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调研速递|凯中精密接待投资者调研 聚焦四大战略领域 7亿新能源订单已量产
Xin Lang Zheng Quan· 2025-11-20 11:21
Group 1 - The company aims to be a globally competitive integrated solution provider for precision components, focusing on four key areas: automotive electronics, new energy and intelligent driving, consumer electronics, and humanoid robots and AI data centers [2] - The company has received a significant order from a well-known global battery manufacturer, with an estimated total sales value of approximately 700 million yuan, and has begun small-scale supply [3] - In the first three quarters of 2025, the company achieved a revenue of 2.175 billion yuan and a net profit of 179 million yuan, reflecting a year-on-year growth of 54.45% [3] Group 2 - The German subsidiary SMK reported a net profit of 7.5555 million yuan in the first half of 2025, focusing on providing components for the automotive and new energy storage sectors [4] - The company has implemented two cash dividend distributions in 2025, totaling 110 million yuan over the past three years, emphasizing its commitment to shareholder returns [5] - The company is actively monitoring emerging sectors such as humanoid robots and AI data centers, and has improved its ESG rating from BB to A, receiving recognition in sustainable governance [6]
凯中精密(002823) - 2025年11月20日投资者关系活动记录表
2025-11-20 10:48
证券代码:002823 证券简称:凯中精密 深圳市凯中精密技术股份有限公司 深圳市凯中精密技术股份有限公司 投资者关系活动记录表 | 所处的新能源汽车行业在国内发展迅猛,但公司的股价最近几 | | --- | | 年一直不愠不火,公司能不能进行股份回购等措施提振一下股 | | 价? | | 答:您好!感谢您的宝贵建议!公司将积极研究各类提升内在 | | 价值及市场认同感的举措,进一步强化与市场的沟通,丰富价 | | 值传递内容,通过多种渠道和方式,及时、准确、全面地向市 | | 场传递公司的战略规划、经营成果及发展前景,增进投资者对 | | 公司价值的理解与认同。谢谢! | | 7、贵公司是否已切入特斯拉供应链,具体供应什么产品? | | 答:您好,公司新能源精密连接器等零组件产品已配套国内、 | | 外一线车企、众多知名 Tier1 优质客户。感谢您的关注! | | 8、贵公司在机器人这块是否有布局?是否已和小米、特斯拉等 | | 建立合作关系? | | 答:公司已密切关注人形机器人等新兴产业及市场发展变化, | | 公司将结合自身优势能力和客户需求,进行相关技术拓展和业 | | 务规划,谢谢。 | | 9 ...
6月12日早间重要公告一览
Xi Niu Cai Jing· 2025-06-12 10:09
Group 1 - Yinlun Co., Ltd. plans to establish a joint venture company, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd., with an investment of 10 million yuan, holding a 20% stake, to enhance the development of embodied intelligent robot components [1] - Zhimin Da's controlling shareholder plans to transfer 5.03 million shares, representing 3.00% of the total share capital, through an inquiry transfer method [1][2] - ST Ningke's subsidiary plans to invest 100 million yuan in a technical transformation project for the production of bio-fermentation products, aiming to enhance market competitiveness [3][4] Group 2 - Fujian Jinsen's chairman resigned due to work reasons, and the resignation will take effect after the election of a new chairman [5][6] - Kanghong Pharmaceutical's subsidiary received approval for clinical trials of Songling Xue Mai Kang capsules, aimed at treating functional ventricular premature beats [7][8] - Ruizhi Pharmaceutical plans to sell a 32.59% stake in its associate company, Guangdong Shenghetang Health Food Co., Ltd., for 60 million yuan [9] Group 3 - Meili Cloud's shareholder, China Metallurgical Paper Group, is undergoing bankruptcy reorganization, with its shares frozen and partially pledged [10] - Mongolian Grass Ecological plans to raise up to 1.495 billion yuan through a private placement for various ecological projects and working capital [11] - Aikelan's major shareholder plans to reduce their stake by up to 3% due to personal funding needs [12] Group 4 - Chaojie Co., Ltd. has three shareholders planning to reduce their stakes by a total of up to 3.73% for personal funding needs [13] - Haitai Biological's director plans to reduce their stake by up to 0.14% for personal funding needs [14] - New Guodu's executives plan to reduce their stakes by a total of up to 50.19 million shares for personal funding needs [15] Group 5 - Zhiguang Electric's vice chairman plans to reduce their stake by up to 304.06 million shares for personal funding needs [16] - *ST Jinbi's controlling shareholder plans to transfer 47.0853 million shares, making Yuan Yi Cheng Wu the new controlling shareholder [17][18] - Kaizhong Precision received a project designation from a leading global new energy battery manufacturer, with expected sales of approximately 700 million yuan [19][20] Group 6 - Defang Nano's director plans to reduce their stake by up to 133,200 shares for personal funding needs [21] - ST Hongtai's stock will have its risk warning removed, changing its name and increasing the price fluctuation limit [22] - Guoanda's directors plan to reduce their stakes by a total of up to 101,700 shares for personal funding needs [23] Group 7 - Lanshi Heavy Industry plans to acquire 100% of Qingdao Equipment for 99.9821 million yuan to enhance its delivery capabilities [24] - Qingdao Bank's major shareholder plans to increase its stake to no more than 19.99%, pending regulatory approval [25]
凯中精密: 2025-023-关于收到客户项目定点通知的公告
Zheng Quan Zhi Xing· 2025-06-11 13:13
Group 1 - The company received a project designation notification from a leading global manufacturer of new energy power batteries, marking its entry into the supply chain to provide busbar products for electric vehicle battery packs, with an estimated sales amount of approximately 700 million RMB, planned to start mass production by the end of 2025 [1] - This notification indicates the company's development capabilities, quality system, and domestic and international support services have been recognized by a leading industry client, representing a significant market achievement from years of R&D efforts, which will enhance the company's competitiveness and sustainable development in the high-performance electric vehicle battery pack components sector [1] - The project designation does not reflect the final actual procurement amount from the client, and there are uncertainties regarding subsequent developments, with actual sales amounts to be determined by order settlement amounts [1][2] Group 2 - The matter is not expected to have a significant impact on the company's operating performance for the year 2025 [2]