（编辑 任世碧） 证券日报网讯 山东威达9月26日在互动平台回答投资者提问时表示，公司孙公司昆山斯沃普智能装备有 限公司前期已经为蔚来汽车提供了二代、三代、四代换电站设备及相关服务，后续仍会应客户的实际需 求研发、提供相关产品或服务。 ...

其实对于康迪来说，GoTo集团仅3台的订单量关系到公司未来的转型，当高尔夫球场电车、卡丁车这类非公路车在北美遇冷时，康迪在"稳健现金流业 务"同时，更要发展具身机器人、储能这类"增长孵化业务。 愿望很美好，赛道也很有前景，但在司库财经看来，康迪新战略转型能否成功转型的背后，不仅是康迪自身的战略意愿，更要看到自身储备和友商们肌肉 和实力的对比。在此我们不禁怀疑：康迪此时入局是否已晚？ 1 双轮驱动新战略 "2025年上半年，全球宏观经济环境依然面临诸多不确定性，且这一趋势对我们业务的发展带来了不小的挑战"，对于2025年上半年的经营业绩，康迪科技 CEO陈峰不无忧虑，认为康迪需要在稳固现有业务的同时，寻找新赛道。 据康迪财报数据显示：2025年上半年，康迪总净收入为3630万美元、净利润为170万美元，相较于去年同期分别下降39.3%、29.2%。 康迪业务上的不景气，不仅反映在营收利润的下降幅度上，更是能效。据同花顺数据显示：目前康迪共有739名员工，按照半年170万美元净利润计算， 2025年上半年康迪人均创造的净利润仅为0.23万美元，折算为383美元/人/月。 | 9 | 公司名称:康迪科技集团公司 | ...

Core Viewpoint - Kandi Technologies (KNDI.US) is undergoing a transformation from traditional manufacturing to a technology-driven platform, highlighted by its recent partnership with CATL for battery swap stations, which has led to a significant stock price increase [1][2]. Group 1: Battery Swap Business - Kandi's collaboration with CATL marks a significant milestone in its battery swap business, focusing on heavy-duty vehicle swap station construction [2]. - The partnership aligns with two major trends: U.S. policy incentives for clean energy infrastructure and the accelerating demand for electric heavy-duty vehicles, with the North American battery swap market expected to exceed $5 billion by 2024 [2]. - Kandi's battery swap technology has been in development for a decade, and this partnership is expected to leverage CATL's brand and distribution channels to quickly penetrate the market [2]. Group 2: Robotics Strategy - Kandi announced key initiatives at the World Artificial Intelligence Conference, including a partnership with Yundong Technology to develop smart golf equipment and security inspection robots for North America [3]. - The robotics strategy targets the North American security market, which exceeds $10 billion annually, and aims to address urgent needs for smart inspection due to high labor costs [3]. - Collaborating with Zhejiang University to establish a joint research institute will focus on environmental perception and motion control algorithms to commercialize robotics technology [3]. Group 3: Globalization Strategy - Kandi's chairman emphasized the need for a three-step approach to globalization: manufacturing, intelligent manufacturing, and ecological empowerment [4]. - The company has localized production in Texas for golf carts to avoid tariffs and is partnering with CBAT to build a lithium battery factory in the U.S., with the first phase expected to start production in 2026 [4]. - Kandi has successfully entered over 1,000 retail locations in North America, including Lowe's and Costco, and has a diverse dealer network [4]. Group 4: Financial Performance and Challenges - Kandi's financial data shows a revenue of $12.8 million in 2024, a 3.2% increase year-over-year, but a net loss of $50.95 million due to significant asset impairment and increased management costs [7]. - The company's revenue structure is heavily reliant on off-road vehicles and parts, which account for 91% of income, while new businesses like lithium batteries and battery swapping contribute less than 5% [7]. - Compared to industry peers, Kandi faces challenges in balancing its core business profitability while needing to sustain new business growth [7]. Group 5: Future Outlook - Kandi's transformation is entering a critical phase, with three main competitive advantages: synergy between battery swapping and robotics technologies, reuse of North American distribution channels, and benefits from U.S. policy incentives [8]. - The success of the battery swap station orders and the progress of the U.S. battery factory will significantly impact revenue in the short term [9]. - If battery swap and robotics revenue exceeds 30%, Kandi's valuation could shift from traditional manufacturing to intelligent equipment, potentially increasing its price-to-earnings ratio from 5x to 15x [9]. Group 6: Conclusion - Kandi's evolution reflects a broader shift in Chinese manufacturing from low-cost production to technology-driven solutions, with its strategic positioning in battery swapping and robotics benefiting from policy incentives and market growth [10]. - As of the report, Kandi's market capitalization stands at $120 million, and if new business segments gain traction, the company may experience a significant revaluation [10].

