Group 1: Convertible Bond Issuance and Production Capacity - The company is actively progressing with the issuance of convertible bonds, which is currently under review by the Shenzhen Stock Exchange [2] - The company has completed the necessary procedures to purchase project land from the Suzhou High-tech Zone government [2] - In 2025, the company plans to gradually put into production an advanced materials production base, relocating existing facilities to enhance production and delivery capabilities for ceramic heaters [2] Group 2: Product Performance and Development - The high-performance ceramic heaters have been successfully applied in key processes for end customers since Q4 2023, meeting performance requirements [3] - The company aims to enhance R&D for ceramic heaters, focusing on improving material formulations, production processes, and quality control based on customer feedback [3] - The development of electrostatic chucks has lagged behind ceramic heaters due to differences in material and production complexity, with the company having a 5-year development history for electrostatic chucks [3][4] Group 3: Mergers and Acquisitions - In July 2025, the company acquired Suzhou Kaixin Semiconductor Technology Co., Ltd., marking its first foray into mergers and acquisitions [4] - The acquisition is expected to complement the company's existing product system in silicon carbide ceramics, enhancing its service capabilities to semiconductor clients [4] - Future projects will focus on semiconductor equipment components, other applications of ceramic materials, and upstream powder directions [4]
珂玛科技(301611) - 301611珂玛科技投资者关系管理信息20260109