Automotive Parts and Equipment

KDL released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 4.142 B, actual EPS CNY 1.65 (forecast EPS CNY 1.8604)

KDL to Release FY2026 Q1 Earnings on April 28 Pre-Market BJT, Forecast EPS CNY 1.8604

KDL released FY2025 Q4 earnings on March 28 After-Market (BJT), actual revenue CNY 4.61 B (forecast CNY 4.821 B), actual EPS CNY 2.0315 (forecast CNY 2.1234)

KDL released FY2025 annual earnings on March 28 After-Market BJT, actual revenue CNY 15.21 B (forecast CNY 14.93 B), actual EPS CNY 6.38 (forecast CNY 6.505)

KDL to Release FY2025 Annual Earnings on March 28 After-Market (BJT), Forecast Revenue CNY 14.84 B, EPS CNY 6.5144

KDL released FY2025 9 Months Earnings on October 28 After-Market (BJT), with actual revenue of CNY 10.6 B and EPS of CNY 4.3302

KDL released FY2025 Q3 earnings on October 28 After-Market (BJT), actual revenue CNY 3.959 B (forecast CNY 4.196 B), actual EPS CNY 1.5201 (forecast CNY 1.7899)

KDL to Release FY2025 Q3 Earnings on October 29 After-Market (BJT), Forecast Revenue CNY 4.196 B, EPS CNY 1.7899

KDL released FY2025 Semi-Annual Earnings on August 15 After-Market (BJT), actual revenue CNY 6.645 B, actual EPS CNY 2.81

KDL released FY2025 Q2 earnings on August 15 After-Market BJT, actual revenue CNY 3.623 B (forecast CNY 3.138 B), actual EPS CNY 1.3901 (forecast CNY 1.46)

KDL FY2025 Semi-Annual Earnings Release on August 16, 2025, BJT

SuZhou YiZhi LingQiao Drive Technology Co., Ltd. Established

East China Securities Gives Kedali a Strong Buy Rating

Eastwu Securities Releases Report on Kedali, Cuts Target Price to 165 Yuan

Kedali's Net Profit Expected to Grow by 15.73%-26.53% in First Half of 2025

HuAn Securities Maintains Buy Rating on Kedali

Kedali Granted a Utility Model Patent for Battery Anti-Explosion Valve Structure

Kedali Explains Solid State Battery Technology Application

Kedali Responds to Technical Layouts in Solid-State Batteries and Humanoid Robots

Daye Shengde Plans to Reduce Its Holdings in KedaLi Shares

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KDL plans to establish a wholly-owned subsidiary in Hong Kong, investing no more than HKD 3 million, to expand overseas markets and enhance international competitiveness. The subsidiary will serve as a comprehensive operational platform to assist the company in accelerating its international layout and expanding global business, particularly in strategic emerging fields such as new energy, high-end manufacturing, and intelligent robotics

Zhitong

KDL plans to establish a wholly-owned subsidiary in Hong Kong to accelerate its international layout

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Guotai Junan Securities released a research report indicating that seasonal demand has driven up the prices of lithium battery materials, with lithium carbonate and lithium hydroxide seeing a monthly increase of 20%. It is expected that from January to October 2025, the production of lithium battery-related products will increase by 27%-58% year-on-year. In August, the sales of new energy vehicles saw significant growth, with domestic wholesale sales reaching 1.18 million units, a year-on-year increase of 22%. The lithium battery sector has been active, with overall trading volume continuing to grow and high market attention

CATL

Guotai Junan Securities: Seasonal demand rises, price increases in the lithium battery sector gradually become apparent

On September 23rd, KDL stated on the interactive platform that the company currently has sufficient orders and a good production and operational situation

KDL: The company currently has sufficient orders and a good production and operation situation

KDL announced that the company has decided to change the originally planned lithium battery project in Malaysia to a project in Thailand. The new project investment will not exceed RMB 210 million, with an expected construction period of 24 months and an annual output value of approximately RMB 480 million. This move aims to optimize resource allocation, enhance investment efficiency, and align with the company's long-term strategic goal of globalization

KDL: Changing the Malaysia project to a Thailand project

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Minsheng Securities released a research report stating that the photovoltaic industry symposium emphasized "anti-involution." Recently, the bidding prices for components have warmed up, and supply-side measures continue to advance, which is expected to lead to marginal improvements in profitability for the photovoltaic sector. Meanwhile, although the U.S. light vehicle market continued to rise in July, growth has slowed due to rising prices and tariff pressures. It is recommended to pay attention to companies such as CATL and KDL

Penghua CSI Photovoltaic Industry ETF

Minsheng Securities: Anti-involution escalates, profitability in the photovoltaic sector is expected to see marginal improvement

On August 19th, KDL had a block trade of 3.5149 million shares, with a transaction amount of 393 million yuan, accounting for 21.4% of the total transaction amount that day. The transaction price was 111.78 yuan, which is a discount of 12.96% compared to the market closing price of 128.43 yuan

KDL today conducted a block trade at a discount, with 3.5149 million shares traded and a transaction amount of 393 million yuan

KDL stated in a conference call that in the robotics-related business, its subsidiary Kemei Innovation showcased a variety of robotics-related products at a recent industry exhibition. Currently, the company is continuously advancing product research and development according to its established technical roadmap. In terms of customer expansion, Kemei's high-precision reducers have entered the cooperation testing phase with several high-quality domestic and international clients. The joint assembly is in the technical research and development stage, with some samples already sent for testing and ongoing optimization of performance indicators in continuous communication with clients, aiming for the products to exceed client expectations

KDL: The KML high-precision reducer has entered the cooperation testing phase with multiple high-quality clients

KDL announced that in the first half of 2025, operating revenue reached 6.645 billion yuan, a year-on-year increase of 22.01%. Net profit was 769 million yuan, a year-on-year increase of 18.72%

KDL: Net profit in the first half of 2025 is 769 million yuan, a year-on-year increase of 18.72%

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According to the Qichacha APP, recently, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd. was established with a registered capital of 50 million yuan. The business scope includes: research and development of intelligent robots; sales of intelligent robots; development of artificial intelligence application software; basic resources and technology platform for artificial intelligence; sales of artificial intelligence hardware, etc. Qichacha's equity penetration shows that the company is jointly held by Veichi, KDL, Yinlun Co., Ltd., and Shanghai Kepler Robot Co., Ltd

Veichi

Veichi, KDL and other newly established drive technology companies

KDL expects that the net profit attributable to the parent company in the first half of 2025 will increase by 15.73% year-on-year to 26.53%, reaching between 750 million and 820 million yuan. The growth in performance is mainly attributed to the increase in sales of new energy vehicles and the implementation of the company's cost reduction and efficiency enhancement measures

KDL issued a profit forecast, expecting a year-on-year increase of 15.73%–26.53% in net profit attributable to the parent company in the first half of the year

KDL(002850.SZ)