Core Viewpoint - Kangda New Materials has experienced a decline in stock price recently, despite a significant year-to-date increase, indicating potential volatility in the market [1][2]. Group 1: Stock Performance - On November 4, Kangda New Materials' stock fell by 2.04%, trading at 13.44 CNY per share, with a total market capitalization of 4.078 billion CNY [1]. - Year-to-date, the stock price has increased by 39.56%, but it has seen a decline of 6.99% over the last five trading days, 3.79% over the last 20 days, and 1.75% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) three times this year, with the most recent appearance on July 4, where it recorded a net buy of 3.1886 million CNY [1]. Group 2: Company Overview - Kangda New Materials, established on July 14, 1988, and listed on April 16, 2012, specializes in the research, production, and sales of adhesives and electromagnetic compatibility products [2]. - The company's revenue composition includes 74.85% from epoxy adhesives, 5.21% from polyurethane adhesives, and smaller percentages from various other products [2]. - As of September 30, the number of shareholders increased by 18.22% to 28,300, while the average circulating shares per person decreased by 15.41% to 10,675 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Kangda New Materials achieved a revenue of 3.75 billion CNY, reflecting a year-on-year growth of 72.10%, and a net profit attributable to shareholders of 84.048 million CNY, marking a 209.90% increase [2]. - The company has distributed a total of 215 million CNY in dividends since its A-share listing, with 21.1015 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include new entrants such as 招商量化精选股票发起式A and 招商成长量化选股股票A, holding 3.3883 million shares and 1.8252 million shares respectively [3].

Core Points - The company has reported its third-quarter financial results, ensuring the accuracy and completeness of the information disclosed [1][2][57]. - The company has approved the issuance of medium-term notes amounting to 1 billion yuan, with a registration period of two years [6]. - The company has extended the duration of its second employee stock ownership plan by 12 months, now set to expire on December 24, 2026 [25][61]. Financial Data - The company has not undergone an audit for its third-quarter financial report [15]. - The company has recognized asset impairment provisions totaling approximately 192.70 million yuan for the first three quarters of 2025, with write-backs amounting to about 103.56 million yuan [19][20]. - The company has reported a net profit reduction of approximately 97.95 million yuan due to the asset impairment provisions and write-offs [19]. Shareholder Information - The company has a repurchase account holding 12,621,627 shares, representing 4.16% of total shares [5]. - The company has disclosed that there are no changes in the shareholding structure of the top ten shareholders due to securities lending activities [5]. Corporate Governance - The company has proposed to purchase liability insurance for its directors and senior management to enhance risk management [8]. - The board of directors has confirmed the authenticity and completeness of the financial disclosures [1][2][55]. Investment Activities - The company has approved a capital increase for its wholly-owned subsidiary Chengdu Kanda Jinrui Technology Co., Ltd., totaling approximately 116.67 million yuan [10]. - The company has also approved a capital increase for its Thai subsidiary, Kanda New Materials (Thailand) Co., Ltd., amounting to 97.99 million Thai baht [12]. Previous Fundraising - The company raised approximately 699.99 million yuan through a private placement in 2022, with a net amount of about 691.25 million yuan after expenses [32][33]. - The company has adhered to regulations regarding the management and use of raised funds, ensuring that funds are stored in dedicated accounts [34].

Core Viewpoint - Kangda New Materials announced a total asset impairment provision of approximately 193 million yuan for the first three quarters of 2025, with reversals or write-offs totaling about 104 million yuan [1] Group 1: Financial Performance - The company wrote off approximately 62,000 yuan of receivables that had been fully provisioned for bad debts and were long overdue, while recovering about 146,800 yuan of previously written-off assets [1] - The inventory impairment provision write-off amounted to approximately 8.8886 million yuan [1] - For the first half of 2025, the revenue composition of Kangda New Materials was as follows: adhesive industry accounted for 87.98%, electronic products business 4.43%, synthetic resin 2.98%, other businesses 2.16%, and LTCC materials 1.97% [1] Group 2: Market Capitalization - As of the report date, the market capitalization of Kangda New Materials was 4.4 billion yuan [1]

Group 1 - The core point of the article is that Kangda New Materials (SZ 002669) held its 11th meeting of the 6th board of directors on October 25, 2025, to review the proposal for the Q3 2025 report [1] - For the first half of 2025, Kangda New Materials reported that the revenue composition was as follows: adhesives industry accounted for 87.98%, electronic products business 4.43%, synthetic resin 2.98%, other businesses 2.16%, and LTCC materials 1.97% [1] - As of the report date, the market capitalization of Kangda New Materials was 4.4 billion yuan [1]

一、第二期员工持股计划基本情况 证券代码：002669 证券简称：康达新材 公告编号：2025-113 康达新材料（集团）股份有限公司 关于延长第二期员工持股计划存续期的公告 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。 康达新材料（集团）股份有限公司（以下简称"公司"）于2025年10月25日召 开第六届董事会第十一次会议审议通过了《关于延长第二期员工持股计划存续期 的议案》，根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》、 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》及 《上海康达化工新材料集团股份有限公司第二期员工持股计划》（以下简称"《第 二期员工持股计划》"）等有关规定，同意公司第二期员工持股计划的存续期延 长12个月，即第二期员工持股计划的存续期延长至2026年12月24日。现将相关情 况公告如下： 公司分别于2020年11月22日召开的第四届董事会第三十次会议以及2020年 12月9日召开的2020年第四次临时股东大会审议通过了《关于<上海康达化工新材 料集团股份有限公司第二期员工持股计划（草案）>及其摘要 ...

