机构持仓方面，截止2025年9月30日，珂玛科技十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）、南方中证1000ETF（512100）、西部利得事件驱动股票A（671030）、宏利成长 混合（162201）、香港中央结算有限公司、国泰CES半导体芯片行业ETF（512760）退出十大流通股东 之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月9日，珂玛科技涨2.32%，成交额12.78亿元。两融数据显示，当日珂玛科技获融资买入额8793.98万 元，融资偿还6843.20万元，融资净买入1950.78万元。截至2月9日，珂玛科技融资融券余额合计5.44亿 元。 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 ...

Core Viewpoint - Kema Technology (301611.SZ) is accelerating its capacity expansion by issuing convertible bonds worth up to 750 million yuan to fund production capacity expansion and supplement working capital [1][2]. Group 1: Fundraising and Projects - The company plans to raise a total of 750 million yuan through convertible bonds, focusing on core business and strategic development [1]. - The "Structural Functional Modular Ceramic Components Expansion Project" will receive 488 million yuan, accounting for 65.07% of the total fundraising, aimed at enhancing production capacity for ceramic heaters [2]. - The "Silicon Carbide Materials and Components Project" will receive 52 million yuan, with an expected internal rate of return of 16.38% and a payback period of 7.49 years [2]. - 210 million yuan will be allocated to supplement working capital to support the smooth progress of fundraising projects and stable daily operations [2]. Group 2: Financial Performance and Projections - Kema Technology's revenue for 2025 is projected to reach between 1.06 billion and 1.08 billion yuan, representing a year-on-year growth of 23.63% to 25.96% [1][3]. - The expected net profit attributable to shareholders for 2025 is between 286 million and 336 million yuan, with a year-on-year change of -8.00% to 8.00% [1][3]. - The company achieved a significant revenue increase of 78.54% in its first year post-IPO, with a net profit growth of 279.88% [3]. Group 3: Research and Development - Kema Technology has consistently increased its R&D expenses, with amounts of 46.53 million yuan, 66.32 million yuan, and 73.98 million yuan for the years 2023 to the first three quarters of 2025, totaling 187 million yuan over three years [5]. - The company has developed a complete proprietary intellectual property system and has achieved leading domestic and international levels in several key technical indicators [5]. - Kema Technology focuses on the domestic market while actively expanding overseas, with advanced ceramic components for semiconductor equipment being its core revenue source [3][4].

Core Viewpoint - Kema Technology (301611.SZ) has received approval from the Shenzhen Stock Exchange's Listing Review Committee for its application to issue convertible bonds to unspecified objects, with a total fundraising target of up to RMB 75 million [1][2]. Group 1: Issuance Details - The issuance application was reviewed on February 6, 2026, and was found to meet the conditions for issuance, listing, and information disclosure [1]. - The final approval from the China Securities Regulatory Commission (CSRC) is still pending, and the timing of this decision remains uncertain [1]. Group 2: Fundraising Allocation - The total investment for the projects funded by the issuance is RMB 87.82 million, with the following allocations: - Expansion of modular ceramic components: Total investment of RMB 60.27 million, with RMB 48.80 million from the fundraising [2]. - Silicon carbide materials and components for semiconductor equipment: Total investment of RMB 6.54 million, with RMB 5.20 million from the fundraising [2]. - Supplementing working capital: Total investment of RMB 21 million, with the entire amount sourced from the fundraising [2]. Group 3: Shareholding Structure - As of September 30, 2025, Liu Xianbing directly holds 192.65 million shares, accounting for 44.19% of the total share capital, and controls an additional 5.53% through other entities, totaling 49.72% control over the company [2].

Group 1 - The core point of the article is that Kema Technology (301611.SZ) has received approval from the Shenzhen Stock Exchange's Listing Review Committee for its application to issue convertible bonds to unspecified investors [1] Group 2 - The review meeting was the 6th session of 2026, indicating ongoing regulatory processes for the company [1] - The application for the bond issuance meets the conditions for issuance, listing, and information disclosure requirements [1]

智通财经APP讯，珂玛科技(301611.SZ)公告，深圳证券交易所上市审核委员会召开2026年第6次审议会 议，对公司向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结果，公司本次发行的 申请符合发行条件、上市条件和信息披露要求。 ...

珂玛科技公告，2026年2月6日，深圳 证券交易所上市审核委员会召开2026年第6次审议会议，对珂玛科 技向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结果，公司本次发行的申请符合 发行条件、上市条件和信息披露要求。 ...

证券代码：301611 证券简称：珂玛科技 公告编号：2026-007 苏州珂玛材料科技股份有限公司 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。 2026 年 2 月 6 日，深圳证券交易所上市审核委员会召开 2026 年第 6 次审议会议， 对苏州珂玛材料科技股份有限公司（以下简称"公司"）向不特定对象发行可转换公 司债券（以下简称"本次发行"）的申请进行了审核。根据会议审议结果，公司本次 发行的申请符合发行条件、上市条件和信息披露要求。 本次发行事项尚需履行中国证券监督管理委员会（以下简称"中国证监会"）注 册程序，最终中国证监会能否同意注册及其时间尚存在不确定性。公司将在收到中国 证监会作出的予以注册或不予注册的决定文件后另行公告。敬请广大投资者注意投资 风险。 特此公告。 苏州珂玛材料科技股份有限公司董事会 2026 年 2 月 6 日 关于向不特定对象发行可转换公司债券申请 获得深圳证券交易所上市审核委员会审核通过的公告 ...

证券日报网讯2月4日，珂玛科技（301611）发布公告称，截至本公告披露日，公司及其控股子公司经审 议批准的处于有效期内的担保额度总金额为人民币20，000.00万元，占公司最近一期经审计净资产的 13.16%；公司及其控股子公司的担保余额为人民币3，000.00万元，占公司最近一期经审计净资产的 1.97%。截至本公告披露日，公司及子公司不存在对合并报表外单位提供担保的情况，无逾期对外担 保，也无涉及诉讼的对外担保及因担保被判决败诉而应承担损失的情形。 ...

关于为子公司提供担保的进展公告 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、担保情况概述 苏州珂玛材料科技股份有限公司（以下简称"珂玛科技"或"公司"）分别于 2025 年 9 月 12 日召开了第三届董事会第六次会议、于 2025 年 9 月 29 日召开了 2025 年第三次临时股东会，审议通过了《关于为控股子公司苏州铠欣半导体科技有 限公司及其全资子公司提供担保的议案》，同意公司在 2025 年度为公司控股子公司 苏州铠欣半导体科技有限公司（以下简称"苏州铠欣"）及其全资子公司提供人民币 1.00 亿元的预计担保额度，担保方式包括但不限于保证、抵押、质押等。此次预计 担保额度有效期自公司 2025 年第三次临时股东会审议通过之日起至公司 2025 年度 股东会决议之日止，在不超过上述担保额度的情况下，可在有效期限内循环使用。 同时，公司授权经营管理层根据实际经营需要担保额度范围内，适度调整对每个子 公司提供的担保额度。具体内容详见公司于 2025 年 9 月 12 日在巨潮资讯网上披露 的《关于为子公司提供担保额度预计的公告》（公告编号：2025 ...

Group 1 - The company, Kema Technology, announced an expected revenue of 1.06 billion to 1.08 billion yuan for 2025, representing a year-on-year growth of 23.63% to 25.96% [2] - The net profit attributable to shareholders is projected to be between 286.1 million and 335.85 million yuan, with a year-on-year change ranging from -8.00% to 8.00% [2]