截至2月13日，珂玛科技股东户数1.95万，较上期减少2.67%；人均流通股7502股，较上期增加2.74%。 2025年1月-9月，珂玛科技实现营业收入7.94亿元，同比增长28.86%；归母净利润2.45亿元，同比增长 8.29%。 分红方面，珂玛科技A股上市后累计派现8720.00万元。 机构持仓方面，截止2025年9月30日，珂玛科技十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）、南方中证1000ETF（512100）、西部利得事件驱动股票A（671030）、宏利成长 混合（162201）、香港中央结算有限公司、国泰CES半导体芯片行业ETF（512760）退出十大流通股东 之列。 2月26日，珂玛科技跌4.04%，成交额18.77亿元。两融数据显示，当日珂玛科技获融资买入额1.78亿 元，融资偿还2.35亿元，融资净买入-5746.57万元。截至2月26日，珂玛科技融资融券余额合计5.64亿 元。 融资方面，珂玛科技当日融资买入1.78亿元。当前融资余额5.59亿元，占流通市值的3.00%，融资余额 超过近一年80%分位水平，处于高位。 融券方面，珂玛科技2月26日融券 ...

格隆汇2月26日丨珂玛科技(301611.SZ)在投资者互动平台表示，公司先进陶瓷材料零部件产品主要应用 于半导体设备领域，同时也应用于显示面板、LED、光伏太阳能等其他泛半导体领域。 ...

格隆汇2月26日丨珂玛科技(301611.SZ)在投资者互动平台表示，公司先进陶瓷材料零部件产品应用广 泛，主要应用于半导体设备领域，同时也应用于显示面板、LED、光伏等其他泛半导体领域，以及电子 （包括锂电池）材料粉体粉碎和分级、燃料电池制造、化工环保、汽车制造、生物医药以及传统的纺织 造纸等领域。截至目前，公司对苏州迈为科技有少量产品销售。 ...

南方创业板2年定开混合（160143）成立日期2020年9月1日，最新规模3.5亿。今年以来收益6.32%，同 类排名3616/8889；近一年收益45.38%，同类排名1587/8136；成立以来收益43.74%。 2月25日，珂玛科技涨5.51%，截至发稿，报133.31元/股，成交7.78亿元，换手率4.16%，总市值581.23 亿元。 资料显示，苏州珂玛材料科技股份有限公司位于江苏省苏州高新区漓江路58号6#厂房东，成立日期2009 年4月27日，上市日期2024年8月16日，公司主营业务涉及先进陶瓷材料零部件的研发、制造、销售、服 务以及泛半导体设备表面处理服务。主营业务收入构成为：销售先进陶瓷材料零部件91.74%，提供表 面处理服务7.20%，其他(补充)0.57%，销售金属结构零部件0.49%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓珂玛科技。南方创业板2年定开混合（160143）四季度持有股数 11.9万股，占基金净值比例为2.91%，位居第九大重仓股。根据测算，今日浮盈赚取约82.82万元。 南方创业板2年定开混合（160143）基金经理为应帅。 截至发稿，应帅累计任职 ...

2月13日下午5时，连云港徐圩新区石化产业基地的职工食堂张灯结彩，红灯笼、红"福"字、红窗花透着 浓浓的年味。这个春节假期，基地有80多名外地员工坚守一线。公司特意腾出食堂，摆上10桌"暖心团 圆宴"——连云港特色的红烧老鹅、清蒸海鲈鱼、糖醋黄板鲫陆续上桌，糖果、橘子、福袋点缀其间， 充满年味与温情。 "政府出台鼓励留连过年的好政策，我就把媳妇孩子从老家河北接过来了。公司还准备了这么丰盛的团 圆饭，大家围坐在一起唠家常，跟在家一样。"在徐圩新区石化产业基地的职工食堂里，员工田少良一 家三口和工友们一起吃着团圆饭。妻子周女士第一次来连云港过年，"以为就是一家三口团聚，没想到 有那么多人一起吃团圆饭，还给孩子们准备了零食大礼包，年味儿这么浓！" 江苏目前有外来务工人员超过800万人。这个春节假期，很多人因为各种原因选择留苏过年。记者从省 人社厅了解到，各地人社部门纷纷出台具有地方特色的稳岗留工政策措施，给留苏过年的外来务工人员 及其家属送去关怀和温暖——南京出台"暖心十条"稳岗留工政策，定向定点为重点缺工企业提供招工服 务保障，为春节假期连续生产的大型企业给予最高50万元稳岗补贴；苏州引导企业留工复工，对安排外 ...

