长江商报消息 ●长江商报记者 徐佳 实习生 骆佳慧 借助对外并购，珂玛科技（301611.SZ）将进一步丰富和完善在碳化硅陶瓷材料和零部件领域的产品布局。 7月22日晚间，珂玛科技发布公告称，公司拟以现金1.02亿元收购苏州铠欣半导体科技有限公司（简称"铠欣半导 体"）73%的股权，本次交易完成后，铠欣半导体将成为珂玛科技的控股子公司。 资料显示，铠欣半导体是一家从事化学气相沉积（CVD）碳化硅涂层和CVD碳化硅块体陶瓷零部件研发、生产和 销售的高科技企业。 在珂玛科技看来，铠欣半导体在碳化硅陶瓷领域的产品布局和研发能力与珂玛科技现有产品体系具备较好的互补 性，此次收购将帮助公司进一步丰富和完善碳化硅陶瓷材料和零部件领域的产品布局，形成更加全面、完整的碳 化硅材料体系和半导体陶瓷零部件体系。 数据显示，2024年，珂玛科技来自半导体设备领域的先进陶瓷材料零部件收入为6.92亿元，同比增长205.89%。 日前，珂玛科技发布的业绩预告显示，公司预计2025年上半年实现营业收入5.15亿至5.25亿元，同比增长33.93% 至36.53%；归属于上市股东的净利润（净利润，下同）1.65亿至1.75亿元，同比增长1 ...

| | ■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 | | | 东方财富证券：梅宇鑫、岳高岩、柳西仇；益安资本：李亚军； 上海天倚道投资：周江；锦泓基金：杨镇宇；一犁基金：李阳； | | 参与单位名称及 | | | 人员姓名 | 临平渥能：宁九云；上海景行投资：俞浩；上海雷菱投资：于艺； | | | 上海智晶投资：薛伟杰；上海简帧投资：苏文天。 | | 时间 | 2025 年 7 月 22 日 14:30—16:00 | | 地点 | 上海市浦东新区五星路 707 弄御河企业公馆 区 号楼公司会议室 A 3 | | 上市公司接待人 | 副总经理、董事会秘书：沈一涛；投资者关系专员：安琪 | | 员姓名 | | | | 董事会秘书沈一涛对公司的业务状况展开了详细介绍，同时也对公司 | | | 的未来发展做了概要介绍。 | | | Q1:请介绍一下公司在风电叶片材料领域的市场发展态势与竞争优 | | | 势？ | | | A：作为胶粘剂板块营业收入的主要来源之 ...

Core Viewpoint - The article highlights the significant role of the State Grid Tianshui Power Supply Company in supporting local economic development through efficient electricity services and innovative practices, particularly in the context of major industrial projects in Tianshui City. Group 1: Economic Development and Investment - Tianshui City has a solid industrial foundation and significant regional advantages, leading to continuous economic growth and increasing electricity demand in 2023 [1] - The investment scale of the Huamao New Materials Technology Co., Ltd. project is the largest in Tianshui's history, showcasing the company's commitment to facilitating local economic development [1] - The company has implemented the "Optimization of Business Environment and Quality Improvement Year" initiative to enhance the electricity business environment, injecting strong momentum into economic development [1] Group 2: Service Innovations - The company has introduced a "Five Reductions" service mechanism, significantly reducing the time required for high-voltage customer electricity applications to 4.5 working days and enabling same-day electricity connection for low-voltage residential customers [1] - The "Five Full and Three Efficient" service system has been established to ensure comprehensive coverage and efficiency in service delivery, contributing to improved operational effectiveness [3] Group 3: Project Support and Collaboration - The company has focused on addressing electricity supply challenges for major projects by establishing a dual mechanism of "leadership responsibility + project manager accountability" and providing one-on-one service records [4] - A total of 21 key provincial projects have achieved synchronized design, construction, and operation of supporting electricity infrastructure, demonstrating effective project management [4] Group 4: Cost Savings and Financial Support - The company has implemented policies that allow small and micro enterprises with a capacity of 160 kW or less to connect to electricity with zero investment, saving businesses 77.12 million yuan in electricity connection costs since 2024 [4] - Direct electricity trading has helped leading enterprises like Huati Technology reduce electricity costs by 114 million yuan [4] - The "Electric e-Finance" product has assisted 83 small and medium-sized enterprises in obtaining 160 million yuan in inclusive financial loans [4] Group 5: Green Energy and Infrastructure - Tianshui City's installed power generation capacity has surpassed 1 million kW, with renewable energy accounting for 60% of this capacity, and renewable energy generation has increased by 46% year-on-year [5] - The city has established a smart charging network covering over 200 old residential communities, with electric vehicle charging exceeding 2 million kWh, supporting the transition to a green and low-carbon economy [5]

