Group 1 - The core point of the announcement is that the controlling shareholder, Tangshan Industrial Holding Group Co., Ltd., has pledged a portion of its shares in Kangda New Materials (Group) Co., Ltd. [1] - The pledged shares do not bear significant obligations related to major asset restructuring or performance compensation [1] - As of the announcement date, there are no risks of forced liquidation, freezing, or auction of the pledged shares, and this will not lead to a change in the actual control of the company [3] Group 2 - The company will continue to monitor the shareholder's pledge situation and associated risks, ensuring compliance with relevant laws and regulations for timely information disclosure [3] - The announcement includes reference documents such as the transaction agreement and a detailed list of securities pledges and judicial freezes issued by China Securities Depository and Clearing Corporation Limited [4]

证券日报网讯 9月26日晚间，康达新材发布公告称，本公司近日接到公司控股股东唐山工业控股集团有 限公司的通知，获悉其所持有本公司的部分股票办理了质押手续。本次质押数量20，400，000股。 （文章来源：证券日报） ...

证券代码：002669 证券简称：康达新材 公告编号：2025-105 康达新材料（集团）股份有限公司 关于公司控股股东部分股份质押的公告 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"或"本公司"）近日 接到公司控股股东唐山工业控股集团有限公司（以下简称"唐山工控"）的通知， 获悉其所持有本公司的部分股票办理了质押手续，具体事项如下： | | | | | | | | 已质押股份 | | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 情况 | | 情况 | | | | 股东 | 持股数量 | 持股 比例 | 前质押股 | 后质押股 | 持股份 | 总股本 | 已质押股份 | 占已质 | 未质押股份 | | 占未质 | | 名称 | （股） | （%） | 份数量 | 份数量 | 比例 | 比例 | 限售和冻 | 押股份 ...

Company Overview - Kangda New Materials (SZ 002669) announced that as of the date of the announcement, Tangshan Industrial Control has pledged approximately 35.44 million shares, accounting for 40.54% of its total holdings [1] Financial Performance - For the first half of 2025, Kangda New Materials' revenue composition is as follows: Adhesive industry accounts for 87.98%, electronic products business accounts for 4.43%, synthetic resin accounts for 2.98%, other businesses account for 2.16%, and LTCC materials account for 1.97% [1] Market Capitalization - As of the report, Kangda New Materials has a market capitalization of 4.2 billion yuan [1]

Core Insights - The stock price of Kangda New Materials has decreased by 2.06% on September 25, trading at 14.24 CNY per share with a market capitalization of 4.32 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.87% and has appeared on the trading leaderboard three times this year [1][2] Financial Performance - For the first half of 2025, Kangda New Materials reported a revenue of 2.26 billion CNY, representing a year-on-year growth of 65.75%, and a net profit attributable to shareholders of 51.17 million CNY, up 190.56% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 215 million CNY, with 21.11 million CNY distributed over the past three years [3] Business Overview - Kangda New Materials specializes in the research, production, and sales of adhesives and electromagnetic compatibility products, with epoxy adhesives accounting for 74.85% of its revenue [2] - The company is categorized under the basic chemicals industry, specifically in adhesives and tapes, and is involved in various sectors including military-civilian integration and aerospace [2]

Core Viewpoint - The A-share market is experiencing a rise in low-altitude economy concept stocks, indicating a growing interest and investment in this sector [1] Company Performance - Chuangyuan Xinke increased by over 10% - Guangyang Co. reached a 10% limit up - Fujida rose by over 8% - Weilan Lithium Cell increased by over 7% - Landai Technology rose by over 6% - Xingwang Yuda, Zhenyu Technology, Kangda New Materials, Kangxi Communication, Tianshan Electronics, Zhonglun New Materials, Suzhou High-tech, and Audiwei all increased by over 4% [1]

Group 1: Financial Performance - The company achieved a revenue of CNY 2.258 billion in the first half of 2025, representing a year-on-year growth of 65.75% [2][14] - The net profit attributable to shareholders was CNY 51.1737 million, showing a significant increase of 190.56% compared to the previous year [3][14] - The adhesive business, including wind power epoxy resin, generated revenue of CNY 1.987 billion, with a year-on-year growth of 118.83% [3] Group 2: Market and Product Development - The demand for wind power blade products has surged, becoming a key driver for the growth of the adhesive and specialty resin segment [2][7] - The company is focusing on enhancing its core product advantages and leveraging scale effects to improve market competitiveness in the wind power sector [7][14] - The company is actively integrating its investments in subsidiaries like Chengdu Liyang and Mingci to enhance synergy in the electronic technology sector [3][19] Group 3: Strategic Acquisitions and Investments - The company is conducting due diligence on the acquisition of North One Semiconductor Technology (Guangdong) Co., Ltd., aiming to secure at least 51% ownership [5][17] - The acquisition of Chengdu Zhongke Huamei Electronics is progressing, with the first phase of the equity transfer payment completed [17][20] - The company plans to use a combination of self-funding and acquisition loans for financing the acquisitions [16][19] Group 4: Challenges and Risk Management - The company is addressing the decline in overseas revenue and is actively pursuing business in Southeast Asia, with the Thailand project in the planning stage [4][19] - The overall gross margin has experienced slight fluctuations due to macroeconomic factors and market competition, but remains relatively stable [11][14] - The company has implemented measures to manage accounts receivable, which currently exceed CNY 2 billion, ensuring strong recoverability due to the creditworthiness of its major clients [19]

Group 1 - The core viewpoint of the article highlights that Kangda New Materials (002669) is actively expanding its overseas business in Southeast Asia, South Asia, and Central Asia, with a specific focus on a production base project in Thailand that is currently in the planning and design phase [1] - The company is concentrating on fine chemicals and new materials, while also seizing market opportunities in the military industry, creating a dual-driven development model [1] - Kangda New Materials' products are widely used in various sectors, including wind turbine blade manufacturing, soft material composite packaging, rail transportation, ship engineering, automotive, electronics, construction, machinery, and industrial maintenance, with many products meeting international standards [1]

Core Viewpoint - The company, Kangda New Materials, has confirmed that its products, including reactive polyurethane hot melt adhesives and various sealants, are applicable in the automotive parts sector [1] Product Applications - The company's reactive polyurethane hot melt adhesives are suitable for automotive lighting and decoration [1] - Other products mentioned include aluminum alloy box flat sealants, bowl-shaped plug sealants, silicone rubber flat sealants, and thread locking agents, all of which are relevant to automotive components [1]

Group 1 - The company has introduced its products used in the automotive parts sector, including reactive polyurethane hot melt adhesives for headlights and automotive decorations, aluminum alloy box flat sealants, bowl-shaped plug sealants, silicone rubber flat sealants, and thread locking agents [1]