8月12日，康迪科技集团旗下全资子公司中换电(浙江)科技有限公司宣布，已与全球动力电池龙头企业宁德时代（300750）新能源科技股份有限公司正式签 署《框架采购合同》，成为宁德时代换电站设备的供应商。 近年来，康迪科技集团正从传统电动车制造商向"智能制造+科技孵化"双引擎驱动的控股型平台公司转型。2025年6月，企业与杭州云深处科技达成合作，共 同开发面向北美市场的智能高尔夫装备与安防巡检机器人，标志着其向智能装备与机器人领域拓展。 本文系观察者网独家稿件，未经授权，不得转载。 目前，双方已进行首个重卡换电站订单的对接。此次合作标志着中换电正式进入宁德时代全球供应商体系，并将为其提供硬件支持，共同推动换电站标准化 建设。 公开资料显示，康迪科技集团是一家专注于电动汽车及零部件研发、制造与销售的企业，总部位于浙江金华。 2024年，企业全年营收1.276亿美元(约合9.17亿人民币)，其中非公路电动车业务占比超过91%，中国市场营收同比增长80%。 ...

2025年8月12日，康迪科技集团(NASDAQ:KNDI)旗下全资子公司中换电(浙江)科技有限公司宣布已与全 球动力电池龙头企业宁德时代新能源科技股份有限公司正式签署《框架采购合同》，成为宁德时代 (300750)换电站设备的供应商。目前，双方已进行首个重卡换电站订单的对接。此次合作标志着中换电 正式进入宁德时代全球供应商体系，并将为其提供硬件支持，共同推动换电站标准化建设。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

北京商报讯（记者 刘晓梦）8月12日，康迪科技集团公众号发布消息称，旗下全资子公司中换电（浙 江）科技有限公司已与宁德时代新能源科技股份有限公司正式签署《框架采购合同》，成为宁德时代换 电站设备的供应商。据了解，目前双方已进行首个重卡换电站订单的对接。 ...

Core Viewpoint - Kandi Technologies' wholly-owned subsidiary, Zhonghuan Electric (Zhejiang) Technology Co., Ltd., has signed a procurement contract with CATL, becoming a supplier of battery swap station equipment for CATL [1] Group 1 - The procurement contract was officially signed on August 12 [1] - The collaboration includes the initial order for a heavy-duty truck battery swap station [1]

Core Viewpoint - Kandi Technologies' subsidiary, Zhonghuan Electric (Zhejiang) Technology Co., has signed a framework procurement contract with CATL, marking its entry into CATL's global supplier system and providing hardware support for battery swap station standardization [1] Group 1 - The partnership signifies a strategic collaboration between Kandi Technologies and CATL, focusing on the development of battery swap stations [1] - The first order for heavy-duty truck battery swap stations has already been initiated, indicating immediate operational engagement [1] - This collaboration is expected to enhance the standardization of battery swap stations, which is crucial for the electric vehicle industry [1]

Core Viewpoint - Shandong Weida, a leading manufacturer of precision drill chucks, holds over 50% of the global market share but faces a significant valuation gap in the capital market, reflected in its low price-to-earnings ratio of 17.89, which is less than a quarter of the industry average [1][2] Group 1: Company Performance - Shandong Weida has maintained its position as the world's largest producer of drill chucks for 24 consecutive years, with a customer network spanning over 80 countries and recognized as a "single champion" in manufacturing by the Ministry of Industry and Information Technology [1] - The company reported a gross margin increase to 24.48% in Q1 2025, with a net profit growth of 1.03% year-on-year, amounting to 59.25 million yuan [1] - However, the company's revenue declined by 9.96% year-on-year in Q1 2025, primarily due to cyclical adjustments in the traditional power tool accessories business [2] Group 2: Market Sentiment and Institutional Holdings - Despite strong operational metrics, the capital market has reacted negatively, with institutional holdings dropping dramatically from 163 million shares in the 2024 report to 9.3 million shares in the Q1 2025 report, a decrease of 94% [1] - The low market valuation and reduced institutional interest reflect skepticism regarding the company's ability to navigate its transformation phase successfully [1][2] Group 3: Strategic Adjustments - In response to market challenges, Shandong Weida is actively pursuing new growth areas, including a partnership with NIO in the new energy battery swap sector, with plans to cover over 2,300 county-level administrative regions in China [2] - The company is also investing 56 million yuan in collaboration with German firm Rem to develop precision chucks and hydraulic cylinder production lines, achieving an automation rate of 80% in the new project [2] - However, the transition has led to a 68.73% year-on-year increase in financial expenses, indicating short-term performance pressures [2]

Core Insights - The 2025 Wuhan International Charging and Battery Swap Exhibition will take place from October 11 to 13, 2025, highlighting the importance of charging and battery swap technology in promoting green transportation [1] Group 1: Charging Technology - The exhibition will showcase a range of innovative charging technologies that enhance charging efficiency and optimize energy usage through smart management [3] - Charging stations are critical infrastructure for electric vehicles, and manufacturers will present the latest charging stations and their core components [3] Group 2: Supporting Infrastructure - Comprehensive supporting facilities are essential for the efficient operation of charging networks, including cables, connectors, and monitoring systems [5] - The construction and operation of an efficient charging network require careful consideration of planning, design, construction, and maintenance [5] Group 3: Battery Swap Model - The battery swap model is gaining attention as a rapid energy replenishment method, with advanced battery swap station equipment and related facilities being showcased [7] - Integrated charging stations that combine solar power generation, energy storage, and fast charging will be featured, maximizing the use of clean energy [7] - The exhibition serves as a platform for showcasing the latest technologies and products while facilitating discussions on future trends in the charging and battery swap sector, aiming for a greener and smarter transportation era [7]