可立克(002782):坚持巩固两大优势市场 持续推动SST布局

Group 1 - The company achieved a revenue of 4.105 billion yuan in the first three quarters, representing a year-on-year increase of 24.86%, with a net profit attributable to shareholders of 232 million yuan, up 52.5% year-on-year [1] - In Q3 2025, the company reported a revenue of 1.438 billion yuan, a year-on-year increase of 24.10%, and a net profit of 82 million yuan, which is a 65.95% increase year-on-year [1] - The company focuses on magnetic components and switch power supply products, with applications in various sectors including new energy vehicles, photovoltaic energy storage, and industrial equipment [2] Group 2 - The company is actively developing solid-state transformers (SST), which are seen as a replacement for traditional transformers, offering advantages such as high power density and fast response times [2] - The company has established a professional automated workshop and has a full order book, indicating rapid growth in its magnetic components business [2] - The company expects net profits to reach 320 million yuan, 415 million yuan, and 518 million yuan from 2025 to 2027, with corresponding EPS of 0.65, 0.84, and 1.04 yuan [3]