登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603786 证券简称：科博达 公告编号：2025-084 科博达技术股份有限公司 关于2025年第三季度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 科博达技术股份有限公司（以下简称"公司"） 2025年第三季度业绩说明会于2025年12月5日15:00- 16:00，在上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/）以网络互动的方式召 开，就投资者关注的问题在信息披露允许的范围内进行了交流。现将有关事项公告如下： 一、本次说明会召开情况 公司于2025年11月28日在上海证券交易所网站（www.sse.com.cn）及指定媒体披露了《科博达技术股份 有限公司关于召开2025年第三季度业绩说明会的预告公告》（公告编号：2025-081）。 回复：投资者您好，2025年前三季度，公司前五大终端客户合计贡献营收占比61.30%，其他客户营收 占比为38.70%。具体而言，前五大终端客户包括德 ...

Core Insights - The company reported a revenue of 568 million yuan in Q3 2025, representing a year-on-year increase of 7.24%, and a net profit attributable to shareholders of 110 million yuan, up 13.39% year-on-year [1][2] - The actual controller and chairman, Fu Hongling, plans to increase her stake in the company by 10 to 20 million yuan, reflecting confidence in the company's future development and long-term investment value [3] - The partnership with Chenzhi Group is progressing well, focusing on intelligent driving domain controllers, which significantly enhances the per-vehicle value [1][4] Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 1.666 billion yuan, a year-on-year increase of 7.05%, and a net profit of 331 million yuan, up 7.80% year-on-year [2] - The gross margin for Q3 2025 was 35.59%, an increase of 3.81 percentage points year-on-year, while the net margin was 24.01%, up 4.45 percentage points year-on-year [2] - The company reported a net cash flow from operating activities of 245 million yuan [2] Strategic Developments - The joint venture with Chenzhi Group will focus on intelligent driving domain controllers, with a registered capital of 402 million yuan, where the company holds a 30% stake [4] - The per-vehicle value for intelligent power controllers is expected to increase significantly, with potential sales and profit growth from the joint venture [4] - The company is well-positioned to capture a significant share of the expanding nitrogen oxide sensor market under the Euro 7 standards, which is anticipated to grow substantially [5][6] Growth Areas - The company is experiencing rapid growth in its windshield wiper systems, high-voltage connectors for electric vehicles, micro motor controllers, and power semiconductor devices [6][7] - The company has secured over 20 projects for intelligent wiper systems, with major clients including BYD and Changan Automobile, indicating a strong growth trajectory [7] - The company is also focusing on robotics, leveraging its core technologies in injection molding, motor control, and sensors to drive innovation in this emerging field [8]

Core Viewpoint - Kobotada Technology Co., Ltd. plans to issue convertible bonds to raise up to 1.49 billion yuan for capacity expansion, technology research and development, and working capital to support its growth in the automotive electronics sector [2] Fundraising Purpose - The net proceeds from the fundraising will be allocated to five major projects, including capacity expansion for automotive central computing platforms and intelligent driving domain controllers, with a planned investment of 386.91 million yuan [2] - The second phase of the base construction and capacity expansion for automotive electronic products will receive an investment of 299.90 million yuan [2] - The capacity expansion project for automotive electronic products at Zhejiang Kobotada Industrial Co., Ltd. is set to receive 344.30 million yuan [2] - The headquarters' technology research and information construction project will be allocated 109.63 million yuan [2] - An additional 350 million yuan will be used to supplement working capital [2] Project Summaries - **Automotive Central Computing Platform and Intelligent Driving Domain Controller Capacity Expansion Project**: Total investment of 457.26 million yuan, with 386.91 million yuan from fundraising. This project aims to alleviate capacity bottlenecks and enhance product structure, improving competitiveness in the automotive electronics market [3] - **Base Construction (Phase II) and Automotive Electronic Products Capacity Expansion Project**: Total investment of 380.90 million yuan, with 299.90 million yuan from fundraising. This project focuses on expanding production capacity and efficiency to support the company's positioning as the "second-largest production base" in China [4] - **Automotive Electronic Products Capacity Expansion Project at Zhejiang Kobotada**: Total investment of 428.52 million yuan, with 344.30 million yuan from fundraising. The project aims to upgrade production conditions and expand market share while addressing capacity constraints [5] - **Headquarters Technology R&D and Information Construction Project**: Total investment of 184.85 million yuan, with 109.63 million yuan from fundraising. This project will enhance testing capabilities and improve operational efficiency through information technology [6]

