证券日报网讯 7月31日晚间，风范股份发布公告称，公司于2025年7月8日召开的第六届董事会第十五次 会议，审议通过了《关于全资子公司与关联方共同投资暨关联交易》，同意全资子公司上海风范晶樱工 业物资供应有限公司（简称"风范晶樱"）与公司关联方天津唐控科创集团有限公司（简称"唐控科创"） 共同对康达新材料（集团）股份有限公司之全资孙公司成都康达锦瑞科技有限公司（简称"康达锦瑞"） 进行增资。合计增资人民币11，666.67万元，其中，唐控科创以现金方式增资人民币6，666.67万元，增 资后持有康达锦瑞40%的股权；风范晶樱以现金增资人民币5，000.00万元，增资后持有康达锦瑞30%的 股权。近日，康达锦瑞根据决议完成了工商变更登记事项并取得成都高新技术产业开发区市场监督管理 局换发的《营业执照》，《营业执照》注册资本由人民币5，000万元增至人民币16，666.6667万元。 （编辑 任世碧） ...

证券代码：002669 证券简称：康达新材 公告编号：2025-087 康达新材料（集团）股份有限公司 关于关联方对全资孙公司增资暨关联交易的进展公告 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、本次交易事项概述 康达新材料（集团）股份有限公司（以下简称"公司"）于2025年7月8日召 开的第六届董事会第七次会议，审议通过了《关于关联方对全资孙公司增资暨公 司放弃优先认缴出资权的关联交易议案》，为满足公司全资孙公司成都康达锦瑞 科技有限公司（以下简称"康达锦瑞"）运营的资金需求，增强其资本实力，拟 增资扩股引入公司关联方天津唐控科创集团有限公司（以下简称"唐控科创"）、 上海风范晶樱工业物资供应有限公司（以下简称"风范晶樱"）对康达锦瑞进行 增资，合计增资人民币11,666.6667万元，其中，唐控科创以现金方式增资人民币 6,666.6667万元，增资后持有康达锦瑞40%的股权；风范晶樱以现金方式增资人 民币5,000万元，增资后持有康达锦瑞30%的股权。公司全资子公司北京康达晟璟 集成电路（集团）有限公司（以下简称"康达集成电路"）作为康达锦瑞原股 ...

Group 1: Research Basic Information - The research object is Kangda New Materials, belonging to the chemical products industry, and the reception time was on July 30, 2025. The company's reception staff was Shen Yitao, the deputy general manager and board secretary [17] Group 2: Detailed Research Institutions - The research institution is Huafu Securities, a securities company, and the relevant personnel are Zhou Danlu and Shen Yingjie [20] Group 3: Main Content Company's Business Introduction - The board secretary Shen Yitao introduced the company's business and briefly described the strategic development directions of the three business segments: adhesives and special resin new materials, electronic information materials, and electronic technology [24] 2025 H1 Performance Explanation - In H1 2025, the sales volume of products in the adhesives and special resin new materials segment increased steadily, driving a synchronous increase in net profit. The strong demand for wind turbine blade products, benefiting from the boom in the wind power industry, was the main driving force for the segment's growth. The company also enhanced its profitability through measures such as optimizing resource allocation, improving asset operation efficiency, and reducing management costs [24] Subsidiary Saiying Technology - Saiying Technology specializes in the R & D, production, sales, and service of embedded software microwave hybrid integrated circuits, microwave hybrid integrated circuits, and radar - related complete machines and systems. It combines microwave and digital technologies, with main businesses including scientific research and production of complete - machine radars, microwave components, special instruments, and marine communication products. Its main customers are domestic supporting enterprises and research institutions, and its products are mainly used in special equipment fields, with partial transformation to the civilian field [25] Subsidiary Dalian Qihua - Dalian Qihua is a high - tech enterprise producing high - quality epoxy resins. Its products are divided into three series: bisphenol A epoxy resin, heat - resistant epoxy resin, and special epoxy resin, with multiple varieties. Its products can be applied in fields such as composites, coatings, adhesives, and electronics. The "Annual Production of 80,000 Tons of Electronic - Grade Epoxy Resin Expansion Project" obtained environmental assessment approval in 2024, and the company is promoting the project as planned [26] Electronic Information Materials and Semiconductor Strategy - The electronic information materials segment covers display materials and low - temperature co - fired ceramic (LTCC) materials, with two holding subsidiaries, Jingcai Technology and Weixin Technology, carrying out relevant business. The company focuses on inorganic semiconductor materials such as ITO targets, alumina targets, CMP (cerium oxide) polishing fluids, and LTCC in its second growth curve. It plans to expand in the semiconductor integrated circuit field by acquiring Zhongke Huawi, and will transform and upgrade to the semiconductor integrated circuit industry through diversified investment models [26][27] Electronic - Grade Special Resin - The newly established holding subsidiary Kangchengda Chuang (Shanghai) New Materials Co., Ltd. plans to produce electronic - grade bis(multi)maleimide resins for high - speed copper - clad laminates and BT carriers. Currently, it is conducting preliminary work such as technical testing and pilot production [27]