Core Points - Aidite (Qinhuangdao) Technology Co., Ltd. has transitioned from a limited liability company to a joint-stock company, with its registration completed in Qinhuangdao [2][3] - The company has received approval from the China Securities Regulatory Commission to issue 19,029,382 shares, which will be listed on the Shenzhen Stock Exchange on June 26, 2024 [3][4] - The registered capital of the company is RMB 106.564537 million [3][4] Company Structure - The company is a permanent joint-stock entity, with the board of directors acting as the legal representative [3][4] - The legal representative's civil activities bind the company, and the company is liable for any damages caused by the legal representative in the course of their duties [3][4] - Shareholders are only liable for the company's debts to the extent of their subscribed shares, while the company is liable for its debts with its total assets [3][4] Business Objectives and Scope - The company's business objective is to enhance economic cooperation and technological exchange, improve product quality, and develop new products to increase competitiveness in the international market [4][5] - The business scope includes research and development of new materials, manufacturing and sales of special ceramic products, metal products, refractory materials, and various technology services [4][5] Share Issuance and Management - The company issues shares in the form of stocks, with equal rights for each share of the same category [6][7] - The total number of shares issued at the establishment of the company is 49,682,900, with a par value of RMB 1 per share [6][7] - The company cannot provide financial assistance for others to acquire its shares, except under specific conditions [7][8] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, attend meetings, supervise company operations, and transfer their shares according to legal provisions [12][13] - Shareholders must comply with laws and the company's articles of association, and they cannot withdraw their capital except as legally permitted [16][17] - The company must maintain transparency and provide necessary conditions for shareholders to exercise their rights [12][13] Governance and Decision-Making - The company’s governance structure includes a board of directors and a shareholder meeting, which is the highest authority [19][20] - Decisions regarding significant matters such as capital changes, mergers, and amendments to the articles of association require shareholder approval [32][33] - The company must hold an annual shareholder meeting within six months after the end of the previous fiscal year [20][21]

Core Viewpoint - The company focuses on advanced ceramic materials and semiconductor equipment surface treatment services, with a significant growth trajectory in revenue and profitability driven by technological advancements and market demand [4][6][24]. Group 1: Business Overview - The company's main business includes the research, manufacturing, sales, and service of advanced ceramic materials and surface treatment services for semiconductor equipment, achieving a CAGR of approximately 28.61% from 2019 to 2023 [4][5]. - In the first three quarters of 2024, the company reported revenue of 620 million yuan, with 550 million yuan from ceramic components, of which 36% came from newly mass-produced modular products [4][6]. - The company has established a diversified product line, including advanced ceramic components, precision cleaning, anodizing, and thermal spraying services [4][6][24]. Group 2: Financial Performance - The company achieved a net profit of 226 million yuan in the first three quarters of 2024, marking a significant increase due to the domestic replacement of key components in semiconductor equipment [6][10]. - The gross profit margin has improved significantly, primarily due to the ramp-up of ceramic heater production [10][12]. - The gross profit margin for advanced ceramic components in the semiconductor field remained stable, while the overall gross margin for ceramic components has been affected by fluctuations in the powder grinding and classification sector [13][24]. Group 3: Market Position and Customer Base - The company has a well-diversified customer base, with no single customer accounting for more than 50% of total revenue from 2021 to 2023, indicating a stable revenue stream [17][18]. - Major clients include North China Innovation, Guangdong Hongkai, and TCL Huaxing Optoelectronics, contributing to a total of 48.07% of revenue in 2023 [18][19]. - The company maintains strong relationships with suppliers, ensuring a stable supply of raw materials necessary for production [20][21]. Group 4: Future Development and Strategy - The company plans to enhance its product offerings in advanced ceramics, focusing on key components for the semiconductor industry, including 12-inch electrostatic chucks and ultra-high purity silicon carbide kits [24][27]. - There is an ongoing effort to expand production capacity and improve efficiency through new projects, including a research center and advanced material production bases [23][24]. - The company aims to strengthen its surface treatment capabilities and expand into new markets such as medical devices, electronic communications, and renewable energy [24][27].

