Core Viewpoint - The company GaoMeng New Materials has adhesive products that can be applied in aerospace, but currently has no collaboration with Blue Arrow Aerospace [2]. Group 1 - GaoMeng New Materials confirmed the applicability of its adhesive products in the aerospace sector [2]. - There is no existing partnership between GaoMeng New Materials and Blue Arrow Aerospace at this time [2].

Core Viewpoint - The company is actively working on the final adjustments and preparations for the production of its new electronic adhesive project, aiming for a swift transition to sales revenue post-launch [1] Group 1 - The company is addressing expert pre-acceptance feedback for its annual production capacity of 46,000 tons of electronic new energy adhesive [1] - The company is making significant efforts in market preparation to ensure a smooth transition to sales after production begins [1] - The growth in sales is expected to be a gradual process, with further information to be provided through company announcements [1]

Core Viewpoint - The company GaoMeng New Materials (300200.SZ) has adhesive products that can be applied in the aerospace sector, but currently, there is no collaboration with Blue Arrow Aerospace [1] Group 1 - GaoMeng New Materials has adhesive products suitable for aerospace applications [1] - There is no existing partnership between GaoMeng New Materials and Blue Arrow Aerospace [1]

Core Viewpoint - The company Huaitian New Materials (300041.SZ) has indicated that its semiconductor adhesive products are primarily used in the semiconductor packaging (back-end) sector, including underfill, edgebond, TIM, and LID bonding [1] Group 1 - The company's semiconductor adhesive products include underfill, edgebond, TIM, and LID bonding [1] - These products are mainly applied in the semiconductor packaging (back-end) field [1]

Core Viewpoint - The company is in the final stages of rectifying and completing its 46,000-ton electronic new energy adhesive project, expecting to receive government approval this quarter, which will alleviate past capacity constraints and enhance sales revenue potential [1] Group 1 - The company is addressing expert pre-acceptance feedback for its production project [1] - The project is anticipated to officially obtain government approval within the current quarter [1] - The company is actively preparing the market for capacity release to quickly convert production into sales revenue post-launch [1]

Core Points - ST New Asia (SZ002388) reached its daily limit with a price of 6.25 yuan, marking a 5.04% increase and a total market capitalization of 3.192 billion yuan [1] Group 1: Governance and Business Growth - The company has recently revised its articles of association and implemented several systems, including independent board meetings, enhancing its governance structure and protecting minority shareholders' rights, which strengthens market confidence [2] - The adhesive business reported a year-on-year revenue growth of 9.22% with a gross margin of 47.42%, indicating strong competitiveness; overseas market expansion has shown significant results with a 28.61% increase in overseas revenue, now accounting for 18.83% of total revenue [2] - The company gained 29.58 million yuan in investment income from the disposal of subsidiary equity, contributing to positive business performance that stimulated stock prices [2] Group 2: Shareholder Confidence and Market Activity - The controlling shareholder and concerted parties have cumulatively increased their holdings by 1.02%, reflecting confidence in the company's future development [2] - Recent trading activity included five block trades on November 24, 2025, with a total volume of 2.4 million shares and a transaction value of 13.584 million yuan, indicating heightened market interest in the stock [2] - Despite challenges such as a significant decline in net profit and revenue shrinkage, investors may be focusing more on governance improvements and potential opportunities from certain business growth [2]

Core Viewpoint - The company is in the final stages of preparing for the government acceptance of its 46,000-ton electronic new energy adhesive project, which is expected to alleviate production capacity constraints and generate sales revenue once operational [1]. Group 1 - The company has received inquiries regarding the status of its 46,000-ton electronic new energy adhesive project, specifically about its completion and mass production [1]. - The company confirmed that the project is undergoing final adjustments based on expert pre-acceptance feedback and is expected to receive government acceptance within the current quarter [1]. - The company is actively preparing for market readiness to ensure a swift transition to sales revenue following the project's launch [1].

内容概要：由于胶粘剂所存在的物理形态不同，可以把胶粘剂简单地分成溶剂型、热熔型和水基型等三 大类型，其中水基型胶粘剂是以水作为分散介质的胶粘剂，是环保胶粘剂的一大类，又简称为水基胶。 水基型胶粘剂无挥发性有机溶剂释放，契合环保理念；其原料及生产工艺相对简单，成本较低；水的不 可燃性使其在贮存、运输和使用中安全性较高。随着消费市场对环保及安全性要求的提升，下游行业对 安全、环保、无毒的需求性也在不断增强。水基胶粘剂因其环保性能和优异的粘接性能而备受青睐，已 成为我国主流胶粘剂种类。尤其是在当前环保政策日趋严格的背景下，水基胶粘剂替代溶剂型胶粘剂已 成为行业发展趋势。2024年我国水基型胶粘剂销售量为323.8万吨，同比小幅增长0.1%，在国内胶粘剂 市场中的份额为37.5%。近年来，我国水基型胶粘剂销售额实现稳步扩张，2020-2024年期间销售额年复 合增长率为3.1%，2024年我国水基型胶粘剂销售额增长至248.2亿元，同比增长0.5%，增幅稍高于销售 量增幅。随着下游需求不断升级，市场消费向着高端化转型，带动水基型胶粘剂售价整体呈上升态势， 2020-2024年期间，中国水基型胶粘剂价格维持在0.7万元 ...

每经AI快讯，康达新材（SZ 002669，收盘价：13.99元）发布公告称，2025年11月21日15:30—16:00， 康达新材接受东方财富证券等投资者调研，公司副总经理、董事会秘书沈一涛参与接待，并回答了投资 者提出的问题。 （记者 王瀚黎） 每经头条（nbdtoutiao）——"抛售日本"？GDP负增长，股市跳水，国债被抛，日元贬值！高市早苗"亡 命一搏"："灌水"21万亿！专家：恐赴"特拉斯风暴"后尘 2025年1至6月份，康达新材的营业收入构成为：胶粘剂行业占比87.98%，电子产品业务占比4.43%，合 成树脂占比2.98%，其他业务占比2.16%，LTCC材料占比1.97%。 ...

编号：2025-012 | | □特定对象调研 ■分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参与单位名称及 | 东方财富证券：梅宇鑫；建信基金：吴昂达；汇丰基金：王家怡 | | | 人员姓名 | 鹏华基金：杨浩；中信建投自营：彭卓栋 | | | 时间 | 2025 年 11 月 日 15:30—16:00 | 21 | | 地点 | 电话会议 | | | 上市公司接待人 | 副总经理、董事会秘书：沈一涛 | | | 员姓名 | | | | | 董事会秘书沈一涛简要介绍了公司在胶粘剂与特种树脂新材料、电子 | | | | 信息材料、电子科技等领域的布局；并对控股子公司大连齐化环氧树脂 | | | | 稀释剂产能等相关情况进行介绍。 | | | | Q1:请问公司子公司大连齐化环氧稀释剂产能如何？ | | | | A：公司控股子公司大连齐化新材料有限公司的环氧树脂稀释剂（特种 | | | | 活性稀释剂）产能为 4000 吨/年（单班） ...