登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002669 证券简称：康达新材 公告编号：2025-082 康达新材料（集团）股份有限公司 关于公司股价异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的情况介绍 康达新材料（集团）股份有限公司（以下简称"公司"或"本公司"）股票（证券简称：康达新材，证券代 码：002669）于7月1日、7月2日连续两个交易日收盘价格涨幅偏离值累计超过20%，根据深圳证券交易 所的有关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况说明 针对公司股票交易的异常波动，公司董事会对有关事项进行了核实，并发函问询了控股股东。现就有关 情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 3、公司近期经营情况正常，内外部经营环境未发生重大变化。 4、经公司自查和询问公司控股股东，公司及公司控股股东唐山工业控股集团有限公司不存在关于公司 的应披露而未披露的重大事项，也不存在处于 ...

证券代码：002669 证券简称：康达新材 公告编号：2025-082 康达新材料（集团）股份有限公司 关于公司股价异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 康达新材料（集团）股份有限公司（以下简称"公司"或"本公司"）股票（证 券简称：康达新材，证券代码：002669）于7月1日、7月2日连续两个交易日收盘 价格涨幅偏离值累计超过20%，根据深圳证券交易所的有关规定，属于股票交易 异常波动的情形。 信息；公司前期披露的信息不存在需要更正、补充之处。 二、公司关注、核实情况说明 针对公司股票交易的异常波动，公司董事会对有关事项进行了核实，并发函 问询了控股股东。现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司近期经营情况正常，内外部经营环境未发生重大变化。 4、经公司自查和询问公司控股股东，公司及公司控股股东唐山工业控股集 团有限公司不存在关于公司的应披露而未披露的重大事项，也不存 ...

Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]

Group 1 - The advanced packaging sector continues to rise, with multiple stocks hitting the daily limit, including Tongxingda (002845), Kangda New Materials (002669), Landi Group (603726), Kuaike Intelligent (603203), and Bomin Electronics (603936) [1]

Core Viewpoint - The polyurethane sealant industry in China is facing significant challenges due to the high technical barriers and monopolization of the high-performance market by foreign companies, with over 90% of the high-end market dominated by international products. However, advancements in domestic technology and innovation are emerging, particularly from research institutions like Zhengzhou University, which have made breakthroughs in developing competitive products [1][7][8]. Group 1: Industry Definition and Characteristics - Polyurethane sealants are classified as high-grade elastic sealants, known for their excellent wear resistance, low-temperature flexibility, and good adhesion properties. They have a lifespan of 15-20 years and are suitable for dynamic joints, although they have limitations such as poor heat resistance and water resistance [2][7]. - Low-modulus polyurethane sealants are characterized by being single-component, non-flowing, solvent-free, and environmentally friendly, making them suitable for high-movement joints in construction applications [4][5]. Group 2: Current Industry Status - The demand for polyurethane sealants is increasing due to rapid urbanization and growth in the construction and automotive sectors. However, the technology for high-performance polyurethane sealants remains largely monopolized by foreign companies, limiting domestic development [7][8]. - From 2016 to 2024, China has filed a total of 589 patents related to polyurethane sealants, with a peak of 91 patents in 2019, indicating a shift from imitation to original innovation in the industry [8]. Group 3: Industry Chain - The polyurethane sealant industry chain includes upstream materials such as isocyanates and polyols, midstream production of sealants, and downstream applications in construction, transportation, and electronics [10]. - In the construction sector, polyurethane sealants are primarily used for waterproofing, sealing, insulation, and soundproofing, with increasing market demand driven by the industry's growth and environmental requirements [12]. Group 4: Competitive Landscape - Major companies in the polyurethane sealant industry include Chengdu Silica Technology Co., Ltd., Beijing Gaomeng New Materials Co., Ltd., and Hubei Huitian New Materials Co., Ltd., among others. These companies are focusing on research and development to enhance their product offerings and market presence [14][17]. - Beijing Gaomeng New Materials has a strong market position with a diverse product range and advanced production capabilities, including 37 production bases and a focus on high-performance adhesive materials [20][21]. Group 5: Industry Development Trends - The future of the polyurethane sealant industry in China is expected to focus on technological innovation, expansion of application scenarios, and environmentally friendly practices. The demand for high-precision sealing materials in electronics and aerospace is also anticipated to grow [24].

Group 1: Business Overview - Kangda New Materials has three main business segments: adhesives and specialty resins, electronic information materials, and electronic technology [2] - The company maintains a leading position in the domestic market for wind power blade structural adhesives, with a sales volume of 40,000 tons in 2024, achieving a year-on-year growth of over 90% [2][4] Group 2: Acquisition Intent - The company intends to acquire Chengdu Zhongke Huamei Electronics Co., Ltd. to expand into the semiconductor integrated circuit sector, aiming to enhance profitability and operational sustainability [4] - The acquisition will integrate high-quality assets in the specialized integrated circuit design and testing fields, contributing to the company's strategic transformation towards semiconductor integration [4] Group 3: Subsidiary Operations - Saiying Technology focuses on the development and production of microwave hybrid integrated circuits and radar systems, serving primarily domestic enterprises and research institutions [5] - The company has developed advanced radar products, including the "4D Holographic Radar," which is designed for detecting low, slow, small flying targets, applicable in various critical areas such as borders and military bases [6]

康达新材料（集团）股份有限公司（以下简称"公司"）于近期完成了向特 定对象发行股票部分募集资金专用账户销户工作，现将相关情况公告如下： 证券代码：002669 证券简称：康达新材 公告编号：2025-081 康达新材料（集团）股份有限公司 关于部分募集资金专用账户销户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 1、2022年8月，公司与开户银行、中邮证券签订了《募集资金三方监管协议》， 公司、全资子公司唐山丰南区康达化工新材料有限公司和福建康达鑫宇新材料有 限公司（以下简称"康达鑫宇"）分别与开户银行、中邮证券签订了《募集资金 四方监管协议》，对向特定对象发行股票募集资金的使用实施严格审批管理，保 证专款专用。 2、2023年9月20日，公司及上海康达新材料科技有限公司（以下简称"康达 新科技"）与上海农村商业银行股份有限公司及中邮证券签订了《募集资金三方 监管协议》，该专户仅用于康达新科技募集资金的存储并将该资金用于收购大连 齐化新材料有限公司（以下简称"大连齐化"）部分股权并增资项目，不得用作 其他用途。 三、本次募集资金专户注销情况 本次注销 ...

