9月25日，信通电子跌0.88%，成交额7443.98万元。两融数据显示，当日信通电子获融资买入额582.37 万元，融资偿还898.54万元，融资净买入-316.16万元。截至9月25日，信通电子融资融券余额合计 9656.35万元。 分红方面，信通电子A股上市后累计派现9360.00万元。 融券方面，信通电子9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 责任编辑：小浪快报 资料显示，山东信通电子股份有限公司位于山东省淄博高新区柳毅山路18号，成立日期1996年1月31 日，上市日期2025年7月1日，公司主营业务涉及以电力、通信等特定行业为核心服务目标的工业物联网 智能终端及系统解决方案提供商。旨在通过工业物联网智能终端及系统解决方案解决客户在运行维护环 节的综合性智能化运维需求。主营业务收入构成为：输电线路智能巡检系统65.52%，变电站智能辅控 系统19.94%，移动智能终端8.02%，其他产品6.38%，其他(补充)0.15%。 融资方面，信通电子当日融资买入582.37万元。当前融资余额9656.35万元，占流通 ...

Group 1 - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a trading volume of 999 million CNY and a turnover rate of 4.44%, resulting in a total market capitalization of 23.393 billion CNY [1] - Keli Sensor's stock has risen for four consecutive days, with a cumulative increase of 12.93% during this period [1] - The company, established on December 30, 2002, specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [1] Group 2 - Keli Sensor's main business revenue composition includes 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] - The top ten holdings of the Nanhua Fund include Keli Sensor, with the Nanhua Fengchun Mixed A Fund holding 63,200 shares, accounting for 5.56% of the fund's net value, making it the third-largest holding [2] - The Nanhua Fengchun Mixed A Fund has achieved a year-to-date return of 51.66% and an annual return of 88.32%, ranking 794 out of 8172 and 817 out of 7980 respectively [2]

Core Viewpoint - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a total market capitalization of 23.393 billion CNY, indicating a cumulative increase of 12.93% over the past four days [1] Company Overview - Keli Sensor Technology Co., Ltd. was established on December 30, 2002, and went public on August 6, 2019. The company is located in Ningbo, Zhejiang Province, and specializes in the research, production, and sales of strain sensors and instruments [1] - The main business revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] Fund Holdings - The Hongyi Yuanfang Fund holds Keli Sensor as one of its top ten positions, with 8,000 shares representing 4.23% of the fund's net value, ranking as the sixth largest holding [2] - The fund has realized a floating profit of approximately 32,800 CNY today, with a total floating profit of 72,600 CNY during the four-day increase [2] Fund Performance - Hongyi Yuanfang Selected Mixed A Fund (015400) was established on February 27, 2025, with a current scale of 9.7455 million CNY and a cumulative return of 40.82% since inception [3] - The fund managers, Ma Jia and Wang Zheyu, have achieved varying performance metrics during their tenures, with Ma Jia's best return at 31.58% and Wang Zheyu's best return at 74.03% [4]

Company Overview - Keli Sensor Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 30, 2002, and listed on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing system integration and various intelligent systems [1]. Stock Performance - On September 17, Keli Sensor's stock rose by 5.18%, reaching a price of 83.30 CNY per share, with a trading volume of 1 billion CNY and a turnover rate of 4.45%. The total market capitalization is 23.393 billion CNY. The stock has experienced a continuous increase for four days, with a cumulative rise of 12.93% during this period [1]. Revenue Composition - The revenue composition of Keli Sensor is as follows: - Mechanical sensors and instruments series: 48.70% - Industrial Internet of Things and system integration: 41.12% - Other (supplementary): 5.02% - Other physical quantity sensor series - temperature: 1.53% - Other physical quantity sensor series - current and voltage: 1.51% - Other physical quantity sensor series - water quality: 1.06% - Platform-type product series: 0.83% - Other physical quantity sensor series - vibration: 0.23% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Bosera Asset Management holds Keli Sensor shares. The Bosera Hengrun 6-month holding period mixed A fund (013433) held 3,100 shares in the first quarter, accounting for 0.42% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 12,700 CNY, with a total floating profit of 28,100 CNY during the four-day increase [2]. Fund Performance - The Bosera Hengrun 6-month holding period mixed A fund (013433) was established on October 26, 2021, with a latest scale of 43.7831 million CNY. Year-to-date, the fund has experienced a loss of 1.09%, ranking 6,584 out of 8,256 in its category. Over the past year, it has a loss of 0.05%, ranking 5,744 out of 7,845, and since inception, it has lost 8.41% [2].