机构持仓方面，截止2025年9月30日，珂玛科技十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）、南方中证1000ETF（512100）、西部利得事件驱动股票A（671030）、宏利成长 混合（162201）、香港中央结算有限公司、国泰CES半导体芯片行业ETF（512760）退出十大流通股东 之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月9日，珂玛科技涨2.32%，成交额12.78亿元。两融数据显示，当日珂玛科技获融资买入额8793.98万 元，融资偿还6843.20万元，融资净买入1950.78万元。截至2月9日，珂玛科技融资融券余额合计5.44亿 元。 资料显示，苏州珂玛材料科技股份有限公司位于江苏省苏州高新区漓江路58号6#厂房东，成立日期2009 年4月27日，上市日期2024年8月16日，公司主营业务涉及先进陶瓷材料零部件的研发、制造、销售、服 务以及泛半导体设备表面处理服务。主营 ...

Core Viewpoint - Suzhou Kema Material Technology Co., Ltd. has shown significant growth in recent years, with a projected 293.56% year-on-year increase in net profit attributable to the parent company for 2024, driven by sales in advanced ceramic materials for the semiconductor sector and the mass production of modular products [1] Financial Performance - In Q3 2025, the company experienced revenue growth of 18.10% year-on-year, but net profit attributable to the parent company decreased by 12.79%, attributed to rising expenses, increased asset impairment losses, and changes in product mix leading to lower gross margins [1] - R&D expenses increased by 80.36% year-on-year, while management expenses rose by 42.80%, and asset impairment losses surged by 303.11% [1] Customer Concentration - The proportion of revenue from the top five customers increased over the reporting period, reaching 72.55% [2] - Q Company, a leading international semiconductor equipment manufacturer, became the largest customer in 2024, significantly contributing to sales of ceramic heaters and modular products [2] - The company asserts that the high customer concentration aligns with industry characteristics and that relationships with major clients are stable, posing no significant dependency risk [2] Accounts Receivable - As of September 2025, accounts receivable amounted to 434.03 million yuan, a 165.60% increase from the end of 2022, with over one-year aged receivables rising from 1.96% to 7.46% [2] - The growth in accounts receivable is attributed to long-term partnerships with semiconductor clients, with major customers being industry leaders, ensuring manageable collection situations [2] - By the end of October 2025, the collection rate for accounts receivable was 84.87% [2] Acquisition Details - The company acquired a 73% stake in Suzhou Kaixin Semiconductor Technology Co., Ltd. for 102.37 million yuan, aiming to enhance its silicon carbide ceramic materials and components business [3] - Despite the acquired company reporting losses in 2024 and early 2025, the seller has guaranteed future profits, with expected net profits of 2.49 million yuan and 3.09 million yuan in 2027 and 2028, respectively [3] - The acquisition resulted in goodwill of 73.51 million yuan, with the valuation deemed fair by the assessing agency [3] Fundraising and Project Benefits - The company plans to raise 750 million yuan for projects related to modular ceramic components and silicon carbide materials, as well as to supplement working capital [3] - The modular ceramic components project is expected to generate an average annual sales revenue of 578.47 million yuan, with a post-tax internal rate of return of 17.82% [3] - The silicon carbide materials project is projected to yield an average annual sales revenue of 64.08 million yuan, with a post-tax internal rate of return of 16.38% [3] Audit and Compliance - The auditing firm confirmed that the company's performance fluctuations have a reasonable commercial background, customer concentration is commercially justified, and the impairment provisions for accounts receivable are adequate [4] - The acquisition of Suzhou Kaixin is considered strategically significant, and the projected benefits of fundraising projects are deemed reasonable and consistent with industry standards [4]

