今年以来康达新材已经3次登上龙虎榜，最近一次登上龙虎榜为7月4日，当日龙虎榜净买入318.86万 元；买入总计1.06亿元 ，占总成交额比10.77%；卖出总计1.03亿元 ，占总成交额比10.45%。 资料显示，康达新材料(集团)股份有限公司位于上海市奉贤区雷州路169号，成立日期1988年7月14日， 上市日期2012年4月16日，公司主营业务涉及胶粘剂的研发、生产、销售和服务,电磁兼容产品的研发、 生产和销售业务。主营业务收入构成为：环氧胶类74.85%，聚氨酯胶类5.21%，合成树脂类2.98%， SBS胶类2.90%，其他(补充)2.16%，电源模块2.16%，其他产品类2.10%，丙烯酸胶类2.04%，LTCC材料 1.97%，电磁兼容产品1.27%，微波组件及系统1.01%，水性胶类0.87%，拉挤主梁板0.39%，显示材料 0.07%。 12月22日，康达新材盘中上涨2.03%，截至10:22，报14.08元/股，成交6577.65万元，换手率1.56%，总 市值42.72亿元。 资金流向方面，主力资金净流入227.05万元，特大单买入101.34万元，占比1.54%，卖出111.74万元，占 ...

Group 1 - The core viewpoint of the news is that Kangda New Materials has experienced fluctuations in stock price and trading volume, with a notable increase in revenue and profit year-on-year [1][2][3] Group 2 - As of November 10, Kangda New Materials' stock price decreased by 2.06% to 13.78 CNY per share, with a total market capitalization of 4.181 billion CNY [1] - The company has seen a year-to-date stock price increase of 43.09%, with a slight increase of 0.44% over the last five trading days, but a decline of 0.58% over the last 20 days and 4.44% over the last 60 days [1] - Kangda New Materials has appeared on the trading leaderboard three times this year, with the most recent instance on July 4, where it recorded a net buy of 3.1886 million CNY [1] Group 3 - Kangda New Materials specializes in the research, production, and sales of adhesives and electromagnetic compatibility products, with epoxy adhesives accounting for 74.85% of its main business revenue [2] - The company is classified under the basic chemical industry, specifically in adhesives and tapes, and is involved in various sectors including semiconductor and consumer electronics [2] - As of September 30, the number of shareholders increased by 18.22% to 28,300, while the average circulating shares per person decreased by 15.41% to 10,675 shares [2] Group 4 - For the period from January to September 2025, Kangda New Materials achieved a revenue of 3.75 billion CNY, representing a year-on-year growth of 72.10%, and a net profit of 84.048 million CNY, up 209.90% year-on-year [2] - The company has distributed a total of 215 million CNY in dividends since its A-share listing, with 21.1015 million CNY distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include new institutional investors, such as招商量化精选股票发起式A and 招商成长量化选股股票A [3]

Group 1 - The stock price of Kangda New Materials increased by 2.24% on November 7, reaching 14.12 CNY per share, with a total market capitalization of 4.284 billion CNY [1] - Year-to-date, the stock price has risen by 46.63%, with a recent 5-day increase of 2.99% and a 20-day increase of 1.36% [1] - The company has appeared on the trading leaderboard three times this year, with the most recent net purchase of 3.1886 million CNY on July 4 [1] Group 2 - Kangda New Materials specializes in the research, production, and sales of adhesives and electromagnetic compatibility products, with epoxy adhesives accounting for 74.85% of its revenue [2] - As of September 30, the company reported a revenue of 3.75 billion CNY for the first nine months of 2025, representing a year-on-year growth of 72.10% [2] - The company has a total of 28,300 shareholders, an increase of 18.22% from the previous period, with an average of 10,675 circulating shares per shareholder [2] Group 3 - Since its A-share listing, Kangda New Materials has distributed a total of 215 million CNY in dividends, with 21.1015 million CNY distributed in the last three years [3] - Among the top ten circulating shareholders, two new institutional investors have emerged, with significant holdings [3]

Core Viewpoint - Kangda New Materials has experienced a decline in stock price recently, despite a significant year-to-date increase, indicating potential volatility in the market [1][2]. Group 1: Stock Performance - On November 4, Kangda New Materials' stock fell by 2.04%, trading at 13.44 CNY per share, with a total market capitalization of 4.078 billion CNY [1]. - Year-to-date, the stock price has increased by 39.56%, but it has seen a decline of 6.99% over the last five trading days, 3.79% over the last 20 days, and 1.75% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) three times this year, with the most recent appearance on July 4, where it recorded a net buy of 3.1886 million CNY [1]. Group 2: Company Overview - Kangda New Materials, established on July 14, 1988, and listed on April 16, 2012, specializes in the research, production, and sales of adhesives and electromagnetic compatibility products [2]. - The company's revenue composition includes 74.85% from epoxy adhesives, 5.21% from polyurethane adhesives, and smaller percentages from various other products [2]. - As of September 30, the number of shareholders increased by 18.22% to 28,300, while the average circulating shares per person decreased by 15.41% to 10,675 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Kangda New Materials achieved a revenue of 3.75 billion CNY, reflecting a year-on-year growth of 72.10%, and a net profit attributable to shareholders of 84.048 million CNY, marking a 209.90% increase [2]. - The company has distributed a total of 215 million CNY in dividends since its A-share listing, with 21.1015 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include new entrants such as 招商量化精选股票发起式A and 招商成长量化选股股票A, holding 3.3883 million shares and 1.8252 million shares respectively [3].

