长江商报消息 ●长江商报记者 江楚雅 核心产品销售表现稳健，康达新材盈利能力持续提升。 10月22日，康达新材（002669.SZ）发布前三季度业绩预告，预计2025年1—9月实现扭亏，归属于上市 公司股东的净利润（简称"净利润"）为8000万至9000万，同比增长204.61%至217.68%。 康达新材表示，报告期内，胶粘剂与特种树脂新材料板块产品销售总量稳步增长，其中，风电叶片系列 产品需求旺盛，成为拉动板块业务增长的主要动力。 近年来，公司战略转型加速，已构建"胶粘剂为核心、电子信息材料为第二增长曲线、半导体为第三增 长曲线"的发展格局。战略转型成效显著背后，公司注重研发提升技术创新力，2020年—2025年上半 年， 5年半研发费用共计7.74亿元。 风电叶片系列产品需求旺盛 受益于风电行业景气度上升，康达新材成功扭亏。 10月22日，康达新材发布前三季度业绩预告，预计2025年1—9月实现扭亏，净利润为8000万至9000万， 同比增长204.61%至217.68%。 此前，在2023年及2024年，公司分别实现营业收入27.93亿元、31.01亿元，净利润分别为3031.52万 元、-2.46亿 ...

康达新材10月21日公告，预计前三季度归母净利润8000万元–9000万元，上年同期亏损7647.71万元。公 司称，报告期内，胶粘剂与特种树脂新材料板块产品销售总量稳步增长，带动净利润同步提升。公司通 过持续优化资产结构、提升资产运营效率、降低管理成本等举措，进一步增强了盈利能力。 ...

Group 1 - The core viewpoint of the article is that Kangda New Materials (002669) anticipates steady growth in sales volume of adhesive and specialty resin products in the first half of 2025, which will drive an increase in net profit [1] - The demand for wind turbine blade series products is robust, primarily due to the improved prosperity of the wind power industry, serving as the main driver for the growth of the segment's business [1]

Group 1 - The company expects to turn a profit in the first half of 2025, with a performance forecast period from January 1, 2025, to June 30, 2025 [1] - The preliminary financial data for the performance forecast has been communicated with the accounting firm, and there are no significant discrepancies [1][2] Group 2 - The company's core competitiveness continues to strengthen, with steady growth in sales volume of adhesive and specialty resin products, driven by strong demand in the wind power industry [2] - The company has enhanced its profitability through resource optimization, improved asset operation efficiency, and reduced management costs [2] - Non-recurring gains are expected to be 11 million yuan, primarily from subsidiary equity disposals, government subsidies, and dividends from associated companies [2]

Business Overview - Kangda New Materials is a leading fine chemical enterprise in China, specializing in high-end adhesives and polymer new materials, with over 30 years of technological accumulation and innovation [2]. - The company maintains the largest market share in the domestic market for wind turbine blade structural adhesives [2][3]. Wind Power Sector Performance - In 2024, the sales volume of wind turbine blade epoxy structural adhesives exceeded 40,000 tons, while epoxy infusion resin sales reached 45,000 tons, showing steady growth over three consecutive years [3]. - In Q1 2025, the company continued to lead the industry in sales of wind turbine blade epoxy structural adhesives [3]. Core Competitiveness - The company has nearly 300 authorized patents and several industry standards, supported by a national enterprise technology center [4]. - It has established a strong customer base and received multiple industry honors and certifications, ensuring product quality recognition [4]. Financial Performance - In Q1 2025, the net profit attributable to shareholders reached 6.3718 million yuan, a 125.70% increase compared to the same period last year, driven by significant revenue growth and improved operational efficiency [5]. Acquisition Strategy - The company intends to acquire Chengdu Zhongke Huamei Electronics Co., Ltd., a high-tech enterprise specializing in integrated circuit products, to expand into the semiconductor integrated circuit field [6][7]. - This acquisition aims to enhance profitability and operational sustainability by integrating quality assets in the special integrated circuit design and testing sectors [7]. R&D and Product Development - The company is developing aluminum oxide targets and CMP (Chemical Mechanical Polishing) slurries for semiconductor manufacturing, with ongoing internal testing [7]. - Its subsidiary, Dalian Qihua, specializes in high-quality epoxy resin production, serving various industries including new energy and aerospace [7]. International Expansion - The establishment of a new adhesive materials production base in Thailand aims to meet overseas customer demands and enhance international business operations [8]. - The company is actively expanding its overseas market presence, particularly in Southeast Asia, Central Asia, and South Asia, leveraging its core product advantages [8].