申万宏源证券承销保荐有限责任公司 实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于同意杭州凯尔达焊接机器人股份有限公 司首次公开发行股票注册的批复》（证监许可〔2021〕2943 号），公司由主承销商 申万宏源证券承销保荐有限责任公司采用询价方式，向社会公众公开发行人民币 普通股（A 股）股票 19,603,653 股，发行价为每股人民币 47.11 元，共计募集资 金 92,352.81 万元，坐扣承销费用 5,910.09 万元后的募集资金为 86,442.72 万元， 已由主承销商申万宏源证券承销保荐有限责任公司于 2021 年 10 月 18 日汇入公 司募集资金监管账户。另减除保荐费、审计及验资费用、律师费、法定信息披露 费等与发行权益性证券直接相关的新增外部费用 2,940.55 万元后，公司本次募集 资金净额为 83,502.17 万元。上述募集资金到位情况业经天健会计师事务所（特 殊普通合伙）验证，并由其出具《验资报告》（天健验〔2021〕572 号）。 募集资金使用和结余情况 截至 2024 年 12 月 31 日，公司募集资金使用和结余情况如下： 关于杭州凯尔达焊接机器人股 ...

数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.3000 | 0.2300 | 30.43 | 0.3400 | | 每股净资产（元） | 9.51 | 9.69 | -1.86 | 14.24 | | 每股公积金(元) | 7.41 | 7.25 | 2.21 | 10.55 | | 每股未分配利润(元) | 1.88 | 1.75 | 7.43 | 2.42 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 5.57 | 4.82 | 15.56 | 3.94 | | 净利润(亿元) | 0.31 | 0.25 | 24 | 0.37 | | 净资产收益率(%) | 3.01 | 2.24 | 34.38 | 3.32 | | 名称 | 持有数量(万股) | 占总股本 | 增减情况 | | --- | --- | ...

从资金净流入方面来看，科创综指ETF华夏近9天获得连续资金净流入，最高单日获得13.61亿元净流入，合计"吸金"17.48亿元，日均净流入达1.94亿元。 截至4月23日收盘，上证科创板综合指数(000680)上涨0.03%，成分股华曙高科上涨13.62%，凯尔达上涨11.86%，步科股份上涨11.12%，倍轻松上涨 10.22%。科创综指ETF华夏(589000)上涨0.21%，最新价报0.938元。 值得注意的是，科创综指ETF华夏今日全时段溢价交易，买盘活跃，体现投资者交易热情。 流动性方面，科创综指ETF华夏盘中换手8.9%，成交2.29亿元，今日成交额断层领先。拉长时间看，截至4月22日，科创综指ETF华夏近1周日均成交1.45亿 元，位居行业第一。 规模方面，科创综指ETF华夏最新规模达25.72亿元，位居行业第一。 中信证券认为，从确定性的角度来看，有三个大趋势是值得持续跟踪的：1）中国科技自主可控的认可度、必要性和确定性进一步加强；2）欧洲在国防、基 建、能源和工业等领域的需求料将开始增加；3）中国与非美市场的贸易和技术合作料将进一步加强。结合这些方向，我们认为自主科技（先进制程、国产 算力、 ...

从资金净流入方面来看，科创综指ETF华夏近9天获得连续资金净流入，最高单日获得13.61亿元净流入，合计"吸金"17.48亿元。 科创综指ETF华夏(589000)，场外联接(华夏上证科创板综合ETF联接A：023719；华夏上证科创板综合ETF联接C：023720)。 以上内容与数据，与界面有连云频道立场无关，不构成投资建议。据此操作，风险自担。 华泰证券指出，当前全球经济处于传统信息技术时代的黄昏，人工智能有望成为引领第四轮科技革命的重要力量。ChatGPT、Deepseek等模型相继问世，推 动AI全产业链进入加速发展阶段。短期来看，AI主要通过资本开支、提振信心与畅通循环等途径影响经济，长期来看，人工智能的发展将会对潜在经济增 速、通胀与国际格局等产生深远影响。此外，人工智能发展对就业的影响关注度较高。从市场层面来看，产业周期叠加政策支持，后续泛科技仍是投资主 线，关注算力投资、国产替代与算法突破等带来的机会。 科创综指ETF华夏紧密跟踪上证科创板综合指数，聚焦硬科技领域，重点布局新一代信息技术、高端装备、生物医药、新能源、新材料及节能环保等战略性 新兴产业。 规模方面，科创综指ETF华夏最新规模达2 ...