温州加快提升高能级科创平台建设质效显现，温州市3家省级新型研发机构成为牵头建设全省重点实验室的依托单位。 国科温州研究院牵头建设全省软物质生物医学材料重点实验室，华中科技大学温州先进制造技术研究院牵头建设全省电 子功能陶瓷材料与器件重点实验室，温州大学碳中和技术创新研究院牵头建设全省特种电池材料与技术重点实验室。 导读： 2025年上半年国内科学仪器行业有40起融资事件公开披露，与2024年同期几乎持平。本轮投融资热潮不仅集中在"国产替 代"与"关键技术突破"，更呈现出向"场景化应用落地"倾斜的新趋势。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日，浙江省科技厅公布2024年全省重点实验室认定结果名单，由在温高校、科研院所牵头建设的8家实验室榜上有 名。目前，温州市共拥有16家全省重点实验室，总数位居浙江省第三。 实验室是最具代表性的应用基础研究平台之一。2023年，浙江省启动全省重点实验室重组和系统化提升，聚焦重点领 域加强科技基础能力建设，提升基础研究和原始创新能力，建设一批高能级科创平台，支撑构建现代化产业体系。此次 认定的实 ...

企业名称江苏陶固节能新材料科技有限公司法定代表人侯南南注册资本2000万人民币国标行业制造业> 非金属矿物制品业>石墨及其他非金属矿物制品制造地址江苏省徐州市睢宁县庆安镇251省道东侧、东 楼社区境内园满创智科技园36号企业类型有限责任公司营业期限2025-6-25至无固定期限登记机关睢宁 县行政审批局 来源：金融界 天眼查App显示，近日，江苏陶固节能新材料科技有限公司成立，法定代表人为侯南南，注册资本2000 万人民币，朗威（天津）咨询有限公司、山东鼎字节能科技有限公司持股。 序号股东名称持股比例1朗威（天津）咨询有限公司70%2山东鼎字节能科技有限公司30% 经营范围含许可项目：建设工程施工（除核电站建设经营、民用机场建设）（依法须经批准的项目，经 相关部门批准后方可开展经营活动，具体经营项目以审批结果为准）技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；新材料技术研发；耐火材料生产；耐火材料销售；新型陶瓷材料销 售；隔热和隔音材料销售；保温材料销售；建筑材料销售；五金产品批发；五金产品零售；金属制品销 售；建筑陶瓷制品销售；机械设备销售；数控机床销售；金属材料销售；建筑用钢筋产品销售；风 ...

Core Viewpoint - The company focuses on the research, manufacturing, and sales of advanced ceramic materials and surface treatment services for semiconductor equipment, with a significant growth trajectory in revenue and profitability driven by domestic demand and technological advancements [4][6][24]. Group 1: Business Overview - The company's main business includes advanced ceramic components and surface treatment services, achieving a revenue CAGR of approximately 28.61% from 2019 to 2023 [4]. - In the first three quarters of 2024, the company reported revenue of 620 million yuan, with ceramic components contributing 550 million yuan, of which the latest mass-produced module products accounted for 36% [4][5]. - The company has evolved its product offerings from basic ceramic materials to advanced components for semiconductor equipment, including ceramic heaters and static chucks [3][24]. Group 2: Financial Performance - The company achieved a net profit of 226 million yuan in the first three quarters of 2024, marking a significant increase due to the successful domestic replacement of key components in semiconductor equipment [6][10]. - The gross profit margin has improved significantly, particularly due to the ramp-up of ceramic heater production [10][12]. Group 3: Market Position and Customer Base - The company has established a diverse customer base without heavy reliance on any single client, with the top five customers accounting for 48.07% of total revenue in 2023 [17][18]. - Key clients include major players in the semiconductor and display panel industries, such as North Huachuang and TCL Huaxing [18][19]. Group 4: Supply Chain and Procurement - The company maintains stable relationships with suppliers, ensuring a diversified procurement strategy without dependence on any single supplier for over 50% of total purchases [20][21]. - The procurement mainly involves high-quality raw materials for advanced ceramics, with ongoing efforts to enhance domestic sourcing capabilities [20]. Group 5: Future Development and R&D - The company plans to invest in expanding production capacity for advanced ceramics and semiconductor components, with a focus on R&D for new materials and technologies [23][24]. - Future projects include the establishment of a research center and the development of new products such as ultra-high purity silicon carbide and advanced ceramic heaters [23][24].

