Group 1 - Keda Li's stock price increased by 5.01% to 185.72 CNY per share, with a trading volume of 707 million CNY and a turnover rate of 1.99%, resulting in a total market capitalization of 50.845 billion CNY [1] - Keda Li, established on September 20, 1996, and listed on March 2, 2017, specializes in the research and manufacturing of precision structural components, with lithium battery structural components accounting for 96.52% of its main business revenue [1] - The company is located in Shenzhen Bay Technology Eco-Park, Nanshan District, Shenzhen, Guangdong Province [1] Group 2 - Pengyang Fund holds Keda Li as its fourth-largest position in the Pengyang CSI 500 Quality Growth ETF (560500), with 56,900 shares, representing 2.12% of the fund's net value [2] - The Pengyang CSI 500 Quality Growth ETF has a total scale of 526 million CNY and has achieved a year-to-date return of 31.17%, ranking 1679 out of 4216 in its category [2] - The fund manager, Shi Hongjun, has been in position for 6 years and has achieved a best fund return of 109.28% during his tenure [3]

Core Insights - The CSI 500 Quality Growth Index has shown a positive performance, with a 0.99% increase as of October 29, 2025, and notable gains in constituent stocks such as Shengyi Electronics (up 15.50%) and State Grid Yingda (up 9.95%) [1][2] Group 1: Index Performance - The CSI 500 Quality Growth ETF has increased by 1.00%, reflecting the overall positive trend in the index [1] - The CSI 500 Quality Growth Index is composed of 100 stocks selected for high profitability, sustainable earnings, and strong cash flow, providing diverse investment options [3] Group 2: Market Developments - The CSI 500 Quality Growth ETF has seen a significant scale increase of 43.71 million yuan over the past three months [2] - At the GTC conference, NVIDIA's CEO announced the Vera Rubin Superchip, marking advancements in high-performance computing and AI acceleration [2] - Tesla has launched its neural network system "World Modeler," which can generate realistic virtual driving scenarios, significantly reducing reliance on real road testing [2] Group 3: Industry Outlook - Domestic production capacity is on the rise, which is expected to support breakthroughs in domestic AI chip development [2] - The concept of "Artificial Intelligence +" is anticipated to usher in a new era for China's smart economy, with clear development directions for AI applications [2] - The combination of traditional industries and AI is expected to create new growth opportunities [2]

2025年10月29日，科达利(002850.SZ)发布2025年第三季报。截至2025年10月28日，共有197个机构投资 者披露持有科达利A股股份，合计持股量达5688.64万股，占科达利总股本的20.78%。其中，前十大机 构投资者包括香港中央结算有限公司、招商银行股份有限公司-泉果旭源三年持有期混合型证券投资基 金、瑞众人寿保险有限责任公司-自有资金、中国建设银行股份有限公司-华夏能源革新股票型证券投资 基金、中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金、中国工商银行股份有限公 司-农银汇理新能源主题灵活配置混合型证券投资基金、中国工商银行股份有限公司-广发国证新能源车 电池交易型开放式指数证券投资基金、中国邮政储蓄银行股份有限公司-东方新能源汽车主题混合型证 券投资基金、嘉实新能源新材料股票A、国投瑞银新能源混合A，前十大机构投资者合计持股比例达 11.71%。相较于上一季度，前十大机构持股比例合计下跌了2.84个百分点。 外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.41%。 公募基金方面，本期较上一期持股增加的公募基金共计6 ...

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 11.85 billion, representing a year-on-year growth of 16.55% [2] - For Q3 2025, the revenue was 39.59 billion, showing a year-on-year increase of 25.81% and a quarter-on-quarter growth of 9.26% [2][3] Production Capacity and Plans - The current production capacity utilization rate exceeds 70%, with plans to increase equipment investment to meet customer demands [2][3] - The production schedule for Q4 and Q1 of the following year will be adjusted based on customer needs, with preparations ongoing [4] Product Supply and Market Trends - Revenue from AI glasses structural components is currently small but expected to grow significantly in the future [5] - The trend towards large battery cells has limited the application of steel shells, with aluminum shells remaining predominant [6] International Expansion - The overseas market is currently small, but the company is optimistic about long-term growth, with ongoing projects in Hungary, the USA, and Thailand [7] - The European factory complies with local low-carbon certification requirements [8] Tax and Financial Adjustments - The increase in Q3 tax expenses was due to tax payments made by the company and its subsidiaries [9] Future Outlook - The company anticipates strong growth potential driven by the accelerated release of energy storage product lines [9]

2025年10月29日，科达利(002850.SZ)发布2025年三季报。 公司最新毛利率为23.16%，较去年同期毛利率减少0.03个百分点。最新ROE为9.33%。 公司摊薄每股收益为4.34元。 公司最新总资产周转率为0.52次。最新存货周转率为9.97次。 公司股东户数为2.14万户，前十大股东持股数量为1.32亿股，占总股本比例为48.14%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 励建立 | 28.2 | | 2 | 励建炬 | 9.12 | | 3 | 香港中央结算有限公司 | 2.84 | | 4 | 招商银行股份有限公司-泉果旭源三年持有期混合型证券投资基金 | 2.44 | | 5 | 瑞众人寿保险有限责任公司-自有资金 | 1.23 | | 6 | 中国建设银行股份有限公司-华夏能源革新股票型证券投资基金 | 1.11 | | 7 | 中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金 | 1.02 | | 8 | 中国工商银行股份有限公司-农银汇理新能源主题灵活配置混合型证券投资基金 | 0.91 ...