Core Viewpoint - The company Kobotda plans to issue convertible bonds to raise up to 1.49 billion yuan for various expansion projects, marking its first refinancing initiative since its listing in 2019 [2] Group 1: Fundraising and Investment Plans - Kobotda intends to use the funds from the convertible bond issuance for capacity expansion projects related to automotive central computing platforms, intelligent driving domain control products, and other automotive electronic products [2][3] - The highest investment of 387 million yuan will be allocated to the automotive central computing platform and intelligent driving domain control product capacity expansion project [3] Group 2: Business Overview and Market Position - Kobotda is a leading player in the automotive electronics sector, focusing on the research, production, and sales of automotive lighting control systems, motor control systems, energy management systems, and in-vehicle electronics [2] - The company has successfully developed high-cost performance automotive central computing platforms and intelligent driving domain control products for several global mainstream automotive brands, with projected lifecycle sales exceeding 20 billion yuan for domestic projects [3] Group 3: Strategic Development and Competitive Advantage - By entering the central computing platform and intelligent driving domain control fields, Kobotda aims to enhance the value per vehicle and create synergies with existing products, providing comprehensive solutions from decentralized to centralized control [4] - The company’s strategic plan includes expanding its production base in Anhui, which is designated as the second-largest production base in China, to meet industry demands and enhance market competitiveness [4][5] - The expansion projects are aligned with national industrial policies and the company's strategic direction, promising good market prospects and economic benefits [5]

Fundraising - Kobotda plans to raise no more than 1.491 billion yuan for the expansion of intelligent driving domain control product capacity [1] Share Buyback - Tenglong Co., Ltd. intends to repurchase and cancel 29,158 shares [2] External Investment and Daily Operations - Jinggong Steel Structure signed a subcontract for the Saudi Qidya Cultural and Arts Center project, with a contract amount of 650 million Saudi Riyals [3] - New Lai Materials' wholly-owned subsidiary plans to invest 2 billion yuan in a semiconductor core component project [4] - Steel Research High-tech's controlling subsidiary, Qingdao Xinlitong Industry, plans to establish a wholly-owned subsidiary in Saudi Arabia and build an industrial base with a total investment of no more than 138 million yuan [4] - Chuanfa Longmang's wholly-owned subsidiary, Deyang Chuanfa Longmang New Materials, plans to invest 366 million yuan in the Deyang-Abaz ecological economic industrial park to construct a 100,000 tons/year lithium dihydrogen phosphate project [4] - Rongfa Nuclear Power's wholly-owned subsidiary, Deyang Rongfa Energy Equipment, recently signed two contracts with Henan Dening Hydraulic Machinery, with a total contract amount of 126 million yuan [4] Performance Changes - Youfa Group reported a net profit of 215 million yuan in the third quarter, a year-on-year increase of 2,320.53% [5] - Yian Technology reported a net profit of 19.0273 million yuan in the third quarter, a year-on-year increase of 10,957.08% [6] - Jingrui Electric Materials reported a net profit of 58.615 million yuan in the third quarter, a year-on-year increase of 939% [6] - Te Yi Pharmaceutical reported a net profit of 27.2094 million yuan in the third quarter, a year-on-year increase of 719.47% [6] - Hemei Group reported a net profit of 61.7491 million yuan in the third quarter, a year-on-year increase of 706% due to a significant increase in energy sales [6] - Shengyi Electronics expects a net profit of 1.074 billion to 1.154 billion yuan for the first three quarters, a year-on-year increase of 476%-519% [6] - Zhenlei Technology reported a net profit of 38.6439 million yuan in the third quarter, a year-on-year increase of 337.49% [7] - Jieya Co., Ltd. reported a net profit of 35.3194 million yuan in the third quarter, a year-on-year increase of 336.33% [7] - Guokang Biochemical reported a net profit of 5.8345 million yuan in the third quarter, a year-on-year increase of 236.87% [7] - Dongwei Technology reported a net profit of 42.8642 million yuan in the third quarter, a year-on-year increase of 236.93% [7] - Wanma Co., Ltd. reported a net profit of 161 million yuan in the third quarter, a year-on-year increase of 227.70% [7] - Feitian Chengxin reported a net profit of 4.32 million yuan in the third quarter, a year-on-year increase of 167% [7] - Baofeng Energy reported a net profit of 3.232 billion yuan in the third quarter, a year-on-year increase of 162% [7] - Pioneering Energy reported a net profit of 33.9397 million yuan in the third quarter, a year-on-year increase of 94%, driven by rapid growth in commercial energy storage and sodium batteries [7] - Chuanfa Longmang reported a net profit of 198 million yuan in the third quarter, a year-on-year increase of 50.91% [8] - Zhongwei Electronics reported a net loss of 4.2351 million yuan in the third quarter, a year-on-year reduction in loss of 63.98% [9] - Tuo Wei Information reported a net profit of 26.0432 million yuan in the third quarter, a year-on-year increase of 239.19% [10]

