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凯尔达10月9日获融资买入911.96万元,融资余额2.10亿元
Xin Lang Cai Jing· 2025-10-10 01:36
10月9日,凯尔达跌1.12%,成交额8410.63万元。两融数据显示,当日凯尔达获融资买入额911.96万 元,融资偿还1277.98万元,融资净买入-366.02万元。截至10月9日,凯尔达融资融券余额合计2.10亿 元。 融资方面,凯尔达当日融资买入911.96万元。当前融资余额2.10亿元,占流通市值的4.91%,融资余额 超过近一年80%分位水平,处于高位。 责任编辑:小浪快报 融券方面,凯尔达10月9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,超过近一年90%分位水平,处于高位。 分红方面,凯尔达A股上市后累计派现1.07亿元。近三年,累计派现6750.62万元。 机构持仓方面,截止2025年6月30日,凯尔达十大流通股东中,华夏中证机器人ETF(562500)位居第 五大流通股东,持股149.28万股,为新进股东。华夏数字经济龙头混合发起式A(016237)退出十大流 通股东之列。 资料显示,杭州凯尔达焊接机器人股份有限公司位于浙江省杭州市萧山区萧山经济技术开发区红垦农场 长鸣路778号,成立日期2009年3月17日, ...
凯尔达跌2.12%,成交额2052.61万元,主力资金净流入62.85万元
Xin Lang Zheng Quan· 2025-09-26 01:54
Company Overview - Kailida's stock price decreased by 2.12% on September 26, trading at 39.73 CNY per share with a total market capitalization of 4.365 billion CNY [1] - The company has seen a year-to-date stock price increase of 50.36%, with a 3.33% rise over the last five trading days and a 10.09% increase over the last 20 days [2] - Kailida's main business includes the research, production, and sales of welding robots and industrial welding equipment, with revenue composition of 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [2] Financial Performance - For the first half of 2025, Kailida reported a revenue of 316 million CNY, a year-on-year decrease of 1.81%, and a net profit attributable to shareholders of 2.365 million CNY, down 89.94% year-on-year [3] - The company has distributed a total of 107 million CNY in dividends since its A-share listing, with 67.506 million CNY distributed over the past three years [4] Shareholder Information - As of June 30, 2025, the number of Kailida's shareholders was 7,278, a decrease of 14.18% from the previous period, while the average circulating shares per person increased by 82.61% to 15,094 shares [3] - Among the top ten circulating shareholders, Huaxia CSI Robotics ETF is the fifth largest shareholder with 1.4928 million shares, marking its entry into the list [4]
凯尔达股价涨5.54%,华夏基金旗下1只基金位居十大流通股东,持有149.28万股浮盈赚取317.96万元
Xin Lang Cai Jing· 2025-09-22 02:05
Group 1 - The core viewpoint of the news is that Kailida's stock price increased by 5.54% to 40.58 CNY per share, with a total market capitalization of 4.458 billion CNY as of the report date [1] - Kailida specializes in the research, production, and sales of welding robots and industrial welding equipment, with its main business revenue composition being 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1] Group 2 - Among the top ten circulating shareholders of Kailida, Huaxia Fund's Huaxia CSI Robotics ETF (562500) entered the list in the second quarter, holding 1.4928 million shares, which is 1.36% of the circulating shares [2] - The Huaxia CSI Robotics ETF has a total scale of 14.471 billion CNY and has achieved a return of 37.46% this year, ranking 1110 out of 4222 in its category [2] - The fund manager of Huaxia CSI Robotics ETF is Hualong, who has a cumulative tenure of 3 years and 33 days, with the best fund return during this period being 96.93% [3]
凯尔达股价涨5.19%,华夏基金旗下1只基金位居十大流通股东,持有149.28万股浮盈赚取276.17万元
Xin Lang Cai Jing· 2025-09-16 02:41
Group 1 - The stock price of Kailida increased by 5.19% to 37.50 CNY per share, with a trading volume of 59.04 million CNY and a turnover rate of 1.47%, resulting in a total market capitalization of 4.12 billion CNY [1] - Kailida specializes in the research, production, and sales of welding robots and industrial welding equipment, with its main business revenue composition being 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1] Group 2 - The Huaxia CSI Robotics ETF (562500) entered the top ten circulating shareholders of Kailida in the second quarter, holding 1.49 million shares, which accounts for 1.36% of the circulating shares, resulting in an estimated floating profit of approximately 2.76 million CNY [2] - The Huaxia CSI Robotics ETF has a total scale of 14.47 billion CNY and has achieved a year-to-date return of 33.79%, ranking 1246 out of 4222 in its category, with a one-year return of 88.73%, ranking 740 out of 3804 [2]
凯尔达9月15日获融资买入1627.24万元,融资余额1.77亿元
Xin Lang Cai Jing· 2025-09-16 01:35
Core Viewpoint - The financial performance and trading activity of Kailida Robotics indicate a mixed outlook, with a decline in revenue and net profit, while financing activities remain at a relatively high level [1][2]. Group 1: Financial Performance - As of June 30, 2025, Kailida reported a revenue of 316 million yuan, a year-on-year decrease of 1.81% [2]. - The net profit attributable to shareholders was 2.365 million yuan, reflecting a significant year-on-year decline of 89.94% [2]. - Cumulative cash dividends since the company's A-share listing amount to 107 million yuan, with 67.51 million yuan distributed over the past three years [2]. Group 2: Shareholder and Market Activity - As of September 15, 2023, Kailida's stock price increased by 1.05%, with a trading volume of 92.748 million yuan [1]. - The financing buy-in on that day was 16.272 million yuan, while the financing repayment was 15.606 million yuan, resulting in a net financing buy-in of 666,800 yuan [1]. - The total financing and securities balance reached 177 million yuan, accounting for 4.52% of the circulating market value, which is above the 70th percentile of the past year [1]. Group 3: Shareholder Structure - As of June 30, 2025, the number of Kailida shareholders was 7,278, a decrease of 14.18% from the previous period [2]. - The average number of circulating shares per shareholder increased by 82.61% to 15,094 shares [2]. - Among the top ten circulating shareholders, Huaxia CSI Robotics ETF is the fifth largest, holding 1.4928 million shares as a new shareholder [2].
