Core Viewpoint - Kema Technology has shown strong financial performance with significant growth in revenue and net profit, indicating a positive outlook for the company in the semiconductor materials sector [2]. Financing and Trading Activity - On September 29, Kema Technology's stock rose by 0.67% with a trading volume of 437 million yuan. The financing buy-in amounted to 83.18 million yuan, while the financing repayment was 41.61 million yuan, resulting in a net financing buy-in of 41.57 million yuan. The total financing and margin balance reached 419 million yuan [1]. - The current financing balance of 418 million yuan represents 4.87% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of investor interest [1]. - In terms of securities lending, Kema Technology had a repayment of 3,700 shares and a sell-out of 300 shares on September 29, with a sell-out amounting to 17,600 yuan. The remaining securities lending volume was 2,800 shares, with a balance of 164,100 yuan, also above the 70th percentile level over the past year [1]. Company Overview - Kema Technology, established on April 27, 2009, is located in Suzhou, Jiangsu Province. The company specializes in the research, development, manufacturing, and sales of advanced ceramic materials and surface treatment services for semiconductor equipment [1]. - The revenue composition of Kema Technology 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 and Institutional Holdings - As of September 19, Kema Technology had 28,100 shareholders, a decrease of 2.10% from the previous period, with an average of 5,217 circulating shares per shareholder, an increase of 2.15% [2]. - For the first half of 2025, Kema Technology reported a revenue of 520 million yuan, a year-on-year increase of 35.34%, and a net profit attributable to shareholders of 172 million yuan, reflecting a growth of 23.52% [2]. - The company has distributed a total of 87.20 million yuan in dividends since its A-share listing [3]. - Notable institutional shareholders include Guolian An Zhongzheng Semiconductor Products and Equipment ETF, which is the second-largest shareholder with 642,200 shares, and several new institutional investors have entered the top ten shareholders list [3].

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 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [5][8]. Core Viewpoints - The company, Kema Technology, is a leader in advanced ceramic components, with promising prospects in the semiconductor business. The report highlights the company's focus on overcoming "bottleneck" products in the semiconductor sector, particularly ceramic heaters and electrostatic chucks, which are critical components in semiconductor manufacturing [5][10]. Summary by Relevant Sections Market Performance - As of September 24, 2025, the closing price of the company's stock is 60.76 yuan, with a total market capitalization of 26,491.36 million yuan and a circulating market capitalization of 8,906.36 million yuan [3]. Financial Forecast and Valuation - The projected revenue for Kema Technology is expected to grow from 480 million yuan in 2023 to 1,920 million yuan in 2027, with a compound annual growth rate (CAGR) of 30.04% [6]. - The net profit attributable to shareholders is forecasted to increase from 82 million yuan in 2023 to 747 million yuan in 2027, reflecting a significant growth trajectory [6]. - The report anticipates a price-to-earnings (P/E) ratio of 323.62 in 2023, decreasing to 35.46 by 2027 [6]. Business Overview - Kema Technology specializes in advanced ceramic materials and surface treatment services, focusing on customized components for various industries, including semiconductors, new energy, automotive manufacturing, and biomedicine [7][22]. - The company has developed a comprehensive solution from design to maintenance of high-precision ceramic components, positioning itself as a key player in the semiconductor equipment supply chain [7][10]. Growth Drivers - The advanced ceramic market is expected to expand significantly, with the Chinese market projected to reach 125 billion yuan by 2026, capturing 24% of the global market share [7][62]. - Kema Technology aims to address critical product shortages in the semiconductor industry by enhancing its R&D efforts in ceramic heaters and electrostatic chucks, which are essential for semiconductor manufacturing [10][48]. Client Base and Market Position - The company has established strong partnerships with major clients, including BOE Technology Group and TCL Huaxing, and is recognized as a key supplier in the semiconductor equipment sector [27][48]. - Kema Technology's advanced ceramic components have seen substantial demand growth, particularly in the semiconductor field, contributing significantly to its revenue [32][36]. Investment Projects - The company plans to utilize funds raised from its IPO for expanding production capacity in advanced materials and semiconductor components, as well as enhancing its R&D capabilities [28][48].

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 ...

证券代码：301611 证券简称：珂玛科技 公告编号：2025-051 苏州珂玛材料科技股份有限公司 薪酬与考核委员会关于公司 2025 年限制性股票激励计划 激励对象名单的核查意见及公示情况说明 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。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深圳 证券交易所创业板股票上市规》（以下简称"《上市规则》"）、《深圳证券交易 所创业板上市公司自律监管指南第 1 号——业务办理》（以下简称"《自律监管指 南第 1 号》"）和《公司章程》等相关规定，公司对 2025 年限制性股票激励计划激 励对象名单在公司内部进行了公示。公司薪酬与考核委员会结合公示情况对拟授予 激 ...

（文章来源：证券时报网） 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13:28，珂玛科技成交额10.22亿元，创2024年12月2日以来新高。最新股价上涨 5.31%，换手率11.78%。上一交易日该股全天成交额为5.79亿元。 ...

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 525 million CNY and a turnover rate of 6.52%, resulting in a total market capitalization of 25.157 billion CNY [1] - The stock has seen a continuous rise for four days, accumulating a total increase of 4.21% during this period [1] Company Overview - Suzhou Kema Materials Technology Co., Ltd. was established on April 27, 2009, and is located in Suzhou High-tech Zone, Jiangsu Province [1] - 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 the company 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 Information - Manulife Fund's Manulife Growth Mixed Fund (162201) entered the top ten circulating shareholders of Kema Technology in the second quarter, holding 417,500 shares, which accounts for 0.7% of the circulating shares [2] - The fund has realized a floating profit of approximately 1.1606 million CNY today, with a floating profit of 926,800 CNY during the four-day increase [2] - Manulife Growth Mixed Fund (162201) was established on April 25, 2003, with a latest scale of 1.133 billion CNY, achieving a year-to-date return of 87.53% and a one-year return of 156.19% [2]

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]