康达新材（SZ 002669，收盘价：12.84元）发布公告称，2025年7月30日10:30—11:30，康达新材接受华 福证券调研，公司副总经理、董事会秘书沈一涛参与接待，并回答了投资者提出的问题。 2024年1至12月份，康达新材的营业收入构成为：胶粘剂行业占比72.62%，电子产品业务占比8.48%， 合成树脂占比6.1%，其他业务占比4.28%，医药中间体占比3.31%。 （文章来源：每日经济新闻） ...

Group 1: Business Overview - The company operates in three main business segments: adhesives and specialty resin materials, electronic information materials, and electronic technology [2] - The adhesive and specialty resin materials segment has seen steady growth in product sales, driven by strong demand in the wind power industry [2][4] Group 2: Financial Performance - In the first half of 2025, the net profit increased due to the growth in the adhesive and specialty resin materials segment [2] - The company has enhanced its profitability through resource optimization, improved asset operation efficiency, and reduced management costs [2] Group 3: Subsidiary Developments - The subsidiary Saiying Technology focuses on microwave integrated circuits and radar systems, expanding its business from special equipment to civilian applications [3] - Dalian Qihua, another subsidiary, is progressing on an expansion project for producing 80,000 tons of electronic-grade epoxy resin, which received environmental approval in 2024 [4] Group 4: Strategic Planning - The electronic information materials segment includes display materials and low-temperature co-fired ceramics (LTCC), with a focus on inorganic semiconductor materials [5] - The company plans to acquire Zhongke Huamei to expand into the semiconductor integrated circuit field, enhancing its profitability and operational sustainability [5] Group 5: Technological Advancements - The newly established subsidiary Kang Cheng Da (Shanghai) New Materials Co., Ltd. is developing electronic-grade poly(maleic anhydride) resins for applications in high-speed copper-clad laminates and BT substrates [6]

Group 1 - The company Kanda New Materials has established a complete supply chain for wind turbine blade materials, with expected sales of nearly 90,000 tons of wind power epoxy structural adhesives in 2024 [1] - In the first quarter of 2025, the sales volume of wind power structural adhesives is expected to maintain a leading market share [1] - The company is increasing R&D investment in adhesive and specialty resin new materials, as well as electronic information materials, with R&D expenses projected to reach 204 million yuan, accounting for 6.56% of operating revenue, and a R&D team of 376 people, representing 22.97% of total employees [1] - The company plans to acquire Chengdu Zhongke Huami, which focuses on the R&D of high-reliability integrated circuit products, and has formed four major product lines, with auditing and evaluation work for the transaction currently in progress [1] - The company aims to accelerate its strategic transformation towards the semiconductor industry through diversified investment models, constructing an industrial chain that includes integrated circuit design, manufacturing, and packaging testing [1]

Group 1: Market Development and Competitive Advantage - The company has established a comprehensive supply system for wind turbine blade materials, including structural adhesives and various resin products, with a sales volume of nearly 10,000 tons expected in 2024 [2][3]. - The company maintains a leading market share in wind structural adhesives, benefiting from early certification by the German Lloyd's Register (GL) and advanced production technology [2][3]. Group 2: Research and Development Focus - The company focuses on three core R&D areas: adhesive and specialty resin materials, electronic information materials, and electronic technology, with a 2024 R&D expenditure of 204 million yuan, accounting for 6.56% of revenue [3]. - The R&D team consists of 376 members, representing 22.97% of the total workforce, emphasizing the company's commitment to innovation and product quality [3]. Group 3: Acquisition Plans - The company is in the process of acquiring Chengdu Zhongke Huami Electronics, a high-tech enterprise specializing in reliable integrated circuit products, with ongoing audits and evaluations [4][5]. Group 4: Semiconductor Materials Strategy - The company aims to accelerate its strategic transformation towards the semiconductor industry, leveraging existing materials like CMP polishing liquids and sputtering targets to build a comprehensive industrial chain [6].