凯尔达8月25日获融资买入2707.74万元,融资余额1.73亿元
Xin Lang Cai Jing· 2025-08-26 02:30
Group 1 - The core viewpoint of the news is that Kailida's financial performance shows a decline in revenue and net profit, alongside significant changes in shareholder structure and financing activities [1][2]. Group 2 - As of August 25, Kailida's stock price decreased by 0.16%, with a trading volume of 161 million yuan. The financing buy-in amount was 27.08 million yuan, while the financing repayment was 33.31 million yuan, resulting in a net financing buy-in of -6.23 million yuan [1]. - The total balance of margin trading for Kailida as of August 25 was 173 million yuan, which accounts for 4.17% of its circulating market value. This financing balance is above the 70th percentile level over the past year, indicating a high level [1]. - On the short-selling side, Kailida had no shares repaid or sold on August 25, with a short-selling balance of 0 shares, which is at the 90th percentile level over the past year, also indicating a high level [1]. Group 3 - As of June 30, the number of Kailida's shareholders was 7,278, a decrease of 14.18% from the previous period. The average circulating shares per person increased by 82.61% to 15,094 shares [2]. - For the first half of 2025, Kailida reported a revenue of 316 million yuan, a year-on-year decrease of 1.81%. The net profit attributable to shareholders was 2.37 million yuan, down 89.94% year-on-year [2]. - Since its A-share listing, Kailida has distributed a total of 107 million yuan in dividends, with 67.51 million yuan distributed over the past three years [2]. - As of June 30, 2025, among the top ten circulating shareholders, Huaxia CSI Robotics ETF was the fifth largest shareholder with 1.49 million shares, while Huaxia Digital Economy Leading Mixed Fund exited the top ten list [2].
凯尔达2025年中报:营收微降,净利润大幅下滑,研发投入持续增加
Zheng Quan Zhi Xing· 2025-08-05 22:13
Revenue and Profit - The total operating revenue for the company in the first half of 2025 was 316 million yuan, a year-on-year decrease of 1.81% [2] - The net profit attributable to the parent company was 2.365 million yuan, down 89.94% year-on-year, while the non-recurring net profit was -2.7342 million yuan, a decline of 114.6% [2] - In the second quarter, the single-quarter operating revenue was 152 million yuan, a decrease of 6.31% year-on-year, with a net profit of -2.6155 million yuan, down 123.27% [2] Profitability - The company's gross margin was 17.51%, a decrease of 11.36% year-on-year, and the net margin was 0.56%, down 92.36% year-on-year, indicating challenges in cost control and weakened profitability [3] Expense Control - Total sales, management, and financial expenses amounted to 30.2634 million yuan, accounting for 9.59% of revenue, an increase of 44.37% year-on-year [4] - The increase in management expenses was primarily due to higher salaries and share-based payment costs, while R&D expenses grew by 21.62% to 21.1098 million yuan [4] Cash Flow and Financial Health - The operating cash flow per share was 0.1 yuan, a decline of 34.41% year-on-year [5] - Cash and cash equivalents were 204 million yuan, an increase of 27.63% year-on-year, while accounts receivable were 128 million yuan, down 10.80% year-on-year, but accounts receivable accounted for 408.76% of the latest annual net profit, indicating potential recovery risks [5][8] Main Business Composition - The main business revenue primarily comes from industrial robots and industrial welding equipment, with industrial robot revenue at 217 million yuan, accounting for 68.85% of total revenue, and a gross margin of 16.56% [6] - Domestic sales revenue was 283 million yuan, making up 89.75% of total revenue, with a gross margin of 16.09%, while foreign sales revenue was 32.357 million yuan, accounting for 10.25% of total revenue, with a gross margin of 29.91% [6] Development Review and Outlook - The company operates in the intelligent manufacturing equipment industry, focusing on industrial robots and welding equipment [7] - Despite the decline in performance during the reporting period, the company continues to increase R&D investment, advancing collaborative robots and welding technology research, and has made progress in the sensor field [7] - The company is actively expanding its domestic and international markets to enhance brand influence and will continue to optimize governance structures and standardize internal control systems to protect the rights of the company and its shareholders [7]
凯尔达: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-04 16:23
