凯迪股份提示风险：机器人相关业务短期无法形成收入

Core Viewpoint - Kaidi Co., Ltd. (605288) has experienced a significant stock price increase, with the company confirming that its production and operational activities remain normal, and there have been no major changes in the internal and external business environment [1] Group 1: Company Overview - Kaidi Co., Ltd. is a leading global provider of intelligent linear drive system solutions, leveraging its mechatronics technology to establish a comprehensive service system that includes R&D, production, and global marketing [1] - The company's products cover five core scenarios: smart home, smart office, automotive components, medical care, and industrial transmission, continuously expanding the application boundaries of linear drive technology [1] - Major clients include well-known domestic and international home furnishing companies such as Gujia Home (603816), Huadali, Teknion Limited, and ESI, as well as partnerships with automotive manufacturers like NIO, Xpeng, and Chery, ensuring a stable order flow due to a large and reputable client base [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 608 million yuan, an increase of 5.64% compared to the same period last year, while the net profit attributable to shareholders decreased by 43.69% to 31.15 million yuan [1][2] Group 3: Business Development - The company stated that its main business and product structure remain stable, with core competitiveness further strengthened [2] - Kaidi Co., Ltd. has initiated the development of industrial linear actuators, which have already been applied in small industrial vehicles, and is accelerating development in other fields with self-developed components [2] - The company is currently developing core components for robotic products, including outer rotor motors, frameless torque motors, and joint modules, which are still in the development stage and have not yet generated sales [2] - The company has noted a high market interest in its robotics-related business, which is still in the development phase and is not expected to significantly impact the company's performance in the short term [2]