12月1日，科士达盘中下跌2.00%，截至10:18，报44.07元/股，成交1.55亿元，换手率0.61%，总市值 256.59亿元。 截至11月24日，科士达股东户数4.50万，较上期增加0.00%；人均流通股12558股，较上期增加0.00%。 2025年1月-9月，科士达实现营业收入36.09亿元，同比增长23.93%；归母净利润4.46亿元，同比增长 24.93%。 分红方面，科士达A股上市后累计派现15.44亿元。近三年，累计派现6.02亿元。 机构持仓方面，截止2025年9月30日，科士达十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股1069.08万股，相比上期增加245.00万股。博时汇兴回报一年持有期混合（011056）位居第五 大流通股东，持股502.83万股，为新进股东。汇添富科技创新混合A（007355）位居第六大流通股东， 持股403.35万股，为新进股东。易方达供给改革混合（002910）位居第七大流通股东，持股375.58万 股，为新进股东。财通资管数字经济混合发起式A（017483）位居第八大流通股东，持股372.45万股， 为新进股东。南方成长先锋混合A（00 ...

Core Viewpoint - Kstar's stock price has experienced fluctuations, with a year-to-date increase of 87.04% but a recent decline of 7.95% over the last five trading days [1] Company Overview - Kstar Technology Co., Ltd. is based in Nanshan District, Shenzhen, Guangdong, and was established on March 17, 1993. It was listed on December 7, 2010. The company specializes in the R&D, production, sales, and services of UPS and valve-regulated sealed lead-acid batteries [1] - The main revenue composition includes smart power and data centers (60.04%), solar storage and charging products and systems (37.16%), supporting products (1.40%), other (0.96%), and new energy revenue (0.44%) [1] Financial Performance - For the period from January to September 2025, Kstar achieved operating revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%. The net profit attributable to the parent company was 446 million yuan, with a year-on-year increase of 24.93% [2] - Kstar has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed in the last three years [3] Shareholder Structure - As of September 30, 2025, Kstar had 46,000 shareholders, with an average of 12,285 circulating shares per person. The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.45 million shares from the previous period [2][3] - New institutional shareholders include Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and Huatai-PineBridge Technology Innovation Mixed Fund, holding 4.0335 million shares [3]

Core Viewpoint - Kstar's stock price has seen significant fluctuations, with a year-to-date increase of 105.92% but a recent decline of 4.51% over the last five trading days [1] Group 1: Company Overview - Kstar Technology Co., Ltd. is based in Shenzhen, Guangdong, and was established on March 17, 1993, with its IPO on December 7, 2010 [1] - The company specializes in the research, production, sales, and service of UPS and valve-regulated sealed lead-acid batteries [1] - The revenue composition includes smart power and data centers at 60.04%, solar storage and charging products at 37.16%, supporting products at 1.40%, other (supplementary) at 0.96%, and new energy revenue at 0.44% [1] Group 2: Financial Performance - For the period from January to September 2025, Kstar achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, up 24.93% [2] - Kstar has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3] Group 3: Shareholder and Market Activity - As of November 10, 2025, Kstar had 46,000 shareholders, with an average of 12,285 circulating shares per person [2] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.45 million shares, and several new institutional investors have entered the top ten shareholders list [3]

11月13日，科士达盘中上涨2.06%，截至10:49，报49.08元/股，成交3.84亿元，换手率1.40%，总市值 285.76亿元。 资金流向方面，主力资金净流入804.61万元，特大单买入1199.39万元，占比3.12%，卖出1007.31万元， 占比2.62%；大单买入7014.54万元，占比18.27%，卖出6402.01万元，占比16.67%。 科士达今年以来股价涨120.09%，近5个交易日涨0.72%，近20日涨12.23%，近60日涨80.97%。 今年以来科士达已经3次登上龙虎榜，最近一次登上龙虎榜为11月7日。 资料显示，深圳科士达科技股份有限公司位于广东省深圳市南山区高新北区科技中二路软件园1栋4楼 401,402室，成立日期1993年3月17日，上市日期2010年12月7日，公司主营业务涉及UPS以及配套的阀 控式密封铅酸蓄电池的研发、生产、销售和配套服务。主营业务收入构成为：智慧电源、数据中心 60.04%，光储充产品及系统37.16%，配套产品1.40%，其他(补充)0.96%，新能源能源收入0.44%。 科士达所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概 ...

