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康达新材(002669) - 2025年8月15日投资者关系活动记录表
2025-08-17 07:36
Financial Performance - The company achieved a turnaround with a net profit of 50 million CNY for the first half of 2025, compared to a loss of 55.51 million CNY in the same period last year, representing a year-on-year growth of 188.48% to 197.33% [2][3] - The sales volume of adhesive and specialty resin products steadily increased, driven by strong demand in the wind power sector, particularly for wind turbine blade products [2][3] Wind Power Sector - The company maintains the leading market share in the domestic wind turbine blade structural adhesive segment [3] - In 2024, sales of wind turbine blade epoxy structural adhesive reached over 40,000 tons, while epoxy infusion resin sales reached 45,000 tons, with consistent growth over the past three years [3] Acquisition of Chengdu Zhongke Huami Technology Co., Ltd. - The acquisition aims to expand into the semiconductor integrated circuit field, integrating high-quality assets in the special integrated circuit sector [6][7] - Post-acquisition, Zhongke Huami will be included in the company's consolidated financial statements, expected to provide new revenue and profit growth points [7] Strategic Development - The company plans to leverage its existing semiconductor materials industry to accelerate its strategic transformation towards the semiconductor integrated circuit industry [7] - The strategic layout aligns with national industrial policy and supports the company's long-term development goals [7] Electronic Specialty Resins - A new subsidiary, Kang Cheng Da Chuang (Shanghai) New Materials Co., Ltd., is being established to develop electronic-grade resins for applications in high-speed copper-clad laminates and BT substrates [7]