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Research reports digging for gold | China Post Securities: Kema Technology's ceramic heaters have begun to accelerate in volume, initiating a "buy" rating.
On December 10, Gelonghui reported that the research reports from Postal Securities pointed out that with the trend of domestic production of semiconductor equipment, Ke Ma Technology (301611.SZ) has become a major core ceramic components supplier for mainstream domestic semiconductor equipment manufacturers, including naura technology group, advanced micro-fabrication equipment inc. china, Tuo Jing Technology, Shanghai Microelectronics, and kingsemi co., ltd., ensuring the security of China's semiconductor industry supply chain. According to Frost & Sullivan data, in 2021, the company accounted for about 14% of the total scale of advanced structural ceramic procurement for domestic semiconductor equipment in mainland china and accounted for the total supply of local advanced structural ceramics suppliers in mainland china.
Kema Technology (301611): Ceramic heaters begin to accelerate production volume.
Investment highlights include accelerating the domestic substitution of advanced ceramic materials for semiconductor equipment components. The company was established in 2009 and primarily engages in the R&D, manufacturing, sales, and service of advanced ceramic materials components, as well as surface treatment services for general semiconductor equipment.
A-shares of domestic lithography concept stocks soared, with kunshan kinglai hygienic materials rising over 9%.
Gelonghui, December 3 | Kunshan Kinglai Hygienic Materials rose over 9%, Kema Technology rose over 5%, Qingdao Guolin Technology Group, Chengdu Xuguang Electronics, and Fuchuang Precision also saw an increase.
Kema Technology (301611.SZ) plans to distribute 1 yuan for every 10 shares on December 5th, ex-dividend.
Kema Technology (301611.SZ) announced that in the third quarter of 2024...
Camtechnology (301611.SZ): has not yet deployed solid state battery ceramic substrate related products
Ke Ma Technology (301611.SZ) stated on the investor interaction platform on November 27th that the company has not yet laid out related products of solid state battery ceramic substrates.
Research reports on investment opportunities | Sealand: Future growth of Kema Technology is promising, maintaining a "buy" rating.
Gray goose's November 22nd | Sealand Securities research report pointed out that Korma Technology (301611.SZ) is the leader in advanced ceramic materials in China, with rapid development of semiconductor equipment module products, promising future growth, maintaining a "buy" rating. In recent years, the company has accelerated the development of ceramic heaters, electrostatic chuck, ultra-high purity silicon carbide and other module products, of which ceramic heaters have been validated by customers and put into mass production, with promising future growth. According to Frost & Sullivan data, the 2023E global/China semiconductor advanced structural ceramics market sizes are 42.3 billion yuan and 8.7 billion yuan, respectively, and the 2022E-2026E global/China
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