中信证券股份有限公司 关于苏州珂玛材料科技股份有限公司首次公开发行股票 部分募投项目结项并调整募投项目预算投资总额的 核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为苏州珂 玛材料科技股份有限公司（以下简称"珂玛科技"或"公司"）首次公开发行的 保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票 上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规 范运作》等相关规定，对珂玛科技首次公开发行股票部分募投项目结项并调整募 投项目预算投资总额的事项进行了审慎核查，发表如下意见： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2024]640 号文核准，公司于 2024 年 8 月向社会公开发行人民币普通股（A 股）7,500 万股，每股发行价为 8.00 元，应 募集资金总额为人民币 60,000.00 万元，根据有关规定扣除发行费用 8,698.76 万 元后，实际募集资金金额为 51,301.24 万元。该募集资金已于 2024 年 8 月到账。 上述资金到账情况业经中兴华会计师事务所（特殊普通合伙）中兴华验字（2024） 第 2300 ...

Core Viewpoint - Kema Technology has received approval for a convertible bond issuance of up to RMB 750 million, marking a significant step in the domestic semiconductor supply chain's self-sufficiency [1] Company Overview - Kema Technology, established in 2009, focuses on the R&D and manufacturing of high-precision, high-reliability ceramic components for semiconductor equipment [1] - The company has developed over 10,000 customized components using six major material systems, including alumina and silicon carbide, and has been certified by leading domestic semiconductor equipment manufacturers [1] Convertible Bond Project - The funds from the convertible bond will be allocated to two main projects: expansion of modular ceramic components and production of silicon carbide materials [2] - The modular ceramic components project will receive RMB 488 million, aiming to build dedicated production lines and expand ceramic heater capacity, with an expected annual revenue increase of RMB 578 million [2] - The silicon carbide materials project will invest RMB 52 million to establish full-process production capabilities, projected to generate an additional annual revenue of RMB 64.08 million [2] Financial Performance - For the first three quarters of 2025, Kema Technology reported revenues of RMB 794 million and a net profit of RMB 245 million, with a net profit margin of 30.56% [3] - The company anticipates a full-year revenue of RMB 1.06 billion to RMB 1.08 billion for 2025, representing a year-on-year growth of 23.6% to 25.96% [3] - R&D expenditures have increased consistently, reaching RMB 46.53 million, RMB 66.32 million, and RMB 73.98 million from 2023 to 2025, reflecting a commitment to a technology-driven growth strategy [3] Industry Context - Kema Technology holds a 14% share of the domestic semiconductor equipment advanced structural ceramic procurement market, with a 72% market share among domestic suppliers [3] - The global high-end ceramic components market is dominated by companies like Kyocera and CoorsTek, with a domestic penetration rate of less than 20% [3] - The demand for domestic ceramic components is expected to grow by over 25% annually from 2025 to 2027, driven by the expansion of domestic wafer fabs and the need for supply chain self-sufficiency [3] Market Position - As of February 9, 2026, Kema Technology has a total market capitalization of RMB 55.59 billion and a registered capital of RMB 436 million [4] - The successful issuance of the RMB 750 million convertible bond not only provides substantial funding but also reflects the capital market's confidence in the company's future development [4]

机构持仓方面，截止2025年9月30日，珂玛科技十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）、南方中证1000ETF（512100）、西部利得事件驱动股票A（671030）、宏利成长 混合（162201）、香港中央结算有限公司、国泰CES半导体芯片行业ETF（512760）退出十大流通股东 之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月9日，珂玛科技涨2.32%，成交额12.78亿元。两融数据显示，当日珂玛科技获融资买入额8793.98万 元，融资偿还6843.20万元，融资净买入1950.78万元。截至2月9日，珂玛科技融资融券余额合计5.44亿 元。 资料显示，苏州珂玛材料科技股份有限公司位于江苏省苏州高新区漓江路58号6#厂房东，成立日期2009 年4月27日，上市日期2024年8月16日，公司主营业务涉及先进陶瓷材料零部件的研发、制造、销售、服 务以及泛半导体设备表面处理服务。主营 ...