Core Viewpoint - Kstar's stock price has seen significant growth this year, with a year-to-date increase of 119.96% and a recent surge of 10.70% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Kstar achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, up 24.93% year-on-year [2] Stock Market Activity - As of November 11, Kstar's stock was trading at 49.05 yuan per share, with a market capitalization of 28.558 billion yuan. The stock experienced a trading volume of 6.58 billion yuan and a turnover rate of 2.32% [1] - Kstar has appeared on the stock market's "龙虎榜" three times this year, with the most recent appearance on November 7 [1] Shareholder Information - As of October 31, Kstar had 41,000 shareholders, with an average of 13,783 circulating shares per shareholder [2] - The top ten circulating shareholders include significant new entrants, such as 博时汇兴回报一年持有期混合 and 汇添富科技创新混合A, indicating a shift in institutional holdings [3] Business Overview - Kstar, established on March 17, 1993, and listed on December 7, 2010, specializes in the research, production, and sales of UPS systems and valve-regulated sealed lead-acid batteries. The main revenue sources are smart power and data centers (60.04%), solar storage and charging products (37.16%), and other products [1]

Core Viewpoint - Kstar's stock price has seen significant growth this year, with a year-to-date increase of 98.83%, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of October 31, Kstar's stock price rose by 2.21% to 44.34 CNY per share, with a trading volume of 198 million CNY and a turnover rate of 0.81%, resulting in a total market capitalization of 25.816 billion CNY [1]. - The stock has experienced a 13.40% increase over the past five trading days, a 15.11% increase over the past 20 days, and a remarkable 91.37% increase over the past 60 days [1]. - Kstar has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on September 8, where it recorded a net buy of -77.3995 million CNY [1]. Group 2: Company Overview - Kstar Technology Co., Ltd. was established on March 17, 1993, and went public on December 7, 2010. The company specializes in the research, production, sales, and service of UPS and valve-regulated sealed lead-acid batteries [2]. - The company's revenue composition includes smart power and data centers (60.04%), solar storage products and systems (37.16%), supporting products (1.40%), and other revenues (0.96%), with new energy revenue accounting for 0.44% [2]. - As of October 20, Kstar had 46,000 shareholders, with an average of 12,285 circulating shares per shareholder [2]. Group 3: Financial Performance - For the period from January to September 2025, Kstar achieved a revenue of 3.609 billion CNY, representing a year-on-year growth of 23.93%, while the net profit attributable to shareholders was 446 million CNY, up 24.93% year-on-year [2]. - Kstar has distributed a total of 1.544 billion CNY in dividends since its A-share listing, with 602 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.45 million shares from the previous period [3]. - New institutional shareholders include Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and several other funds that have entered the top ten circulating shareholders list [3].

Core Viewpoint - On October 23, Keda experienced a decline of 2.87% with a trading volume of 666 million yuan, indicating a significant movement in its stock performance [1]. Financing Summary - On October 23, Keda had a financing buy-in amount of 57.54 million yuan and a financing repayment of 123 million yuan, resulting in a net financing outflow of 65.61 million yuan [1]. - As of October 23, the total financing and securities lending balance for Keda was 421 million yuan, with the financing balance accounting for 1.92% of its circulating market value, which is above the 60th percentile level over the past year [1]. - Keda's securities lending on October 23 included a repayment of 3,900 shares and a sale of 1,800 shares, with a selling amount of 67,600 yuan calculated at the closing price [1]. Business Performance - For the period from January to June 2025, Keda achieved an operating income of 2.163 billion yuan, representing a year-on-year growth of 14.35%, and a net profit attributable to the parent company of 255 million yuan, reflecting a year-on-year increase of 16.49% [2]. - Keda has cumulatively distributed dividends of 1.544 billion yuan since its A-share listing, with 602 million yuan distributed over the past three years [2]. Shareholder Structure - As of June 30, 2025, Keda had 46,000 shareholders, with an average of 12,285 circulating shares per person, indicating stability in shareholder numbers [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 8.2408 million shares, an increase of 5.1697 million shares from the previous period [3]. - New entrants among the top ten circulating shareholders include Huaxia CSI 1000 ETF, holding 1.2669 million shares, and GF CSI 1000 ETF, holding 1.0255 million shares [3].

