科马材料产品涵盖干式离合器摩擦片和湿式纸基摩擦片两大核心品类，广泛应用于商用车、乘用车、工 程机械、农业机械等多个领域。 据北京证券交易所官网披露的最新信息，浙江科马摩擦材料股份有限公司（以下简称"科马材料"或"公 司"）于2025年8月11日上市委会议审议，拟募集资金2.06亿元。 科马材料自 2002 年在浙江省丽水市成立以来，始终专注于摩擦材料的研发、生产及销售，在行业深耕 二十余年。公司从最初的小型生产企业起步，凭借对产品质量的极致追求和技术创新的持续投入，逐步 成长为国内干式离合器摩擦片领域的标杆企业，与舍弗勒和法雷奥占据了国内干式离合器摩擦片高端市 场份额的 85%以上，处于领先地位。 凭借优异的产品质量和广泛的市场认可，科马材料近年来经营业绩保持稳步增长态势，展现出强劲的发 展韧性。根据公开财报数据显示，2024 年科马材料实现营业总收入 2.49 亿元，较上年同期增长 25.16%，彰显了公司在市场拓展和销售渠道建设方面的显著成效。更值得关注的是，在营收增长的同 时，公司盈利能力也大幅提升，2024 年扣非净利润达到 0.69 亿元，同比增长 55.22%。这一数据不仅反 映出公司在成本控制、 ...

Core Viewpoint - Zhejiang Kema Material Co., Ltd. is set to raise 206 million yuan through its IPO, focusing on the development and production of friction materials, particularly in the dry clutch segment, where it holds a significant market share alongside major competitors [1] Group 1: Company Overview - Kema Material has been dedicated to the research, production, and sales of friction materials since its establishment in 2002, evolving from a small manufacturer to a leading player in the domestic dry clutch friction plate market [1] - The company has achieved over 85% market share in the high-end dry clutch friction plate segment, competing with Schaeffler and Valeo [1] Group 2: Product Portfolio - The main products include dry clutch friction plates and wet paper-based friction plates, which are utilized across various sectors such as commercial vehicles, passenger cars, engineering machinery, and agricultural machinery [1] - The dry clutch friction plate is a flagship product, with significant sales in the domestic commercial vehicle market, generating revenue of 44.25 million yuan in 2024 [2] Group 3: Market Opportunities - Kema Material is actively expanding into the wet paper-based friction plate business, which is crucial for automatic transmissions and has low domestic supply, presenting a significant growth opportunity [3] - The domestic market for wet paper-based friction plates is expected to grow rapidly, with a goal of achieving 80% localization by 2030, as outlined in the "Green Book on Key Areas of Technology Innovation in Chinese Manufacturing" [3] Group 4: Financial Performance - The company reported total revenue of 249 million yuan in 2024, reflecting a year-on-year growth of 25.16%, indicating strong market expansion and sales channel development [4] - The net profit after deducting non-recurring items reached 69 million yuan in 2024, a 55.22% increase from the previous year, showcasing improved cost control and operational efficiency [4] Group 5: Market Expansion - Kema Material has established a nationwide sales network and is actively pursuing international markets, with overseas sales accounting for 18.08% of total revenue in 2024 [5] - The domestic market for dry friction plates in passenger vehicles has grown from 203 million yuan in 2022 to 226 million yuan, providing further opportunities for domestic component manufacturers [5] Group 6: IPO Fund Utilization - The funds raised from the IPO will primarily be allocated to the "Environmental-Friendly Dry Impregnation Clutch Friction Material Technology Upgrade Project" and the "R&D Center Upgrade Project," aimed at enhancing production capacity and meeting the growing automotive market demand [5]

1-1-0 上海汽车空调配件股份有限公司 Shanghai Automobile Air-Conditioner Accessories Co., Ltd. （上海市浦东新区莲溪路 1188 号） 首次公开发行股票并在主板上市 招股说明书 （申报稿） 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应 程序。本招股说明书不具有据以发行股票的法律效力，仅供预先披 露之用。投资者应当以正式公告的招股说明书全文作为作出投资决 定的依据。 保荐人（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风 险。 上海汽车空调配件股份有限公司 首次公开发行股票招股 ...