长江商报记者注意到，近年来，康达新材经历了业绩的调整与复苏，在2024年出现亏损后，呈现强劲复 苏态势。2025年前三季度，公司实现营收37.5亿元，同比大幅增长72.10%；归母净利润8405万元，同比 扭亏为盈。 长江商报消息 ●长江商报记者 张璐 康达新材（002669.SZ）计划通过募资提升竞争力。 近日，康达新材披露向特定对象发行股票募集说明书（申报稿），公司拟通过定向增发募集资金总额不 超过5.85亿元，聚焦电子级环氧树脂扩建、北方研发中心与军工电子暨复合材料产业项目建设，并补充 流动资金。 作为深交所主板上市公司，康达新材深耕行业35年，已构建起覆盖胶粘剂与特种树脂、电子信息材料、 电子科技三大板块的业务体系，产品广泛应用于风电、电子电器、航空航天、国防军工等关键领域。 公开资料显示，自1988年成立以来，康达新材历经三十五年的深耕细作，从最初的小型化工实验厂成长 为横跨新材料与电子科技领域的高科技企业。目前，公司主要业务分为胶粘剂与特种树脂新材料、电子 信息材料和电子科技三大板块。 近年来，康达新材经历了业绩的调整与复苏，2023年—2024年，公司分别实现营收27.93亿元、31.01亿 元 ...

Core Viewpoint - Kangda New Materials (002669) is a leading supplier of epoxy structural adhesives for wind turbine blades in China, holding the largest market share in this segment [1] Group 1: Market Position - The company is the top supplier of epoxy structural adhesives for wind turbine blades in the domestic market [1] - Kangda New Materials also leads in the domestic market share for wind epoxy infusion resin [1] Group 2: Raw Material Impact - Epoxy resin diluents are a key raw material for the company's epoxy structural adhesives and infusion resins, and fluctuations in their prices can impact the company's products [1] - The company's market share advantage in niche segments provides pricing flexibility, allowing the sales team to adjust pricing strategies in response to raw material price increases [1]

Core Viewpoint - Kangda New Materials is expected to achieve a net profit of between 80 million to 90 million yuan for the first three quarters of 2025, marking a turnaround from losses in the previous year [1] Financial Performance - In the first half of 2025, the company reported an operating income of 2.258 billion yuan, a year-on-year increase of 65.75% [1] - The net profit attributable to shareholders was 51.17 million yuan, and the non-recurring net profit was 31.31 million yuan, both showing a turnaround from losses compared to the same period last year [1] Business Segments - The main business segments of Kangda New Materials include adhesives and specialty resin new materials, electronic information materials, and electronic technology [1] - The sales volume of adhesives and specialty resin new materials has steadily increased, driven by strong demand in the wind power industry, particularly for wind turbine blade products [2] Market Position - Kangda New Materials holds the leading market share in the domestic market for wind turbine blade structural adhesives [2] - The company has established a complete supply system for core products, including epoxy structural adhesives and epoxy infusion resins for wind turbine blades [2] Industry Outlook - The wind power industry is expected to continue supporting the performance growth of related enterprises due to favorable policies and market demand [2] - Long-term trends indicate that as wind power technology advances and the industry matures, prices may stabilize or decline, making internal management and core competitiveness crucial for profitability [2] International Expansion - Kangda New Materials is actively expanding its overseas market presence, leveraging its technical advantages in core products to gradually increase its international market share [3] - The company has achieved sales in Southeast Asia, Central Asia, and South Asia, with plans to establish offices or branches abroad as needed [3]