Core Viewpoint - Kema Technology (301611.SZ) is enhancing its product portfolio in silicon carbide ceramic materials and components through the acquisition of 73% of Suzhou Kaixin Semiconductor Technology Co., Ltd. for 102 million yuan, which will make Kaixin a subsidiary of Kema Technology [2][4]. Group 1: Acquisition Details - The acquisition involves cash payments of 99.0592 million yuan and 3.311 million yuan for 70.64% and 2.36% of Kaixin's shares, respectively, totaling 102 million yuan for 73% ownership [4]. - Kaixin Semiconductor specializes in chemical vapor deposition (CVD) silicon carbide coatings and CVD silicon carbide bulk ceramic components [4][5]. - The acquisition is expected to complement Kema Technology's existing product system, enhancing its silicon carbide ceramic materials and semiconductor components offerings [2][5]. Group 2: Financial Performance and Projections - Kema Technology forecasts a revenue of 515 million to 525 million yuan for the first half of 2025, representing a year-on-year growth of 33.93% to 36.53% [3][8]. - The net profit for the same period is projected to be between 165 million and 175 million yuan, indicating a growth of 18.59% to 25.77% [3][8]. - In 2024, Kema Technology's revenue from semiconductor equipment advanced ceramic materials components is expected to reach 692 million yuan, a year-on-year increase of 205.89% [2][7]. Group 3: Market Context and Growth - The semiconductor market is experiencing rapid growth, with increasing demand for domestic semiconductor equipment driving Kema Technology's sales in advanced ceramic materials [7][8]. - Kema Technology's revenue from the semiconductor sector reached 695 million yuan in 2024, marking a 204.09% increase, with a gross margin of 66.08% [7]. - The company is positioned as a leading provider of advanced ceramic materials and components, focusing on silicon carbide ceramics as a key development area [5][7].
珂玛科技受益行业复苏营收预增超33% 拟1.02亿收购铠欣半导体丰富产品布局