珂玛科技12月23日公告，公司股票交易价格于2025年12月23日连续2个交易日收盘价格涨幅偏离值累计 达到30%，根据深圳证券交易所相关规定，属于股票交易异常波动情形。 经核实，公司未发现前期披 露的信息存在需要更正、补充之处。公司未发现近期公共传媒报道了可能对本公司股票交易价格产生重 大影响的未公开重大信息，但公司注意到近期公司因调入创业板指数样本，可转换债券申请已获深圳证 券交易所受理并处于审核阶段。敬请广大投资者注意投资风险，理性决策，审慎投资。公司目前经营正 常，近期公司经营情况及内外部经营环境未发生重大变化。 ...

南财智讯12月23日电，珂玛科技公告，公司股票交易价格于2025年12月23日连续2个交易日收盘价格涨 幅偏离值累计达到30%，根据深圳证券交易所相关规定，属于股票交易异常波动的情况。董事会经核实 确认，公司未发现前期披露的信息存在需要更正或补充之处；近期公共传媒未报道可能对公司股价产生 重大影响的未公开重大信息，但公司注意到因调入创业板指数样本，且可转换债券申请已获深圳证券交 易所受理并处于审核阶段；公司目前经营正常，内外部经营环境未发生重大变化；公司、控股股东及实 际控制人不存在应披露而未披露的重大事项，亦无处于筹划阶段的重大事项；股票异常波动期间，控股 股东及实际控制人未买卖公司股票；公司不存在违反公平信息披露规定的情形。董事会确认，除已公开 披露的信息外，目前没有其他应予披露而未披露的事项，也未获悉可能对公司股票交易价格产生较大影 响的信息。 ...

证券代码：301611 证券简称：珂玛科技 公告编号：2025-063 苏州珂玛材料科技股份有限公司 股票交易异常波动公告 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。 2、公司未发现近期公共传媒报道了可能对本公司股票交易价格产生重大影响的 未公开重大信息，但公司注意到近期公司因调入创业板指数样本，可转换债券申请 已获深圳证券交易所受理并处于审核阶段。敬请广大投资者注意投资风险，理性决 策，审慎投资； 3、公司目前经营正常，近期公司经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东及实际控制人不存在关于公司应披露而未披露的重大事项， 或处于筹划阶段的重大事项； 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的行为； 6、公司不存在违反公平信息披露规定的其他情形。 一、股票交易异常波动的情况介绍 苏州珂玛材料科技股份有限公司（以下简称"公司"）股票交易价格于 2025 年 12 月 23 日连续 2 个交易日收盘价格涨幅偏离值累计达到 30%，根据深圳证券交易所 相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 董事会 ...

据天眼查APP显示，苏州珂玛材料科技股份有限公司成立于2009年04月27日，注册资本43600万人民 币。（数据宝） 数据宝统计，截至14:50，珂玛科技成交额26.88亿元，创上市以来新高。最新股价上涨9.89%，换手率 21.48%。上一交易日该股全天成交额为16.34亿元。 （文章来源：证券时报网） ...

12月23日，A股市场半导体概念股普涨，其中，杰创涨超13%，珂玛科技涨超11%，盛剑科技涨超7%，恒 坤新材涨超6%，神工股份、艾森股份、龙图光罩、北京君正涨超5%，寒武纪-U、银河微电、北方华创涨 超4%。 | | | | | 半导体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | . | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 688141 | 杰华特 | | 13.36 | 189亿 | 37.47 | | 2 | 301611 | 珂玛科技 | 1 | 11.14 | 370亿 | 44.04 | | 3 | 603324 | 盛剑科技 | 1 | 7.80 | 39.16亿 | 2.92 | | ব | 688727 | 恒坤新材 | 1 | 6.25 | 231亿 | 242.36 | | റ | 688233 | 神工股份 | 演 | 5.76 | 119亿 | 199.27 | | 6 | 688720 | 文森股份 | 1 | 5.70 | 66.14亿 | 89.71 | | ...

（文章来源：证券时报网） 珂玛科技股价创出历史新高，截至9:46，该股上涨15.71%，股价报88.25元，成交量1163.33万股，成交 金额9.81亿元，换手率7.94%，该股最新A股总市值达384.77亿元，该股A股流通市值129.36亿元。 两融数据显示，该股最新（12月22日）两融余额为7.87亿元，其中，融资余额为7.86亿元，近10日增加 3.36亿元，环比增长74.56%。 公司发布的三季报数据显示，前三季度公司共实现营业收入7.94亿元，同比增长28.86%，实现净利润 2.45亿元，同比增长8.29%，基本每股收益为0.5600元，加权平均净资产收益率15.04%。（数据宝） 证券时报·数据宝统计显示，珂玛科技所属的电子行业，目前整体涨幅为0.95%，行业内，目前股价上涨 的有218只，涨幅居前的有珂玛科技、苏州天脉、恒坤新材等，涨幅分别为15.71%、14.37%、12.82%。 股价下跌的有265只，跌幅居前的有华体科技、久之洋、C优迅等，跌幅分别为8.68%、7.48%、6.94%。 ...