Core Viewpoint - Kema Technology (301611.SZ) is accelerating its capacity expansion by issuing convertible bonds worth up to 750 million yuan to fund production capacity expansion and supplement working capital [1][2]. Group 1: Fundraising and Projects - The company plans to raise a total of 750 million yuan through convertible bonds, focusing on core business and strategic development [1]. - The "Structural Functional Modular Ceramic Components Expansion Project" will receive 488 million yuan, accounting for 65.07% of the total fundraising, aimed at enhancing production capacity for ceramic heaters [2]. - The "Silicon Carbide Materials and Components Project" will receive 52 million yuan, with an expected internal rate of return of 16.38% and a payback period of 7.49 years [2]. - 210 million yuan will be allocated to supplement working capital to support the smooth progress of fundraising projects and stable daily operations [2]. Group 2: Financial Performance and Projections - Kema Technology's revenue for 2025 is projected to reach between 1.06 billion and 1.08 billion yuan, representing a year-on-year growth of 23.63% to 25.96% [1][3]. - The expected net profit attributable to shareholders for 2025 is between 286 million and 336 million yuan, with a year-on-year change of -8.00% to 8.00% [1][3]. - The company achieved a significant revenue increase of 78.54% in its first year post-IPO, with a net profit growth of 279.88% [3]. Group 3: Research and Development - Kema Technology has consistently increased its R&D expenses, with amounts of 46.53 million yuan, 66.32 million yuan, and 73.98 million yuan for the years 2023 to the first three quarters of 2025, totaling 187 million yuan over three years [5]. - The company has developed a complete proprietary intellectual property system and has achieved leading domestic and international levels in several key technical indicators [5]. - Kema Technology focuses on the domestic market while actively expanding overseas, with advanced ceramic components for semiconductor equipment being its core revenue source [3][4].

Core Viewpoint - Kema Technology (301611.SZ) has received approval from the Shenzhen Stock Exchange's Listing Review Committee for its application to issue convertible bonds to unspecified objects, with a total fundraising target of up to RMB 75 million [1][2]. Group 1: Issuance Details - The issuance application was reviewed on February 6, 2026, and was found to meet the conditions for issuance, listing, and information disclosure [1]. - The final approval from the China Securities Regulatory Commission (CSRC) is still pending, and the timing of this decision remains uncertain [1]. Group 2: Fundraising Allocation - The total investment for the projects funded by the issuance is RMB 87.82 million, with the following allocations: - Expansion of modular ceramic components: Total investment of RMB 60.27 million, with RMB 48.80 million from the fundraising [2]. - Silicon carbide materials and components for semiconductor equipment: Total investment of RMB 6.54 million, with RMB 5.20 million from the fundraising [2]. - Supplementing working capital: Total investment of RMB 21 million, with the entire amount sourced from the fundraising [2]. Group 3: Shareholding Structure - As of September 30, 2025, Liu Xianbing directly holds 192.65 million shares, accounting for 44.19% of the total share capital, and controls an additional 5.53% through other entities, totaling 49.72% control over the company [2].

Group 1 - The core point of the article is that Kema Technology (301611.SZ) has received approval from the Shenzhen Stock Exchange's Listing Review Committee for its application to issue convertible bonds to unspecified investors [1] Group 2 - The review meeting was the 6th session of 2026, indicating ongoing regulatory processes for the company [1] - The application for the bond issuance meets the conditions for issuance, listing, and information disclosure requirements [1]

智通财经APP讯，珂玛科技(301611.SZ)公告，深圳证券交易所上市审核委员会召开2026年第6次审议会 议，对公司向不特定对象发行可转换公司债券的申请进行了审核。根据会议审议结果，公司本次发行的 申请符合发行条件、上市条件和信息披露要求。 ...

Core Viewpoint - Kema Technology's application for issuing convertible bonds to unspecified objects has been approved by the Shenzhen Stock Exchange's Listing Review Committee, confirming compliance with issuance conditions, listing conditions, and information disclosure requirements [1] Group 1 - The Shenzhen Stock Exchange's Listing Review Committee held its 6th review meeting of 2026 on February 6 [1] - Kema Technology's application for the issuance of convertible bonds was reviewed and found to meet all necessary conditions [1] - The approval indicates that Kema Technology is moving forward with its financing strategy through convertible bonds [1]

证券代码：301611 证券简称：珂玛科技 公告编号：2026-007 苏州珂玛材料科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 2026 年 2 月 6 日，深圳证券交易所上市审核委员会召开 2026 年第 6 次审议会议， 对苏州珂玛材料科技股份有限公司（以下简称"公司"）向不特定对象发行可转换公 司债券（以下简称"本次发行"）的申请进行了审核。根据会议审议结果，公司本次 发行的申请符合发行条件、上市条件和信息披露要求。 本次发行事项尚需履行中国证券监督管理委员会（以下简称"中国证监会"）注 册程序，最终中国证监会能否同意注册及其时间尚存在不确定性。公司将在收到中国 证监会作出的予以注册或不予注册的决定文件后另行公告。敬请广大投资者注意投资 风险。 特此公告。 苏州珂玛材料科技股份有限公司董事会 2026 年 2 月 6 日 关于向不特定对象发行可转换公司债券申请 获得深圳证券交易所上市审核委员会审核通过的公告 ...

证券日报网讯2月4日，珂玛科技（301611）发布公告称，截至本公告披露日，公司及其控股子公司经审 议批准的处于有效期内的担保额度总金额为人民币20，000.00万元，占公司最近一期经审计净资产的 13.16%；公司及其控股子公司的担保余额为人民币3，000.00万元，占公司最近一期经审计净资产的 1.97%。截至本公告披露日，公司及子公司不存在对合并报表外单位提供担保的情况，无逾期对外担 保，也无涉及诉讼的对外担保及因担保被判决败诉而应承担损失的情形。 ...