Core Points - Kema Technology's stock dropped by 5.19% to 61.15 CNY per share, with a trading volume of 515 million CNY and a turnover rate of 5.54%, resulting in a total market capitalization of 26.661 billion CNY [1] Company Overview - Kema Technology, established on April 27, 2009, is located in Suzhou, Jiangsu Province, and specializes in the research, manufacturing, sales, and services of advanced ceramic materials and surface treatment services for semiconductor equipment [1] - The company's revenue composition includes 91.74% from sales of advanced ceramic components, 7.20% from surface treatment services, 0.57% from other sources, and 0.49% from sales of metal structural components [1] Shareholder Information - 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 is 0.93% of the circulating shares, with an estimated floating loss of approximately 1.863 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a current scale of 64.953 billion CNY, yielding 27.62% year-to-date and 40.32% over the past year [2] Fund Performance - Southern Fund's Southern Zhihong Mixed A (020645) increased its holdings in Kema Technology by 20,200 shares, totaling 116,000 shares, which represents 2.98% of the fund's net value, with an estimated floating loss of about 388,600 CNY [4] - The Southern Zhihong Mixed A fund was established on August 2, 2024, with a current scale of 98.6415 million CNY, achieving a year-to-date return of 35.89% and a one-year return of 39.31% [4]

珂玛科技今年以来股价涨7.10%，近5个交易日涨7.56%，近20日涨17.39%，近60日涨19.37%。 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%。 10月14日，珂玛科技盘中下跌2.26%，截至09:52，报63.04元/股，成交2.76亿元，换手率2.93%，总市值 274.85亿元。 资金流向方面，主力资金净流出693.53万元，特大单买入2574.52万元，占比9.33%，卖出2326.33万元， 占比8.43%；大单买入5860.48万元，占比21.23%，卖出6802.19万元，占比24.64%。 截至9月19日，珂玛科技股东户数2.81万，较上期减少2.10%；人均流通股5217股，较上期增加2.15%。 2025年1月-6月，珂玛科技实现营业收入5.20亿元，同比 ...

Group 1 - A total of 61 stocks received ratings from brokers between October 5 and October 11, with 36 stocks receiving a "buy" rating [1] - The stocks with the highest expected price increases based on the latest closing prices are Kema Technology (301611.SZ) at 23.14%, WuXi AppTec (603259.SH) at 15.45%, and Silis (601127.SH) at 15.18% [1] - The stocks that received attention from multiple brokers include Goldwind Technology (002202.SZ), Silis (601127.SH), and WuXi AppTec (603259.SH) [1] Group 2 - The industries with the highest number of stocks receiving broker attention are light industry manufacturing, textile and apparel, and automotive [2]

Investment Rating - The report initiates coverage on Kema Technology (301611) with a "Buy" rating, projecting a neutral target price of 76 CNY per share and an upward target price of 89 CNY per share for the next six months [3][11]. Core Insights - The demand for Kema's products is driven by the 3D integration of storage chips and the upgrade of logic chip processes, particularly under the influence of AI, leading to a high growth trend in the demand for PECVD/ALD equipment [1][10]. - The company is expected to significantly increase its production capacity of aluminum nitride ceramic heaters from 60 units per month in 2024 to 200 units per month by the end of 2025, aligning with the shipping needs of core customers [1][10]. - Kema Technology is positioned as a leader in the domestic market with a low domestic substitution rate of around 14%, indicating substantial room for growth in the domestic replacement process [2][10]. Financial Data and Valuation - The projected revenue for Kema Technology is expected to grow from 11.81 billion CNY in 2025 to 16.53 billion CNY in 2026, with a corresponding net profit of 4.28 billion CNY and 6.32 billion CNY respectively [4][56]. - The company’s PE ratios are projected to be 60 for 2025 and 41 for 2026, with a target valuation of 52x for 2026 [3][56]. - The report highlights that Kema's functional modules, including ceramic heaters and electrostatic chucks, are expected to account for a significant portion of revenue, with a notable increase in profit margins from 17% in 2023 to 36.3% in 2024 [25][56].

Core Insights - Kema Technology's stock rose by 5.54% to 61.96 CNY per share, with a trading volume of 461 million CNY and a turnover rate of 5.20%, resulting in a total market capitalization of 27.015 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 the circulating shares. The estimated floating profit today is approximately 1.8074 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 28.58%, ranking 2093 out of 4221 in its category, while the one-year return is 34.04%, ranking 1521 out of 3848 [2] Fund Performance - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 338 days. The total asset scale of the fund is 94.976 billion CNY, with the best fund return during the tenure being 164.18% and the worst being -15.93% [3] Major Holdings - Southern Fund's Southern Zhihong Mixed A (020645) has 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 around 377,000 CNY [4] - Southern Zhihong Mixed A was established on August 2, 2024, with a latest scale of 98.6415 million CNY. Year-to-date returns are 35.97%, ranking 2737 out of 8238, while the one-year return is 41.67%, ranking 1867 out of 8082 [4] Fund Manager Insights - The fund manager of Southern Zhihong Mixed A is Jin Lanfeng, who has been in the position for 4 years and 143 days. The total asset scale of the fund is 1.136 billion CNY, with the best fund return during the tenure being 53.78% and the worst being 9.65% [5]

