Core Insights - Kema Technology's stock price increased by 5.06% on September 23, reaching 57.70 CNY per share, with a trading volume of 5.25 billion CNY and a turnover rate of 6.52%, resulting in a total market capitalization of 25.157 billion CNY [1] Company Overview - Suzhou Kema Material Technology Co., Ltd. was established on April 27, 2009, and is located at No. 58, Lijiang Road, Suzhou High-tech Zone, Jiangsu Province. The company specializes in the research, development, manufacturing, sales, and services of advanced ceramic material components, as well as surface treatment services for semiconductor equipment [1] - The revenue composition of Kema Technology includes 91.74% from sales of advanced ceramic material components, 7.20% from surface treatment services, 0.57% from other sources, and 0.49% from sales of metal structural components [1] Shareholder Insights - Southern Fund's Southern CSI 1000 ETF (512100) entered Kema Technology's top ten circulating shareholders in the second quarter, holding 556,100 shares, which accounts for 0.93% of circulating shares. The estimated floating profit today is approximately 1.546 million CNY, with a floating profit of 1.2346 million CNY during the four-day increase [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 27.06%, ranking 1867 out of 4220 in its category, while the one-year return is 69.5%, ranking 1280 out of 3814 [2] Fund Performance - Southern Fund's Southern Zhihong Mixed A (020645) increased its holdings in Kema Technology by 20,200 shares in the second quarter, now holding 116,000 shares, which represents 2.98% of the fund's net value. The estimated floating profit today is about 322,500 CNY, with a floating profit of 257,500 CNY during the four-day increase [4] - The Southern Zhihong Mixed A (020645) was established on August 2, 2024, with a latest scale of 98.6415 million CNY. Year-to-date returns are 33.63%, ranking 2555 out of 8172 in its category, while the one-year return is 51.58%, ranking 3094 out of 7995 [4]

融券方面，珂玛科技9月22日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5200.00股，融券余额28.56万元，超过近一年80%分位水平，处于高位。 资料显示，苏州珂玛材料科技股份有限公司位于江苏省苏州高新区漓江路58号6#厂房东，成立日期2009 年4月27日，上市日期2024年8月16日，公司主营业务涉及先进陶瓷材料零部件的研发、制造、销售、服 务以及泛半导体设备表面处理服务。主营业务收入构成为：销售先进陶瓷材料零部件91.74%，提供表 面处理服务7.20%，其他(补充)0.57%，销售金属结构零部件0.49%。 9月22日，珂玛科技涨0.83%，成交额3.61亿元。两融数据显示，当日珂玛科技获融资买入额3562.04万 元，融资偿还2992.17万元，融资净买入569.87万元。截至9月22日，珂玛科技融资融券余额合计3.93亿 元。 融资方面，珂玛科技当日融资买入3562.04万元。当前融资余额3.92亿元，占流通市值的4.87%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，珂玛科技A股上市后累计派现8720.00万元。 机构持仓方面， ...

Group 1 - The core point of the article is that Kema Technology has completed the product development of the 12-inch multi-zone heated electrostatic chuck and is currently in the verification testing phase with customers [2]. Group 2 - Kema Technology announced on September 22 that the verification testing process for the 12-inch multi-zone heated electrostatic chuck is progressing steadily [2]. - The company has not yet provided a timeline for when the product will be officially mass-produced and sold [2].

中信证券股份有限公司 关于苏州珂玛材料科技股份有限公司 2025年半年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称：珂玛科技 | | --- | --- | | 保荐代表人姓名：曲娱 | 联系电话：021-20262209 | | 保荐代表人姓名：汤鲁阳 | 联系电话：025-83261254 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金 管理制度、内控制度、内部审计制度、关联交易 | 是 | | 制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 1次 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | 4.公司治理督导情况 ...

Core Viewpoint - Kema Technology (301611) announced that neither the company nor its subsidiaries have overdue guarantees, nor are there any amounts related to guarantees involved in litigation or losses due to guarantee judgments [1] Group 1 - The company confirmed the absence of overdue guarantees [1] - There are no amounts related to guarantees that are involved in litigation [1] - The company has not incurred losses due to guarantee judgments [1]

证券代码：301611 证券简称：珂玛科技 公告编号：2025-048 苏州珂玛材料科技股份有限公司 第三届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会召开情况 苏州珂玛材料科技股份有限公司（以下简称"公司"）第三届董事会第五次会议 （以下简称"会议"）于 2025 年 9 月 12 日在江苏省苏州市虎丘区漓江路 58 号 6#厂 房东以现场结合通讯方式举行，会议通知于 2025 年 9 月 9 日通过邮件方式发出，因 会议紧急，经全体董事一致同意豁免本次会议的通知期限。会议应出席董事 7 人， 实际出席董事 7 人（其中董事胡文、范春仙、RONG YIMING、徐冬梅以通讯表决 方式审议表决），公司高级管理人员列席了会议。本次会议的召开符合相关法律法规 和《公司章程》的规定。 本次会议由董事长刘先兵召集并主持，会议审议并以现场及在线记名投票表决 的方式通过各项议案，会议一致形成如下决议。 二、董事会会议审议情况 （一）审议通过《关于<苏州珂玛材料科技股份有限公司 2025 年限制性股票激 励计划（草案）>及其摘要的议案 ...

Group 1 - The core point of the article is that Kema Technology (301611.SZ) has announced a restricted stock incentive plan for 2025, proposing to grant a total of 1.3 million shares, which represents 0.3% of the company's total share capital at the time of the announcement [1] - The plan includes an initial grant of 1.04 million shares and a reserve of 260,000 shares, with a grant price set at 27.62 yuan per share [1] - The validity period of the incentive plan is from the date of grant until all granted restricted stocks are vested or become invalid, with a maximum duration of 48 months [1]

Core Viewpoint - Kema Technology (301611.SZ) announced a restricted stock incentive plan for 2025, aiming to enhance employee motivation and align interests with shareholders [1] Group 1: Incentive Plan Details - The total number of restricted stocks to be granted under this incentive plan is 1.3 million shares, which represents 0.3% of the company's total share capital of 436 million shares at the time of the announcement [1] - The initial grant will be awarded to 31 individuals, indicating a selective approach to incentivizing key personnel [1] - The grant price for the initially awarded restricted stocks is set at 27.62 yuan per share, establishing a clear entry point for the incentive [1]

Core Viewpoint - Kema Technology (301611.SZ) has announced a draft for its 2025 restricted stock incentive plan, aiming to grant a total of 1.3 million shares, which represents 0.3% of the company's total share capital at the time of the announcement [1] Summary by Sections Incentive Plan Details - The plan includes an initial grant of 1.04 million restricted shares and a reserve of 260,000 shares [1] - The grant price is set at 27.62 yuan per share [1] Duration of the Plan - The effective period of the incentive plan will last from the date of grant until all granted restricted shares are vested or become invalid, with a maximum duration of 48 months [1]

Group 1 - The core point of the article is that Kema Technology announced a guarantee for its subsidiary, Suzhou Kaixin Semiconductor Technology Co., Ltd., which will require approval from the upcoming shareholder meeting [1] - The total amount of guarantees provided by the company and its subsidiaries will be 200 million RMB, which accounts for 13.16% of the company's latest audited net assets [1] - As of the report, Kema Technology has a market capitalization of 23 billion RMB [1]