9月12日，信通电子涨1.22%，成交额1.98亿元。两融数据显示，当日信通电子获融资买入额1083.79万 元，融资偿还1477.41万元，融资净买入-393.61万元。截至9月12日，信通电子融资融券余额合计1.04亿 元。 融资方面，信通电子当日融资买入1083.79万元。当前融资余额1.04亿元，占流通市值的6.72%。 融券方面，信通电子9月12日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，山东信通电子股份有限公司位于山东省淄博高新区柳毅山路18号，成立日期1996年1月31 日，上市日期2025年7月1日，公司主营业务涉及以电力、通信等特定行业为核心服务目标的工业物联网 智能终端及系统解决方案提供商。旨在通过工业物联网智能终端及系统解决方案解决客户在运行维护环 节的综合性智能化运维需求。主营业务收入构成为：输电线路智能巡检系统65.52%，变电站智能辅控 系统19.94%，移动智能终端8.02%，其他产品6.38%，其他(补充)0.15%。 截至7月1日，信通电子股东户数5.58万，较上期增加0.00%；人均流 ...

9月11日，信通电子涨0.99%，成交额1.49亿元。两融数据显示，当日信通电子获融资买入额2298.48万 元，融资偿还1683.09万元，融资净买入615.38万元。截至9月11日，信通电子融资融券余额合计1.08亿 元。 融资方面，信通电子当日融资买入2298.48万元。当前融资余额1.08亿元，占流通市值的7.06%。 融券方面，信通电子9月11日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，山东信通电子股份有限公司位于山东省淄博高新区柳毅山路18号，成立日期1996年1月31 日，上市日期2025年7月1日，公司主营业务涉及以电力、通信等特定行业为核心服务目标的工业物联网 智能终端及系统解决方案提供商。旨在通过工业物联网智能终端及系统解决方案解决客户在运行维护环 节的综合性智能化运维需求。主营业务收入构成为：输电线路智能巡检系统65.52%，变电站智能辅控 系统19.94%，移动智能终端8.02%，其他产品6.38%，其他(补充)0.15%。 截至7月1日，信通电子股东户数5.58万，较上期增加0.00%；人均流通 ...

Core Viewpoint - The company Dongxin Peace emphasizes its digital identity security products, particularly eSIM, which are applicable in various sectors including connected vehicles, industrial IoT, and consumer electronics [2] Group 1 - The company provides digital identity security solutions to its clients [2] - eSIM technology is highlighted as a key product offering [2] - The applications of these products span multiple industries, indicating a broad market potential [2]