Group 1 - The company, Kobot, plans to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding 1.491 billion yuan [1] - The net proceeds from the fundraising, after deducting issuance costs, will be invested in several projects, including the expansion of production capacity for automotive central computing platforms and intelligent driving domain control products [1] - Additional investments will be made in the construction of the second phase of Kobot's automotive electronics base in Anhui, as well as the expansion of automotive electronics product capacity at Zhejiang Kobot Industrial Co., Ltd. [1] Group 2 - The funds will also support the headquarters' technology research and development and information technology construction projects of Kobot Technology Co., Ltd. [1] - A portion of the raised funds will be allocated to supplement working capital [1]

Core Viewpoint - The company plans to issue convertible bonds to raise a total of no more than 1.491 billion yuan, with the net proceeds intended for various expansion and development projects [1] Group 1: Fundraising and Investment Plans - The company intends to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding 1.491 billion yuan [1] - The net proceeds from the fundraising, after deducting issuance costs, will be invested in several key projects, including the expansion of production capacity for automotive central computing platforms and intelligent driving domain control products [1] - Additional investments will be made in the construction of the second phase of the automotive electronics base and the expansion of automotive electronics product capacity [1] Group 2: Specific Projects - The funds will also support the expansion of automotive electronics product capacity at Zhejiang Kebo Da Industrial Co., Ltd. [1] - Investment will be directed towards the headquarters' technology research and development and information technology construction projects [1] - A portion of the funds will be allocated to supplement working capital [1]

Core Viewpoint - The company plans to issue convertible bonds to raise up to 1.491 billion yuan for various expansion and development projects [1] Group 1: Fundraising and Projects - The company intends to issue convertible bonds to unspecified investors, aiming to raise no more than 1.491 billion yuan [1] - The raised funds will be allocated to the expansion of production capacity for automotive central computing platforms and intelligent driving domain control products at Kobot's Anhui subsidiary [1] - Additional projects include the second phase of the base construction for Kobot (Anhui) Automotive Electronics Co., Ltd., expansion of automotive electronic product capacity at Zhejiang Kobot Industrial Co., Ltd., and the headquarters' technology R&D and information construction projects [1] - A portion of the funds will also be used to supplement working capital [1]

Core Viewpoint - Kobotak (603786.SH) plans to issue convertible bonds to raise a total of up to 1.491 billion yuan, with the net proceeds intended for various expansion and development projects [1] Group 1: Fundraising and Investment Plans - The company intends to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding 1.491 billion yuan, including the full amount [1] - The net proceeds from the fundraising will be allocated to several projects, including the expansion of production capacity for automotive central computing platforms and intelligent driving domain control products at Kobotak Intelligent Technology (Anhui) Co., Ltd. [1] - Additional investments will be made in the second phase of the base construction and production capacity expansion for automotive electronic products at Kobotak (Anhui) Automotive Electronics Co., Ltd. [1] - The company will also invest in the expansion of automotive electronic product production capacity at Zhejiang Kobotak Industrial Co., Ltd. [1] - Funds will be directed towards the headquarters technology research and development and information technology construction project at Kobotak Technology Co., Ltd. [1] - A portion of the proceeds will be used to supplement working capital [1]

Group 1 - The core viewpoint of the articles highlights that Junsheng Electronics is experiencing a harvest period in its automotive intelligence business, securing global orders for central computing units (CCU) and intelligent connected products from major automotive brands [2] - Recently, Junsheng Electronics announced new automotive intelligence project contracts with two leading OEMs, with a total lifecycle order value of approximately 15 billion yuan, expected to start mass production in 2027 [2] - The company is recognized for its development capabilities and product quality in intelligent platform products, further expanding its global market presence under the backdrop of "equal rights in intelligent driving" [2] Group 2 - Junsheng Electronics is advancing localized adaptation solutions for its intelligent automotive business across major global markets, launching intelligent driving domain control products based on different chip platforms [3] - The rise of the "equal rights in intelligent driving" concept is creating more development opportunities for domestic intelligent driving chips, leading Junsheng Electronics to collaborate with several domestic chip companies and strategically invest in intelligent auxiliary driving chip firms [3] - The company is forming partnerships with Qualcomm, Horizon Robotics, Black Sesame Intelligence, and Huawei, while also making forward-looking layouts for integrated cockpit, parking, and vehicle networking products [3]