Group 1 - The core point of the news is that Keda's stock price dropped by 5.1% to 41.50 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 0.78%, resulting in a total market capitalization of 24.162 billion CNY [1] - Keda Technology Co., Ltd. is based in Shenzhen, Guangdong, and was established on March 17, 1993, with its IPO on December 7, 2010. The company specializes in the research, production, sales, and service of UPS and valve-regulated sealed lead-acid batteries [1] - The main revenue composition of Keda includes smart power and data centers at 60.04%, solar storage and charging products and systems at 37.16%, supporting products at 1.40%, other supplementary sources at 0.96%, and new energy revenue at 0.44% [1] Group 2 - Among Keda's top ten circulating shareholders, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 419,200 shares in the second quarter, totaling 2.157 million shares, which represents 0.38% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are at 25.63%, ranking 2073 out of 4218 in its category, while the one-year return is 35.48%, ranking 1532 out of 3865 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 346 days, managing a total fund size of 94.976 billion CNY. The best fund return during this period is 179.4%, while the worst is -15.93% [3]

Core Insights - Keda Technology Co., Ltd. experienced a stock price increase of 5.49%, reaching 42.82 CNY per share, with a trading volume of 217 million CNY and a turnover rate of 0.91%, resulting in a total market capitalization of 24.931 billion CNY [1] Company Overview - Keda Technology, established on March 17, 1993, and listed on December 7, 2010, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, production, sales, and supporting services of UPS and valve-regulated sealed lead-acid batteries [1] - The revenue composition of Keda Technology includes: Smart Power and Data Centers 60.04%, Photovoltaic Storage and Charging Products and Systems 37.16%, Supporting Products 1.40%, Other (Supplementary) 0.96%, and New Energy Revenue 0.44% [1] Shareholder Insights - Among the top ten circulating shareholders of Keda Technology, a fund under Huatai-PB Fund holds a position. The Photovoltaic ETF (515790) increased its holdings by 3,600 shares in the second quarter, totaling 2.7271 million shares, which represents 0.48% of the circulating shares. The estimated floating profit today is approximately 6.0815 million CNY [2] - The Photovoltaic ETF (515790) was established on December 7, 2020, with a current scale of 9.984 billion CNY. Year-to-date returns stand at 21.75%, ranking 2500 out of 4220 in its category; over the past year, returns are 18.84%, ranking 2694 out of 3857; since inception, it has incurred a loss of 7.7% [2]

Core Viewpoint - Keda Technology Co., Ltd. has shown significant trading activity and financial performance, with a notable increase in stock price and trading volume, indicating strong investor interest and potential growth opportunities [1][2]. Group 1: Financial Performance - For the first half of 2025, Keda achieved operating revenue of 2.163 billion, representing a year-on-year growth of 14.35% [2]. - The net profit attributable to shareholders for the same period was 255 million, reflecting a year-on-year increase of 16.49% [2]. - Cumulative cash dividends since the A-share listing amount to 1.544 billion, with 602 million distributed over the past three years [2]. Group 2: Stock Trading Activity - On September 30, Keda's stock price increased by 5.14%, with a trading volume of 1.266 billion [1]. - The financing buy-in on that day was 88.052 million, while the financing repayment was 169 million, resulting in a net financing outflow of 81.144 million [1]. - As of September 30, the total balance of margin trading for Keda was 534 million, with the financing balance accounting for 2.21% of the circulating market value, indicating a high level of leverage [1]. Group 3: Shareholder Structure - As of June 30, 2025, Keda had 54,000 shareholders, with an average of 10,465 circulating shares per person [2][3]. - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 8.2408 million shares, an increase of 5.1697 million shares from the previous period [3]. - Several ETFs have increased their holdings, including the Guangfu ETF and the Southern CSI 1000 ETF, indicating growing institutional interest [3].