 shares and a turnover of 611 million yuan [2] - Fangbang Co., Ltd. (688020) closed at 63.70, down 3.57% with a trading volume of 21,600 shares and a turnover of 139 million yuan [2] - Zhongfu Circuit (300814) closed at 65.98, down 3.34% with a trading volume of 83,100 shares and a turnover of 552 million yuan [2] Capital Flow - The component sector saw a net inflow of 1.012 billion yuan from institutional investors, while retail investors experienced a net outflow of 910 million yuan [2][3] - Major stocks like Fenghua Gaoke and Dongshan Precision saw significant net inflows from institutional investors, indicating strong institutional interest [3] Individual Stock Performance - Fenghua Gaoke had a net inflow of 509 million yuan from institutional investors, representing 22.53% of its total trading volume [3] - Dongshan Precision (002384) recorded a net inflow of 231 million yuan from institutional investors, accounting for 5.90% of its trading volume [3] - Dali Kipu experienced a net inflow of 42.32 million yuan from institutional investors, but also saw net outflows from retail investors [3]

Core Points - The Shanghai Composite Index closed at 3939.81 points, above the six-month moving average, with a decline of 0.81% [1] - The total trading volume of A-shares reached 1,945.96 billion yuan [1] - A total of 51 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 3939.81 points, indicating a slight decline of 0.81% [1] - The total trading volume for A-shares today was 1,945.96 billion yuan [1] Stocks Surpassing Six-Month Moving Average - 51 A-shares have broken through the six-month moving average, with the highest deviation rates observed in: - Longxun Co., Ltd. with a deviation rate of 18.63% and a price increase of 20.00% [1] - Meideng Technology with a deviation rate of 14.56% and a price increase of 22.82% [1] - Jingchen Co., Ltd. with a deviation rate of 9.04% and a price increase of 11.90% [1] Additional Notable Stocks - Other stocks with significant performance include: - Guangyun Technology with a deviation rate of 8.67% and a price increase of 19.99% [1] - Qixin Group with a deviation rate of 8.30% and a price increase of 10.07% [1] - Haohan Deep Technology with a deviation rate of 6.70% and a price increase of 9.03% [1]