Core Viewpoint - The report highlights the financial performance and strategic positioning of Hangzhou Kaierda Welding Robot Co., Ltd. in the industrial robotics and welding equipment sector, emphasizing the challenges faced in profitability and the ongoing investments in R&D to enhance market competitiveness [1][3]. Company Overview and Financial Indicators - Hangzhou Kaierda Welding Robot Co., Ltd. operates in the intelligent manufacturing equipment industry, focusing on industrial robots and welding equipment [3][6]. - The company reported a revenue of approximately 315.72 million RMB for the first half of 2025, a decrease of 1.81% compared to the previous year [4]. - The total profit for the period was a loss of approximately 1.37 million RMB, a significant decline of 105.55% year-on-year [4]. - The net profit attributable to shareholders was approximately 2.37 million RMB, down 89.94% from the previous year [4]. - The company’s total assets increased by 2.53% to approximately 1.21 billion RMB compared to the end of the previous year [4]. Industry Position and Trends - The company is recognized as a high-tech enterprise with independent R&D capabilities in core technologies for industrial robots and high-end welding [6][7]. - The industrial robotics market is experiencing intensified competition, with domestic companies gaining market share against foreign firms, although revenue and profitability gaps remain [6][10]. - The demand for high-end welding equipment is steadily increasing, driven by the transition towards automation and intelligent manufacturing in the industry [6][10]. Business Model and Sales Strategy - The company employs a mixed sales model combining direct sales and distributor partnerships, with approximately 80% of revenue generated through distributors [14][16]. - The overseas sales strategy includes both ODM and proprietary brand sales, with ODM accounting for about 90% of foreign sales revenue [14][16]. - The company focuses on R&D to maintain technological leadership and enhance product competitiveness, with significant investments in new technologies and product development [13][15]. Technological Advancements and Future Outlook - The company is actively developing advanced welding technologies, including servo welding and low-spatter welding, to meet the growing demand for automation in various industries [8][12]. - The integration of artificial intelligence and advanced manufacturing technologies is expected to expand the application scenarios for industrial robots, enhancing their adaptability and efficiency [9][10]. - The trend towards collaborative robots and intelligent welding solutions is anticipated to drive future growth in the industrial robotics sector [9][11].
凯尔达: 关于2025年度“提质增效重回报”行动方案的半年度评估报告
Zheng Quan Zhi Xing· 2025-08-04 16:23
Core Viewpoint - The company is focused on enhancing quality and efficiency to improve investor returns and safeguard investor rights through its 2025 action plan [1][4]. Group 1: Business Focus and Quality Improvement - The company emphasizes strengthening its core business in welding robots, targeting the mid-to-high-end market while optimizing core technologies and product matrix to adapt to structural market adjustments [1][2]. - The company’s main customers are in industries such as automotive (including new energy vehicles), electric bicycles, medical devices, heavy machinery, shipbuilding, arc additive manufacturing, and metal furniture [1]. Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 315.72 million yuan, remaining stable compared to the previous year; however, sales revenue from industrial robots decreased by 2.70% year-on-year to 217.39 million yuan [2]. - The sales volume of industrial robots was 2,371 units, a decrease of 105 units year-on-year, with self-produced robot sales at 975 units, down by 174 units, but showing a quarter-on-quarter increase of 656 units compared to the second half of 2024 [2]. Group 3: Market Expansion and Development - The company aims to expand its market presence in traditional sectors such as automotive and medical devices while also venturing into humanoid robotics as a new strategic direction [3][4]. - The company is actively increasing its brand recognition in international markets through participation in industry exhibitions and product promotion events [3]. Group 4: R&D and Innovation - The company has a strong R&D team and is focused on enhancing its core competencies in industrial robots and welding technologies, with 23 ongoing projects and a total investment exceeding 100 million yuan [6]. - Recent advancements include the development of a hollow collaborative robotic arm and a portable welding power supply based on silicon carbide technology, which are expected to enhance adaptability and efficiency [6]. Group 5: Investor Relations and Governance - The company prioritizes shareholder interests by providing sustainable returns, having distributed cash dividends exceeding 100 million yuan since its listing, with a consistent payout ratio above 50% of net profit for four consecutive years [5][9]. - The company is committed to transparent communication with investors, conducting multiple investor engagement activities and ensuring timely responses to inquiries [8][10]. Group 6: Compliance and Risk Management - The company adheres to legal regulations and continuously optimizes its governance structure to enhance internal controls and mitigate operational risks [9]. - The company has implemented a stock incentive plan to align the interests of shareholders and management, ensuring a shared focus on long-term development [9][10]. Group 7: Ongoing Initiatives - The company is actively implementing its "Quality Improvement and Efficiency Enhancement" action plan, focusing on operational efficiency, investor communication, and timely information disclosure [11]. - The company aims to enhance the quality of listed companies and improve investor returns, contributing to the stable and healthy development of the capital market [11].
深海科技&机器人汇报
2025-03-24 08:14
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.