Group 1: Market Development and Competitive Advantage - The company has established a comprehensive supply system for wind turbine blade materials, including structural adhesives and various resin products, with a sales volume of nearly 10,000 tons expected in 2024 [2][3]. - The company maintains a leading market share in wind structural adhesives, benefiting from early certification by the German Lloyd's Register (GL) and advanced production technology [2][3]. Group 2: Research and Development Focus - The company focuses on three core R&D areas: adhesive and specialty resin materials, electronic information materials, and electronic technology, with a 2024 R&D expenditure of 204 million yuan, accounting for 6.56% of revenue [3]. - The R&D team consists of 376 members, representing 22.97% of the total workforce, emphasizing the company's commitment to innovation and product quality [3]. Group 3: Acquisition Plans - The company is in the process of acquiring Chengdu Zhongke Huami Electronics, a high-tech enterprise specializing in reliable integrated circuit products, with ongoing audits and evaluations [4][5]. Group 4: Semiconductor Materials Strategy - The company aims to accelerate its strategic transformation towards the semiconductor industry, leveraging existing materials like CMP polishing liquids and sputtering targets to build a comprehensive industrial chain [6].

Group 1: Business Overview - The company operates in three main business segments: adhesives and specialty resins, electronic information materials, and electronic technology [2] - The adhesive segment is a major revenue source, particularly in the wind power blade materials sector, with a comprehensive supply system established [2][3] Group 2: Market Performance - In 2024, the total sales volume of wind power epoxy structural adhesives and infusion resins reached nearly 10,000 tons [2] - The company maintains a leading market share in wind power structural adhesives as of Q1 2025 [2] Group 3: International Expansion - The company is expanding its overseas market presence, with certifications completed for products under LM Windpower and GE [4] - A new adhesive materials production base is being established in Thailand to better serve international clients [4] Group 4: Subsidiary Developments - Saiying Technology focuses on microwave technology and has developed products for radar and communication systems, with a shift towards civilian applications [5] - The company’s subsidiary, Dalian Qihua, specializes in high-quality epoxy resins, with an annual production capacity of 80,000 tons planned for expansion [6] Group 5: Production Capacity and Projects - The Fujian production base has entered formal production, with capacity to be gradually released based on market conditions [6] - The Tangshan production project is in the acceptance phase, with trial operations and formal production to follow [6]

【DT新材料】 获悉，4月22日， 康达新材 发布公告，2025年第一季度，公司归母净利润为540.00 万元，同比增长121.78%；扣非归母净利润为266.23万元，同比增长110.07%。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利: 540.00 万元 - 660.00 万元 | 亏损:2.479.35 万元 | | | 比上年同期增长:121.78% - 126.62% | | | 扣除非经常性损 益后的净利润 | 盈利:266.23 万元 - 386.23 万元 | 亏损:2,642.75 万元 | | | 比上年同期增长:110.07% - 114.61% | | | 基本每股收益 | 盈利:0.018 元/股 - 0.022 元/股 | 亏损:0.083 元/股 | 一季度内公司在 胶粘剂新材料 板块实现销量增加，特别是风电叶片系列产品业务发展趋势向好。 实现营收规模大幅增加，净利润同比扭亏为盈，同比上年一季度业绩显著回升。 同日，康达新材发布 2024年年报 ，公司2024实现营业收入31.01亿元，同比上升1 ...

在风电叶片制造领域，公司围绕核心业务深耕市场、强化技术，达成既定销售目标，稳固了国内市场份 额第一的地位。公司形成了风电叶片材料全链条供应体系，风电结构胶全年销售量达到4万吨，高性能 胶D-2新品销量提升至结构胶整体销量的17%；风电环氧灌注树脂全年销售量4.5万吨，同比上升90%以 上，市场份额提升至12%，晋升行业前四。公司风电叶片海外业务也稳步提升，相关产品完成海外工厂 认证，进入出口项目准备阶段。 4月21日晚，康达新材（002669）发布2024年年报。报告显示，2024年公司实现营业收入31.01亿元，同 比增长11.05%；实现归属于上市公司股东的净利润为-2.46亿元。 公司还持续加大研发投入，2024年度投入研发费用2.04亿元，占营业收入比例为6.56%，新增授权专利 29项，其中发明专利16项，实用新型13项，参与制定或修订行业标准1项。 2024年，公司在胶粘剂、环氧灌注树脂、合成树脂等领域的产值规模继续保持行业前列，在生产经营、 团队协作、技术创新、安全环保、质量改善等方面均有所提升。 在包装领域，公司聚氨酯类胶粘剂业务稳健开展，无溶剂复膜胶销售量超万吨，市场占有率保持领先。 公司通 ...