报告期内，胶粘剂与特种树脂新材料板块产品销售总量稳步增长，带动净利润同步提升。其中，受益于 风电行业景气度上升，风电叶片系列产品需求旺盛，成为拉动板块业务增长的主要动力。 智通财经APP讯，康达新材(002669.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润8000万元–9000万元，扭亏为盈;扣除非经常性损益后的净利润3823.23万元–4823.23万元。 ...

Core Viewpoint - Kangda New Materials (002669) expects a significant turnaround in its net profit for the first three quarters of 2025, projecting a profit of 80 million to 90 million yuan compared to a loss of 76.47 million yuan in the same period last year [1] Group 1: Financial Performance - The company anticipates a net profit of 80 million to 90 million yuan for the first three quarters of 2025 [1] - This marks a substantial improvement from the previous year's loss of 76.47 million yuan [1] Group 2: Business Growth Drivers - Sales volume of adhesive and specialty resin new materials has steadily increased, contributing to the rise in net profit [1] - The wind power industry is experiencing a boom, leading to strong demand for wind blade series products, which is a key driver of business growth for the company [1]

Core Viewpoint - Kangda New Materials is expected to report a significant increase in net profit for the first three quarters, with projections indicating a year-on-year growth of 204.61% to 217.68% [1] Financial Performance - The estimated net profit attributable to shareholders is projected to be between 80 million and 90 million yuan [1] - The estimated net profit after deducting non-recurring gains and losses is expected to be between 38.23 million and 48.23 million yuan, reflecting a year-on-year increase of 147.56% to 159.99% [1] Business Drivers - The growth in net profit is primarily driven by a steady increase in sales volume of adhesive and specialty resin products, particularly benefiting from the rising demand in the wind power industry [1] - Wind turbine blade products have become a major driver of business growth due to increased market demand [1] Operational Efficiency - The company has enhanced its profitability through continuous optimization of asset structure, improved asset operation efficiency, and reduced management costs [1] Non-Recurring Gains - The estimated non-recurring gains for the reporting period are approximately 41 million yuan, mainly from government subsidies, investment income from the disposal of subsidiary equity, and dividends from associated companies [1]

二、与会计师事务所沟通情况 证券代码：002669 证券简称：康达新材 公告编号：2025-109 康达新材料（集团）股份有限公司 2025年前三季度业绩预告 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、本期业绩预计情况 （一）业绩预告期间：2025年1月1日至2025年9月30日 （二）业绩预告情况 扭亏为盈 同向上升 同向下降 | 项 | 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：8,000 | 万元–9,000 | 万元 | 亏损：7,647.71 | 万元 | | | | 比上年同期增长：204.61%–217.68% | | | | | | 扣除非经常性 损益后的净利润 | | 盈利：3,823.23 万元 | 万元–4,823.23 | | 亏损：8,039.58 | 万元 | | | | 比上年同期增长：147.56%–159.99% | | | | | | 基本每股收益 | | 盈利：0.271 ...

Group 1 - The company has approved the acquisition of 51% equity in Chengdu Zhongke Huami Electronics Co., Ltd. for a total consideration of RMB 27,540 million [2] - Following the acquisition, Zhongke Huami will become a subsidiary of the company and will be included in the consolidated financial statements [2] - The company has completed the first phase of the payment, amounting to RMB 2,754 million, to the counterparties involved in the transaction [2] Group 2 - On October 15, 2025, the company completed the industrial and commercial registration procedures for Zhongke Huami [3] - The company has recently made the second phase payment of RMB 17,901 million as per the equity acquisition agreement [4] - The company will fulfill its information disclosure obligations based on subsequent developments [5]

证券代码：002669 证券简称：康达新材 公告编号：2025-108 康达新材料（集团）股份有限公司 关于收购成都中科华微电子有限公司51%股权的进展公告 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。 一、交易概述 具体内容详见公司在巨潮资讯网及《中国证券报》《上海证券报》《证券时 报》《证券日报》上披露的相关公告。 二、进展情况 根据《股权收购协议》中价款支付的约定，近日，公司已向前述交易对手方 合计支付完成第二期股权转让款17,901.00万元。 公司将根据后续进展情况及时履行信息披露义务，敬请广大投资者注意投资 风险。 三、备查文件 1、付款凭证。 特此公告。 康达新材料（集团）股份有限公司董事会 康达新材料（集团）股份有限公司（以下简称"公司"） 于2025年8月14 日召开第六届董事会第九次会议审议通过了《关于收购成都中科华微电子有限公 司51%股权的议案》，同意公司以自有及自筹资金人民币27,540万元收购成都中 科华微电子有限公司（以下简称"中科华微"）51%股权。交易完成后，中科华 微将成为公司的控股子公司，并纳入公司合并报表范围。 根据《 ...