Core Viewpoint - The article discusses the acquisition of Chengdu Zhongke Huamei Electronics Co., Ltd. by Kangda New Materials, aiming to enhance its capabilities in the semiconductor integrated circuit sector and diversify its product offerings [1][2]. Group 1: Acquisition Details - Kangda New Materials signed an acquisition agreement to purchase at least 51% of Zhongke Huamei, which specializes in high-reliability integrated circuit products [1]. - The acquisition is part of Kangda's strategic drive in "new materials + electronic technology," focusing on expanding into the semiconductor integrated circuit field [2]. Group 2: Company Profile of Zhongke Huamei - Zhongke Huamei is recognized as a national-level specialized and innovative "little giant" enterprise, with a strong market presence in the MCU domestic replacement segment [1]. - The company has developed four main product lines: microcontroller chips (MCU), general integrated circuits, high-power density power supplies, and system-in-package (SiP) circuits [1]. Group 3: Product Applications and Developments - The aluminum oxide target material developed by Kangda's subsidiary is used in IC manufacturing to enhance product reliability and durability [3]. - Kangda's CMP polishing liquid is currently undergoing internal testing, indicating ongoing product development in semiconductor manufacturing materials [3]. Group 4: Expansion Projects - Kangda's subsidiary Dalian Qihua is progressing with an expansion project for electronic-grade epoxy resin, which received environmental approval for an annual production capacity of 80,000 tons [4].

Core Insights - Ningbo has become a focal point for other developed cities in China, particularly in technology innovation, attracting delegations from major cities like Shanghai, Beijing, and Shenzhen for learning exchanges [1][2] - The city's GDP has significantly increased from 0.76 trillion to 1.81 trillion from 2014 to 2024, marking a growth of 10,545 billion [3] - Ningbo is recognized as the first "Champion City" in China, with 104 manufacturing champion enterprises, maintaining the top position for seven consecutive years [4] Economic Growth - Ningbo's GDP growth from 2014 to 2024 is notable, with an increase of 10,545 billion, positioning it as the second city in Zhejiang and aiming for the top ten in the "trillion club" [3] - The city has a strong manufacturing base, with a focus on specialized and high-quality production, contributing to its economic resilience [11][12] Manufacturing Excellence - Ningbo is home to several global leaders in niche manufacturing, such as Sunyu Optical, which supplies one-third of the world's Android phone lenses, and Bode High-Tech, which provides 40% of the world's precision cutting wire [9][10] - The city has made significant strides in critical technology sectors, including semiconductor materials and aerospace components, showcasing its role in national strategic projects [10] Business Environment - The historical business culture in Ningbo, characterized by a strong entrepreneurial spirit and a focus on specialized sectors, has fostered a vibrant private economy, with 97% of businesses being privately owned [11][12] - The government plays an active role in supporting champion enterprises, providing financial incentives and a favorable business environment, ranking fifth nationally for its business climate [19][20] Innovation and Collaboration - Ningbo has established a "big cluster + small specialty" model, promoting collaboration among enterprises within industrial chains, enhancing competitiveness and innovation [17][18] - The city has identified 100 industrial chains, with 18 leading enterprises acting as "chain masters" to drive development and innovation within their sectors [18] Champion Enterprises - The concept of "single champion" enterprises is central to Ningbo's strategy for high-quality development, with significant rewards and support for those achieving this status [22][23] - The city offers substantial financial rewards for national and local champion enterprises, with amounts reaching up to 500 million for national recognition [21]