科达制造今年以来股价涨59.08%，近5个交易日涨3.24%，近20日涨11.52%，近60日涨19.09%。 机构持仓方面，截止2025年6月30日，科达制造十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.39亿股，相比上期增加2430.81万股。 科达制造所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：机械、海工装备、 机器人概念、中盘、节能环保等。 8月26日，科达制造盘中上涨2.11%，截至14:03，报12.10元/股，成交2.57亿元，换手率1.12%，总市值 232.06亿元。 截至6月30日，科达制造股东户数5.97万，较上期减少19.87%；人均流通股32144股，较上期增加 24.80%。2025年1月-6月，科达制造实现营业收入81.88亿元，同比增长49.04%；归母净利润7.45亿元， 同比增长63.95%。 资金流向方面，主力资金净流入110.38万元，特大单买入841.86万元，占比3.28%，卖出1271.88万元， 占比4.95%；大单买入5925.17万元，占比23.06%，卖出5384.77万元，占比20.95%。 分红方面，科达制造 ...

Group 1 - The latest stock price of Keda Manufacturing is 11.62 yuan, an increase of 0.15 yuan from the previous trading day's closing price, representing a rise of 1.31% [1] - The opening price today was 11.40 yuan per share, with a highest price of 11.74 yuan per share and a lowest price of 11.39 yuan per share, resulting in a trading volume of 142,984 hands and a transaction amount of 167 million yuan [1] - Keda Manufacturing is involved in sectors such as specialized equipment, Guangdong region, expected performance growth in the 2025 mid-year report, robotics concept, and Standard & Poor's [1] Group 2 - The company has reported a continuous increase in quarterly net profit for four consecutive quarters [1] - Since the second half of the year, Keda Manufacturing has attracted attention from institutional research [1] - The performance forecast for the first half of 2025 indicates that the company's performance continues to improve [1] Group 3 - On August 15, 2025, the net outflow of main funds for Keda Manufacturing was 5.3475 million yuan, accounting for 0.02% of the circulating market value [1] - Over the past five days, the net outflow of main funds totaled 23.4811 million yuan, representing 0.11% of the circulating market value [1]

Group 1 - The stock price of Keda Manufacturing is reported at 11.47 yuan, down 1.63% from the previous trading day, with a trading range of 11.38 yuan to 11.77 yuan and a transaction amount of 185 million yuan [1] - Keda Manufacturing operates in the specialized equipment manufacturing industry, with main business areas including building materials machinery and lithium battery materials and equipment, widely used in construction ceramics and lithium battery sectors [1] - The latest announcement indicates that Keda Manufacturing and its subsidiaries have total external guarantees amounting to 11.421 billion yuan, with guarantees to the controlling subsidiary at 10.306 billion yuan, and as of the end of July, the actual guarantee balance is 4.704 billion yuan, with no overdue guarantees reported [1] Group 2 - On the funding flow side, there was a net outflow of 6.4664 million yuan from main funds on that day, with a cumulative net outflow of 27.4536 million yuan over the past five trading days [1]

Core Viewpoint - The company has shown significant revenue growth in Q1 2025, driven by overseas building materials and continuous expansion in parts and general machinery businesses, despite facing increased foreign exchange losses impacting profit growth [1][2]. Group 1: Financial Performance - In Q1 2025, the company achieved operating revenue of 3.767 billion yuan, a year-on-year increase of 47.05% [1]. - The net profit attributable to shareholders was 347 million yuan, up 11.38% year-on-year, while the net profit excluding non-recurring items was 323 million yuan, reflecting a 17.13% increase [1]. - After excluding foreign exchange impacts, the net profit attributable to shareholders would be 412 million yuan, representing a year-on-year growth of 32.3% [1]. - The company's gross margin improved to 29.68%, an increase of 2.83 percentage points year-on-year, while the net margin decreased to 13.84%, down 2.08 percentage points year-on-year due to increased foreign exchange losses [3]. Group 2: Business Segments - The building materials machinery segment experienced a slight decline in performance due to cyclical industry demand and adjustments in client investment schedules, but the company is optimizing its overseas base layout with new subsidiaries in Brazil and plans for Vietnam [2]. - The overseas building materials sales benefited from the expansion of glass business and optimized pricing strategies for ceramic products, leading to significant revenue growth and improved gross margins, although net margins were affected by foreign exchange losses [2]. - In Q1 2025, the company produced 8,500 tons of lithium carbonate and sold 8,100 tons, generating revenue of 528 million yuan and a net profit of 207 million yuan from the lithium segment, contributing 90 million yuan to the overall net profit, which is a 10.4% decrease year-on-year [2]. Group 3: Future Outlook - The company aims for annualized revenue and net profit growth targets of 20% and 20.8% for 2025-2027, respectively [1]. - The new production capacity in Africa, particularly the ceramic project in Côte d'Ivoire expected to be operational in 2025, and the glass project in Peru anticipated for 2026, are expected to further support revenue growth [2].