Core Viewpoint - The company, Keda Manufacturing (600499), reported strong revenue growth in its consumables segment during the first three quarters of the year, with an increasing share from the ceramic machinery business and sustained growth in the ink business [1] Group 1 - The consumables revenue achieved good growth in the first three quarters of the year [1] - The ceramic machinery business segment is gradually increasing its share of total revenue [1] - The ink business continues to maintain a good growth rate [1] Group 2 - Future growth is expected as the Turkish production base, KAMI ink factory, ramps up its production capacity [1] - Continuous expansion of service outlets and marketing networks is anticipated to support the steady development of the consumables business, including the ink segment [1]

证券日报网12月5日讯科达制造（600499）在12月5日回答调研者提问时表示，目前，公司仍有南美秘鲁 玻璃项目正在建设中，预计于明年投产。此外，公司现金流及融资结构的优化，为公司在平衡经营拓展 以及负债率方面提供了更为灵活的施展空间。后续，公司将持续关注各地区城镇化进程中的建材产品需 求，结合现有销售渠道的可复用性、品牌属性的赋能效果等，积极寻求产能布局的机会。 ...

证券日报网12月5日讯 科达制造（600499）在12月5日回答调研者提问时表示，公司始终高度重视股东 回报，并致力于与股东共享发展成果。2024年度，公司现金分红比例约37%，叠加当期股份回购金额 后，两者合计比例达61.99%。未来，公司将继续秉持稳健、可持续的分红政策，综合考虑经营情况、 战略规划以及海外建材业务资本开支需求等，在优先保障经营发展的情况下，争取实现分红比例的稳健 提升，力求为股东创造长期、稳定的投资回报。 ...

Core Viewpoint - The company, Keda Manufacturing, has reported significant growth in its anode material business, primarily serving the energy storage sector, with a notable increase in sales and profitability in 2023 compared to the previous year [1] Group 1: Business Performance - The company’s artificial graphite product sales reached nearly 70,000 tons in the first three quarters of this year, with both sales and production increasing by over 300% year-on-year [1] - The overall profitability of the anode material segment has improved compared to the same period last year, achieving profitability in the first three quarters, although the net profit margin remains relatively low [1] Group 2: Production Capacity - The company currently has a total production capacity of 150,000 tons per year for artificial graphite across its facilities in Fujian and Chongqing [1] - With the complete release of anode material production capacity and maintaining stable sales and production rates, the company’s revenue scale is expected to further increase [1]

Core Viewpoint - The company, Keda Manufacturing, reported a slight increase in ceramic machinery orders in the first three quarters of the year, driven primarily by overseas orders, which now account for over 65% of total orders [1] Group 1: Company Performance - Keda Manufacturing has maintained steady growth in regions such as Southeast Asia and achieved breakthroughs in certain areas of the Americas [1] - The company has secured equipment supply partnerships with leading global enterprises [1] Group 2: Future Strategy - Keda Manufacturing aims to accelerate market entry by developing model projects in collaboration with top-tier companies [1] - The company plans to continue focusing on the layout of major global ceramic production areas to further increase the proportion of overseas orders [1] - The strategy includes covering more overseas markets to smooth out cyclical fluctuations [1]

（编辑 姚尧） 证券日报网12月5日讯 科达制造在12月5日回答调研者提问时表示，由于公司去年海外建材业务上半年 的业绩低迷，以及其业务总部管理架构的搭建，在海外人才引进与信息化建设上的持续投入，导致相关 费用有所上升。而今年以来，随着公司新增产能的释放、营业收入规模的扩大，以及相关组织人员结构 趋于稳定等，公司经营现金流实现了较好增长。 ...

证券日报网12月5日讯 科达制造在12月5日回答调研者提问时表示，今年第三季度，科特迪瓦和肯尼亚 伊新亚陶瓷项目主要处于产能爬坡阶段，实际生产及销售规模有限，毛利率尚处于较低水平，对公司营 收及利润贡献较小。随着两者产能的逐步释放，预计其将对未来整体业绩产生积极贡献。 （编辑 姚尧） ...

Core Viewpoint - The company is focusing on the production of large-sized mid-to-high-end ceramic tiles at its Kenya Yinxin Ya ceramic project, with a daily capacity of approximately 11,000 square meters [1] Group 1: Production Capacity and Product Development - The company's Kenya project primarily produces larger mid-to-high-end ceramic tiles, with a daily output capacity of around 11,000 square meters [1] - The company is continuously working on product iteration and upgrades for some of its ceramic projects, although the overall capacity for large-sized tiles remains relatively small [1] Group 2: Market Demand and Future Plans - As the local economy develops and the demand for tiles upgrades, the company plans to gradually advance the upgrade of high-end product lines based on market needs [1] - The anticipated upgrades in product lines are expected to positively impact the average price of the company's ceramic products [1]

证券日报网12月5日讯 科达制造（600499）在12月5日回答调研者提问时表示，今年前三季度，公司海 外建材业务各品类的产能利用率均维持在高位。 ...

证券日报网讯 12月4日晚间，科达制造发布公告称，第一大股东梁桐灿先生本次解除质押股份41， 500，000股，占其所持股份比例11.08%，占公司总股本比例2.16%，并于2025年12月2日、12月3日办理 了解除质押手续；同时新增质押5，000，000股，占其所持股份比例1.34%，占公司总股本比例0.26%， 质押起始日为2025年12月3日。 （文章来源：证券日报） ...