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科达利股价涨5.04%,招商资管旗下1只基金重仓,持有2800股浮盈赚取2.39万元
Xin Lang Cai Jing· 2026-02-09 05:27
2月9日,科达利涨5.04%,截至发稿,报177.99元/股,成交11.25亿元,换手率3.30%,总市值489.37亿 元。 资料显示,深圳市科达利实业股份有限公司位于广东省深圳市南山区科技南路16号深圳湾科技生态园11 栋A座27层,成立日期1996年9月20日,上市日期2017年3月2日,公司主营业务涉及精密结构件研发和 制造业务。主营业务收入构成为:锂电池结构件96.52%,汽车结构件3.26%,其他(补充)0.13%,其他结 构件0.09%。 责任编辑:小浪快报 招商资管核心优势混合D(880006)成立日期2025年1月23日,最新规模1425.34万。今年以来收益 6.4%,同类排名2076/8994;近一年收益34.54%,同类排名2993/8194;成立以来收益37.06%。 招商资管核心优势混合D(880006)基金经理为蔡霖。 截至发稿,蔡霖累计任职时间3年257天,现任基金资产总规模1.4亿元,任职期间最佳基金回报 35.49%, 任职期间最差基金回报-10.38%。 声明:市场有风险,投资需谨慎。 本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本 文出现的信息均只作为参考, ...
科达利:公司长期看好海外市场增长潜力
Zheng Quan Ri Bao Wang· 2026-02-05 07:56
Core Viewpoint - The company is optimistic about the growth potential in overseas markets and is steadily advancing its international projects [1] Group 1: Overseas Market Growth - The company expects significant growth opportunities from its overseas business as international customer production ramps up and domestic clients continue to push forward with overseas projects [1] - The company's global expansion strategy is deepening, which is anticipated to contribute to substantial growth [1] Group 2: Project Progress - The European production base is progressing steadily, with capacity being released in an orderly manner based on customer demand [1] - Preparatory work for projects in the United States and Thailand is currently underway [1]
科达利:长期看好海外市场增长潜力
Ge Long Hui· 2026-02-05 07:21
答:公司长期看好海外市场增长潜力,海外项目推进节奏稳健。随着国际客户量产落地、国内客户海外 项目持续推进,叠加公司全球化布局持续深化,海外业务预计将为公司带来较大的增长空间。具体来 看,欧洲生产基地稳步推进,将根据客户需求有序释放产能,美国、泰国项目正推进前期准备工作。 格隆汇2月5日丨科达利(002850.SZ)在投资者关系中表示,有被问到:当前公司海外基地市场布局及业务 拓展可见度有多高? ...
科达利(002850.SZ):长期看好海外市场增长潜力
Ge Long Hui· 2026-02-05 07:20
答:公司长期看好海外市场增长潜力,海外项目推进节奏稳健。随着国际客户量产落地、国内客户海外 项目持续推进,叠加公司全球化布局持续深化,海外业务预计将为公司带来较大的增长空间。具体来 看,欧洲生产基地稳步推进,将根据客户需求有序释放产能,美国、泰国项目正推进前期准备工作。 格隆汇2月5日丨科达利(002850.SZ)在投资者关系中表示,有被问到:当前公司海外基地市场布局及业务 拓展可见度有多高? ...
科达利(002850.SZ):具备生产4680大圆柱结构件的技术和批量生产能力
Ge Long Hui· 2026-02-05 07:20
格隆汇2月5日丨科达利(002850.SZ)在互动平台表示,公司具备生产4680大圆柱结构件的技术和批量生 产能力,将根据客户实际需求释放产能。 ...
科达利:接受兴全基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2026-02-05 02:40
每经头条(nbdtoutiao)——仅老年独居者就数千万,谁能帮他们从容老去?意定监护在国内诞生已14 年,距全面落地还差"最后一公里" (记者 王晓波) 每经AI快讯,科达利发布公告称,2026年2月4日,科达利接受兴全基金等投资者调研,公司总裁励建 炬、董事会秘书罗丽娇参与接待,并回答了投资者提出的问题。 ...
科达利接待13家机构调研,包括淡水泉投资、East Capital、Dymon Asia、源峰基金等
Jin Rong Jie· 2026-02-05 01:57
Core Viewpoint - KedaLi, a leading manufacturer of precision structural components for power batteries in China, is experiencing high capacity utilization and orderly production scheduling for Q1 2026, despite some impact from rising raw material costs [1][3]. Group 1: Production and Capacity - The company is currently operating at a high capacity utilization rate and is focused on equipment upgrades and capacity expansion [2][3]. - The production schedule for Q1 2026 is progressing as expected, with operations running smoothly [2]. Group 2: Raw Material Impact - Rising raw material costs have had a certain impact on the company, but it is implementing multiple strategies to mitigate these effects, including capacity expansion, technological innovation, and internal management improvements [3]. - The company is actively negotiating price adjustments with clients and integrating supply chains to counteract the adverse effects of raw material price increases [3]. Group 3: Export Tax and Market Conditions - The adjustment of export tax for lithium battery products has minimal impact on the company, with stable operational conditions reported [4]. Group 4: Business Segments and Growth - The energy storage battery structural component business is growing significantly, although power batteries remain the primary revenue source [7]. - The company has a strong capacity advantage to meet increasing customer demand in the energy storage sector, with expectations for robust growth [8]. Group 5: International Expansion - The company is optimistic about the potential of overseas markets, with steady progress on its European production base and ongoing preparations for projects in the U.S. and Thailand [5]. - The global expansion is expected to provide substantial growth opportunities as international clients ramp up production [5]. Group 6: Future Strategy - The company aims to maintain its leadership in the new energy sector through capacity upgrades, technological iterations, and optimization of customer structures [9]. - A "dual-core strategy" is being implemented to develop high-precision reducers and joint modules for humanoid robots, which may become a significant growth driver in the future [9]. Group 7: Product Development - The large cylindrical battery structural component project is characterized by high barriers to entry and growth potential, with production capabilities expected to ramp up steadily this year [10].
科达利(002850.SZ):公司具备生产大圆柱结构件的技术和批量生产能力
Ge Long Hui· 2026-02-05 01:38
Core Viewpoint - Keda Li (002850.SZ) has disclosed that its large cylindrical battery structural components represent a high-barrier, high-growth quality project, with the company possessing the technology and mass production capabilities for these components [1] Group 1 - The company is expected to steadily ramp up the production scale of related products this year [1] - The company aims to gradually achieve large-scale output and delivery of large cylindrical structural components [1]
科达利(002850.SZ):公司产能利用率高,将持续推进设备升级与产能扩张
Ge Long Hui· 2026-02-05 01:29
格隆汇2月5日丨科达利(002850.SZ)披露投资者关系活动记录表显示,公司产能利用率高,将持续推进 设备升级与产能扩张。目前公司一季度生产经营排产有序推进,运行节奏符合预期。具体经营情况敬请 关注公司后续披露的定期报告。 ...
科达利(002850.SZ):公司机器人业务聚焦核心零部件赛道
Ge Long Hui· 2026-02-05 01:29
Core Insights - The company focuses on its robotics business, emphasizing core components in the sector [1] - The product layout includes three main directions: rotary joints centered on reducers, linear joints based on lead screws, and dexterous hands [1] - The company aims to create a comprehensive, scenario-based, and collaborative robotics business system to empower the application of robotics in various industries [1]