Group 1 - The company expects to turn a profit in the first half of 2025, with a performance forecast period from January 1, 2025, to June 30, 2025 [1] - The preliminary financial data for the performance forecast has been communicated with the accounting firm, and there are no significant discrepancies [1][2] Group 2 - The company's core competitiveness continues to strengthen, with steady growth in sales volume of adhesive and specialty resin products, driven by strong demand in the wind power industry [2] - The company has enhanced its profitability through resource optimization, improved asset operation efficiency, and reduced management costs [2] - Non-recurring gains are expected to be 11 million yuan, primarily from subsidiary equity disposals, government subsidies, and dividends from associated companies [2]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting changes in control, major asset acquisitions, and performance forecasts for the first half of 2025. Group 1: Control Changes and Stock Suspension - Yangdian Technology is planning a change in control, leading to a stock suspension starting July 14, 2025, for up to 2 trading days [3] - Yuanli Co. is also planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is planning a change in control, with stock suspension starting July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which constitutes a major asset restructuring but will not change the actual controller [7] Group 2: Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for H1 2025, a year-on-year increase of 719.25% to 782.27% due to rising sales and prices [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for H1 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 90 million to 110 million yuan for H1 2025, an increase of 236.05% to 310.72% [11] - Jinqilin expects a net profit of around 106 million yuan for H1 2025, a year-on-year increase of 222.36% [12] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan for H1 2025, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan for H1 2025, a year-on-year increase of 140% to 150% [15] - Jiu Yuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan for H1 2025, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan for H1 2025, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan for H1 2025, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan for H1 2025, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan for H1 2025, a year-on-year increase of 60% to 80% [21] - Aopumai expects a net profit of approximately 37 million yuan for H1 2025, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan for H1 2025, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan for H1 2025, a year-on-year increase of 32.18% to 57.27% [24] - Huazhong Securities expects a net profit of 1.035 billion yuan for H1 2025, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan anticipates a net profit of 171 million yuan for H1 2025, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical expects a net profit of 107 million to 119 million yuan for H1 2025, a year-on-year increase of 40% to 55% [27] - Jinhai Biological anticipates a net profit of 127 million to 141 million yuan for H1 2025, a year-on-year increase of 40% to 55% [28] - Kanda New Materials expects a net profit of 50 million to 55 million yuan for H1 2025, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for H1 2025, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan for H1 2025, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan for H1 2025, turning from loss to profit [33] - Ningbo Fubon anticipates a net profit of 8 million to 12 million yuan for H1 2025, turning from loss to profit [34] - ST Yundong expects a loss of 100 million to 150 million yuan for H1 2025, worsening from the previous year [35] - Kairuide expects a loss of 15 million to 22 million yuan for H1 2025, turning from profit to loss [36] Group 3: Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [38] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [39] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [40] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [41] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [42] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [43] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [44] - Gongda High-tech's general manager plans to reduce their holdings by up to 0.3424% [46] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [47] Group 4: Major Contracts - Dashijiang expects to win a procurement project worth 122 million yuan [49] - Robotech signed significant daily operational contracts worth approximately 14.18 million USD [50]

Corporate Announcements - Yangdian Technology is planning a change in control, leading to a suspension of its stock from July 14, 2025, for up to 2 trading days [3] - Degute is planning to acquire 100% of Haowei Technology through a combination of share issuance and cash payment, with stock resuming trading on July 14, 2025 [4] - Yuanli Co. is planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is also planning a change in control, with stock suspension from July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which will constitute a major asset restructuring but will not change the actual controller [7] Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for the first half of 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 9 million to 11 million yuan, an increase of 236.05% to 310.72% year-on-year [12] - Jinqilin expects a net profit of approximately 106 million yuan, a year-on-year increase of 222.36% [13] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan, a year-on-year increase of 140% to 150% [15] - Jiuyuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan, a year-on-year increase of 60% to 80% [20] - Aopumai expects a net profit of approximately 37 million yuan, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan, a year-on-year increase of 32.18% to 57.27% [24] - Huazheng Securities reports a net profit of 1.035 billion yuan, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan expects a net profit of 171 million yuan, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical anticipates a net profit of 107 million to 119 million yuan, a year-on-year increase of 40% to 55% [27] - Jinhai Biological expects a net profit of 127 million to 141 million yuan, a year-on-year increase of 40% to 55% [28] - Kangda New Materials forecasts a net profit of 50 million to 55 million yuan, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan, turning from loss to profit [32] - Bofubang anticipates a net profit of 8 million to 12 million yuan, turning from loss to profit [33] - ST Yundong expects a loss of 100 million to 150 million yuan, an increase in loss compared to the previous year [34] - Kerryde expects a loss of 15 million to 22 million yuan, turning from profit to loss [35] Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [37] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [38] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [39] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [40] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [41] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [42] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [43] - Gongda High-Tech's general manager plans to reduce their holdings by up to 0.3424% [44] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [45] Major Contracts - Dash Intelligent has been pre-awarded a procurement project worth 122 million yuan [46] - Robotech has signed significant daily operational contracts amounting to approximately 1.418 million USD [48]