另外，南通高盟年产12.45万吨胶粘剂新材料及副产4800吨二乙二醇技改项目的二期工程，三车间改造 正在进行中，预计2025年8月完成设备安装和调试，一车间改造工程计划2025年9月开始，预计2026年3 月完成设备安装和调试，二车间改造工程计划2026年3月开始，预计2026年9月完成设备安装和调试。 高盟新材表示，这两个项目的投产将大大提升公司的产能，进一步拓展新兴发展方向、丰富和优化产品 结构，公司正在紧锣密鼓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，为公司贡 献业绩。 中证报中证网讯(王珞)8月22日，高盟新材（300200）发布2025年半年度报告。报告显示，公司2025年 上半年实现营业收入5.97亿元，实现归属于上市公司股东的扣除非经常性损益的净利润7448万元。报告 期内，公司工程项目建设稳步推进，公司全资子公司南通高盟的年产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2025年下半年正式获得政府验收。 ...

Core Viewpoint - The article discusses the strategic acquisitions and investments made by Kangda New Materials, highlighting its expansion into the semiconductor and adhesive materials sectors, as well as its internationalization efforts in Southeast Asia [2][3]. Group 1: Acquisition and Investment - On August 14, Kangda New Materials announced a cash acquisition of 51% equity in Chengdu Zhongke Huamei Electronics Co., Ltd. for 275 million RMB, aiming to enhance its capabilities in the semiconductor integrated circuit field [2]. - On August 9, Kangda New Materials decided to increase capital in its subsidiary, Kangda New Materials (Thailand) Co., Ltd., with a total investment of approximately 10 million THB (around 2 million RMB), indicating a significant commitment to its Southeast Asian operations [2]. Group 2: Strategic Rationale - The acquisition of Zhongke Huamei is intended to integrate high-quality assets in the special integrated circuit design and testing sector, thereby expanding Kangda's footprint in the semiconductor industry [2]. - The investment in Thailand is part of a broader strategy to establish a production base for adhesive new materials, targeting the ASEAN market and leveraging Thailand's favorable logistics and supply chain environment [3]. Group 3: Market Positioning - Kangda New Materials (Thailand) is currently in the investment phase, with total assets below 10 million RMB and no revenue generated yet. The capital increase will expand its capital base nearly 50 times, signaling an acceleration in construction and capacity ramp-up [3]. - The company is building a "domestic R&D + overseas manufacturing" dual-cycle model to enhance its risk resilience and competitiveness in international markets [3].