Group 1: Company Overview - Kema Technology (301611.SZ) focuses on advanced ceramic materials and is a pioneer in breaking foreign monopolies in the semiconductor equipment sector[1] - The company was established in 2009 and is headquartered in Suzhou, Jiangsu, specializing in R&D, manufacturing, and sales of advanced ceramic components[3] Group 2: Market Position - In 2021, Kema Technology accounted for 14% of the total domestic procurement of advanced structural ceramics for semiconductor equipment, with a 72% share among domestic suppliers[9] - The company has established strong ties with major domestic equipment manufacturers and wafer fabs, receiving multiple awards for supplier excellence[11] Group 3: Product Development - Kema Technology is transitioning from traditional structural components to high-difficulty "function-structure" modular products, enhancing its market position[12] - The company has developed over 10,000 customized components based on six major ceramic material systems, achieving international performance standards[7] Group 4: Key Products - The ceramic heater is a core product, with over 1,000 units produced and delivered by mid-2025, significantly impacting wafer manufacturing yield[18] - The company is also advancing in the production of electrostatic chucks and ultra-pure silicon carbide kits, with plans for mass production to meet growing demand[20][22] Group 5: Financial Performance - For the first three quarters of 2025, Kema Technology reported revenue of 790 million yuan, a year-on-year increase of 28.9%, and a net profit of 240 million yuan, up 8.3%[24] - The gross profit from advanced ceramic components accounted for 97% of the total gross profit, highlighting its dominance in the company's revenue structure[31] Group 6: Future Outlook - The company plans to raise up to 750 million yuan through convertible bonds to expand production capacity for modular ceramic components and silicon carbide materials[37] - Kema Technology is also exploring opportunities in non-semiconductor sectors, such as lithium battery materials, to diversify its revenue streams[38]

Group 1 - The core viewpoint of the news is that Kema Technology's stock has seen a significant increase, with a rise of 5.2% to 141.50 CNY per share, and a total market capitalization of 61.694 billion CNY [1] - Kema Technology, established on April 27, 2009, specializes in the research, manufacturing, sales, and services of advanced ceramic materials and surface treatment services for semiconductor equipment [1] - The company's main revenue sources are from the sales of advanced ceramic components (91.74%), surface treatment services (7.20%), and other sources (0.57%), with metal structural components contributing 0.49% [1] Group 2 - From the perspective of major fund holdings, Kema Technology is a significant investment for the Southern Fund, with the Southern Zhihong Mixed A Fund increasing its holdings by 259,900 shares, now totaling 375,900 shares, representing 2.73% of the fund's net value [2] - The Southern Zhihong Mixed A Fund has achieved a year-to-date return of 10.61% and a one-year return of 43.48%, ranking 1060 out of 8846 and 2746 out of 8091 respectively [2] - The fund manager, Jin Lanfeng, has been in charge for 4 years and 246 days, with the best fund return during this period being 62.87% [3]

Group 1 - The core viewpoint of the news is that Kema Technology has shown significant stock price growth and strong financial performance in recent months, indicating potential investment opportunities [1][2]. - As of January 15, Kema Technology's stock price increased by 43.24% year-to-date, with a recent 3.40% rise over the last five trading days and an impressive 124.99% increase over the last 60 days [1]. - The company reported a revenue of 794 million yuan for the period from January to September 2025, representing a year-on-year growth of 28.86%, and a net profit of 245 million yuan, up 8.29% year-on-year [2]. Group 2 - Kema Technology specializes in the research, manufacturing, and sales of advanced ceramic materials and surface treatment services for semiconductor equipment, with 91.74% of its revenue coming from ceramic components [1]. - The company is classified under the electronic-semiconductor-semiconductor materials industry and is involved in several concept sectors, including semiconductor equipment and third-generation semiconductors [2]. - As of September 30, 2025, Kema Technology's top ten circulating shareholders have seen changes, with several ETFs and mutual funds exiting the list [3].