9月30日，珂玛科技涨0.17%，成交额4.05亿元。两融数据显示，当日珂玛科技获融资买入额5783.59万 元，融资偿还5856.88万元，融资净买入-73.28万元。截至9月30日，珂玛科技融资融券余额合计4.18亿 元。 机构持仓方面，截止2025年6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）位居第二大流通股东，持股64.22万股，为新进股东。南方中证1000ETF （512100）位居第四大流通股东，持股55.61万股，为新进股东。西部利得事件驱动股票A（671030）位 居第六大流通股东，持股46.90万股，为新进股东。宏利成长混合（162201）位居第七大流通股东，持 股41.75万股，为新进股东。香港中央结算有限公司位居第八大流通股东，持股38.54万股，相比上期减 少9.88万股。国泰CES半导体芯片行业ETF（512760）位居第九大流通股东，持股36.12万股，为新进股 东。汇添富中证芯片产业ETF（516920）、中欧创业板两年混合A（166027）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，苏州珂玛材料科技股份有限公司位于江 ...

9月29日，珂玛科技涨0.67%，成交额4.37亿元。两融数据显示，当日珂玛科技获融资买入额8318.01万 元，融资偿还4160.91万元，融资净买入4157.10万元。截至9月29日，珂玛科技融资融券余额合计4.19亿 元。 融资方面，珂玛科技当日融资买入8318.01万元。当前融资余额4.18亿元，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，截止2025年6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）位居第二大流通股东，持股64.22万股，为新进股东。南方中证1000ETF （512100）位居第四大流通股东，持股55.61万股，为新进股东。西部利得事件驱动股票A（671030）位 居第六大流通股东，持股46.90万股，为新进股东。宏利成长混合（162201）位居第七大流通股东，持 股41.75万股，为新进股东。香港中央结算有限公司位居第八大流通股东，持股38.54万股，相比上期减 少9.88万股。国泰CES半导体芯片行业ETF（512760）位居第九大流 ...

证券代码：301611 证券简称：珂玛科技 公告编号：2025-052 苏州珂玛材料科技股份有限公司 2025 年第三次临时股东会决议公告 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。 特别提示： 1、本次股东会未出现否决议案的情形； 2、本次股东会未涉及变更以往股东会已通过的决议的情形。 一、会议召开和出席情况 1、会议召开的时间： （1）现场会议时间：2025 年 9 月 29 日（星期一）14:00； （2）网络投票时间：2025 年 9 月 29 日。其中，通过深圳证券交易所交易系统 进行网络投票的时间为 2025 年 9 月 29 日 9:15-9:25；9:30-11:30；13:00-15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为 2025 年 9 月 29 日 9:15 至 2025 年 9 月 29 日 15:00 的任意时间。 4、会议召开方式：本次会议采取现场投票与网络投票相结合的方式； 5、会议召集人：公司董事会； 6、现场会议主持人：董事长刘先兵先生； 7、会议出席情况： （1）股东出席会议的总体情况： 参加本次股东 ...

上海市通力律师事务所 关于苏州珂玛材料科技股份有限公司 2025 年第三次临时股东会的法律意见书 致: 苏州珂玛材料科技股份有限公司 上海市通力律师事务所(以下简称"本所")接受苏州珂玛材料科技股份有限公司(以下 简称"公司")的委托, 指派本所马宇曈律师、甘瑞霖律师(以下简称"本所律师")根据《中 华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》等法律法规和规 范性文件(以下统称"法律法规")及《苏州珂玛材料科技股份有限公司章程》(以下简称"公 司章程")的规定就公司 2025 年第三次临时股东会(以下简称"本次股东会")相关事宜出 具法律意见。 本所律师已经对公司提供的与本次股东会有关的法律文件及其他文件、资料予以了核查、 验证。在进行核查验证过程中, 公司已向本所保证, 公司提供予本所之文件中的所有签署、 盖章及印章都是真实的, 所有作为正本提交给本所的文件都是真实、准确、完整和有效的, 且文件材料为副本或复印件的, 其与原件一致和相符。 在本法律意见书中, 本所仅对本次股东会召集和召开的程序、出席本次股东会人员资格 和召集人资格及表决程序、表决结果是否符合法律法规和公司章程的规定发表 ...

证券代码：301611 证券简称：珂玛科技 公告编号：2025-053 苏州珂玛材料科技股份有限公司 关于公司 2025 年限制性股票激励计划内幕信息 知情人及激励对象买卖公司股票情况的自查报告 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。 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"）于 2025 年 9 月 12 日召开第三届董事会第六次会议，审议通过了《关于公司<2025 年限制性 股票激励计划（草案）>及其摘要的议案》等议案。具体内容详见公司于 2025 年 9 月 13 日披露于巨潮资讯网（http://www.cninfo.com.cn）的相关公告。 1、中国结算深圳分公司出具的《信息披露义务人持股及股份变更查询证明》及 《股东股份变更明细清单》。 根据中国结算深圳分公司出具的《信息披露义务人持股及股份变更查询证明》 及《股东股份变更明细清单》，在自查期间，所有核查对象在上述期间内不存在买 卖公司股票的行为。 三、结论意见 综上所述，公司已按照相关法律、法规及规范性文件的规定，建立了信息披露 及内幕信息管理的相关制度；在本次激励计 ...