Core Viewpoint - Kangda New Materials has been engaging in frequent capital operations and acquisitions, but it has faced continuous losses in 2023 and 2024, raising concerns about its financial health and the effectiveness of its high-premium acquisitions [1][3][12] Group 1: Recent Acquisitions and Financing - On June 20, Kangda New Materials announced the acquisition of a 51% stake in Zhongke Huami, continuing its recent trend of capital operations [1] - The company plans to raise no more than 585 million yuan through a private placement to fund project construction and supplement working capital [1][11] - Kangda has made several high-value acquisitions, including a total expenditure of 457.4 million yuan for a 100% stake in Biko Technology, which it recently sold 51% of for 188.48 million yuan, resulting in a significant loss [2][17] Group 2: Financial Performance and Challenges - Kangda New Materials reported revenues of 2.793 billion yuan in 2023 and 3.101 billion yuan in 2024, with net profits of 30 million yuan and a loss of 246 million yuan respectively [12] - The company has faced continuous losses due to factors such as significant goodwill impairment, reduced revenue from electronic information materials, and increased depreciation and financing costs [12] - The goodwill impairment losses for Biko Technology were 19 million yuan in 2023 and 118 million yuan in 2024, indicating ongoing financial strain [4][12] Group 3: Asset Sales to Controlling Shareholders - Kangda has sold key assets at a loss to its controlling shareholder, Tangshan Gongkong, including the sale of a 66.9996% stake in Caijing Optoelectronics for 405.88 million yuan, despite having acquired it for 409.7 million yuan [1][13] - The sale of Biko Technology's 51% stake was also at a loss, raising questions about the fairness of these transactions [2][18] - The company claims these transactions are part of a strategy to optimize resource allocation and improve operational efficiency [18]

证券代码：002669 证券简称：康达新材 公告编号：2025-080 康达新材料（集团）股份有限公司 关于为子公司提供担保事项的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 截至本公告日，康达新材料（集团）股份有限公司（以下简称"公司"或"康 达新材"）及子公司经审议的担保总额为254,032万元，占最近一期（2024年度） 经审计净资产的比例为93.1238%；对外的担保余额（含本次担保）为138,517万 元，占公司最近一期经审计净资产的比例为50.7780%。敬请投资者注意投资风险。 一、担保情况概述 公司于2025年1月24日召开第五届董事会第四十一次会议及第五届监事会第 三十三次会议，于2025年2月10日召开了2025年第一次临时股东大会，审议通过 了《关于2025年度对外担保额度预计的议案》。为满足公司及子公司日常经营和 业务发展需要，提高融资决策效率，公司及公司子公司预计在2025年度为合并报 表范围内子公司的银行、融资公司等机构融资提供担保，担保额度总计不超过人 民币143,000万元。 公司于2025年1月24日召 ...

Group 1 - President Xi Jinping emphasized the urgency of a ceasefire in the Middle East, stating that the use of force is not the correct way to resolve international disputes [1] - The Chinese photovoltaic industry is expected to see a significant production cut in Q3, with operating rates projected to decrease by 10%-15% [1] - The Ministry of Commerce announced it will expedite the review of export license applications related to rare earths, aiming to maintain global supply chain stability [1] Group 2 - The China Securities Index will officially launch the China Science and Technology Innovation Semiconductor Index on June 20, 2025, which will include 50 companies from the STAR Market and ChiNext [2] - The Ministry of Commerce highlighted the importance of China-EU economic and trade relations, emphasizing ongoing communication and cooperation [2] Group 3 - Kweichow Moutai announced a cash dividend of 27.673 yuan per share for the 2024 fiscal year, totaling 34.671 billion yuan [3] - Zhongqi New Materials reported that Starry Sky Technology has become its controlling shareholder [3] - Lianchuang Optoelectronics noted strong demand for drone countermeasure equipment in the Middle East [3] Group 4 - Fuhuang Steel Structure announced the termination of its plan to issue shares and pay cash for asset purchases [4] - Shengnuo Bio expects a significant increase in net profit for the first half of the year, projecting a year-on-year growth of 254%-332% [4] Group 5 - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [5] - Kanda New Materials intends to acquire at least 51% of Zhongke Huamei's shares to expand into the semiconductor integrated circuit field [6] Group 6 - Times Publishing clarified that it does not engage in stablecoin business and has a minimal indirect stake in JD Technology [8] - Sanhua Intelligent Controls confirmed the final price for its H-share issuance at 22.53 HKD per share [9] Group 7 - Taiji Co. announced that Changjiang Industrial Group will become its indirect controlling shareholder, with stock resuming trading on June 20, 2025 [10] - Guosen Securities received approval from the Shenzhen Stock Exchange for its acquisition of 96.08% of Wanhe Securities [10] Group 8 - Zhongsheng Pharmaceutical completed the first participant enrollment for its Phase III clinical trial of the innovative drug RAY1225 for obesity [11] - Yuncong Technology stated that its multi-modal AI technology for live detection can be applied to stablecoin wallet scenarios [12]