Core Insights - The stock price of Kangda New Materials has decreased by 2.06% on September 25, trading at 14.24 CNY per share with a market capitalization of 4.32 billion CNY [1] - The company has seen a year-to-date stock price increase of 47.87% and has appeared on the trading leaderboard three times this year [1][2] Financial Performance - For the first half of 2025, Kangda New Materials reported a revenue of 2.26 billion CNY, representing a year-on-year growth of 65.75%, and a net profit attributable to shareholders of 51.17 million CNY, up 190.56% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 215 million CNY, with 21.11 million CNY distributed over the past three years [3] Business Overview - Kangda New Materials specializes in the research, production, and sales of adhesives and electromagnetic compatibility products, with epoxy adhesives accounting for 74.85% of its revenue [2] - The company is categorized under the basic chemicals industry, specifically in adhesives and tapes, and is involved in various sectors including military-civilian integration and aerospace [2]

Group 1 - The core viewpoint of the news is that Kangda New Materials has shown significant stock performance and financial growth in 2023, with a notable increase in share price and revenue [1][2]. Group 2 - As of September 18, Kangda New Materials' stock price increased by 2.12% to 14.42 CNY per share, with a total market capitalization of 4.375 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 49.74%, with a 3.82% rise over the last five trading days and a 29.44% increase over the last 60 days [1]. - Kangda New Materials has been featured on the "Dragon and Tiger List" three times this year, with the most recent net buy of 3.1886 million CNY on July 4 [1]. Group 3 - Kangda New Materials, established on July 14, 1988, and listed on April 16, 2012, specializes in the research, production, and sales of adhesives and electromagnetic compatibility products [2]. - The company's main revenue sources include epoxy adhesives (74.85%), polyurethane adhesives (5.21%), and synthetic resins (2.98%) among others [2]. - As of June 30, the number of shareholders increased by 4.49% to 23,900, while the average circulating shares per person decreased by 4.30% to 12,620 shares [2]. Group 4 - For the first half of 2025, Kangda New Materials reported a revenue of 2.258 billion CNY, representing a year-on-year growth of 65.75%, and a net profit of 51.1737 million CNY, up 190.56% year-on-year [2]. Group 5 - Since its A-share listing, Kangda New Materials has distributed a total of 215 million CNY in dividends, with 21.1015 million CNY distributed over the past three years [3].

Summary of Key Points from Conference Call Records Company and Industry Overview - **Company**: 康达新材 (Kangda New Materials) - **Industry**: Adhesives and New Materials, Military Technology, Aerospace Core Insights and Arguments 1. 康达新材's military technology products are primarily applied in aerospace, with a focus on developing new materials that meet urgent demands for new equipment, filling domestic gaps in the military sector [2] 2. The company is actively expanding its strategic layout and business development in the military field, with its military platform managed by 康达冠璟, which oversees subsidiaries like 必控科技 and 力源兴达 [2] 3. 康达新材's power series products are undergoing strategic upgrades to meet customer application needs, aiming to enhance technical foundations and promote innovation in high-end manufacturing [2] 4. The company has received recognition from the China Astronaut Research and Training Center for its high-purity, electronic-grade epoxy resins used in aerospace applications [3] 5. 康达新材 is also involved in the development of advanced composite materials, including thermoplastic carbon fiber, targeting applications in the medical and automotive sectors [3] Additional Important Information 1. 康达新材 has a diverse product range in the adhesive sector, including epoxy, polyurethane, and acrylic adhesives, with nearly 180 product models tailored for consumer electronics [4] 2. The company is a state-owned enterprise, ultimately controlled by the Tangshan Municipal Government's State-owned Assets Supervision and Administration Commission [1] 3. 康达新材's products are being used in various high-profile projects, including applications in unmanned vehicles and robotics [2] 4. The company is positioned as a leading player in the domestic adhesive industry, focusing on R&D, production, and sales of electronic products related to electromagnetic compatibility [1] Conclusion 康达新材 is strategically positioned in the military and aerospace sectors, with ongoing efforts to innovate and expand its product offerings. The company's focus on high-tech materials and applications in emerging markets such as robotics and consumer electronics highlights its potential for growth and investment opportunities.