Workflow
调研速递|凯中精密接待投资者调研 聚焦四大战略领域 7亿新能源订单已量产

Group 1 - The company aims to be a globally competitive integrated solution provider for precision components, focusing on four key areas: automotive electronics, new energy and intelligent driving, consumer electronics, and humanoid robots and AI data centers [2] - The company has received a significant order from a well-known global battery manufacturer, with an estimated total sales value of approximately 700 million yuan, and has begun small-scale supply [3] - In the first three quarters of 2025, the company achieved a revenue of 2.175 billion yuan and a net profit of 179 million yuan, reflecting a year-on-year growth of 54.45% [3] Group 2 - The German subsidiary SMK reported a net profit of 7.5555 million yuan in the first half of 2025, focusing on providing components for the automotive and new energy storage sectors [4] - The company has implemented two cash dividend distributions in 2025, totaling 110 million yuan over the past three years, emphasizing its commitment to shareholder returns [5] - The company is actively monitoring emerging sectors such as humanoid robots and AI data centers, and has improved its ESG rating from BB to A, receiving recognition in sustainable governance [6]