Group 1 - The company has approved the acquisition of 51% equity in Chengdu Zhongke Huamei Electronics Co., Ltd. for a total consideration of RMB 27.54 million, which will make Zhongke Huamei a subsidiary included in the company's consolidated financial statements [2] - The first phase of the equity transfer payment amounting to RMB 27.54 million has been completed, with payments made to multiple counterparties [2] - The acquisition agreement has met all preconditions, and the parties involved will continue to fulfill their respective responsibilities as per the agreement [3] Group 2 - Chengdu Zhongke Huamei Electronics Co., Ltd. has completed its business registration changes, with a registered capital of RMB 12.96 million and a business scope that includes semiconductor devices, integrated circuits, and related technical services [3] - The company was established on October 15, 2014, and is located in Chengdu High-tech Zone [3] - The board of directors will continue to disclose information regarding the progress of the acquisition as necessary [3]

康达新材料（集团）股份有限公司（以下简称"公司"） 于2025年8月14 日召开第六届董事会第九次会议审议通过了《关于收购成都中科华微电子有限公 司51%股权的议案》，同意公司以自有及自筹资金人民币27,540万元收购成都中 科华微电子有限公司（以下简称"中科华微"）51%股权。交易完成后，中科华 微将成为公司的控股子公司，并纳入公司合并报表范围。 根据《股权收购协议》中价款支付的约定，公司已向交易对手方南京四和微 科技有限公司（原名"辽宁四和微科技有限公司"）、威海市朗山信息科技有限 公司（原名"海南朗山科技有限公司"）、北京元六鸿远电子科技股份有限公司、 青岛初尧弘毅创业投资基金合伙企业（有限合伙）合计支付完成第一期股权转让 款2,754.00万元。 证券代码：002669 证券简称：康达新材 公告编号：2025-107 康达新材料（集团）股份有限公司 关于成都中科华微电子有限公司完成工商变更登记 暨股权收购进展的公告 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、交易概述 | 序号 | 股东名称 | 持股比例 | 认缴出资金额 | | --- | ...

Group 1 - Dongfang Caifu announced that shareholders plan to transfer a total of 237.8 million shares at a price of 24.40 yuan per share, with 32 institutional investors participating in the bidding [1] - Laofengxiang's subsidiary plans to invest 24 million USD to acquire a 20% stake in Maybach Luxury Goods Asia Pacific, becoming the second-largest shareholder [1] - Saito Bio's subsidiary received a CEP certificate for Dexamethasone Sodium Phosphate, allowing it to sell in international markets [2] Group 2 - Jianglong Shipbuilding is expected to win a bid for a 600-ton fishery enforcement vessel project worth 72.99 million yuan, accounting for 4.22% of its audited revenue for 2024 [3] - Shikong Technology is planning to acquire control of Shenzhen Jiahe Jinwei Electronic Technology Co., Ltd., with stock trading suspended for up to 5 trading days [4] - Mould Technology's controlling shareholder plans to reduce its stake by up to 1% due to funding needs [5] Group 3 - Guokong Electronics expects a net profit increase of 64.72% to 80.17% for the first three quarters of 2025, with projected revenue of 340 million to 370 million yuan [7] - Beimo High-Tech anticipates a net profit increase of 50% to 60% for the same period, with a projected net profit of 125 million to 133 million yuan [8] - ST Haofeng's controlling shareholder has transferred 15.0046% of shares to Zhixin Network at a price of 6 yuan per share, totaling 331 million yuan [9] Group 4 - ST Changyuan's major shareholder plans to reduce its stake by up to 3% within 90 days due to risk management [11] - Runze Technology's shareholder plans to reduce its stake by up to 1% due to personal funding needs [12] - Limin Co. expects a net profit increase of 649.71% to 669.25% for the first three quarters of 2025, with a projected net profit of 384 million to 394 million yuan [14] Group 5 - Kanda New Materials received a government subsidy of 10.05 million yuan, accounting for 4.08% of its latest audited net profit [15] - Keheng Co.'s shareholder plans to reduce its stake by up to 1% due to personal funding needs [16] - New Hope reported a September sales revenue of 1.746 billion yuan from 1.3942 million pigs sold, with a year-on-year decline of 23.82% [18] Group 6 - Wan'an Technology plans to invest 150 million yuan to establish a joint venture in Wuhan for automotive chassis systems [19] - Wan'an Technology also intends to acquire a 40% stake in Fuao Wan'an for 26.22 million yuan, aiming for full ownership [19] - Kuai Ke Electronics' controlling shareholder plans to transfer 4% of the company's shares through an inquiry [20] Group 7 - Changan Automobile's joint venture Avita Technology has completed payment of 3.45 billion yuan for a 10% stake in Huawei's Yiwang [21]

Core Points - Kangda New Materials (002669.SZ) has received a government subsidy of 10.05 million yuan for the 2024 Shanghai High-tech Achievement Transformation Project, which accounts for 4.08% of the company's latest audited net profit attributable to shareholders [1][1][1] - The subsidy is intended for high-tech achievement transformation projects and is characterized as incidental, with uncertainty regarding its future availability [1][1][1] Summary by Category - **Government Support** - The company has been recognized under various regulations and has successfully applied for financial support from the Shanghai government [1][1][1] - **Financial Impact** - The received subsidy of 10.05 million yuan represents 4.08% of the company's most recent audited net profit [1][1][1] - **Project Nature** - The funding is designated for high-tech achievement transformation projects, indicating a focus on innovation and technology development [1][1][1]