格隆汇12月24日｜达利凯普(301566.SZ)发布投资者关系活动记录表，商业航天是"十五五"期间国家明确 支持的战略性新兴产业。公司从事以射频微波MLCC为主的电容器技术研发、生产和销售。产品主要应 用于半导体射频电源、医疗及通信等行业。其中，在航空航天领域亦有所应用，但目前占整体业务比例 较低，尚未构成公司主要的收入来源。 ...

编号：2025-004 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 中信证券、招商基金 时间 2025 年 12 月 24 日 14:00-16:00 地点 公司会议室 上市公司接待人 员姓名 董事会秘书才纯库 证券事务代表邵旭 投资者关系活动 主要内容介绍 介绍公司基本情况 交流的主要内容 问题一：请介绍一下公司的财务经营和治理情况？ 答：2025 年前三季度公司营业收入 28,558.85 万元，比上 年同期增长 13.75%，归属于上市公司股东的扣除非经常性损益 的净利润比上年同期增长 36.51%。 公司主营业务为射频微波瓷介电容器的研发、制造及销售， 致力于向客户提供高性能、高可靠性的电子元器件产品。半导 体射频电源、医疗和通信等行业是公司产品重要的应用领域。 公司一直严格按照《公司法》《证券法》等法律法规和中国证 监会等监管部门的要求，结合自身实际情况，规范治理架构、 严格经营运作、建立现代企业制度，以透明充分的信息披露、 良好互动的投资者关系、严格有效的内部控制和风险控制体系， 诚信经营，透明管理，不 ...

格隆汇12月10日丨达利凯普(301566.SZ)在互动平台表示，公司从事以射频微波MLCC为主的电容器技术 研发、生产和销售，SLCC产品主要应用于军工电子及光通信领域，截至2025年第三季度公司SLCC产 品占营业收入总额比例相对较低。 ...

Core Viewpoint - Dali Kape (301566.SZ) focuses on the research, development, production, and sales of capacitors, primarily RF microwave MLCCs, with SLCC products having a relatively low contribution to total revenue as of Q3 2025 [1] Group 1 - The company specializes in RF microwave MLCC capacitor technology [1] - SLCC products are primarily used in military electronics and optical communication fields [1] - As of Q3 2025, SLCC products account for a low proportion of the company's total revenue [1]

Group 1 - The company, Dali Cap, confirmed that its production capacity is currently sufficient [1] - The company offers a variety of RF microwave MLCC product models, with pricing influenced by product series, size specifications, and capacitance [1] - As of November 10, 2025, the total number of shareholders in the company is 20,028 [1]

Group 1 - The company, Dali Cap (301566), focuses on the research, development, production, and sales of capacitors, primarily RF microwave MLCCs [1] - The products are applicable in 5G base stations, indicating a strategic alignment with emerging technology trends [1]

Financial Performance - In 2024, the company's operating revenue was 323.34 million CNY, a decrease of 6.47% compared to the previous year [3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, decreased by 0.58% year-on-year, with a slower decline compared to 2023 [3] - In Q1 2025, the operating revenue reached 100.84 million CNY, an increase of 25.31% year-on-year [3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased by 58.78% year-on-year in Q1 2025 [3] - The net cash flow from operating activities increased by 349.38% year-on-year [3] - Basic earnings per share grew by 85.71% compared to the same period last year [3] Market and Strategic Outlook - The company is focusing on optimizing operational efficiency and enhancing market competitiveness to stabilize stock prices [3] - The company has no current plans for stock buybacks and will adhere to legal disclosure obligations [6] - The company is committed to strict compliance with legal regulations regarding information disclosure related to its strategic layout [6][8] Product and Industry Insights - The company's products are applicable in semiconductor equipment, RF power supplies, and various high-end electronic components [10] - The RF microwave MLCC products are crucial in communication, radar, and medical fields, indicating a positive industry outlook [12] - The company has established a sales team capable of covering both domestic and international markets, enhancing customer service [6] Customer and Order Management - As of the end of 2024, accounts receivable amounted to approximately 89.44 million CNY, reflecting a growth of about 5% year-on-year [13] - The company will adjust production capacity based on market demand and customer orders to ensure efficient operations [12]

Company Overview - The company specializes in the research, development, manufacturing, and sales of RF microwave ceramic capacitors, providing high-performance and reliable electronic components [2][4] - Main products include RF microwave MLCC and SLCC, characterized by high Q value, low ESR, high self-resonant frequency, and high reliability, widely used in civilian and military RF microwave circuits [2][4] Business Model - The company employs a self-production model, combining sales-driven production and inventory-based production to enhance capacity utilization and timely delivery [5] - The procurement strategy includes a combination of sales-driven procurement and inventory-based procurement, ensuring production continuity and efficiency [5] - Sales are primarily conducted through direct sales to downstream customers, supported by a nationwide sales team with capabilities for overseas expansion [6] Research and Development - The R&D efforts are overseen by the chief engineer, with a dedicated technical department managing various projects, including new product development and material research [8] - R&D projects are categorized into external and internal projects, with a structured process for project planning, execution, and evaluation [8] Industry Position - The company holds a leading position among domestic RF microwave MLCC suppliers, being one of the few that master the entire production process from raw material preparation to testing [8] - The company has established a significant market presence in both civilian and military sectors, with products validated by well-known customers [8] - In the reporting period, the company achieved operating revenue of approximately 323.34 million yuan, a decrease of 6.47% year-on-year, and a net profit of approximately 113.77 million yuan, down 8.86% year-on-year, primarily due to a slowdown in industry growth and decreased customer demand [8]