【私募调研记录】简帧投资调研康达新材

Group 1 - The company Kanda New Materials has established a complete supply chain for wind turbine blade materials, with expected sales of nearly 90,000 tons of wind power epoxy structural adhesives in 2024 [1] - In the first quarter of 2025, the sales volume of wind power structural adhesives is expected to maintain a leading market share [1] - The company is increasing R&D investment in adhesive and specialty resin new materials, as well as electronic information materials, with R&D expenses projected to reach 204 million yuan, accounting for 6.56% of operating revenue, and a R&D team of 376 people, representing 22.97% of total employees [1] - The company plans to acquire Chengdu Zhongke Huami, which focuses on the R&D of high-reliability integrated circuit products, and has formed four major product lines, with auditing and evaluation work for the transaction currently in progress [1] - The company aims to accelerate its strategic transformation towards the semiconductor industry through diversified investment models, constructing an industrial chain that includes integrated circuit design, manufacturing, and packaging testing [1]