机器人概念股盘中强势拉升，地平线机器人午后涨超13%。消息面上，首届具身智能机器人运动会将于4月24日至26日在无锡市惠山区举办，宇树、小米相 关负责人将参与话题讨论。同时，马斯克在特斯拉业绩电话会上表示，特斯拉在人形机器人Optimus方面取得不错的进展，有信心在不到五年的时间内实现 年产量达到百万台。 国泰海通证券认为，从近期全球首个人形机器人半程马拉松的赛况可以看出，大部分人形机器人的耐久性还有所欠缺。反观汽车行业，大部分零部件在量产 前都要经历的严苛的耐久验证。该机构认为，汽车零部件企业在耐久相关的设计、制造上更有经验，看好汽车零部件切入人形机器人的公司。 科创综指ETF华夏(589000)，场外联接(华夏上证科创板综合ETF联接A：023719；华夏上证科创板综合ETF联接C：023720)。 每日经济新闻 截至2025年4月23日 13:33，上证科创板综合指数上涨0.38%，成分股华曙高科上涨12.62%，倍轻松上涨12.05%，凯尔达上涨8.26%，道通科技上涨7.87%，步 科股份上涨7.52%。科创综指ETF华夏(589000)上涨0.43%，最新价报0.94元。 流动性方面，科创综指ET ...

申万宏源证券承销保荐有限责任公司 关于杭州凯尔达焊接机器人股份有限公司 首次公开发行部分限售股上市流通的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"或 "保荐机构"）作为杭州凯尔达焊接机器人股份有限公司（以下简称"凯尔达"、 "公司"）首次公开发行股票并在科创板上市的保荐机构，根据《证券发行上市 保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科 创板上市公司自律监管指引第 1 号——规范运作》等有关法律法规和规范性文件 的要求，对凯尔达首次公开发行部分限售股上市流通的事项进行了核查，发表核 查意见如下： 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2021 年 9 月 7 日出具《关于同意杭州凯尔达焊 接机器人股份有限公司首次公开发行股票注册的批复》（证监许可〔2021〕2943 号），同意公司向社会公开发行人民币普通股 19,603,653 股，并于 2021 年 10 月 25 日在上海证券交易所科创板上市。发行完成后总股本为 78,414,611 股，其中 有限售条件流通股 61,684,829 股，无限售条件流通股 16,729,782 ...

Summary of Deep Sea Technology and Robotics Conference Call Industry Overview - The conference focuses on the **Deep Sea Technology** industry, which has been recognized as a national emerging industry in China's 2025 government work report, indicating increased governmental support and investment opportunities in this sector [2][3]. Key Points and Arguments - **Government Support**: The inclusion of deep sea technology in the national strategy reflects the government's commitment to the marine power strategy, leading to increased market attention and investment opportunities [2][3]. - **Significant Achievements**: China's deep submergence system has made notable progress with the "Jiaolong" and "Fendouzhe" achieving full coverage, and plans to build an ecological space station in the South China Sea, marking a new phase in deep sea technology [5][6]. - **Economic Growth Driver**: Deep sea technology is seen as a crucial driver for economic growth, facilitating industrial upgrades and innovations, particularly in oil and gas resource development and military capabilities [5][6]. - **Shipbuilding Industry Benefits**: The shipbuilding sector is expected to benefit from deep sea technology advancements, with standardized ship types potentially changing traditional valuation systems and increasing order volumes [13][15]. - **Global Leadership**: China holds a leading position in the global shipbuilding industry, with significant demand for deep sea engineering vessels in resource extraction and infrastructure projects [20][17]. - **Distinction from Low Altitude Economy**: Deep sea technology relies heavily on government investment and is primarily driven by state-owned enterprises, contrasting with the low altitude economy which is more market-oriented [21][22]. - **Rapid Industrialization**: The deep sea industry is expected to progress faster than the low altitude economy due to fewer regulatory hurdles and a more straightforward investment process [22]. Additional Important Insights - **Resource Exploration**: There is a significant potential for deep sea mineral resource exploration, with manganese nodules already showing economic viability [19][23]. - **Technological Advancements**: The development of AI and robotics is anticipated to enhance the efficiency of resource extraction in deep sea environments [19]. - **Investment Recommendations**: Key companies recommended for investment include: - **Changying Tong**: Specializes in underwater communication products, crucial for underwater infrastructure [9]. - **Zhongke Haixun**: Focuses on underwater acoustic equipment, playing a vital role in national defense [10]. - **China Marine Defense**: A state-owned enterprise with a dominant position in underwater equipment [11]. - **Zhongke Xingtou**: Engaged in digital earth research, contributing to marine monitoring [12]. Conclusion - The deep sea technology sector is poised for significant growth driven by government support, technological advancements, and increasing global demand for marine resources. The shipbuilding industry, in particular, stands to benefit from these developments, making it a key area for investment and strategic focus in the coming years.

