格隆汇11月28日丨回天新材(300041.SZ)在投资者互动平台表示，公司半导体用胶产品包括underfill、 edgebond、TIM、LID粘接等，主要应用于半导体封装（后道）领域。 ...

证券日报网讯高盟新材（300200）11月25日在互动平台回答投资者提问时表示，公司年产4.6万吨电子 新能源胶粘剂项目正根据专家预验收意见进行局部整改和收尾工作，预计于本季度正式获得政府验收， 随着项目的逐步投产，将缓解过去束缚公司快速发展的产能方面的瓶颈，公司也在紧锣密鼓地推进产能 释放前的市场准备工作，力争投产后尽快转化为销售收入，相关信息敬请关注公司公告。 ...

根据喜娜AI异动分析，ST新亚涨停原因可能如下，公司治理优化+业务增长+股东增持： 1、公司近期 系统修订《公司章程》等多项制度，新增独立董事专门会议等机制，完善累积投票制、单独计票等机 制，治理结构显著优化，中小股东权益保护得到强化，这为公司长期发展奠定了良好基础，增强了市场 对公司的信心。 2、公司胶粘剂业务营收同比增长9.22%，毛利率达47.42%，竞争力较强；境外市场拓 展成效显著，境外营收同比增长28.61%，占比提升至18.83%；还通过处置子公司股权获得2958万元投 资收益，这些业务层面的积极表现刺激了股价。同时，控股股东一致行动人累计增持1.02%股份，显示 大股东对公司未来发展的信心。 3、从市场交易情况来看，2025年11月24日发生5笔大宗交易，成交量 240.00万股，成交金额1358.40万元。近期频繁的大宗交易一定程度上反映出市场对该股的关注度提升。 尽管公司存在扣非净利润大幅下滑、营收萎缩等利空因素，但在当前市场环境下，投资者可能更关注公 司治理改善和部分业务增长带来的潜在机会。 2025年11月25日，ST新亚（维权）（sz002388）触及涨停，涨停价6.25元，涨幅5. ...

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） ...

Core Viewpoint - Kangda New Materials (002669) is a leading supplier of epoxy structural adhesives for wind turbine blades in China, holding the largest market share in this segment [1] Group 1: Market Position - The company is the top supplier of epoxy structural adhesives for wind turbine blades in the domestic market [1] - Kangda New Materials also leads in the domestic market share for wind epoxy infusion resin [1] Group 2: Raw Material Impact - Epoxy resin diluents are a key raw material for the company's epoxy structural adhesives and infusion resins, and fluctuations in their prices can impact the company's products [1] - The company's market share advantage in niche segments provides pricing flexibility, allowing the sales team to adjust pricing strategies in response to raw material price increases [1]

Production Capacity and Market Position - The company's subsidiary, Dalian Qihua New Materials Co., Ltd., has an epoxy resin diluent production capacity of 4,000 tons/year (single shift) [2] - The company is a leading supplier of epoxy structural adhesives and infusion resins for wind turbine blades in China, holding the largest market share in this segment [3] - The adhesive and specialty resin segment's sales volume has steadily increased in the first three quarters of 2025, significantly boosting net profit due to rising demand in the wind power sector [3] Expansion and Production Strategy - The company currently focuses on improving existing capacity utilization and product quality rather than expanding production capacity due to strict environmental and safety regulations in the epoxy diluent industry [2] - There are no current plans for capacity expansion, with an emphasis on developing high-value specialty epoxy diluents [2] Supply Chain and Pricing Strategy - The company sources raw materials for epoxy products from both internal and external suppliers, with plans to increase the internal supply ratio in the future [3] - The pricing strategy is flexible, allowing the sales team to adjust prices in response to fluctuations in raw material costs [3] Strategic Development in Electronics - The company has transitioned from a traditional chemical adhesive manufacturer to an advanced new materials R&D enterprise, focusing on high-end electronic information materials [3] - A 51% stake in Chengdu Zhongke Huayi Microelectronics Co., Ltd. has been acquired, which has developed four product lines, including microcontroller chips and integrated circuits, with a performance commitment of at least RMB 40 million in net profit for the first year [4] Semiconductor Industry Transition - The company is accelerating its strategic transformation towards the semiconductor industry, leveraging its existing materials layout to create a third growth curve [4] - The strategic layout aligns with national industrial policy directions, supporting the company's long-term development goals [4]

Core Viewpoint - Kangda New Materials Co., Ltd. has terminated its acquisition plan of Beiyi Semiconductor Technology Co., Ltd. after only two and a half months, reflecting challenges in its strategic transition to the semiconductor industry [1][9][10]. Group 1: Acquisition Details - On August 28, Kangda New Materials signed a letter of intent to acquire at least 51% of Beiyi Semiconductor, a high-tech enterprise focused on power semiconductor modules [7]. - The acquisition was intended to accelerate Kangda's strategic transition to the semiconductor industry and create a "third growth curve" [8]. - The acquisition process faced difficulties, leading to its abrupt termination on November 13, with the company citing "work progress not meeting expectations" and "lack of consensus" as reasons [9][10]. Group 2: Financial Performance - Kangda New Materials has faced significant financial challenges, including a substantial goodwill impairment that led to losses in the previous year [3][14]. - The company's revenue increased from 1.932 billion in 2020 to 2.793 billion in 2023, but net profit declined from 215 million to 30 million during the same period [13]. - By the end of 2024, revenue was projected to reach 3.101 billion, while net profit was expected to drop to -294 million, primarily due to goodwill impairment provisions [14][15]. Group 3: Capital Operations - Kangda has engaged in frequent capital operations, attempting to transition from traditional adhesive materials to the semiconductor sector [2][12]. - The company has made several acquisitions since 2018, including companies like Biko Technology and Crystal Technology, but has struggled with profitability, leading to goodwill impairments [13][19]. - Kangda has raised significant capital through multiple rounds of financing, totaling 1.88 billion, to support its growth initiatives [21].