根据《企业会计准则》的有关规定，公司在资产负债表日对截至 2025 年 9 月 30 日的公司及下属子公司应收账款、应收账款融资、其他应收款、存货等资 产进行了全面清查，对相关资产价值出现的减值迹象进行了充分地分析和评估。 经减值测试，公司需根据《企业会计准则》规定计提相关资产减值准备。2025 年前三季度公司计提各项资产减值准备合计 192,698,814.08 元，转回或转销合计 103,556,897.18 元。其中公司对部分已全额计提坏账准备且长期难以收回的应收 账款进行核销，核销资产合计 62,048.40 元，收回已核销资产 146,836.76 元；存 货跌价准备转销 8,888,599.41 元。明细如下： 证券代码：002669 证券简称：康达新材 公告编号：2025-114 康达新材料（集团）股份有限公司 关于2025年前三季度计提资产减值准备及核销资产的公告 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。 根据《企业会计准则》和《深圳证券交易所股票上市规则》等相关规定，为 更加真实、准确地反映公司截至 2025 年 9 月 30 日的资产 ...

前次募集资金使用情况鉴证报告 康达新材料（集团）股份有限公司 容诚专字[2025]210Z0166 号 容诚会计师事务所(特殊普通合伙) 中国·北京 前次募集资金使用情况鉴证报告 容诚会计师事务所（特殊普通合伙） 总所：北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn https://www.rsm.global/china/ 容诚专字[2025]210Z0166 号 康达新材料（集团）股份有限公司全体股东： 我们审核了后附的康达新材料（集团）股份有限公司（以下简称康达新材公 司）董事会编制的截至 2025 年 6 月 30 日止的《前次募集资金使用情况专项报告》。 一、 对报告使用者和使用目的的限定 本鉴证报告仅供康达新材公司向特定对象发行股票之目的使用，不得用作任 何其他目的。我们同意将本鉴证报告作为康达新材公司申请向特定对象发行股票 所必备的文件，随其他申报材料一起上报。 二、 董事会的责任 目 录 | 序号 | | 内 | ...

证券代码：002669 证券简称：康达新材 公告编号：2025-112 康达新材料（集团）股份有限公司 前次募集资金使用情况报告 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。 康达新材料（集团）股份有限公司（以下简称"本公司"或"公司"）董事 会根据中国证券监督管理委员会发布的《上市公司证券发行注册管理办法》《监 管规则适用指引——发行类第 7 号》《上市公司募集资金监管规则》的规定，编 制了截至 2025 年 6 月 30 日(以下简称"截止日")的前次募集资金使用情况报告， 具体情况报告如下： 一、前次募集资金基本情况 2022 年向特定对象发行股票募集资金 1、实际募集资金金额、资金到账时间 经中国证券监督管理委员会《关于核准康达新材料（集团）股份有限公司非 公开发行股票的批复》（证监许可〔2022〕684 号）核准，并经深圳证券交易所同 意，由主承销商中邮证券有限责任公司（以下简称"中邮证券"）采用非公开方 式发行人民币普通股（A 股）52,910,052 股，每股面值 1 元，发行价格为 13.23 元 /股。本次发行募集资金总额为人民币 699, ...

Group 1 - The core point of the article is that 康达新材 reported significant growth in both revenue and net profit for the third quarter and the first three quarters of the year [1] Group 2 - In the third quarter, the company's revenue reached 1.492 billion yuan, representing a year-on-year increase of 82.70% [1] - The net profit for the third quarter was 32.8748 million yuan, showing a year-on-year growth of 264.65% [1] - For the first three quarters, the total revenue amounted to 3.75 billion yuan, which is a year-on-year increase of 72.10% [1] - The net profit for the first three quarters was 84.0484 million yuan, reflecting a year-on-year growth of 209.90% [1]

证券代码：002669 证券简称：康达新材 公告编号：2025-110 康达新材料（集团）股份有限公司 第六届董事会第十一次会议决议公告 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、董事会会议召开情况 康达新材料（集团）股份有限公司（以下简称"公司"）第六届董事会第十 一次会议通知于2025年10月22日以邮件及通讯方式向公司董事发出。经全体董事 书面同意，会议于2025年10月25日上午10:00在公司会议室以现场结合通讯表决 方式召开，应出席董事13人，实际出席董事13人，其中10名董事以通讯方式参加 会议，参与表决的董事13人。本次会议由董事长王建祥主持，公司高级管理人员 列席了本次会议，会议的通知、召集、召开和表决程序符合《公司法》及《公司 章程》的规定。 二、董事会会议审议情况 1、审议通过《关于2025年第三季度报告的议案》 公司董事、高级管理人员就该报告签署了书面确认意见。 具体内容详见公司同日在巨潮资讯网、《证券时报》、《证券日报》、《上 海证券报》、《中国证券报》披露的《2025年第三季度报告》（公告编号：2025-111）。 具体内 ...