Core Viewpoint - The article discusses the divergent survival models of Chinese robot manufacturers, highlighting the contrast between those backed by state-owned enterprises or industry giants and those that operate independently with a focus on technological innovation and market responsiveness [2][40]. Group 1: Backing from State-Owned Enterprises and Industry Giants - Companies like Efort, Peitian Robot, Qianjiang Robot, and New Times Da have leveraged their strong backing to achieve growth [6][15]. - Efort has faced continuous losses from 2018 to 2023, with a projected net loss of 146 million yuan in 2024, indicating a pressing need for external support [9]. - New Times Da, under Haier's control, reported cumulative losses exceeding 1.6 billion yuan from 2022 to 2024, highlighting the operational pressures it faces [10]. - Peitian Robot's management noted intensified competition in 2024, leading to a significant drop in bidding prices and increased survival pressures [13]. - Companies like Qianjiang Robot and Turing Robot have benefited from strategic control by industry giants, allowing them to expand their business scope and improve operational efficiency [17][18]. Group 2: Independent Operators - Independent robot manufacturers such as Estun, Kuka Robot, and others are pursuing a "technology-driven + market deepening" strategy to navigate the competitive landscape [30][31]. - Estun has adopted a full industry chain strategy, exploring AI integration and launching various innovative products [32]. - Companies like Aobo Intelligent and Longguang Xizhi focus on niche markets, such as 3C electronics and educational robots, to differentiate themselves [34][35]. - Independent firms face challenges like funding shortages and brand recognition, but they can quickly adapt to market changes due to simpler decision-making processes [37][39]. Group 3: Long-Term Perspectives - The article suggests that while "backing from giants" provides immediate advantages, it may lead to a lack of innovation and over-reliance on external resources [28][41]. - Conversely, independent companies may struggle in the short term but have the potential to compete effectively in niche markets through innovation and flexibility [42]. - The future of the robotics industry is expected to be increasingly competitive, regardless of the chosen operational model, emphasizing the need for continuous evolution [43].

Market Overview - A-shares experienced a broad decline today, with the Shenzhen Component Index and ChiNext Index down approximately 1%, and the North China 50 Index falling over 3% [1] - The Shanghai Composite Index closed down 0.39% at 3358.73 points, while the Shenzhen Component Index fell 0.99% to 10736.19 points [1] - The total trading volume in the Shanghai, Shenzhen, and North markets was 164.87 billion yuan, a decrease of about 77 billion yuan from the previous day [1] Resource Stocks - Resource stocks, including coal, electricity, gas, and oil, saw a collective rise, with companies like Dayou Energy and Meijin Energy hitting the daily limit [3] - The coal industry is expected to see a supply contraction this year, which may improve the supply-demand balance and stabilize coal prices in the second quarter [3][4] - Domestic coal production is relatively stable, with a projected decrease in import volumes, while demand for thermal power remains resilient [4] Natural Gas Sector - The gas sector saw significant gains, with companies like Hangzhou Thermal Power and Ningbo Energy hitting the daily limit [5] - LNG prices have shown a year-on-year decline of 10% for domestic ex-factory prices, while import prices increased by 56% [5] - Analysts expect a slight decrease in gas purchase costs for city gas companies in 2025, contributing to an expansion of profit margins [5] Gold Sector - Gold concept stocks surged, with Mingpai Jewelry and Laishen Tongling hitting the daily limit, and Diya shares rising over 9% [6] - International gold prices reached a peak of $2948.9 per ounce, driven by factors such as a slowdown in the U.S. Consumer Price Index [6] - Analysts predict that gold prices may break the $3000 mark due to rising inflation expectations and fiscal policy impacts [6] Humanoid Robot Sector - The humanoid robot sector experienced a significant pullback, with companies like Kaierda and Longsheng Technology dropping over 10% [7] - Despite the recent decline, Kaierda's stock has doubled in value this year, although the company has not yet generated revenue from its ongoing projects [7] - The company is in the early stages of establishing a joint venture focused on core components for robotics, which may face uncertainties in the future [7] Company-Specific Developments - Xunlong Health's stock surged to a limit-up, achieving an 8-day consecutive rise, with a trading volume of 5.22 billion yuan [9] - The company clarified that recent rumors regarding significant corporate events were unfounded, emphasizing the importance of rational investment [9] - Xunlong Health's projected net profit for 2024 is expected to be a loss of 10 million to 20 million yuan, a significant decrease compared to the previous year [10]

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market [12]. Core Insights - The report highlights the rise of robotics and the low-altitude economy, emphasizing opportunities in high-end manufacturing and equipment upgrades [2][3]. - The report discusses the government's focus on integrating digital technology with manufacturing advantages, supporting the development of intelligent terminals such as smart robots and AI applications [6]. - The low-altitude economy is expected to see significant policy support and infrastructure development, with 2024 being a pivotal year for its growth [6]. - The report emphasizes the need for high-end manufacturing to benefit from technological innovation and industry integration, recommending companies in smart manufacturing and advanced equipment sectors [6]. - Equipment upgrade demands are anticipated to be released due to new policies aimed at enhancing manufacturing capabilities [6]. Summary by Sections Robotics and Intelligent Manufacturing - The report advocates for the development of intelligent terminals, including smart robots and AI applications, driven by policy support and market demand [6]. - Companies to watch include Tianzhun Technology, Kaierda, and Sanhua Intelligent Control [6]. Low-altitude Economy - The report notes the importance of developing the low-altitude economy, with a focus on commercial aerospace and general aviation [6]. - Key companies in this sector include Laies Information and Deep City Transportation [6]. High-end Manufacturing - The report stresses the integration of technology and industry innovation, with a focus on advanced manufacturing sectors [6]. - Recommended companies include Haomai Technology and Kede CNC [6]. Equipment Upgrades - The report indicates that new policies will facilitate equipment upgrades across various sectors, including engineering machinery and rail transit [6]. - Companies to consider include Sany Heavy Industry and China Railway [6].