Core Insights - Keda Li (002850.SZ) reported a revenue of 10.603 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 23.41% [1] - The net profit attributable to shareholders of the listed company reached 1.185 billion yuan, an increase of 16.55% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.129 billion yuan, reflecting a year-on-year growth of 14.53% [1]

格隆汇10月28日丨科达利(002850.SZ)公布三季度报告，前三季营业收入106.03亿元，同比增长23.41%， 归属于上市公司股东的净利润11.85亿元，同比增长16.55%，归属于上市公司股东的扣除非经常性损益 的净利润11.29亿元，同比增长14.53%。 ...

Group 1: Gold and Liquor Market Trends - Domestic gold jewelry prices have dropped significantly, with Chow Tai Fook's price adjusted to 1198 RMB per gram, down 25 RMB from the previous day, and Luk Fook's price falling to 1189 RMB per gram, down 34 RMB [1] - The wholesale price of Moutai has fallen below 1700 RMB per bottle for the first time, with a reference price of 1690 RMB, marking a cumulative decline of over 31% from its initial price [1] Group 2: Market Growth and Technology Developments - The Chinese MaaS market experienced explosive growth in the first half of 2025, reaching 1.29 billion RMB, a year-on-year increase of 421.2% [2] - The AI large model solution market also saw significant growth, with a market size of 3.07 billion RMB, up 122.1% year-on-year [2] - Samsung has cut the price of its HBM3E chips by 30% to regain market share amid rising demand for AI technologies [2] Group 3: Corporate Developments and Legal Matters - Hesai Technology has filed a lawsuit against Tudatong for patent infringement related to its products showcased at CES 2025 [3] - Zhongtong Express has committed to comprehensive inspections and rectifications following a regulatory interview regarding its operational practices [4] Group 4: Financial Performance Reports - China Satellite reported a net profit of 14.81 million RMB for the first three quarters of 2025, marking a turnaround from losses [6] - Kang En Bei's net profit increased by 12.65% year-on-year to 584 million RMB in the first three quarters [7] - Zhongwei Semiconductor's net profit grew by 36.78% year-on-year to 152 million RMB in the first three quarters [8] - Jiao Cheng Ultrasonic reported a remarkable net profit increase of 359.81% year-on-year, reaching 94.03 million RMB [10] - Keda Li's net profit rose by 16.55% year-on-year to 1.185 billion RMB in the first three quarters [11] - Xian Da's net profit surged by 3064.56% year-on-year to 196 million RMB [12] - Longxin General's net profit increased by 75.45% year-on-year to 1.577 billion RMB [13] - China Ceramics Electronics reported a net profit growth of 20.07% year-on-year to 443 million RMB [14] - Haixing's net profit rose by 41.41% year-on-year to 147 million RMB [15] - Tiancheng Control's net profit increased by 91.73% year-on-year to 50.33 million RMB [16] - Suli's net profit skyrocketed by 1522.38% year-on-year to 139 million RMB [17] Group 5: Market Performance Overview - The market experienced a pullback with all major indices turning negative, while the Shanghai Composite Index briefly surpassed 4000 points [18] - The market saw rapid rotation of hotspots, with significant gains in the Fujian sector and active performance in the nuclear power and robotics sectors [19]

