Group 1: Business Overview - The company operates in three main business segments: adhesives and specialty resin materials, electronic information materials, and electronic technology [2] - The adhesive and specialty resin materials segment has seen steady growth in product sales, driven by strong demand in the wind power industry [2][4] Group 2: Financial Performance - In the first half of 2025, the net profit increased due to the growth in the adhesive and specialty resin materials segment [2] - The company has enhanced its profitability through resource optimization, improved asset operation efficiency, and reduced management costs [2] Group 3: Subsidiary Developments - The subsidiary Saiying Technology focuses on microwave integrated circuits and radar systems, expanding its business from special equipment to civilian applications [3] - Dalian Qihua, another subsidiary, is progressing on an expansion project for producing 80,000 tons of electronic-grade epoxy resin, which received environmental approval in 2024 [4] Group 4: Strategic Planning - The electronic information materials segment includes display materials and low-temperature co-fired ceramics (LTCC), with a focus on inorganic semiconductor materials [5] - The company plans to acquire Zhongke Huamei to expand into the semiconductor integrated circuit field, enhancing its profitability and operational sustainability [5] Group 5: Technological Advancements - The newly established subsidiary Kang Cheng Da (Shanghai) New Materials Co., Ltd. is developing electronic-grade poly(maleic anhydride) resins for applications in high-speed copper-clad laminates and BT substrates [6]
康达新材(002669) - 2025年7月30日投资者关系活动记录表