珂玛科技今日涨停，全天换手率14.92%，成交额16.34亿元，振幅13.68%。龙虎榜数据显示，机构净买 入646.03万元，深股通净买入1492.66万元，营业部席位合计净卖出6085.22万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入646.03万元，深股 通净买入1492.66万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.97亿元，其中，买入成交额为3.29亿 元，卖出成交额为3.68亿元，合计净卖出3946.53万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、买五、卖三，合计买入金额 5417.50万元，卖出金额4771.46万元，合计净买入646.03万元，深股通为第二大买入营业部及第二大卖 出营业部，买入金额为8318.32万元，卖出金额为6825.67万元，合计净买入1492.66万元。 资金流向方面，今日该股主力资金净流入2.14亿元，其中，特大单净流入2.15亿元，大单资金净流出 146.48万元。近5日主力资金净流入2.50亿元。 融资融券数据显示，该股最新（12月19日）两融余额为4.42亿元，其中 ...

Market Performance - A-shares showed strong performance with the Shanghai Composite Index surpassing 3900 points, closing at 3917.36, up 0.69% [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.23%, indicating a robust market sentiment [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18.825 billion yuan, an increase of 1.336 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector experienced significant gains, with stocks like Kema Technology and Lianang Microelectronics hitting the daily limit, while SMIC and Haiguang Information rose over 5% [4][5] - Kema Technology's stock price reached a historical high of 466.66 yuan per share, marking a tenfold increase from its low of 46.56 yuan in April [2] - Analysts predict that the global semiconductor wafer fabrication equipment market will maintain high single-digit percentage growth in 2025 and 2026, driven by rising demand and price increases in the storage sector [6] Hainan Free Trade Zone - The Hainan Free Trade Zone concept surged, with over 20 stocks hitting the daily limit, including Shennong Agriculture and Kangzhi Pharmaceutical [6][7] - The official launch of the Hainan Free Trade Port on December 18 led to a significant increase in duty-free sales, with sales reaching 118 million yuan on the first day, a year-on-year increase of 85% [8] - The policy changes are expected to reduce import tax burdens for related enterprises by approximately 20%, enhancing market activity and consumer attraction in tourism and retail sectors [8] AI Industry - The CPO concept and AI-related stocks saw active trading, with stocks like Kaige Precision and Changxin Bochuang achieving new highs [9] - The demand for high-bandwidth network hardware is increasing due to rapid upgrades in GPU and ASIC technologies, with expectations for continued growth in 800G optical module demand through 2026 [9]

从资金流向上来看，当日半导体板块主力资金净流入20.47亿元，游资资金净流出20.47亿元，散户资金 净流入71.97万元。半导体板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月22日半导体板块较上一交易日上涨3.09%，珂玛科技领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。半导体板块个股涨跌见下表： ...

Core Conclusion - Advanced ceramics are positioned as the "crown jewel of the materials industry," achieving a critical phase of import substitution in strategic fields such as semiconductors, new energy, and optical communication. The three companies—Guoci Materials, Sanhuan Group, and Kema Technology—are building competitive barriers through differentiated track layouts: Guoci focuses on a powder-based multi-field platform, Sanhuan monopolizes niche markets with full-chain capabilities, and Kema leverages semiconductor domestic substitution for high growth. Together, they share the trillion-level market dividend [1]. Business Overview: Differentiated Tracks Constructing Domestic Ceramic Industry Ecosystem - Guoci Materials (300285) is positioned as a leading advanced ceramic powder platform, while Sanhuan Group (300408) serves as a comprehensive solution provider for the entire ceramic industry chain, and Kema Technology (301611) is a benchmark for semiconductor advanced ceramic components and domestic substitution [2]. - Guoci's core products include MLCC dielectric powders, honeycomb ceramics, and dental zirconia, while Sanhuan offers optical fiber ceramic inserts and SOFC membranes, and Kema specializes in ceramic heaters and etching machine components [2]. - Revenue structures show Guoci's focus on electronic materials (42%), Sanhuan's on communication devices (38%), and Kema's on semiconductor ceramic components (92%) [2]. In-depth Business Characteristics - Guoci Materials employs a "powder + acquisition" strategy to build a cross-field platform, breaking Japan's monopoly with water-thermal barium titanate powder, achieving over 25% global market share and over 80% domestic MLCC powder market share [3][4]. - Sanhuan Group has a vertical integration model, achieving over 70% global market share in optical fiber ceramic inserts and 80% in SOFC membranes, with a self-manufacturing rate of 90% for equipment [6][8]. - Kema Technology holds a 72% market share in domestic advanced structural ceramics and over 80% in etching equipment ceramic parts, with a focus on upgrading products to higher-margin modules [10]. Core Barriers: Technology, Customers, and Industry Chain - Guoci Materials has achieved breakthroughs in powder synthesis and nanostructured zirconia, with a purity of 99.9% for barium titanate powder [11]. - Sanhuan Group's proprietary technology includes ultra-thin YSZ membranes with over 99% density and a lifespan exceeding 40,000 hours [11]. - Kema Technology's innovations include plasma-resistant ceramics and precision processing techniques, with a focus on long-term contracts with major clients [11]. Development Potential: Growth Logic of Domestic Substitution and Scene Expansion - Key growth drivers include the high-end upgrade of MLCCs for Guoci, SOFC station proliferation and optical communication for Sanhuan, and semiconductor equipment expansion for Kema [15][16]. - The target market by 2030 includes electronic materials at $20 billion, catalytic materials at $15 billion, and semiconductor ceramic components at $10 billion, with compound annual growth rates of 18%-22%, 25%-30%, and 35%-40% respectively [16]. Competitive Landscape - All three companies face competition from Japanese firms like Kyocera and Nippon Electric Glass, particularly in advanced processes below 7nm and high-end SOFCs [18]. - Domestic collaboration is evident, with Guoci supplying raw materials to Sanhuan and Kema, while Sanhuan's semiconductor devices complement Kema's equipment components, forming a domestic ceramic industry ecosystem [19].