Core Viewpoint - The global bridge coordinate measuring machine (CMM) market is projected to reach USD 1.18 billion by 2031, with a compound annual growth rate (CAGR) of 5.6% in the coming years [1]. Market Overview - The structure of a bridge CMM includes a bridge frame, worktable, Z-axis spindle, probe system, control system, and measurement software, allowing for precise measurement of various components [1]. - Major manufacturers in the global bridge CMM market include Hexagon, Carl Zeiss, LK Metrology, Mitutoyo, and Qingdao Leighton, with the top five companies holding approximately 61.0% market share in 2024 [5]. - CNC bridge CMMs dominate the product type segment, accounting for about 95.0% of the market share [9]. - The automotive industry is the primary application sector, representing approximately 31.7% of the demand [10]. Market Drivers - The demand for manufacturing upgrades is increasing as industries move towards high-end and intelligent manufacturing, necessitating precise measurement equipment [12]. - Government policies supporting manufacturing and smart manufacturing, such as the requirement for a 75% localization rate for key measurement equipment, are beneficial for the bridge CMM industry [12]. - Technological advancements in measurement, sensor, and computer technologies are enhancing the precision, automation, and efficiency of bridge CMMs, expanding their application areas [12]. - The rapid development of emerging industries like additive manufacturing and semiconductors is creating new measurement demands, providing opportunities for market growth [12]. Market Challenges - The reliance on imported core technologies, such as high-precision grating scales and probe systems, limits the domestic bridge CMM industry's ability to develop high-end markets and increases production costs [13]. - Intense competition exists in the market, with international brands like Zeiss and Hexagon holding significant market shares and technological advantages [13]. - The difficulty of technological innovation in key areas, such as three-dimensional spatial modeling algorithms, poses challenges for the industry [13]. - A shortage of specialized talent for the operation, maintenance, and research of bridge CMMs is hindering industry growth and technological innovation [13].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 研发投入持续、护城河加深。公司2025H1研发投入0.29亿元，同比增长3.89%，研发费用率8.25%。报 告期间公司发布LoRaWAN网关，云平台等完成多项升级，引入AI数据分析、自然语言配置等能力，智 能化与服务能力提升。 盈利预测与投资建议。预计2025-2027年EPS分别为2.45元、3.43元、4.90元，对应动态PE分别为25倍、 18倍、12倍。公司25年规划目标积极，改革动作持续落地，看好全年加速成长，首次覆盖给予"持有"评 级。 风险提示：新品放量与交付节奏不及预期的风险；价格竞争的风险；行业发展不及预期的风险；海外需 求与汇率波动的风险、下游资本支出波动的风险等 工业物联网、企业网络设备与智能售货控制系统业务共同驱动，营收快速增长。2025H1公司工业物联 网收入1.83亿元，同比增长34.55%，毛利率57.81%，同比上升2.27pp。该业务营收快速增长主要受海外 需求旺盛与渠道本地化推进驱动，此外新产品持续放量、Q1美国客户提前备货，也贡献了营收增量。 毛利率方面，受益于海外高毛利市场占比提升及AI边缘计算 ...

Core Viewpoint - The company, Keli Sensor, is enhancing its control over Huahong Technology by acquiring an additional 45% stake, increasing its ownership from 51% to 96%, which aims to improve business synergy and overall profitability [1][2]. Group 1: Acquisition Details - Keli Sensor signed a share transfer agreement to acquire 45% of Huahong Technology for a total price of 122 million yuan, corresponding to 19.125 million shares [1]. - The acquisition is expected to strengthen Keli Sensor's operational efficiency and decision-making capabilities while reducing management costs and risks [2]. Group 2: Huahong Technology Overview - Huahong Technology specializes in geophysical exploration technology equipment, monitoring systems, and industrial IoT technology development, and has been listed on the New Third Board since 2014 [1]. - The company has achieved significant revenue and profit growth, with projected revenues of 125 million yuan and net profits of 25.17 million yuan for 2024 [1]. Group 3: Keli Sensor's Financial Performance - In the first half of 2025, Keli Sensor reported revenues of 685 million yuan, a year-on-year increase of 23.4%, and a net profit of 173 million yuan, up 47.93% [2]. - The company also reported a net profit of 109 million yuan after deducting non-recurring gains, reflecting an 8.59% increase compared to the previous year [2]. Group 4: Strategic Investments - Keli Sensor has made strategic investments in several companies, including Kepler Robotics and Wuxi Beimi Sensor, to cover the entire value chain of humanoid robots and enhance its capabilities in multi-modal sensing solutions [3]. - The company is also advancing its investments in industrial-grade multi-physical quantity sensors, further solidifying its leading position in traditional sectors such as industrial measurement and smart logistics [3].