Group 1 - China Satellite reported a net profit of 14.81 million yuan for the first three quarters, marking a turnaround from losses, with a revenue of 3.102 billion yuan, up 85.28% year-on-year [1] - SAIYANG Technology signed a contract worth 533 million yuan for Airbus A320 series aircraft transport tooling, effective until 2038 [1] - Zhongwei Semiconductor achieved a net profit of 152 million yuan, a 36.78% increase year-on-year, with a revenue of 773 million yuan, up 19.03% [2] Group 2 - Jiao Cheng Ultrasonic reported a net profit of 94.03 million yuan, a significant increase of 359.81% year-on-year, with a revenue of 521 million yuan, up 27.53% [3] - Keda Li's net profit grew by 16.55% year-on-year to 1.185 billion yuan, with a revenue of 10.603 billion yuan, up 23.41% [3] - Ningbo Huaxiang's net profit fell by 87.68% to 88.73 million yuan, despite a revenue increase of 5.88% to 19.224 billion yuan [4] Group 3 - Mingzhi Electric reported a net profit of 49.84 million yuan, a 5.43% increase year-on-year, with a revenue of 2.043 billion yuan, up 11.66% [6] - Xianda Co. achieved a net profit of 196 million yuan, a staggering increase of 3064.56% year-on-year, with a revenue of 2.008 billion yuan, up 6.11% [7] - Longxin General's net profit rose by 75.45% to 1.577 billion yuan, with a revenue of 14.557 billion yuan, up 19.14% [8] Group 4 - Hainan Highway reported a net loss of 10.63 million yuan, despite a revenue increase of 133.41% to 314 million yuan [9] - Zhongci Electronics achieved a net profit of 443 million yuan, a 20.07% increase year-on-year, with a revenue of 2.143 billion yuan, up 13.62% [11] - Hangyang Co. reported a net profit of 757 million yuan, a 12.14% increase year-on-year, with a revenue of 11.428 billion yuan, up 10.39% [12] Group 5 - Yuanli Technology's net profit decreased by 2.89% to 152 million yuan, with a revenue of 1.654 billion yuan, down 3.69% [13] - Guihang Co. reported a net profit of 118 million yuan, a slight increase of 0.77%, with a revenue of 1.870 billion yuan, up 8.65% [14] - Haixing Co. achieved a net profit of 147 million yuan, a 41.41% increase year-on-year, with a revenue of 1.711 billion yuan, up 21.45% [16] Group 6 - Weiteng Electric reported a net profit decline of 87.47% to 13.66 million yuan, with a revenue of 2.597 billion yuan, down 5.40% [18] - Tiancai Control achieved a net profit of 50.33 million yuan, a 91.73% increase year-on-year, with a revenue of 1.855 billion yuan, up 27.3% [20] - Hangzhi Qianjin reported a net profit of 207 million yuan, a 9.59% increase year-on-year, with a revenue of 1.730 billion yuan, up 5.39% [21] Group 7 - Suli Co. reported a net profit of 139 million yuan, a remarkable increase of 1522.38%, with a revenue of 2.064 billion yuan, up 25.39% [23] - Sanqi Interactive achieved a net profit of 2.345 billion yuan, a 23.57% increase year-on-year, with a revenue of 12.461 billion yuan, down 6.59% [24] - Yongjie New Materials reported a net profit of 309 million yuan, a 30.99% increase year-on-year, with a revenue of 7.020 billion yuan, up 20.01% [26] Group 8 - Kang Enbei achieved a net profit of 584 million yuan, a 12.65% increase year-on-year, with a revenue of 4.976 billion yuan, up 1.27% [28] - Zhongyuan Highway reported a net profit of 961 million yuan, a 16.78% increase year-on-year, with a revenue of 4.888 billion yuan, up 3.89% [30] - Hunan Gold achieved a net profit of 1.029 billion yuan, a 54.28% increase year-on-year, with a revenue of 41.194 billion yuan, up 96.26% [32] Group 9 - Huadong Pharmaceutical reported a net profit of 2.748 billion yuan, a 7.24% increase year-on-year, with a revenue of 32.664 billion yuan, up 3.77% [33] - Dongyangguang achieved a net profit of 906 million yuan, a significant increase of 189.80%, with a revenue of 10.970 billion yuan, up 23.56% [35] - Xinrui Technology reported a net loss of 62.62 million yuan, despite a revenue increase of 28.02% to 1.672 billion yuan [37] Group 10 - Jiabiyou achieved a net profit of 129 million yuan, a 54.18% increase year-on-year, with a revenue of 428 million yuan, up 10.56% [38] - Ruifeng New Materials reported a net profit of 574 million yuan, a 14.85% increase year-on-year, with a revenue of 2.551 billion yuan, up 10.87% [39] - Zhongfu Industrial achieved a net profit of 1.187 billion yuan, a 63.25% increase year-on-year, with a revenue of 16.633 billion yuan, down 0.60% [40] Group 11 - Aohai Technology reported a net profit of 359 million yuan, a 19.32% increase year-on-year, with a revenue of 5.188 billion yuan, up 14.14% [41] - Kangzhong Medical announced a share transfer plan involving 5.33% of its shares due to shareholder funding needs [43] - Hualing Steel plans to invest 512 million yuan in a new continuous casting project [44]

| 证券代码：002850 | 证券简称：科达利 | 公告编号：2025-072 | | --- | --- | --- | | 债券代码：127066 | 债券简称：科利转债 | | 深圳市科达利实业股份有限公司 第五届董事会第二十四次（临时）会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳市科达利实业股份有限公司（以下简称"公司"）第五届董事会第二十 四次（临时）会议通知于 2025 年 10 月 22 日以电子邮件、书面形式送达全体董 事和高级管理人员；会议于 2025 年 10 月 28 日在公司会议室以现场与通讯表决 相结合的方式举行。会议由董事长励建立先生主持，应到董事七名，实到董事七 名，其中励建炬先生、胡殿君先生、张玉箱女士、赖向东先生、张文魁先生通讯 表决；公司高级管理人员列席了会议。会议召开、审议及表决程序符合《中华人 民共和国公司法》和《公司章程》的有关规定。 《公司 2025 年第三季度报告》详见 2025 年 10 月 29 日的《证券时报》、《中 国证券报》、《上海证券报》和《证券日报》及巨 ...